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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
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 $ 27,083,033
F Name and address of principal officer:
Keith Thomajan
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 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 27
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 86
6 Total number of volunteers (estimate if necessary) ............. 6 24,256
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) ......... 21,486,757 24,109,329
9 Program service revenue (Part VIII, line 2g) ......... 195,595 134,185
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 148,579 145,070
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -39,537 278,851
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 21,791,394 24,667,435
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,142,123 18,061,395
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) 4,572,291 4,927,705
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,244,285    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,145,694 2,153,223
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 21,860,108 25,142,323
19 Revenue less expenses. Subtract line 18 from line 12....... -68,714 -474,888
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 17,774,965 18,305,865
21 Total liabilities (Part X, line 26)............. 7,053,685 8,038,350
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,721,280 10,267,515
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 (2014)
Form 990 (2014)
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 $ 6,136,354 including grants of $ 3,933,618 ) (Revenue $   )
Transformation Grants - The Community Transformation Strategy is envisioned as a collective impact model with a long-term focus on transforming communities. United Way will focus 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 Cont'd: United Way will select one collaborative to invest in through the Community Transformation strategy. The community collaborative will consist of a number of organizations and/or groups from different sectors that are working together in alignment with UWCW's new strategic goals of successful kids, stable families and connected communities. After selection, UWCW will engage 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 ultimately to support the establishment of a stronger network of nonprofits in the four-county area. Specifically, UWCW will support the work of nonprofits who are leading the way in reducing poverty for children and families. Strengthening Grants: By investing in and connecting these organizations together, we hope to help align services and networks to achieve greater impact in breaking the cycle of childhood poverty. UWCW will select up to 30 organizations that will act as a cohort and will primarily focus on strengthening their organizational capacity to improve outcomes for low-income families and their children. For this strategy, UWCW aspires to have a balance of emerging and established organizations, geographic distribution and organizations serving culturally specific communities. Applicants will be required to provide specific information about each of these different factors. Additionally, UWCW recognizes that poverty in many communities is a generational issue and is looking for strategies that both impact immediate poverty issues and address the longer-term issues that keep families in poverty.Grantees will be required and expected to participate in a planning process where grantees will organize into learning communities based on common issue areas and organizational interests. Throughout the funding period, these learning communities will meet to share experiences, exchange data and information and build collective knowledge around new and promising practices. Learning communities will be self-organized, meaning that organizations within a learning community will determine learning objectives, frequency and duration of meetings, etc. United Way staff will provide convening, facilitation and administrative support to develop and nurture the success of these learning communities and other supports as available and requested. Additionally, during the planning process the cohort will identify shared outcomes that will be evaluated throughout the grant cycle. Each learning community, in partnership with United Way staff, will be responsible for documenting what is learned through this process 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.
4b (Code:   ) (Expenses $ 12,118,318 including grants of $ 12,118,318 ) (Revenue $ 102,580 )
Donor Choice United Way offers donor the opportunity to designate their gift directly to 501 (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 $ 2,461,040 including grants of $ 2,009,459 ) (Revenue $   )
Early Learning Hubs - Early Learning Multnomah (ELM) and Early Learning Washington County are two of sixteen state-designated early learning hubs throughout Oregon. Oregon's early learning hubs are designed to create an aligned and coordinated early childhood system of services and supports for families to ensure that children have what they need to thrive in school and life. (See Schedule O for more information) Early Learning Hubs Contd: Each hub is working locally to make early learning resources and supports more available, more accessible, and more effective for children and families that have historically been underrepresented in services. Operating since May 2014, ELM is jointly managed by the United Way of the Columbia-Willamette and Multnomah County. United Way of the Columbia-Willamette serves as the lead agency and overall project manager with fiscal and program accountability to the State of Oregon's Early Learning Division and the Early Learning Council. Multnomah County provides program development, procurement, contract management and monitoring functions on behalf of services funded through Early Learning Multnomah. ELM staff are housed in both agencies. Early Learning Washington County - co-convened by United Way of the Columbia-Willamette and Washington County, focuses on improving educational outcomes for children in Washington County.
(Code:   ) (Expenses $ 590,042 including grants of $   ) (Revenue $ 40,703 )
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. 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. 24,256 volunteer connections were made serving over 72,768 hours; that's an estimated value add of $1,600,168 generated through volunteerism.
4d Other program services (Describe in Schedule O.)
(Expenses $ 590,042 including grants of $   ) (Revenue $ 40,703 )
4e Total program service expensesMediumBullet21,305,754
Form 990 (2014)
Form 990 (2014)
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) ....
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............
18
 
No
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...................
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," 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 (2014)
Form 990 (2014)
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
18
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
86
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
27
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
27
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKori Gregg

619 SW 11TH Avenue
Portland,OR972052646 (503) 228-9131
Form 990 (2014)
Form 990 (2014)
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) Bob Tackett........................................................................
Director
 0.50
.......................   		X           0 0 0
(2) Brett Baker........................................................................
Director/Chair
 3.00
.......................   		X   X       0 0 0
(3) David Willmott........................................................................
Director
 0.50
.......................   		X           0 0 0
(4) Eric Brown........................................................................
Director
 0.50
.......................   		X           0 0 0
(5) Jill Eiland........................................................................
Director
 0.50
.......................   		X           0 0 0
(6) Jon Huddleston........................................................................
Director
 0.50
.......................   		X           0 0 0
(7) Larry Paulson........................................................................
Director
 0.50
.......................   		X           0 0 0
(8) Lesley Hallick........................................................................
Director
 0.50
.......................   		X           0 0 0
(9) Lilisa Hall........................................................................
Director/Secretary
 3.00
.......................   		X   X       0 0 0
(10) Tony Trunzo........................................................................
Director
 0.50
.......................   		X           0 0 0
(11) Kevin Rask........................................................................
Director
 0.50
.......................   		X           0 0 0
(12) Janet O'Hollaren........................................................................
