Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
United Way of the Columbia-Willamette
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
619 SW 11th Avenue No 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland, OR972052646
D Employer identification number

93-0582124
E Telephone number

G Gross receipts $ 26,759,783
F Name and address of principal officer:
Carol Frye
619 SW 11th Avenue No 300
Portland,OR972052646
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.unitedway-pdx.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1952
M State of legal domicile: OR
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Helping people, changing lives, making every contribution count.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 30
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 30
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 90
6 Total number of volunteers (estimate if necessary) ............. 6 22,333
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 23,397,299 21,486,757
9 Program service revenue (Part VIII, line 2g) ......... 96,736 195,595
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 228 148,579
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 177,704 -39,537
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 23,671,967 21,791,394
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,555,612 15,142,123
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,943,981 4,572,291
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,282,098    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,237,471 2,145,694
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 21,737,064 21,860,108
19 Revenue less expenses. Subtract line 18 from line 12....... 1,934,903 -68,714
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 18,415,139 17,774,965
21 Total liabilities (Part X, line 26)............. 7,864,131 7,053,685
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,551,008 10,721,280
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,804,093 including grants of $ 2,639,596 ) (Revenue $   )
Transformation Grants - The Community Transformation Strategy is utilizing a collective impact model with a long-term focus on transforming communities. United Way focused on breaking the cycle of childhood poverty by investing in the highest need communities across our region to improve educational outcomes for young people, stabilize the families in which they live, and build strong and connected communities around them. (See Schedule O for more information)Transformation Grants Contd: United Way has selected the successful families 2020 collaborative to invest in through the Community Transformation strategy. The community collaborative consists of 6 organizations who share in UW's commitment to break the cycle of childhood poverty and the importance of putting equity at the center of our work. We are working together in alignment with UWCW new strategic goals of successful kids, stable families and connected communities. After selection, UWCW engages and/or groups from different sectors that are working together in alignment with UWCWs new strategic goals of successful kids, stable families and connected communities. After selection, UWCW engaged with the collaborative as a partner in a planning process to co-create a business and work plan that achieves the results outlined by the collaborative to create impact in their community. Strengthening Grants - The goal of Community Strengthening grants is to establish a stronger network of nonprofits in the four-county area. By supporting the work of nonprofits who are leading the way in reducing poverty for children and families. By strengthening organizational, collective capacity and creating culturally responsive systems, we will improve the outcomes for communities living in poverty in our region. By investing in and connecting these organizations together, we aim to break the cycle of childhood poverty by creating an environment where organizations are continuously improving ways to move kids and families out of poverty so that we can build knowledge around solutions. UWCW selected a cohort of 30 organizations that will primarily focus on strengthening their organizational capacity to improve outcomes for low-income families and their children. For this strategy, UWCW aspired a balance of emerging and established organizations, geographic distribution and organizations serving culturally specific communities. Applicants were required to provide specific information about each of these different factors. Additionally, UWCW recognized that poverty in many communities is a generational issue and looked for strategies that both impact immediate poverty issues and address the longer-term issues that keep families in poverty.Grantees are required to participate in a planning process where they will organize into learning communities based on common issue areas and organizational interests. Throughout the funding period, these learning communities are meeting to share experiences, exchange data and information and build collective knowledge around new and promising practices. Learning communities are co-created, meaning that organizations within a learning community determined learning objectives, frequency and duration of meetings, etc. United Way staff provides convening, facilitation and administrative support to develop, nurture and move toward achieving collectively agreed upon goals and objectives. Additionally, during the planning process the cohort identified shared outcomes that will be evaluated during the grant cycle. Each learning community, in partnership with United Way staff, is responsible for documenting what was learned through this process and the impacts we are making toward moving people out of poverty so that we can share this more broadly across the community.Safety Net Grants The Safety Net funding strategy is designed to provide critical aid for our most vulnerable families through short-term, non-competitive investments in supportive programs that provide housing, food, heat, utilities and other essential needs for individuals that, due to an unforeseen personal crisis, disaster or emergency in their lives, would benefit from additional assistance. Safety Net partnerships are one-year in length and the grant amount varies by organization.Project Access Now connects low-income, uninsured patients to needed medical care and prescriptions through a strategic collaboration of hospitals and clinics that organize donated care. Health professionals recruited to volunteer for Project Access Now provided 3,667 distinct individuals with access to free health care services. More than 3,000 volunteers donated medical care, including approximately 1,000 clinician volunteers. During this time, more than $20,000,000 in donated health care services were provided to the community.Earned Income Tax Credit (EITC) Assistance offers free tax preparation assistance to ensure that more low-income residents understand and claim the EITC tax credit for which they are eligible. Last year, nearly 400 volunteers gave their time to assist with tax preparation for over 17,000 low-income filers, which received over $5.5 million in EITC refunds. 211info is a regional resource (phone and online) that provides information and referral and handles more than 90,000 calls annually requesting information about health and human services. Last year, 93,811 individuals called the resource hotline to seek referral to resources, with 91% of community members reporting that the resource increased their knowledge about available health and human services. Over 142,000 community members increased their knowledge of health and human services issues, events and disaster response by visiting the hotline's website.
4b (Code:   ) (Expenses $ 12,502,527 including grants of $ 12,502,527 ) (Revenue $   )
Donor Choice United Way offers donors the opportunity to designate their gift directly to 501(c)(3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community.
4c (Code:   ) (Expenses $ 637,444 including grants of $   ) (Revenue $ 20,770 )
Hands on Greater Portland - Hands On Greater Portland provides a link for individuals, families, corporate and community groups to join together and engage in meaningful volunteer opportunities across the Greater Portland region. (See Schedule O for more information) Hands on Greater Portland Contd: Hands On Greater Portland offers unique, fun, and flexible ways to get connected and involved, and provides volunteer management resources to the nonprofit sector. Hands On Greater Portland is a program of United Way of the Columbia-Willamette and an affiliate of the HandsOn Network, an association of 250 volunteer service organizations across 16 countries.22,333 volunteer connections were made serving over 57,506 hours; thats an estimated value add of $1,227,753* generated through volunteerism.
(Code:   ) (Expenses $ 68,695 including grants of $   ) (Revenue $ 181,409 )
Early Learning Hubs - Early Learning Multnomah (ELM) is one of 16 hubs, or regional-based groups, appointed by the State of Oregons Early Learning Council designed to improve the educational outcomes for Oregons youngest children. Co-managed by United Way of the Columbia-Willamette and Multnomah County Human Services, ELM is working to align the services of entities that play a role in a childs early learning development. From early childhood educators, K-12 school districts, health, social and human service organizations, nonprofits, municipalities, the private sector, and more, ELM is working to eliminate disparities in communities of color and advance equity so that all children arrive at school prepared to learn and have an equal opportunity to succeed. United Way of the Columbia-Willamette is also part of the Early Learning Washington County Hub, but monies were not spent for this Hub in fiscal year 13-14.
4d Other program services (Describe in Schedule O.)
(Expenses $ 68,695 including grants of $   ) (Revenue $ 181,409 )
4e Total program service expensesMediumBullet18,012,759
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
7
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
90
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
30
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
30
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WA , OR
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCarol Frye619 SW 11TH AvenuePortlandOR972052646 (503) 228-9131
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Al Jubitz........................................................................
Director
.50
.......................  
X           0 0 0
(2) Andrew Frazier........................................................................
Director
.50
.......................  
X           0 0 0
(3) Bob Tackett........................................................................
Director
.50
.......................  
X           0 0 0
(4) Brett Baker........................................................................
Director
.50
.......................  
X           0 0 0
(5) David Willmott........................................................................
Director
.50
.......................  
X           0 0 0
(6) Eric Brown........................................................................
Director
.50
.......................  
X           0 0 0
(7) Jill Eiland........................................................................
Director
.50
.......................  
X           0 0 0
(8) Jocelynne McAdory........................................................................
Director/Secretary
1.00
.......................  
X   X       0 0 0
(9) Jon Huddleston........................................................................
Director
.50
.......................  
X           0 0 0
(10) Kristin Lewis........................................................................
Director
.50
.......................  
X           0 0 0
(11) Larry Paulson........................................................................
Director/Chair
2.00
.......................  
X   X       0 0 0
(12) Lesley Hallick........................................................................
Director/Chair-elect
.50
.......................  
X           0 0 0
(13) Lilisa Hall........................................................................
Director
.50
.......................  
X           0 0 0
(14) Mary Monnat........................................................................
Director
.50
.......................  
X           0 0 0
(15) Michael Montgomery........................................................................
Director
.50
.......................  
X           0 0 0
(16) Norwood Knight Richardson........................................................................
Director
.50
.......................  
X           0 0 0
(17) Rob Davison........................................................................
Director/Treasurer
.50
.......................  
X   X       0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Sabrina Rokovitz........................................................................
Director
2.00
.......................  
X           0 0 0
(19) Tom Elmer........................................................................
Director
.50
.......................  
X           0 0 0
(20) Tony Trunzo........................................................................
Director
.50
.......................  
X           0 0 0
(21) Don Antonucci........................................................................
Director
.50
.......................  
X           0 0 0
(22) Gale Castillo........................................................................
Director
.50
.......................  
X           0 0 0
(23) Augie Gallego........................................................................
Director
.50
.......................  
X           0 0 0
(24) Anthony Jones-DeBerry........................................................................
Director
.50
.......................  
X           0 0 0
(25) Rodrigo Lopez........................................................................
Director
.50
.......................  
X           0 0 0
(26) Alan Yordy........................................................................
Director
.50
.......................  
X           0 0 0
(27) Jilma Meneses........................................................................
Director
.50
.......................  
X           0 0 0
(28) Tricia Tillman........................................................................
Director
.50
.......................  
X           0 0 0
(29) Rob Smith........................................................................
Director
.50
.......................  
X           0 0 0
(30) Kevin Palau........................................................................
Director
.50
.......................  
X           0 0 0
(31) Carol Frye........................................................................
COO
50.00
.......................  
    X       135,428 0 30,829
(32) Keith Thomajan........................................................................
President/CEO
50.00
.......................  
    X       168,637 0 41,710
(33) Thomas Smith........................................................................
CIO
50.00
.......................  
        X   119,363 0 20,078
(34) Patricia Bussey........................................................................
CDO
50.00
.......................  
        X   115,168 0 14,599
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 538,596 0 107,216
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,358,989
b Membership dues....1b  
c Fundraising events....1c 50,000
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
20,077,768
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 21,486,757
 Program Service RevenueAmt Business Code
2a Community service fees 561000 195,595 195,595    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 195,595
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 80,375     80,375
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 167,237  
b Less: rental expenses 0  
c Rental income or (loss) 167,237  
d Net rental income or (loss).......MediumBullet 167,237     167,237
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,794,767  
b Less: cost or other basis and sales expenses 4,726,563  
c Gain or (loss) 68,204  
d Net gain or (loss)..........MediumBullet 68,204     68,204
8a Gross income from fundraising events (not including
$ 50,000
of contributions reported on line 1c). See Part IV, line 18 ..
a 28,468
b Less: direct expenses ...b 241,826
c Net income or (loss) from fundraising events..MediumBullet -213,358   -213,358
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Other 900099 6,584 6,584    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 6,584
12 Total revenue. See Instructions......MediumBullet 21,791,394 202,179 0 102,458
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 15,142,123 15,142,123
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 381,201 117,817 231,252 32,132
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 3,268,674 1,361,911 695,372 1,211,391
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 184,629 72,900 43,882 67,847
9 Other employee benefits ....... 482,123 216,999 96,521 168,603
10 Payroll taxes ........... 255,664 102,722 62,897 90,045
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 242,310 80,718 66,873 94,719
12 Advertising and promotion .... 236,142 142,481 40 93,621
13 Office expenses ....... 373,198 60,790 123,595 188,813
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 265,932 117,002 86,113 62,817
17 Travel ............ 69,636 26,541 18,539 24,556
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 169,785 74,627 17,985 77,173
20 Interest ...........        
21 Payments to affiliates ....... 202,194 174,094 13,112 14,988
22 Depreciation, depletion, and amortization ..... 386,154 235,116 74,763 76,275
23 Insurance .............. 40,489 15,158 16,260 9,071
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Equip Repair & Maint 78,833 44,237 11,878 22,718
b Printing 46,592 19,947 860 25,785
c Volun & Donor Recog 18,268 1,835 1,189 15,244
d Miscellaneous 16,161 5,741 4,120 6,300
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 21,860,108 18,012,759 1,565,251 2,282,098
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 709 1 800
2 Savings and temporary cash investments ......... 2,431,255 2 2,698,218
3 Pledges and grants receivable, net ........... 6,578,655 3 5,917,531
4 Accounts receivable, net ............. 103,420 4 110,264
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 279,155 9 233,462
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,177,558
b Less: accumulated depreciation ..... 10b 4,472,036 2,582,112 10c 2,705,522
11 Investments—publicly traded securities .......... 5,023,882 11 4,579,759
12 Investments—other securities. See Part IV, line 11 ..... 494,821 12 536,617
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 921,130 15 992,792
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 18,415,139 16 17,774,965
Liabilities 17 Accounts payable and accrued expenses ......... 513,476 17 652,256
18 Grants payable ................. 7,350,655 18 6,401,429
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 7,864,131 26 7,053,685
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 6,175,866 27 6,168,578
28 Temporarily restricted net assets ........... 1,246,144 28 1,352,042
29 Permanently restricted net assets ........... 3,128,998 29 3,200,660
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 10,551,008 33 10,721,280
34 Total liabilities and net assets/fund balances ........ 18,415,139 34 17,774,965
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
21,791,394
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
21,860,108
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-68,714
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
10,551,008
5
Net unrealized gains (losses) on investments ...............
5
167,324
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
71,662
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
10,721,280
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 20,823,473 21,926,209 23,178,530 23,397,299 21,486,757 110,812,268
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 20,823,473 21,926,209 23,178,530 23,397,299 21,486,757 110,812,268
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 10,891,638
6 Public support. Subtract line 5 from line 4. 99,920,630
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 20,823,473 21,926,209 23,178,530 23,397,299 21,486,757 110,812,268
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 197,529 219,988 242,788 165,563 247,612 1,073,480
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 28,408 57,769 41,535 23,829 6,584 158,125
11 Total support (Add lines 7 through 10). 112,043,873
12
12
621,078
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
89.180 %
15
15
88.220 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 3,166,308 1,160,718 1,204,431 1,058,074 990,368
b Contributions ........   2,000,000      
c Net investment earnings, gains, and losses 271,764 15,086 -34,943 156,003 78,247
d Grants or scholarships ..... 4,926 5,361 5,406    
e Other expenditures for facilities
and programs ........
      6,298 7,216
f Administrative expenses .... 8,349 4,135 3,364 3,348 3,325
g End of year balance ...... 3,424,797 3,166,308 1,160,718 1,204,431 1,058,074
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet93.000 %
c
Temporarily restricted endowment SchDMd Bullet7.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   886,000 886,000
b Buildings ................   3,961,166 2,895,272 1,065,894
c Leasehold improvements ............        
d Equipment ................   2,330,392 1,576,764 753,628
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,705,522
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Interest in perpetual trust 992,792








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 992,792
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 9,646,033
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 167,324
b Donated services and use of facilities ......... 2b 118,180
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 71,662
e Add lines 2a through 2d ..................... 2e 357,166
3 Subtract line 2e from line 1..................... 3 9,288,867
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 12,502,527
c Add lines 4a and 4b....................... 4c 12,502,527
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 21,791,394
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 9,475,761
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 118,180
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 118,180
3 Subtract line 2e from line 1..................... 3 9,357,581
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 12,502,527
c Add lines 4a and 4b....................... 4c 12,502,527
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 21,860,108
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: To provide a predictable stream of income for program operations.