Director
 0.50
.......................   		X           0 0 0
(13) Jeff Kershaw........................................................................
Director
 0.50
.......................   		X           0 0 0
(14) James Harker........................................................................
Director
 0.50
.......................   		X           0 0 0
(15) Heather Guthrie........................................................................
Director
 0.50
.......................   		X           0 0 0
(16) Sean Edwards........................................................................
Director/Treasurer
 3.00
.......................   		X   X       0 0 0
(17) Chris Delaney........................................................................
Director
 0.50
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) Inderpal Bhandari........................................................................
Director
 0.50
.......................   		X           0 0 0
(19) Bill Agnew........................................................................
Director
 0.50
.......................   		X           0 0 0
(20) Lance Cannon........................................................................
Director
 0.50
.......................   		X           0 0 0
(21) Augie Gallego........................................................................
Director
 0.50
.......................   		X           0 0 0
(22) Anthony Jones-DeBerry........................................................................
Director
 0.50
.......................   		X           0 0 0
(23) Rodrigo Lopez........................................................................
Director
 0.50
.......................   		X           0 0 0
(24) Alan Yordy........................................................................
Director/Chair-elect
 3.00
.......................   		X   X       0 0 0
(25) Jilma Meneses........................................................................
Director
 0.50
.......................   		X           0 0 0
(26) Tricia Tillman........................................................................
Director
 0.50
.......................   		X           0 0 0
(27) Kevin Palau........................................................................
Director
 0.50
.......................   		X           0 0 0
(28) Carol Frye........................................................................
COO
 50.00
.......................   		    X       133,463 0 30,725
(29) Keith Thomajan........................................................................
President/CEO
 50.00
.......................   		    X       183,572 0 46,444
(30) Thomas Smith........................................................................
CIO
 50.00
.......................   		        X   127,238 0 30,615
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 444,273 0 107,784
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,195,717
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 3,541,861
f All other contributions, gifts, grants, and
similar amounts not included above1f 		19,371,751
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 24,109,329
Program Service RevenueAmt Business Code
2a Service fees 900099 134,185 134,185    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 134,185
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 82,342     82,342
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 269,753  
b Less: rental expenses 0  
c Rental income or (loss) 269,753  
d Net rental income or (loss).......MediumBullet 269,753     269,753
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,478,326  
b Less: cost or other basis and sales expenses 2,415,598  
c Gain or (loss) 62,728  
d Net gain or (loss)..........MediumBullet 62,728     62,728
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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 9,098 9,098    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 9,098
12 Total revenue. See Instructions......MediumBullet 24,667,435 143,283 0 414,823
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 18,061,395 18,061,395
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 412,367 135,200 240,294 36,873
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 .... 3,550,069 1,549,316 701,736 1,299,017
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 238,059 102,373 55,478 80,208
9 Other employee benefits ....... 418,709 197,346 97,421 123,942
10 Payroll taxes ........... 308,501 148,697 71,033 88,771
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) .... 220,133 90,944 73,154 56,035
12 Advertising and promotion .... 136,277 45,126   91,151
13 Office expenses ....... 235,747 61,767 38,905 135,075
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 378,834 252,680 77,222 48,932
17 Travel ............ 65,384 27,615 15,907 21,862
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 217,560 98,779 20,045 98,736
20 Interest ...........        
21 Payments to affiliates ....... 217,318 181,063 14,741 21,514
22 Depreciation, depletion, and amortization ..... 358,750 250,380 46,919 61,451
23 Insurance .............. 35,991 16,263 8,714 11,014
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 Miscellaneous 287,229 86,810 130,715 69,704
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 25,142,323 21,305,754 1,592,284 2,244,285
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 (2014)
Form 990 (2014)
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 ............. 800 1 800
2 Savings and temporary cash investments ......... 2,698,218 2 3,086,624
3 Pledges and grants receivable, net ........... 5,917,531 3 6,766,408
4 Accounts receivable, net ............. 110,264 4 198,491
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 .......... 233,462 9 223,096
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,300,621
b Less: accumulated depreciation ..... 10b 4,812,998 2,705,522 10c 2,487,623
11 Investments—publicly traded securities .......... 4,579,759 11 4,047,360
12 Investments—other securities. See Part IV, line 11 ..... 536,617 12 564,621
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 992,792 15 930,842
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 17,774,965 16 18,305,865
Liabilities 17 Accounts payable and accrued expenses ......... 652,256 17 1,473,344
18 Grants payable ................. 6,401,429 18 6,565,006
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......... 7,053,685 26 8,038,350
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 .............. 6,168,578 27 5,665,694
28 Temporarily restricted net assets ........... 1,352,042 28 1,463,111
29 Permanently restricted net assets ........... 3,200,660 29 3,138,710
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 ........... 10,721,280 33 10,267,515
34 Total liabilities and net assets/fund balances ........ 17,774,965 34 18,305,865
Form 990 (2014)
Form 990 (2014)
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
24,667,435
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
25,142,323
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-474,888
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
10,721,280
5
Net unrealized gains (losses) on investments ...............