Part X, Line 2: Management believes UWCW does not have any uncertain tax positions.
Part XI, Line 2d - Other Adjustments: Increase in interest in perpetual trust 71,662.
Part XI, Line 4b - Other Adjustments: Pledges designated by donors 12,502,527.
Part XII, Line 4b - Other Adjustments: Pledges designated by donors 12,502,527.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

More Than 24
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 78,468     78,468
2 Less: Contributions . . 50,000     50,000
3 Gross income (line 1
minus line 2) . . .
28,468     28,468
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses . 241,826     241,826
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 241,826
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -213,358
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number
93-0582124
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) 211 Info
PO Box 11830
Portland,OR97211
93-0784586 501(c)3 225,000       Regional 2-1-1 Collaboration
(2) CASH Oregon (Creating Assets Savings & Hope)
Rob Justus 2013 Lloyd Center Mall
Portland,OR97232
20-5682797 501(c)3 75,000       Earned Income Tax Credit (EITC) Tax Help
(3) Clackamas County Social Services
2051 Kaen Road PO Box 2950
Oregon City,OR97045
94-3032590 501(c)3 23,590       Short Term Rent Assistance
(4) Community Action
1001 SW Baseline Street
Hillsboro,OR97123
93-0554941 501(c)3 50,682       Opening Doors Prenatal Outreach
(5) Community Housing Resource Center
103 East 29th Street
Vancouver,WA98663
91-1641351 501(c)3 10,000       Culturally Specific Earned Income Tax Credit (EITC) Tax Help
(6) Council for the Homeless
2500 Main St
Vancouver,WA98660
91-2001828 501(c)3 8,256       Housing Solutions Center
(7) Home Forward
1055 9th Ave B
Longview,WA98632
93-6001547 501(c)3 84,446       Short Term Rent Assistance - Multnomah County
(8) Labors Community Service Agency Inc
1125 SE Madison St 103B
Portland,OR97214
23-7393223 501(c)3 125,000       Community Service
(9) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218
93-1141536 501(c)3 10,000       Culturally Specific Earned Income Tax Credit (EITC) Tax Help
(10) Project Access Now
PO Box 10953
Portland,OR97296
93-0582124 501(c)3 75,000       Linking Patients and Doctors
(11) Salvation Army
1500 NE 112th Ave
Vancouver,WA98684
94-1157347 501(c)3 24,769       Short Term Rent Assistance - Clark County
(12) YWCA Clark County
3609 Main St
Vancouver,WA98663
91-0569882 501(c)3 8,256       Strengthening Families, Ending Violence
(13) Adelante Mujeres
2420 19th Ave
Forest Grove,OR97116
03-0473181 501(c)3 40,000       Community Strengthening Grant
(14) Asian Pacific American Network of Oregon (APANO)
240 N Broadway Suite 215
Portland,OR97227
80-0252850 501(c)4 40,000       Community Strengthening Grant
(15) Bienestar
220 SE 12th Ave Ste A-100
Hillsboro,OR97123
93-0860753 501(c)3 40,000       Community Strengthening Grant
(16) Bridge Meadows
8502 N Wayland Ave
Portland,OR97203
20-2028975 501(c)3 40,000       Community Strengthening Grant
(17) Centro Cultural de Washington County
PO Box 708
Cornelius,OR97113
93-0606729 501(c)3 40,000       Community Strengthening Grant
(18) Children First for Oregon
PO Box 14914
Portland,OR97293
94-3168157 501(c)3 40,000       Community Strengthening Grant
(19) Clackamas Service Center
PO Box 2620
Clackamas,OR97015
93-0626175 501(c)3 40,000       Community Strengthening Grant
(20) Clackamas Women's Services
704 Main Street Suite 200
Oregon City,OR97045
93-0900119 501(c)3 40,000       Community Strengthening Grant
(21) Community Action
1001 SW Baseline Street
Hillsboro,OR97123
93-0554941 501(c)3 40,000       Community Strengthening Grant
(22) Council for the Homeless
2500 Main St
Vancouver,WA98660
91-2001828 501(c)3 40,000       Community Strengthening Grant
(23) Friends of the Children - Portland
44 NE Morris
Portland,OR97212
93-1098105 501(c)3 40,000       Community Strengthening Grant
(24) Hacienda Community Development Corporation
5136 NE 42nd Ave
Portland,OR97218
93-0979064 501(c)3 40,000       Community Strengthening Grant
(25) Human Solutions Inc
12350 SE Powell Blvd
Portland,OR97236
93-0977166 501(c)3 40,000       Community Strengthening Grant
(26) I Have A Dream Foundation - Oregon
2916 Alberta St Suite D
Portland,OR97211
93-1037323 501(c)3 40,000       Community Strengthening Grant
(27) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220
93-0806295 501(c)3 40,000       Community Strengthening Grant
(28) Innovative Changes
2010 Lloyd Center
Portland,OR97232
80-0516996 501(c)3 40,000       Community Strengthening Grant
(29) Latino Network
5123 N Michigan
Portland,OR97217
73-1675402 501(c)3 40,000       Community Strengthening Grant
(30) LifeWorks NW
14600 NW Cornell Rd
Portland,OR97229
93-0502822 501(c)3 40,000       Community Strengthening Grant
(31) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214
93-0397825 501(c)3 40,000       Community Strengthening Grant
(32) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218
93-1141536 501(c)3 40,000       Community Strengthening Grant
(33) Open Meadow Alternative Schools
7621 N Wabash Ave
Portland,OR97217
93-0757378 501(c)3 40,000       Community Strengthening Grant
(34) Portland Community Reinvestment Initiatives Inc
6329 NE Martin Luther King Jr Blvd
Portland,OR97211
93-1059146 501(c)3 40,000       Community Strengthening Grant
(35) Reading Results
3115 NE Sandy Blvd Suite 229
Portland,OR97232
20-1760894 501(c)3 40,000       Community Strengthening Grant
(36) Second Step Housing
2500 Main St Suite 120
Vancouver,WA98660
91-1691325 501(c)3 40,000       Community Strengthening Grant
(37) Self Enhancement Inc
3920 N Kerby Ave
Portland,OR97227
93-1086629 501(c)3 40,000       Community Strengthening Grant
(38) Todos Juntos
PO Box 645
Canby,OR97013
93-1308023 501(c)3 40,000       Community Strengthening Grant
(39) Urban League of Portland
10 N Russell St
Portland,OR97227
93-0395590 501(c)3 40,000       Community Strengthening Grant
(40) Verde
6899 NE Columbia Blvd Suite A
Portland,OR97218
20-3685723 501(c)3 40,000       Community Strengthening Grant
(41) Virginia Garcia Memorial Foundation
PO Box 486
Cornelius,OR97113
91-2077840 501(c)3 40,000       Community Strengthening Grant
(42) YWCA Clark County
3609 Main St
Vancouver,WA98663
91-0569882 501(c)3 40,000       Community Strengthening Grant
(43) Albina Head Start
3417 NE 7th Ave
Portland,OR97212
92-1069936 501(c)3 50,000       Community Transformation Grant
(44) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220
93-0806295 501(c)3 50,000       Community Transformation Grant
(45) Latino Network
5123 N Michigan
Portland,OR97217