5
83,073
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
-61,950
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
10,267,515
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 21,926,209 23,178,530 23,397,299 21,486,757 24,109,329 114,098,124
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 21,926,209 23,178,530 23,397,299 21,486,757 24,109,329 114,098,124
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).. 10,306,588
6 Public support. Subtract line 5 from line 4. 103,791,536
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 21,926,209 23,178,530 23,397,299 21,486,757 24,109,329 114,098,124
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 219,988 242,788 165,563 247,612 352,095 1,228,046
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 VI.).. 57,769 41,535 23,829 6,584 9,098 138,815
11 Total support Add lines 7 through 10. 115,464,985
12
12
643,562
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
89.890 %
15
15
89.180 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
United Way of the Columbia-Willamette
  		Employer identification number

93-0582124
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 3,424,797 3,166,308 1,160,718 1,204,431 1,058,074
b Contributions ........     2,000,000    
c Net investment earnings, gains, and losses 60,040 271,764 15,086 -34,943 156,003
d Grants or scholarships ..... 52,484 4,926 5,361 5,406  
e Other expenditures for facilities
and programs ........ 		        6,298
f Administrative expenses ....   8,349 4,135 3,364 3,348
g End of year balance ...... 3,432,353 3,424,797 3,166,308 1,160,718 1,204,431
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 Bullet91.000 %
c
Temporarily restricted endowment SchDMd Bullet9.000 %
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 ................   3,982,994 3,132,551 850,443
c Leasehold improvements ............        
d Equipment ................   2,431,627 1,680,447 751,180
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,487,623
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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 930,842








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 930,842
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) 2014

Schedule D (Form 990) 2014
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 12,969,390
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 83,073
b Donated services and use of facilities ......... 2b 399,150
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -61,950
e Add lines 2a through 2d ..................... 2e 420,273
3 Subtract line 2e from line 1..................... 3 12,549,117
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 12,118,318
c Add lines 4a and 4b....................... 4c 12,118,318
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 24,667,435
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 13,423,155
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 399,150
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 399,150
3 Subtract line 2e from line 1..................... 3 13,024,005
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 12,118,318
c Add lines 4a and 4b....................... 4c 12,118,318
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 25,142,323
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: Change in value perpetual trust -61,950.
Part XI, Line 4b - Other Adjustments: Pledges designated by donors 12,118,318.
Part XII, Line 4b - Other Adjustments: Pledges designated by donors 12,118,318.
Schedule D (Form 990) 2014

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
2014
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 Domestic Organizations and Domestic Governments. 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 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) Friends of Creston Children's Dental Clinic
10505 SE 17th Ave
Milwaukie,OR97222 		32-0300896 501(c)3 5,128       Donor Designations
(2) Loaves & Fishes Centers Inc
c/o Loaves Fishes PO Box 19477
Portland,OR97280 		93-0584318 501(c)3 15,065       Donor Designations
(3) Oregon Cultural Trust
775 Summer St NE Suite 200
Salem,OR97301 		93-0621491 501(c)3 6,307       Donor Designations
(4) All Hands Raised
546 NE 12th Ave
Portland,OR972322719 		93-1149789 501(c)3 7,651       Donor Designations
(5) Lawyers Campaign for Equal Justice
620 SW 5th Ave Suite 1225
Portland,OR97204 		93-1193792 501(c)3 39,902       Donor Designations
(6) Childrens Trust Fund of Oregon Foundation
1785 NE Sandy Blvd 270
Portland,OR97232 		93-1310666 501(c)3 12,176       Donor Designations
(7) Randall Children's Hospital at Legacy Emanuel
PO Box 4484
Portland,OR97208 		93-1314469 501(c)3 11,634       Donor Designations
(8) Tzu Chi Foundation-Portland Office
3800 SW Cedar Hills Blvd 194
Beaverton,OR97005 		94-2952782 501(c)3 5,427       Donor Designations
(9) Virginia Garcia Memorial Health Center
PO Box 568
Cornelius,OR971139029 		93-0717997 501(c)3 34,313       Donor Designations
(10) Adelante Mujeres
2036 Main Street Suite A
Forest Grove,OR97116 		03-0473181 501(c)3 40,000       Community Strengthening Grants
(11) Adelante Mujeres
2036 Main Street Suite A
Forest Grove,OR97116 		03-0473181 501(c)3 6,661       Donor Designations