73-1675402 501(c)3 50,000       Community Transformation Grant
(46) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214
93-0397825 501(c)3 50,000       Community Transformation Grant
(47) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218
93-1141536 501(c)3 50,000       Community Transformation Grant
(48) Self Enhancement Inc
3920 N Kerby Ave
Portland,OR97227
93-1086629 501(c)3 100,000       Community Transformation Grant
(49) Urban League of Portland
10 N Russell St
Portland,OR97227
93-0395590 501(c)3 20,000       Catalyst Fund Award
(50) Community Foundation for SW Washington
1053 Officers Row
Vancouver,WA98661
91-1246778 501(c)3 10,000       Catalyst Fund Award
(51) Compassion Connect Inc
12135 SE Lincoln St
Portland,OR97216
26-2304524 501(c)3 10,000       Catalyst Fund Award
(52) Support for Early Learning & Families (SELF)
13504 NE 84th St Suite 103-137
Vancouver,WA98682
27-1423723 501(c)3 20,000       Catalyst Fund Award
(53) Adelante Mujeres
2420 19th Ave
Forest Grove,OR97116
03-0473181 501(c)3 17,500       Catalyst Fund Award
(54) Council for the Homeless
2500 Main St
Vancouver,WA98660
91-2001828 501(c)3 10,000       Catalyst Fund Award
(55) The Black Parent Initiative
2811 NE Holman
Portland,OR97211
43-0658188 501(c)3 8,000       Catalyst Fund Award
(56) Vision Action Network
3700 SW Murray Blvd Ste 190
Beaverton,OR97005
93-1317190 501(c)3 10,000       Catalyst Fund Award
(57) Vida's Ark
1311 E Reserve St
Vancouver,WA98661
74-3226955 501(c)3 20,000       Catalyst Fund Award
(58) Metropolitan Contractor Improvement Partnership
2808 NE MLK Jr Blvd Ste K
Portland,OR97212
26-2795064 501(c)3 10,000       Catalyst Fund Award
(59) Impact NW
PO Box 33530
Portland,OR97292
93-0557964 501(c)3 18,750       Catalyst Fund Award
(60) Parks Foundation of Clark County
PO Box 61424
Vancouver,WA98666
91-1986747 501(c)3 6,000       Catalyst Fund Award
(61) Nonprofit Network SW Washington
PO Box 822379
Vancouver,WA98682
26-1396970 501(c)3 10,000       Catalyst Fund Award
(62) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218
93-1141536 501(c)3 10,000       >24 Grant Recipient
(63) CASH Oregon (Creating Assets Savings & Hope)
2010 Lloyd Center
Portland,OR97232
20-5682797 501(c)3 22,000       Corporate Funded Grants - EITC
(64) Gas Assistance Program co NW Natural & UWCW
619 SW 11th Ave Ste 300
Portland,OR97205
93-0582124 501(c)3 170,355       Gas Assistance Program
(65) United Way of the Columbia Gorge
601 State St
Hood River,OR97031
93-0834020 501(c)3 5,040       Agency Designated by Donor
(66) With Love Oregon
5765 Victoria Ct
Lake Oswego,OR97035
46-2869595 501(c)3 5,040       Agency Designated by Donor
(67) Bicycle Transportation Alliance
618 NW Glisan St Suite 401
Portland,OR97209
93-1057956 501(c)3 5,100       Agency Designated by Donor
(68) Financial StabilityHelping the Working
1515 E Osborn Rd
Phoenix,AZ85014
86-0104419 501(c)3 5,116       Agency Designated by Donor
(69) Lincoln County - UW of SW Wyoming
404 N St Ste 301
Rock Springs,WY82901
83-0233314 501(c)3 5,120       Agency Designated by Donor
(70) Children's Institute
1221 SW Yamhill St Suite 260
Portland,OR97205
93-1095351 501(c)3 5,200       Agency Designated by Donor
(71) Janus Youth Programs Inc
707 NE Couch St
Portland,OR97232
23-7345990 501(c)3 5,217       Agency Designated by Donor
(72) World Vision Inc
10175 SW Barbur Blvd Suite 205
Portland,OR97219
95-1922279 501(c)3 5,236       Agency Designated by Donor
(73) Northwest Pilot Project Inc
1430 SW Broadway Suite 200
Portland,OR97201
93-0635871 501(c)3 5,240       Agency Designated by Donor
(74) Salvation Army - White Shield Center
2640 NW Alexandra
Portland,OR97210
94-1156347 501(c)3 5,256       Agency Designated by Donor
(75) United Way of Deschutes County
1130 NE Harriman St
Bend,OR97701
93-6012576 501(c)3 5,260       Agency Designated by Donor
(76) CASA for Children Inc
1401 NE 68th Ave
Portland,OR97213
93-0923866 501(c)3 5,261       Agency Designated by Donor
(77) Indigo Rescue
PO Box 554
Beaverton,OR97075
93-1253858 501(c)3 5,330       Agency Designated by Donor
(78) Kaleo Covenant Church
15900 SW Regatta Ln
Beaverton,OR97006
45-2603013 501(c)3 5,340       Agency Designated by Donor
(79) The Wallace Medical Concern
124 NE 181st Suite 120
Portland,OR97230
93-0853709 501(c)3 5,387       Agency Designated by Donor
(80) Cantores In Ecclesia
1317 NE 3rd Ave
Portland,OR97232
41-2042868 501(c)3 5,400       Agency Designated by Donor
(81) First Unitarian Church-Social Justice Fund
1011 SW 12th Ave
Portland,OR97205
93-0406414 501(c)3 5,400       Agency Designated by Donor
(82) Community Cycling Center
1805 NE 2nd Ave
Portland,OR97212
93-1127186 501(c)3 5,462       Agency Designated by Donor
(83) Tzu Chi Foundation Disaster Relief Fund
3800 SW Cedar Hills Blvd
Beaverton,OR97005
94-2952782 501(c)3 5,490       Agency Designated by Donor
(84) Electronic Frontier Foundation
454 Shotwell St
San Francisco,CA94110
04-3091431 501(c)3 5,501       Agency Designated by Donor
(85) Chelsea Hicks Foundation
15280 SW 100th Ave
Tigard,OR97224
27-0869273 501(c)3 5,513       Agency Designated by Donor
(86) Oak Hills Church
2800 NW 153rd Ave
Beaverton,OR97006
93-6037403 501(c)3 5,520       Agency Designated by Donor
(87) Pregnancy Resource Centers of Greater Portland
7931 NE Halsey St Suite 100
Portland,OR97213
93-0854417 501(c)3 5,537       Agency Designated by Donor
(88) Salvation Army - Christmas Baskets
PO Box 8798
Portland,OR97208
94-1156347 501(c)3 5,594       Agency Designated by Donor
(89) Grace Chapel
28925 SW Boberg Rd
Wilsonville,OR97070
93-1251371 501(c)3 5,611       Agency Designated by Donor
(90) United Way of Lane County
3171 Gateway Lp
Springfield,OR97477
93-0394142 501(c)3 5,629       Agency Designated by Donor
(91) Heart of Florida United Way
1940 Traylor Blvd
Orlando,FL32804
59-0808854 501(c)3 5,716       Agency Designated by Donor
(92) Impact NW
10055 E Burnside St
Portland,OR97213
93-0557964 501(c)3 5,724       Agency Designated by Donor
(93) JDRF Oregon & SW Washington
7000 SW Hampton St Suite 101
Portland,OR97223
23-1907729 501(c)3 5,739       Agency Designated by Donor
(94) Cedar Mill Community Library
12505 NW Cornell
Portland,OR97229
23-7438072 501(c)3 5,801       Agency Designated by Donor
(95) Equity Foundation Inc
221 NW 2nd Ave Suite 308
Portland,OR97204
93-1012688 501(c)3 5,899       Agency Designated by Donor
(96) Southminster Presbyterian Church
12250 SW Denney Rd
Beaverton,OR97008
93-1171544 501(c)3 5,900       Agency Designated by Donor
(97) National Multiple Sclerosis Society Oregon Chapter
5331 SW Macadam Ave Ste 290
Portland,OR97239
93-0551147 501(c)3 5,916       Agency Designated by Donor