(12) 142nd Fighter Wing Community Foundation
6801 NE Cornfoot Rd Bld 142
Portland,OR97218 		03-0539408 501(c)3 7,846       Donor Designations
(13) Hope Worldwide
1285 Drummers Ln Suite 105
Wayne,PA19087 		04-3129839 501(c)3 6,052       Donor Designations
(14) Partners in Health A Nonprofit Corp
888 Commonwealth Ave 3rd Floor
Boston,MA02215 		04-3567502 501(c)3 7,223       Donor Designations
(15) Association For India's Development
PO Box 390884
Cambridge,MA02139 		04-3652609 501(c)3 7,944       Donor Designations
(16) Association for India's Development-AID Portland
PO Box 6002
Beaverton,OR97007 		04-3652609 501(c)3 9,040       Donor Designations
(17) Community Baptist Church
612 N 1st Ave
Hillsboro,OR97124 		04-3760247 501(c)3 11,898       Donor Designations
(18) Save the Children
54 Wilton Rd
Westport,CT06880 		06-0726487 501(c)3 5,603       Donor Designations
(19) Yale University
PO Box 2038
New Haven,CT06521 		06-6078326 501(c)3 20,000       Donor Designations
(20) UNICEF Portland
PO Box 8104
Portland,OR972078104 		13-1760110 501(c)3 7,717       Donor Designations
(21) American Cancer Society - Atlanta GA
c/o American Cancer Society HQ PO
Box 22718
Oklahoma City,OK73123 		13-1788491 501(c)3 15,489       Donor Designations
(22) United Church of Christ-Forest Grove
PO Box 265
Forest Grove,OR971160265 		13-1957221 501(c)3 8,034       Donor Designations
(23) Doctors Without Borders USA
PO Box 5030
Hagerstown,MD217415030 		13-3433452 501(c)3 22,797       Donor Designations
(24) Bone Marrow Foundation The
515 Madison Ave Suite 1130
New York,NY10022 		13-3674198 501(c)3 5,334       Donor Designations
(25) Community Health Charities
5331 SW Macadam Ave Suite 350
Portland,OR972393846 		13-6167225 501(c)3 48,430       Donor Designations
(26) Cornell University Fund
PO Box 223623
Pittsburgh,PA152512623 		15-0532082 501(c)3 5,125       Donor Designations
(27) A Jesus Church Family Inc
10500 SW Nimbus Ave Building T
Portland,OR97223 		20-0368851 501(c)3 88,308       Donor Designations
(28) Cat Adoption Team
c/o Wayne Brown Accountant 26400 SW
Baker Rd
Sherwood,OR97140 		20-0773189 501(c)3 6,808       Donor Designations
(29) Wounded Warriors Family Support
920 S 107th Ave Suite 250
Omaha,NE68114 		20-1407520 501(c)3 6,144       Donor Designations
(30) Reading Results
3115 NE Sandy Blvd Suite 229
Portland,OR97232 		20-1760894 501(c)3 40,000       Community Strengthening Grants
(31) Bridge Meadows
8502 N Wayland Ave
Portland,OR97203 		20-2028975 501(c)3 40,000       Community Strengthening Grants
(32) Wounded Warrior Project
PO Box 758517
Topeka,KS66675 		20-2370934 501(c)3 28,407       Donor Designations
(33) Verde
6899 NE Columbia Blvd Suite A
Portland,OR97218 		20-3685723 501(c)3 40,000       Community Strengthening Grants
(34) CASH Oregon (Creating Assets Savings & Hope)
2027 Lloyd Center Mall
Portland,OR97232 		20-5682797 501(c)3 75,000       Safety Net Grants
(35) Project Access Now
PO Box 10953
Portland,OR97296 		20-8928388 501(c)3 6,118       Donor Designations
(36) Project Access Now
PO Box 10953
Portland,OR97296 		20-8928388 501(c)3 75,000       Safety Net Grants
(37) Juvenile Diabetes Research Fdn-Oregon & SW WA Chapter
7000 SW Hampton St Suite 101
Portland,OR97223 		23-1907729 501(c)3 5,564       Donor Designations
(38) Orenco Presbyterian Church
6420 NE Oelrich Rd
Hillsboro,OR97124 		23-6393377 501(c)3 9,996       Donor Designations
(39) Tualatin Presbyterian Church
9230 SW Siletz Dr
Tualatin,OR97062 		23-6393377 501(c)3 6,600       Donor Designations
(40) Oregon Health & Science University Foundation (OHSF)
1121 SW Salmon St Ste 200
Portland,OR972052021 		23-7083114 501(c)3 94,803       Donor Designations
(41) SnowCap Community Charities
PO Box 160
Fairview,OR970240160 		23-7121915 501(c)3 5,546       Donor Designations
(42) Labor's Community Service Agency Inc
9955 SE Washington St Ste 211
Portland,OR97216 		23-7393223 501(c)3 44,202       Donor Designations
(43) Labor's Community Service Agency Inc
9955 SE Washington St Ste 211
Portland,OR97216 		23-7393223 501(c)3 125,000       Safety Net Grants
(44) Chinese Evangelical Church
5529 NW Five Oaks Dr
Hillsboro,OR97124 		23-7427662 501(c)3 13,370       Donor Designations
(45) Cedar Mill Community Library
12505 NW Cornell
Portland,OR97229 		23-7438072 501(c)3 5,522       Donor Designations
(46) Children's Book Bank
2680 SW Ravensview Drive
Portland,OR97201 		26-1600475 501(c)3 6,000       Early Learning Exp
(47) Children's Medical & Research Charities of America
PO Box 45754
San Francisco,CA941450310 		27-0093393 501(c)3 13,063       Donor Designations
(48) HECSA Portland Balaji Temple
2092 NW Aloclek Dr Site 522
Hillsboro,OR971248062 		27-1098567 501(c)3 49,029       Donor Designations
(49) Transit Employee Support Team
PO Box 13332
Portland,OR97213 		27-1215210 501(c)3 15,469       Donor Designations
(50) Resound Church
PO Box 5752
Beaverton,OR97006 		27-1775660 501(c)3 15,030       Donor Designations
(51) Health First- America's Charities
c/o Suntrust Bank-Wholesale Dept
Lockbox 79570
Baltimore,MD21279 		30-0186796 501(c)3 10,953       Donor Designations
(52) Hillsboro United Methodist Church
168 NE 8th
Hillsboro,OR97123 		31-1813333 501(c)3 44,914       Donor Designations
(53) St Juan Diego Parish
5995 NW 178th Ave