(98) Dougy Center Inc
3909 SE 52nd Ave
Portland,OR97206
93-0833241 501(c)3 5,918       Agency Designated by Donor
(99) United Way of the Mid-Willamette Valley- Education Fund
455 Bliler Ave NE
Salem,OR97301
93-0395586 501(c)3 5,944       Agency Designated by Donor
(100) Catholic Charities - Elizabeth House
2740 SE Powell Blvd
Portland,OR97202
93-0386801 501(c)3 5,991       Agency Designated by Donor
(101) Chaplain Services
39610 Barker Ct
Sandy,OR97055
93-1242942 501(c)3 6,000       Agency Designated by Donor
(102) Partners in Health
888 Commonwealth Ave 3rd Floor
Boston,MA02215
04-3567502 501(c)3 6,060       Agency Designated by Donor
(103) Project Access Now
PO Box 10953
Portland,OR97296
20-8928388 501(c)3 6,089       Agency Designated by Donor
(104) Mountain Home United Methodist Church
23905 SW Wunderli Canyon Rd
Sherwood,OR97140
93-0832992 501(c)3 6,168       Agency Designated by Donor
(105) Alano Club of Portland Oregon
909 NW 24th Ave
Portland,OR97210
93-0370227 501(c)3 6,240       Agency Designated by Donor
(106) Samaritan's Purse
P O Box 3000
Boone,NC28607
58-1437002 501(c)3 6,300       Agency Designated by Donor
(107) St Jude Children's Research Hospital
501 St Jude Pl
Memphis,TN38105
62-0646012 501(c)3 6,365       Agency Designated by Donor
(108) World Wildlife Fund
1250 Twenty-Fourth St NW
Washington,DC20090
52-1693387 501(c)3 6,559       Agency Designated by Donor
(109) East River Fellowship Inc
5350 NE Elam Young Pkwy 102
Hillsboro,OR97124
93-1330078 501(c)3 6,604       Agency Designated by Donor
(110) Friends of Creston Children's Dental Clinic
10505 SE 17th Ave
Portland,OR97222
32-0300896 501(c)3 6,620       Agency Designated by Donor
(111) Singing Hills Christian Church
3025 SE River Rd
Hillsboro,OR97123
93-0667863 501(c)3 6,682       Agency Designated by Donor
(112) Calvary Lutheran Church ELCA
937 NE Jackson School Rd
Hillsboro,OR97124
93-6052055 501(c)3 6,710       Agency Designated by Donor
(113) Family Life Church
502 S Saint Paul Hwy
Newberg,OR97132
93-0760875 501(c)3 6,720       Agency Designated by Donor
(114) Blanchet House of Hospitality
340 NW Glisan St
Portland,OR97209
93-6031009 501(c)3 6,747       Agency Designated by Donor
(115) Newberg Christian Church
2315 Villa Rd
Newberg,OR97132
93-0509798 501(c)3 6,780       Agency Designated by Donor
(116) United Way of Pullman
East 425 Main
Pullman,WA99163
91-0853374 501(c)3 6,851       Agency Designated by Donor
(117) Adelante Mujeres
2036 Main Street Suite A
Forest Grove,OR97116
03-0473181 501(c)3 6,918       Agency Designated by Donor
(118) Association for India's Development - AID Portland
3702 Lamberton Sq Rd 1433
Silver Spring,MD20904
04-3652609 501(c)3 6,957       Agency Designated by Donor
(119) Cat Adoption Team
14175 SW Galbreath Dr
Sherwood,OR97140
20-0773189 501(c)3 7,050       Agency Designated by Donor
(120) Oregon Cultural Trust
775 Summer St NE Suite 200
Salem,OR97301
93-0621491 501(c)3 7,085       Agency Designated by Donor
(121) Dove Lewis Emergency Animal Hospital
1945 NW Pettygrove St
Portland,OR97209
93-0621534 501(c)3 7,193       Agency Designated by Donor
(122) First Church of God
2802 Altamont Dr
Klamath Falls,OR97603
93-6023732 501(c)3 7,200       Agency Designated by Donor
(123) New Song Community Church New Song Christian Center
2511 NE MLK Jr Blvd
Portland,OR97212
93-0686236 501(c)3 7,200       Agency Designated by Donor
(124) The Salvation Army Cascade Division
8495 SE Monterey Avenue 8
Happy Valley,OR97086
94-1156347 501(c)3 7,206       Agency Designated by Donor
(125) Sonrise Church - Forest Grove
2835 19th Ave
Forest Grove,OR97116
93-0785442 501(c)3 7,300       Agency Designated by Donor
(126) First Baptist Church of Beaverton
5755 SW Erickson Ave
Beaverton,OR97005
93-0466453 501(c)3 7,320       Agency Designated by Donor
(127) Cascade AIDS Project
208 SW Fifth Ave Suite 800
Portland,OR97204
93-0903383 501(c)3 7,367       Agency Designated by Donor
(128) Athey Creek Christian Fellowship
27520 SW 95th Ave
Wilsonville,OR97070
93-1220956 501(c)3 7,440       Agency Designated by Donor
(129) Common Ground Church
15900 SW Regatta Ln
Beaverton,OR97006
90-0299825 501(c)3 7,515       Agency Designated by Donor
(130) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214
93-0397825 501(c)3 7,547       Agency Designated by Donor
(131) St Cecilia Catholic Church
5105 SW Franklin Ave
Beaverton,OR97005
53-0196617 501(c)3 7,620       Agency Designated by Donor
(132) Nature Conservancy
4245 N Fairfax Dr Suite 100
Arlington,VA22203
53-0242652 501(c)3 7,691       Agency Designated by Donor
(133) LifeWorks NW
14600 NW Cornell Rd
Portland,OR97229
93-0502822 501(c)3 7,703       Agency Designated by Donor
(134) Make-A-Wish Foundation of Oregon
2000 SW 1st Ave Suite 410
Portland,OR97201
82-0385049 501(c)3 7,818       Agency Designated by Donor
(135) Randall Children's Hospital at Legacy Emanuel
2801 N Gantenbein Ave
Portland,OR97227
93-1314469 501(c)3 7,835       Agency Designated by Donor
(136) Hillsboro Nazarene Church
1390 NE 21st Ave
Hillsboro,OR97124
93-0478361 501(c)3 7,848       Agency Designated by Donor
(137) Forest Grove United Church of Christ
2032 College Way
Forest Grove,OR97116
13-1957221 501(c)3 7,860       Agency Designated by Donor
(138) United Way of the Mid-Willamette Valley (Marion Polk and Yamhill Counties)
455 Bliler Ave NE
Salem,OR97301
93-0395586 501(c)3 7,940       Agency Designated by Donor
(139) School Of Dentistry - Building Fund New Dental School - OHSFU
1121 SW Salmon St Ste 200
Portland,OR97205
23-7083114 501(c)3 8,000       Agency Designated by Donor
(140) Portland Art Museum
1219 SW Park Ave
Portland,OR97205
93-0391604 501(c)3 8,005       Agency Designated by Donor
(141) LDS - Perpetual Education Fund
50 E North Temple Room 1521
Salt Lake City,UT84150
23-7300405 501(c)3 8,017       Agency Designated by Donor
(142) United Way of Southwest Wyoming
404 N St Suite 301
Rock Springs,WY82901
83-0233314 501(c)3 8,021       Agency Designated by Donor
(143) American Cancer Society Great West Division (Oregon)
0330 SW Curry St
Portland,OR97239
13-1788491 501(c)3 8,059       Agency Designated by Donor
(144) United Way of Columbia County
305 3rd West
Rainier,OR97048
93-6038634 501(c)3 8,060       Agency Designated by Donor
(145) Work for Art
411 NW Park Ave Suite 101
Portland,OR97209
93-1059037 501(c)3 8,189       Agency Designated by Donor
(146) Stand for Children Leadership Center
1732 NW Quimby St Suite 200
Portland,OR97209
52-1957214 501(c)3 8,250       Agency Designated by Donor
(147) United Way of Campbell County
222 S Gillette Ave Suite 510C
Gillette,WY82716
83-0232664 501(c)3 8,257       Agency Designated by Donor