Portland,OR97229 		32-0032429 501(c)3 25,385       Donor Designations
(54) Shriners Hospital for Crippled Children
3101 SW Sam Jackson Pk Rd
Portland,OR972393009 		36-2193608 501(c)3 10,611       Donor Designations
(55) Rotary Foundation of Rotary International
One Rotary Center 1560 Sherman Ave
Evanston,IL60201 		36-3245072 501(c)3 70,000       Donor Designations
(56) Cantores In Ecclesia
1317 NE 3rd Ave
Portland,OR97232 		41-2042868 501(c)3 5,400       Donor Designations
(57) KairosPDX
PO Box 12190
Portland,OR97212 		46-0987167 501(c)3 7,600       Early Learning Exp
(58) KairosPDX
PO Box 12190
Portland,OR97212 		46-0987167 501(c)3 25,000       Multnomah County Grants
(59) With Love Oregon
5765 Victoria Ct
Lake Oswego,OR97035 		46-2869595 501(c)3 12,898       Donor Designations
(60) Chinmaya Mission Portland
3551 NW John Olsen Pl
Hillsboro,OR97124 		51-0175323 501(c)3 19,197       Donor Designations
(61) Bradley-Angle House
5432 N Albina Ave
Portland,OR972172304 		51-0188664 501(c)3 7,170       Donor Designations
(62) Global Impact
1199 N Fairfax St Ste 300
Alexandria,VA22314 		52-1273585 501(c)3 68,657       Donor Designations
(63) Earth Share
PO Box 4011
Washington,DC200424011 		52-1601960 501(c)3 40,147       Donor Designations
(64) Stand for Children Leadership Center
2121 SW Broadway Suite 111
Portland,OR97201 		52-1957214 501(c)3 5,000       Catalyst Fund
(65) 37104 American Red Cross - Oregon Trail Chapter
Federated Payment Processing PO Box
73857
Chicago,IL606737857 		53-0196605 501(c)3 23,349       Donor Designations
(66) American Red Cross Combined Federal Campaign
PO Box 73857
Chicago,IL606737857 		53-0196605 501(c)3 23,033       Donor Designations
(67) St Cecilia Catholic Church
5105 SW Franklin Ave
Beaverton,OR97005 		53-0196617 501(c)3 7,366       Donor Designations
(68) EarthShare Oregon
c/o EarthShare of Oregon PO Box
40333
Portland,OR97240 		53-0242652 501(c)3 47,170       Donor Designations
(69) Nature Conservancy
4245 N Fairfax Dr Suite 100
Arlington,VA222031606 		53-0242652 501(c)3 5,622       Donor Designations
(70) America's Charities
c/o Suntrust Bank-Wholesale Dept
Lockbox 79570
Baltimore,MD21279 		54-1517707 501(c)3 26,773       Donor Designations
(71) United Way of York County SC
PO Box 925
Rock Hill,SC29731 		57-0360058 501(c)3 14,740       Donor Designations
(72) Samaritan's Purse
P O Box 3000
Boone,NC28607 		58-1437002 501(c)3 6,557       Donor Designations
(73) Heart of Florida United Way
1940 Traylor Blvd
Orlando,FL32804 		59-0808854 501(c)3 8,291       Donor Designations
(74) Causa of Oregon
700 Marion St Ne
Salem,OR97301 		61-1590160 501(c)3 6,000       Youth United Grants
(75) St Jude Childrens Research Hospital
PO Box 3704
Memphis,TN381739984 		62-0646012 501(c)3 6,610       Donor Designations
(76) Latino Network
240 N Broadway Suite 214
Portland,OR97227 		73-1675402 501(c)3 40,000       Community Strengthening Grants
(77) Latino Network
240 N Broadway Suite 214
Portland,OR97227 		73-1675402 501(c)3 25,000       Community Transformation Grants
(78) Latino Network
240 N Broadway Suite 214
Portland,OR97227 		73-1675402 501(c)3 50,000       Community Transformation Grants
(79) Latino Network
240 N Broadway Suite 214
Portland,OR97227 		73-1675402 501(c)3 7,600       Early Learning Exp
(80) Latino Network
240 N Broadway Suite 214
Portland,OR97227 		73-1675402 501(c)3 200,000       Multnomah County Grants
(81) United Way of Metropolitan Dallas Inc
1800 N Lamar
Dallas,TX75202 		75-6005352 501(c)3 35,681       Donor Designations
(82) APANO
2788 SE 82nd Ave Suite 203
Portland,OR97266 		80-0252850 501(c)3 40,000       Community Strengthening Grants
(83) Innovative Changes
2027 Lloyd Center
Portland,OR97232 		80-0516996 501(c)3 40,000       Community Strengthening Grants
(84) CancerCURE of America Care Understand Research & End
P O Box 45754
San Francisco,CA941450501 		81-0648432 501(c)3 9,160       Donor Designations
(85) Make-A-Wish Foundation of Oregon
2000 SW 1st Ave Suite 410
Portland,OR97201 		82-0385049 501(c)3 14,346       Donor Designations
(86) United Way of Natrona County Inc
PO Box 2046
Casper,WY826022046 		83-0181315 501(c)3 12,223       Donor Designations
(87) United Way of Campbell County
PO Box 2905
Gillette,WY827172905 		83-0232664 501(c)3 6,039       Donor Designations
(88) United Way of Southwest Wyoming
404 N St Suite 301
Rock Springs,WY82901 		83-0233314 501(c)3 95,988       Donor Designations
(89) Albuquerque Hispano Chamber of Commerce
1309 Fourth St SW
Albuquerque,NM87102 		85-0358453 501(c)3 5,000       Donor Designations
(90) Valley of the Sun United Way
3200 E Camelback Rd Suite 375
Phoenix,AZ850182328 		86-0104419 501(c)3 10,335       Donor Designations
(91) United Way of Salt Lake
257 East 200 South Suite 300
Salt Lake Cty,UT841118099 		87-0227091 501(c)3 63,912       Donor Designations
(92) Church of Jesus Christ of Latter Day Saints
Corporation of the President 50 E
North Temple Room 1521
Salt Lake City,UT84150 		87-0234341 501(c)3 1,101,827       Donor Designations
(93) United Way of Eastern Utah
67 East Main St
Price,UT84501 		87-0374334 501(c)3 8,639       Donor Designations
(94) Common Ground Church
17675 SW Farmington Rd PMB 340
Aloha,OR97007 		90-0299825 501(c)3 8,464       Donor Designations
(95) United Way of King County
720 2nd Ave
Seattle,WA981041702 		91-0565555 501(c)3 15,153       Donor Designations
(96) YWCA Clark County
PO Box 2206
Vancouver,WA98668 		91-0569882 501(c)3 40,000       Community Strengthening Grants
(97) YWCA Clark County
PO Box 2206
Vancouver,WA98668 		91-0569882 501(c)3 5,519       Donor Designations
(98) YWCA Clark County
PO Box 2206
Vancouver,WA98668 		91-0569882 501(c)3 8,256       Safety Net Grants
(99) United Way of Snohomish County
3120 McDougall Ave Suite 200
Everett,WA98201 		91-0606507 501(c)3 8,070       Donor Designations
(100) United Way of Pierce County
PO Box 2215
Tacoma,WA984012215 		91-0650669 501(c)3 5,672       Donor Designations
(101) Humane Society for Southwest Washington
1100 NE 192nd Ave
Vancouver,WA98684 		91-0759124 501(c)3 6,456       Donor Designations
(102) United Way of Pullman
PO Box 426
Pullman,WA991630426 		91-0853374 501(c)3 6,151       Donor Designations
(103) United Way of Island County
PO Box 798
Oak Harbor,WA982770798 		91-0860836 501(c)3 5,675       Donor Designations
(104) Crossroads Community Church
7708 NE 78th St
Vancouver,WA986623632 		91-0949794 501(c)3 5,020       Donor Designations
(105) Mercy Corps
PO Box 2669
Portland,OR972082669 		91-1148123 501(c)3 81,025       Donor Designations
(106) Community Housing Resource Center
103 E 29th St
Vancouver,WA98663 		91-1641351 501(c)3 10,000       Safety Net Grants
(107) Second Step Housing
2500 Main St Ste 120
Vancouver,WA98660 		91-1691325 501(c)3 40,000       Community Strengthening Grants
(108) Free Clinic of Southwest Washington
4100 Plomondon St
Vancouver,WA98661 		91-1707542 501(c)3 11,124       Donor Designations
(109) Parks Foundation of Clark County
PO Box 61424
Vancouver,WA98666 		91-1986747 501(c)3 5,713       Donor Designations
(110) Council for the Homeless
2500 Main St
Vancouver,WA98660 		91-2001828 501(c)3 40,000       Community Strengthening Grants
(111) Council for the Homeless
2500 Main St
Vancouver,WA98660 		91-2001828 501(c)3 8,256       Safety Net Grants
(112) Virginia Garcia Memorial Foundation
PO Box 486
Cornelius,OR971130486 		91-2077840 501(c)3 40,000       Community Strengthening Grants
(113) Albina Head Start
3417 NE 7th Ave
Portland,OR97212 		92-1069936 501(c)3 50,000       Community Transformation Grants
(114) Archbishop's Catholic Appeal
2838 E Burnside
Portland,OR97214 		93-0114100 501(c)3 14,813       Donor Designations
(115) Alano Club of Portland Oregon The
909 NW 24th Ave
Portland,OR97210 		93-0370227 501(c)3 6,310       Donor Designations
(116) Albertina Kerr Centers
424 NE 22nd Avenue
Portland,OR97232 		93-0386780 501(c)3 11,417       Donor Designations
(117) Boy Scouts of America-Cascade Pacific Council-PtldVancouver
2145 SW Naito Pkwy
Portland,OR972015103 		93-0386792 501(c)3 22,568       Donor Designations
(118) Catholic Charities of Oregon
2740 SE Powell Blvd
Portland,OR97202 		93-0386801 501(c)3 30,132       Donor Designations
(119) Congregation Beth Israel
1972 NW Flanders St
Portland,OR97209 		93-0386818 501(c)3 6,330       Donor Designations
(120) Jewish Federation of Portland
6680 SW Capitol Hwy
Portland,OR972191958 		93-0386825 501(c)3 15,143       Donor Designations
(121) Oregon Humane Society
1067 NE Columbia Blvd
Portland,OR97211 		93-0386880 501(c)3 55,944       Donor Designations
(122) First United Methodist Church-Portland
1838 SW Jefferson St
Portland,OR97201 		93-0391569 501(c)3 27,700       Donor Designations
(123) Portland Art Museum
1219 SW Park Ave
Portland,OR972052430 		93-0391604 501(c)3 7,748       Donor Designations
(124) United Way of Lane County
3171 Gateway Lp
Springfield,OR974771164 		93-0394142 501(c)3 10,538       Donor Designations
(125) United Way of the Mid-Willamette Valley
455 Bliler Ave NE
Salem,OR97301 		93-0395586 501(c)3 16,379       Donor Designations
(126) Urban League of Portland
10 N Russell
Portland,OR97227 		93-0395590 501(c)3 40,000       Community Strengthening Grants
(127) Urban League of Portland
10 N Russell
Portland,OR97227 		93-0395590 501(c)3 75,000       Multnomah County Grants
(128) Volunteers of America of Oregon Inc
3910 SE Stark St
Portland,OR97214 		93-0395591 501(c)3 12,994       Donor Designations
(129) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214 		93-0397825 501(c)3 40,000       Community Strengthening Grants
(130) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214 		93-0397825 501(c)3 50,000       Community Transformation Grants
(131) Metropolitan Family Service
1808 SE Belmont St
Portland,OR97214 		93-0397825 501(c)3 8,929       Donor Designations
(132) Girl Scouts of Oregon & SW Washington
9620 SW Barbur Blvd
Portland,OR97219 		93-0399051 501(c)3 28,831       Donor Designations
(133) Union Gospel Mission
3 NW Third Ave
Portland,OR972093906 		93-0401258 501(c)3 11,970       Donor Designations
(134) First Unitarian Church of Portland
1011 SW 12th Ave
Portland,OR97205 		93-0406414 501(c)3 8,950       Donor Designations
(135) Greater Douglas United Way
PO Box 2329
Roseburg,OR97470 		93-0428566 501(c)3 31,643       Donor Designations
(136) Portland Rescue Mission
PO Box 3713
Portland,OR972083713 		93-0429004 501(c)3 42,568       Donor Designations
(137) Sunshine Division Inc
687 N Thompson
Portland,OR97227 		93-0429354 501(c)3 8,145       Donor Designations