(148) Holy Redeemer Parish
17010 NE 9th Street
Vancouver,WA98687
91-1979268 501(c)3 8,309       Agency Designated by Donor
(149) Congregation Neveh Shalom
2900 SW Peaceful Ln
Portland,OR97239
93-0505089 501(c)3 8,374       Agency Designated by Donor
(150) Portland Mennonite Church
1312 SE 35th Ave
Portland,OR97214
93-0550602 501(c)3 8,400       Agency Designated by Donor
(151) LDS - Humanitarian Aid Fund
50 E North Temple Room 1521
Salt Lake City,UT84150
23-7300405 501(c)3 8,437       Agency Designated by Donor
(152) Valley of the Sun United Way
1515 E Osborn Rd
Phoenix,AZ85014
86-0104419 501(c)3 8,458       Agency Designated by Donor
(153) Community of Hope ELCA
27817 SW Stafford Rd
Wilsonville,OR97070
93-1062644 501(c)3 8,500       Agency Designated by Donor
(154) Habitat For Humanity PortlandMetro East
1478 NE Killingsworth St
Portland,OR97211
93-0801200 501(c)3 8,534       Agency Designated by Donor
(155) Humane Society for Southwest Washington
1100 NE 192nd Ave
Vancouver,WA98684
91-0759124 501(c)3 8,558       Agency Designated by Donor
(156) Association For India's Development - AID Boston
PO Box 390884
Cambridge,MA02139
04-3652609 501(c)3 8,623       Agency Designated by Donor
(157) First Presbyterian Church
610 13th Ave
Portland,OR97205
93-0386831 501(c)3 8,637       Agency Designated by Donor
(158) Harvest Community Church
21235 NW Quatama Rd
Beaverton,OR97006
93-0933591 501(c)3 8,640       Agency Designated by Donor
(159) St Matthew Lutheran Church
10390 SW Canyon Rd
Beaverton,OR97005
93-0498683 501(c)3 8,700       Agency Designated by Donor
(160) United Way of Eastern Utah
67 East Main St
Price,UT84501
87-0374334 501(c)3 8,887       Agency Designated by Donor
(161) Albertina Kerr Centers
424 NE 22nd Avenue
Portland,OR97232
93-0386780 501(c)3 8,930       Agency Designated by Donor
(162) Lake Oswego School District Foundation
2455 SW Country Club Rd
Lake Oswego,OR97034
94-3028590 501(c)3 8,956       Agency Designated by Donor
(163) Sarada Ramakrishna Vivekananda Assoc
PO Box 1364
Honokaa,HI96727
93-1153311 501(c)3 9,000       Agency Designated by Donor
(164) St Antonious Coptic Orthodox Church
4422 SE 65th Ave
Portland,OR97206
93-1227410 501(c)3 9,000       Agency Designated by Donor
(165) Congregation Beth Israel
1972 NW Flanders St
Portland,OR97209
93-0386818 501(c)3 9,125       Agency Designated by Donor
(166) Willamette West Habitat for Humanity
5293 NE Elam Young Pkwy Suite 140
Hillsboro,OR97124
93-0987176 501(c)3 9,135       Agency Designated by Donor
(167) Bethlehem Lutheran Church
18865 SW Johnson St
Aloha,OR97006
93-0507554 501(c)3 9,200       Agency Designated by Donor
(168) HOPE worldwide
1285 Drummers Ln Suite 105
Wayne,PA19087
04-3129839 501(c)3 9,372       Agency Designated by Donor
(169) LDS - Missionary
50 E North Temple Room 1521
Salt Lake City,UT84150
23-7300405 501(c)3 9,378       Agency Designated by Donor
(170) IRCO Immigrant and Refugee Community Organization
10301 NE Glisan St
Portland,OR97220
93-0806295 501(c)3 9,405       Agency Designated by Donor
(171) Central City Concern
232 NW 6th Ave
Portland,OR97209
93-0728816 501(c)3 9,490       Agency Designated by Donor
(172) Black United Fund of Oregon
2828 NE Alberta St
Portland,OR97211
93-0843267 501(c)3 9,525       Agency Designated by Donor
(173) Catholic Charities
2740 SE Powell Blvd
Portland,OR97202
93-0386801 501(c)3 9,532       Agency Designated by Donor
(174) Beaverton Christian Church
13600 SW Allen Blvd
Beaverton,OR97005
93-0505829 501(c)3 9,600       Agency Designated by Donor
(175) Sharon & Joe Barthmaier Fund at Schwab Charitable Fund
211 Main St
San Francisco,CA94105
31-1640316 501(c)3 9,612       Agency Designated by Donor
(176) GAP - Gas Assistance Program co UWCW
619 SW 11th Ave 300
Portland,OR97205
93-0582124 501(c)3 9,733       Agency Designated by Donor
(177) Bethany Baptist Church
4545 NW Kaiser Rd
Portland,OR97229
93-0511260 501(c)3 9,770       Agency Designated by Donor
(178) Medical Teams International
14150 SW Milton Ct
Tigard,OR97124
93-0878944 501(c)3 9,786       Agency Designated by Donor
(179) The Nature Conservancy of Oregon
821 SE 14th Ave
Portland,OR97214
53-0242652 501(c)3 9,905       Agency Designated by Donor
(180) Christ the King Lutheran Church
11305 SW Bull Mountain Rd
Tigard,OR97224
41-1568278 501(c)3 10,000       Agency Designated by Donor
(181) Oregon Historical Society
1200 SW Park Ave
Portland,OR97205
93-0391599 501(c)3 10,000       Agency Designated by Donor
(182) West Valley Community Church
21830 NW Cherry Ln
Hillsboro,OR97124
93-1089546 501(c)3 10,000       Agency Designated by Donor
(183) Taiwan Buddhist Tzu Chi Foundation USA Development
1100 S Valley Center Ave
San Dimas,CA91773
94-2952782 501(c)3 10,002       Agency Designated by Donor
(184) Resound Church
PO Box 5752
Beaverton,OR97006
27-1775660 501(c)3 10,080       Agency Designated by Donor
(185) Children's Trust Fund of Oregon Foundation
1785 NE Sandy Blvd Suite 270
Portland,OR97232
93-1310666 501(c)3 10,206       Agency Designated by Donor
(186) Doctors Without Borders USA
333 7th Ave 2nd Floor
New York,NY10001
13-3433452 501(c)3 10,456       Agency Designated by Donor
(187) OPB Radio
7140 SW Macadam Ave
Portland,OR97219
93-0814638 501(c)3 10,620       Agency Designated by Donor
(188) Meals on Wheels People fka Loaves & Fishes
7710 SW 31st Ave
Portland,OR97280
93-0584318 501(c)3 10,634       Agency Designated by Donor
(189) United Way of York County SC
226 Northpark Dr Ste 100
Rock Hill,SC29731
57-0360058 501(c)3 10,681       Agency Designated by Donor
(190) Meadow Springs Community Church
12647 SW 62nd Ave
Portland,OR97219
93-1151392 501(c)3 11,000       Agency Designated by Donor
(191) March of Dimes Greater Oregon Chapter
1220 SW Morrison St Suite 510
Portland,OR97205
13-1846366 501(c)3 11,018       Agency Designated by Donor
(192) Transit Employee Support Team
5332 NE Tillamook St
Portland,OR97213
27-1215210 501(c)3 11,076       Agency Designated by Donor
(193) Community Baptist Church
612 N 1st Ave
Hillsboro,OR97124
04-3760247 501(c)3 11,111       Agency Designated by Donor
(194) Oregon Mentors
1221 SW Yamhill St Suite 260
Portland,OR97205
94-3388509 501(c)3 11,217       Agency Designated by Donor
(195) Friends of the Children - Portland
44 NE Morris
Portland,OR97212
93-1098105 501(c)3 11,243       Agency Designated by Donor
(196) Orenco Presbyterian Church
6420 NE Oelrich Rd
Hillsboro,OR97124
23-6393377 501(c)3 11,460       Agency Designated by Donor
(197) Shriners Hospital for Children
3101 SW Sam Jackson Pk Rd
Portland,OR97239
36-2193608 501(c)3 11,694       Agency Designated by Donor
(198) SouthLake Foursquare Church