(138) United Way of the Klamath Basin
PO Box 1839
Klamath Falls,OR97601 		93-0441766 501(c)3 5,032       Donor Designations
(139) United Way of Umatilla and Morrow Counties
PO Box 1225
Pendleton,OR978010778 		93-0454995 501(c)3 5,251       Donor Designations
(140) First Baptist Church of Beaverton
5755 SW Erickson Ave
Beaverton,OR97005 		93-0466453 501(c)3 7,441       Donor Designations
(141) Westport Church
20475 NW Amberwood Dr 120
Hillsboro,OR97006 		93-0466453 501(c)3 13,925       Donor Designations
(142) United Way of Linn County
PO Box 905
Albany,OR973210905 		93-0470252 501(c)3 6,707       Donor Designations
(143) Boys & Girls Clubs of Portland Metropolitan Area
PO Box 820127
Portland,OR972821127 		93-0474800 501(c)3 51,409       Donor Designations
(144) Hillsboro Nazarene Church
1390 NE 21st Ave
Hillsboro,OR97124 		93-0478361 501(c)3 8,563       Donor Designations
(145) St Matthew Lutheran Church
10390 SW Canyon Rd
Beaverton,OR97005 		93-0498683 501(c)3 7,400       Donor Designations
(146) LifeWorks NW
14600 NW Cornell Rd
Portland,OR97229 		93-0502822 501(c)3 40,000       Community Strengthening Grants
(147) LifeWorks NW
14600 NW Cornell Rd
Portland,OR97229 		93-0502822 501(c)3 12,399       Donor Designations
(148) Congregation Neveh Shalom
2900 SW Peaceful Ln
Portland,OR97239 		93-0505089 501(c)3 8,220       Donor Designations
(149) Beaverton Christian Church
13600 SW Allen Blvd
Beaverton,OR97005 		93-0505829 501(c)3 9,655       Donor Designations
(150) Bethlehem Lutheran Church
18865 SW Johnson St
Aloha,OR970063164 		93-0507554 501(c)3 9,220       Donor Designations
(151) Bethany Baptist church
4545 NW Kaiser Rd
Portland,OR972292212 		93-0511260 501(c)3 10,030       Donor Designations
(152) Friendly House Inc
2617 NW Savier St
Portland,OR972102413 		93-0524232 501(c)3 11,590       Donor Designations
(153) Portland Mennonite Church
1312 SE 35th Ave
Portland,OR972144236 		93-0550602 501(c)3 8,565       Donor Designations
(154) National Multiple Sclerosis Society Oregon Chapter
5331 SW Macadam Ave Ste 290
Portland,OR972393847 		93-0551147 501(c)3 7,024       Donor Designations
(155) Community Action Washington County
5050 SW Griffith Dr Suite 101
Beaverton,OR97005 		93-0554941 501(c)3 40,000       Community Strengthening Grants
(156) Community Action Washington County
5050 SW Griffith Dr Suite 101
Beaverton,OR97005 		93-0554941 501(c)3 19,919       Donor Designations
(157) Community Action Washington County
5050 SW Griffith Dr Suite 101
Beaverton,OR97005 		93-0554941 501(c)3 50,682       Safety Net Grants
(158) Impact NW
PO Box 33530
Portland,OR972923530 		93-0557964 501(c)3 7,905       Donor Designations
(159) Outside In
1132 SW 13th Ave
Portland,OR97205 		93-0567549 501(c)3 20,456       Donor Designations
(160) Outside In
1132 SW 13th Ave
Portland,OR97205 		93-0567549 501(c)3 35,000       Youth United Grants
(161) United Way of Jackson County
1457 E McAndrews Rd
Medford,OR975046107 		93-0576632 501(c)3 16,229       Donor Designations
(162) Trinity Lutheran Church
2194 SE Minter Bridge Rd
Hillsboro,OR97123 		93-0579577 501(c)3 8,650       Donor Designations
(163) Doernbecher Children's Hospital Foundation
1121 SW Salmon St Ste 201
Portland,OR972052021 		93-0579589 501(c)3 49,081       Donor Designations
(164) United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300
Portland,OR972052646 		93-0582124 501(c)3 142,597       Donor Designations
(165) Centro Cultural de Washington County
PO Box 708
Cornelius,OR97113 		93-0606729 501(c)3 40,000       Community Strengthening Grants
(166) Holbrook Bible Church
351 NE 73rd
Portland,OR97213 		93-0621520 501(c)3 5,100       Donor Designations
(167) Dove Lewis Emergency Animal Hospital
1945 NW Pettygrove St
Portland,OR972091688 		93-0621534 501(c)3 19,516       Donor Designations
(168) Southwest Bible Church
14605 SW Weir Rd
Beaverton,OR97007 		93-0624137 501(c)3 11,567       Donor Designations
(169) Clackamas Service Center
PO Box 2620
Clackamas,OR97015 		93-0626175 501(c)3 40,000       Community Strengthening Grants
(170) Northwest Pilot Project Inc
1430 SW Broadway Suite 200
Portland,OR97201 		93-0635871 501(c)3 6,979       Donor Designations
(171) Beaverton Foursquare Church
13565 SW Walker Rd
Beaverton,OR97005 		93-0655509 501(c)3 32,253       Donor Designations
(172) Womenspace
PO Box 50127
Eugene,OR97405 		93-0692905 501(c)3 6,480       Donor Designations
(173) Westside Church of Christ
5525 SW Menlo Drive
Beaverton,OR97005 		93-0698686 501(c)3 15,478       Donor Designations
(174) Raphael House of Portland
4110 SE Hawthorne Blvd 503
Portland,OR97214 		93-0710963 501(c)3 27,014       Donor Designations
(175) Luis Palau Association
PO Box 50
Portland,OR97207 		93-0713827 501(c)3 28,206       Donor Designations
(176) Central City Concern
232 NW 6th Ave
Portland,OR97209 		93-0728816 501(c)3 11,258       Donor Designations
(177) Southwest Hills Baptist Church
9100 SW 135th St
Beaverton,OR970087570 		93-0731624 501(c)3 15,800       Donor Designations
(178) Sisters of the Road Inc
133 NW 6th Ave
Portland,OR97209 		93-0748169 501(c)3 11,948       Donor Designations
(179) Open Meadow Alternative Schools
7633 N Wabash Ave
Portland,OR97217 		93-0757378 501(c)3 40,000       Community Strengthening Grants