1555 SW Borland Rd
West Linn,OR97068
93-0801086 501(c)3 11,940       Agency Designated by Donor
(199) Junior Achievement of Oregon & SW Washington
7830 SE Foster Rd
Portland,OR97206
93-0384007 501(c)3 11,998       Agency Designated by Donor
(200) Dalton Peter Reno Fund
515 Madison Ave Suite 1130
New York,NY10022
13-3674198 501(c)3 12,136       Agency Designated by Donor
(201) Northwest Earth Institute
107 SE Washington Suite 240
Portland,OR97214
93-1075047 501(c)3 12,202       Agency Designated by Donor
(202) The Oregon Jewish Community Foundation
610 SW Broadway Ste 407
Portland,OR97205
93-1019725 501(c)3 12,500       Agency Designated by Donor
(203) Union Gospel Mission
3 NW Third Ave
Portland,OR97209
93-0401258 501(c)3 12,542       Agency Designated by Donor
(204) Outside In
1132 SW 13th Ave
Portland,OR97205
93-0567549 501(c)3 12,576       Agency Designated by Donor
(205) City Bible Church
9200 NE Fremont
Portland,OR97220
93-6034705 501(c)3 12,582       Agency Designated by Donor
(206) SMART
101 SW Market St
Portland,OR97201
93-1051724 501(c)3 13,030       Agency Designated by Donor
(207) Archdiocese of Portland
2838 E Burnside
Portland,OR97214
93-0114100 501(c)3 13,100       Agency Designated by Donor
(208) LDS - Fast Offering
50 E North Temple Room 1521
Salt Lake City,UT84150
23-7300405 501(c)3 13,200       Agency Designated by Donor
(209) Chinese Evangelical Church
5529 NW Five Oaks Dr
Hillsboro,OR97124
23-7427662 501(c)3 13,280       Agency Designated by Donor
(210) Trinity Lutheran Church
2194 SE Minter Bridge Rd
Hillsboro,OR97123
93-0579577 501(c)3 13,400       Agency Designated by Donor
(211) Friendly House Inc
2617 NW Savier St
Portland,OR97210
93-0524232 501(c)3 13,754       Agency Designated by Donor
(212) Imago Dei Community Church
1302 SE Ankeny St
Portland,OR97214
93-1277176 501(c)3 13,800       Agency Designated by Donor
(213) Westport Church
20085 NW Tanasbourne Dr
Hillsboro,OR97124
93-0466453 501(c)3 13,800       Agency Designated by Donor
(214) Oregon Energy Services Inc (Dba Heat Oregon)
7895 SW Mohawk St
Tualatin,OR97062
93-1029893 501(c)3 14,204       Agency Designated by Donor
(215) Tualatin Presbyterian Church
9230 SW Siletz Dr
Tualatin,OR97062
23-6393377 501(c)3 14,600       Agency Designated by Donor
(216) Westside Church of Christ
1800 NE 25th Suite 13
Hillsboro,OR97124
93-0698686 501(c)3 14,600       Agency Designated by Donor
(217) United Way of King County
720 2nd Ave
Seattle,WA98104
91-0565555 501(c)3 14,616       Agency Designated by Donor
(218) Wounded Warrior Project
4899 Belfort Rd Suite 300
Jacksonville,FL32256
20-2370934 501(c)3 14,943       Agency Designated by Donor
(219) Southwest Hills Baptist Church
9100 SW 135th St
Beaverton,OR97008
93-0731624 501(c)3 15,000       Agency Designated by Donor
(220) World Affairs Council of Oregon
620 SW Main St Suite 333
Portland,OR97205
93-0568356 501(c)3 15,000       Agency Designated by Donor
(221) Mercy Corps Northwest
43 SW Naito Parkway
Portland,OR97204
93-1315010 501(c)3 15,108       Agency Designated by Donor
(222) United Way of Natrona County Inc
400 East 1st St Suite 205
Casper,WY82602
83-0181315 501(c)3 15,232       Agency Designated by Donor
(223) First United Methodist Church-Portland
1838 SW Jefferson St
Portland,OR97201
93-0391569 501(c)3 15,669       Agency Designated by Donor
(224) EarthShare Oregon
319 SW Washington St Suite 501
Portland,OR97204
93-1001285 501(c)3 15,713       Agency Designated by Donor
(225) Sherwood Presbyterian
21901 SW Sherwood Blvd
Sherwood,OR97140
26-0519065 501(c)3 15,912       Agency Designated by Donor
(226) Jewish Federation of Greater Portland
6680 SW Capitol Hwy
Portland,OR97219
93-0386825 501(c)3 16,091       Agency Designated by Donor
(227) Chinmaya Mission Portland Krishnalaya Retreat
3551 NW John Olsen Pl
Hillsboro,OR97124
51-0175323 501(c)3 16,957       Agency Designated by Donor
(228) Habitat for Humanity of Oregon
5825 N Greeley Ave
Portland,OR97217
93-1180321 501(c)3 17,113       Agency Designated by Donor
(229) Portland Church of Christ
4804 NW Bethany Blvd Suite I-2 329
Portland,OR97229
93-1067695 501(c)3 17,286       Agency Designated by Donor
(230) Children's Cancer Association
1200 NW Naito Pkwy Suite 140
Portland,OR97209
93-1181662 501(c)3 17,461       Agency Designated by Donor
(231) Social Venture Partners Portland
221 NW 2nd Ave Suite 210-E
Portland,OR97209
93-1310734 501(c)3 19,120       Agency Designated by Donor
(232) Cedar Mill Bible Church
14273 NW Science Park Dr
Portland,OR97229
93-6014152 501(c)3 19,360       Agency Designated by Donor
(233) St Juan Diego Parish - Operating Funds
5995 NW 178th Ave
Portland,OR97229
32-0032429 501(c)3 19,463       Agency Designated by Donor
(234) Yale University 45th Reunion Pledge
PO Box 2038
New Haven,CT06521
06-6078326 501(c)3 20,000       Agency Designated by Donor
(235) Community Action
5050 SW Griffith Drive Ste 101
Beaverton,OR97005
93-0554941 501(c)3 20,003       Agency Designated by Donor
(236) Shepherd's Door- Women & Children's Shelter
13207 NE Halsey St
Portland,OR97230
93-0429004 501(c)3 20,206       Agency Designated by Donor
(237) Capital Campaign Funds at St Juan Diego Parish
5995 NW 178th Ave
Portland,OR97229
32-0032429 501(c)3 20,450       Agency Designated by Donor
(238) Boy Scouts of America Cascade Pacific Council
2145 SW Naito Pkwy
Portland,OR97201
93-0386792 501(c)3 20,816       Agency Designated by Donor
(239) United Way of Metropolitan Dallas Inc
1800 N Lamar
Dallas,TX75202
75-6005352 501(c)3 20,985       Agency Designated by Donor
(240) 37104 American Red Cross - Oregon Trail Chapter
3131 N Vancouver Ave
Portland,OR97227
53-0196605 501(c)3 21,078       Agency Designated by Donor
(241) Girl Scouts of Oregon & SW Washington
9620 SW Barbur Blvd
Portland,OR97219
93-0399051 501(c)3 22,445       Agency Designated by Donor
(242) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227
93-1086629 501(c)3 22,454       Agency Designated by Donor
(243) Susan G Komen for the Cure Oregon & SW Washington
1500 SW 1st Ave Suite 270
Portland,OR97201
93-1068897 501(c)3 22,947       Agency Designated by Donor
(244) Raphael House of Portland
4110 SE Hawthorne Blvd 503
Portland,OR97214
93-0710963 501(c)3 25,201       Agency Designated by Donor
(245) Portland Rotary Charitable Trust
619 SW 11th Ave Suite 110
Portland,OR97205
93-6031284 501(c)3 27,000       Agency Designated by Donor
(246) Oregon Symphony Association
921 SW Washington St Suite 200
Portland,OR97205
93-0446527 501(c)3 27,795       Agency Designated by Donor
(247) Oregon Food Bank-Washington County
21465 NW Jacobson Rd
Hillsboro,OR97124