(180) Open Meadow Alternative Schools
7633 N Wabash Ave
Portland,OR97217 		93-0757378 501(c)3 36,430       Donor Designations
(181) Open Meadow Alternative Schools
7633 N Wabash Ave
Portland,OR97217 		93-0757378 501(c)3 10,000       Donor Incentive Grants
(182) Concordia University Foundation
2811 NE Holman St
Portland,OR97211 		93-0771304 501(c)3 5,000       Catalyst Fund
(183) 211 Info
PO Box 11830
Portland,OR97211 		93-0784586 501(c)3 225,000       Safety Net Grants
(184) Sonrise Church
6701 NE Campus Way
Hillsboro,OR97124 		93-0785442 501(c)3 49,427       Donor Designations
(185) Oregon Food Bank
PO Box 55370
Portland,OR972385370 		93-0785786 501(c)3 253,695       Donor Designations
(186) Southlake Foursquare Church
1555 SW Borland Rd
West Linn,OR97068 		93-0801086 501(c)3 12,132       Donor Designations
(187) Portland Habitat for Humanity
PO Box 11527
Portland,OR97211 		93-0801200 501(c)3 7,687       Donor Designations
(188) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 40,000       Community Strengthening Grants
(189) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 25,000       Community Transformation Grants
(190) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 50,000       Community Transformation Grants
(191) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 7,401       Donor Designations
(192) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 15,395       Early Learning Exp
(193) Immigrant & Refugee Community Organization
10301 NE Glisan St
Portland,OR97220 		93-0806295 501(c)3 200,000       Multnomah County Grants
(194) Oregon Public Broadcasting
7140 SW Macadam Ave
Portland,OR972193013 		93-0814638 501(c)3 79,658       Donor Designations
(195) Mountain Home United Methodist Church
PO Box 1497
Sherwood,OR97140 		93-0832992 501(c)3 6,168       Donor Designations
(196) Dougy Center Inc
PO Box 86852
Portland,OR97286 		93-0833241 501(c)3 10,136       Donor Designations
(197) Black United Fund of Oregon
2828 NE Alberta St
Portland,OR97211 		93-0843267 501(c)3 9,863       Donor Designations
(198) First Image
7931 NE Halsey St Suite 200
Portland,OR97213 		93-0854417 501(c)3 14,042       Donor Designations
(199) Bienestar
220 SE 12th Ave Suite A-100
Hillsboro,OR97123 		93-0860753 501(c)3 40,000       Community Strengthening Grants
(200) Medical Teams International
PO Box 10
Portland,OR972070010 		93-0878944 501(c)3 17,101       Donor Designations
(201) Food for Lane County
770 Bailey Hill Rd
Eugene,OR97402 		93-0888347 501(c)3 10,840       Donor Designations
(202) Clackamas Women's Services
256 Warner Milne Rd
Oregon City,OR97045 		93-0900119 501(c)3 40,000       Community Strengthening Grants
(203) Cascade Aids Project
208 SW Fifth Ave Suite 800
Portland,OR97204 		93-0903383 501(c)3 7,435       Donor Designations
(204) Harvest Community Church
21235 NW Quatama Rd
Beaverton,OR97006 		93-0933591 501(c)3 8,318       Donor Designations
(205) North Coast Land Conservancy
PO Box 67
Seaside,OR97138 		93-0957815 501(c)3 5,903       Donor Designations
(206) Human Solutions Inc
12350 SE Powell Blvd
Portland,OR97236 		93-0977166 501(c)3 5,000       Catalyst Fund
(207) Human Solutions Inc
12350 SE Powell Blvd
Portland,OR97236 		93-0977166 501(c)3 40,000       Community Strengthening Grants
(208) Human Solutions Inc
12350 SE Powell Blvd
Portland,OR97236 		93-0977166 501(c)3 5,000       Donor Incentive Grants
(209) Hacienda Community Development Corporation
6700 NE Killingsworth St
Portland,OR97218 		93-0979064 501(c)3 40,000       Community Strengthening Grants
(210) Hacienda Community Development Corporation
6700 NE Killingsworth St
Portland,OR97218 		93-0979064 501(c)3 45,000       Multnomah County Grants
(211) Willamette West Habitat for Humanity
5293 NE Elam Young Pkwy Suite 140
Hillsboro,OR971247558 		93-0987176 501(c)3 10,081       Donor Designations
(212) Equity Foundation Inc
PO Box 5696
Portland,OR972285696 		93-1012688 501(c)3 13,276       Donor Designations
(213) African American Health Coalition Inc
2800 N Vancouver Ave Suite 100
Portland,OR97227 		93-1015277 501(c)3 5,000       Catalyst Fund
(214) Oregon Jewish Community Foundation
1618 SW First Ave Ste 210
Portland,OR97201 		93-1019725 501(c)3 12,500       Donor Designations
(215) Oregon HEAT
PO Box 127
Tualatin,OR97062 		93-1029893 501(c)3 19,310       Donor Designations
(216) I Have A Dream Foundation - Oregon
2916 NE Alberta St Suite D
Portland,OR97209 		93-1037323 501(c)3 40,000       Community Strengthening Grants
(217) SMART
101 SW Market St
Portland,OR97201 		93-1051724 501(c)3 5,000       Catalyst Fund
(218) Regional Arts & Culture Council
411 NW Park Ave Suite 101
Portland,OR97209 		93-1059037 501(c)3 9,126       Donor Designations
(219) Portland Community Reinvestment Initiatives Inc
6329 NE Mlk Jr Blvd
Portland,OR97211 		93-1059146 501(c)3 40,000       Community Strengthening Grants
(220) Community of Hope ELCA
Attn Pastor Doug Adams 27817 SW
Stafford Rd
Wilsonville,OR97070 		93-1062644 501(c)3 8,500       Donor Designations
(221) Portland Church of Christ
4804 NW Bethany Blvd Suite I-2 329
Portland,OR97229 		93-1067695 501(c)3 5,300       Donor Designations
(222) Susan G Komen for the Cure Oregon & SW Washington
1500 SW 1st Ave Suite 270
Portland,OR97201 