93-0785786 501(c)3 27,879       Agency Designated by Donor
(248) Luis Palau Association
1500 NW 167th Pl
Beaverton,OR97006
93-0713827 501(c)3 28,352       Agency Designated by Donor
(249) Portland Opera Association
211 SE Caruthers St
Portland,OR97214
93-6034321 501(c)3 30,000       Agency Designated by Donor
(250) Mt Olivet Baptist Church
8725 N Chautauqua Blvd
Portland,OR97217
98-6022041 501(c)3 31,079       Agency Designated by Donor
(251) Our Place Christian Church
5625 NE Elam Young Pkwy Suite 400
Hillsboro,OR97124
93-1315221 501(c)3 32,160       Agency Designated by Donor
(252) Portland Rescue Mission
1507 NE 122nd Ave
Portland,OR97230
93-0429004 501(c)3 36,345       Agency Designated by Donor
(253) Beaverton Foursquare Church
13565 SW Walker Rd
Beaverton,OR97005
93-0655509 501(c)3 37,136       Agency Designated by Donor
(254) Sonrise Church
6701 NE Campus Way
Hillsboro,OR97124
93-0785442 501(c)3 38,288       Agency Designated by Donor
(255) Doernbecher Children's Hospital Foundation
1121 SW Salmon St Ste 201
Portland,OR97205
93-0579589 501(c)3 38,313       Agency Designated by Donor
(256) Labor's Community Service Agency Inc
9955 SE Washington St Ste 211
Portland,OR97216
23-7393223 501(c)3 39,314       Agency Designated by Donor
(257) Virginia Garcia Memorial Health Center
85 North 12th
Cornelius,OR97113
93-0717997 501(c)3 39,550       Agency Designated by Donor
(258) Planned Parenthood of the Columbia-Willamette
3727 NE Martin Luther King Jr Blvd
Portland,OR97212
93-6031270 501(c)3 41,120       Agency Designated by Donor
(259) All Hands Raised
2069 NE Hoyt St
Portland,OR97232
93-1149789 501(c)3 44,092       Agency Designated by Donor
(260) Oregon Public Broadcasting
7140 SW Macadam Ave
Portland,OR97219
93-0814638 501(c)3 44,573       Agency Designated by Donor
(261) HECSA Portland Balaji Temple
2092 NW Aloclek Dr Site 522
Hillsboro,OR97124
27-1098567 501(c)3 45,323       Agency Designated by Donor
(262) Hillsboro United Methodist Church
168 NE 8th
Hillsboro,OR97123
31-1813333 501(c)3 47,195       Agency Designated by Donor
(263) Lawyers' Campaign for Equal Justice
1515 SW 5th Ave Suite 602
Portland,OR97201
93-1193792 501(c)3 50,134       Agency Designated by Donor
(264) Oregon Humane Society
1067 NE Columbia Blvd
Portland,OR97211
93-0386880 501(c)3 57,795       Agency Designated by Donor
(265) Sunset Presbyterian Church
14986 NW Cornell Rd
Portland,OR97229
93-6014978 501(c)3 62,295       Agency Designated by Donor
(266) Rotary Foundation of Rotary International
14280 Collections Center Dr
Chicago,IL60693
36-3245072 501(c)3 70,000       Agency Designated by Donor
(267) United Way of Salt Lake Change the Odds
257 East 200 South Suite 300
Salt Lake Cty,UT84111
87-0227091 501(c)3 73,052       Agency Designated by Donor
(268) Mercy Corps
45 SW Ankeny St
Portland,OR97204
91-1148123 501(c)3 85,733       Agency Designated by Donor
(269) A Jesus Church Family Inc
10500 SW Nimbus Ave Building T
Portland,OR97223
20-0368851 501(c)3 86,166       Agency Designated by Donor
(270) Sweetwater County - UW of SW Wyoming
404 N St Ste 301
Rock Springs,WY82901
83-0233314 501(c)3 89,554       Agency Designated by Donor
(271) Boys & Girls Clubs of Portland Metropolitan Area
7119 SE Milwaukie Ave
Portland,OR97202
93-0474800 501(c)3 90,684       Agency Designated by Donor
(272) Village Baptist Church
330 SW Murray Blvd
Beaverton,OR97005
93-6035652 501(c)3 92,620       Agency Designated by Donor
(273) Oregon Food Bank
7900 NE 33rd Drive
Portland,OR97211
93-0785786 501(c)3 156,144       Agency Designated by Donor
(274) LDS - Tithing
50 E North Temple Room 1521
Salt Lake City,UT84150
23-7300405 501(c)3 1,088,820       Agency Designated by Donor
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
273
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Carol FryeCOO (i)
(ii)
133,576
0
125
0
1,727
0
20,878
0
9,951
0
166,257
0
0
0
(2)Keith ThomajanPresident/CEO (i)
(ii)
163,050
0
50
0
5,537
0
24,446
0
17,264
0
210,347
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Return Reference Explanation
Form 990, Part III, Line 1 We bring our leadership, expertise and resources together throughout our region to change the education, health and economic outcomes for kids in low-income families. We can break the cycles that trap children in poverty and move children and families toward better lives. United Way of Columbia-Willamette has a simple, ambitious vision-to make our home a better place for everyone. Our work is focused on creating a place where communities are connected, families are stable and kids are set up for success-regardless of their background or where they live. We bring our leadership, expertise and resources together throughout our region to change the education, health and economic outcomes for kids in low-income families and communities of color. We can break the cycles that trap children in poverty and move children and families toward better lives. Together, we have the power to create lasting change and to bring big ideas and big ideals home.
Form 990, Part VI, Section B, line 11 The IRS Form 990 is electronically sent to all finance committee members and reviewed at the finance committee meeting. Once reviewed by the finance committee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website.
Form 990, Part VI, Section B, line 12c The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict.
Form 990, Part VI, Section B, line 15 The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the Human Resources volunteer committee to insure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers.
Form 990, Part VI, Section C, line 19 United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website.
Form 990, Part XI, line 9: Change in perpetual trusts 71,662.
Form 990, Part XI, Line 2C In March 2011, United Way of Columbia-Willamette issued a Request for Proposals from local audit firms. The Finance Committee reviewed these proposals, interviewed finalists, and selected Hoffman, Stewart, Schmidt, P.C. as the auditor for the company. The Board of Directors approved this recommendation and the hiring of the auditor. The Finance Committee continues to provide oversight for the audit.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
United Way of the Columbia-Willamette
 
Employer identification number

93-0582124
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) Hands on Greater Portland LLC
619 SW 11th Ave Ste 300
Portland,OR97205
46-1086627
Coordination of Volunteer Activities OR 230,292 5,040 United Way of the Columbia-Willamette
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
 
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: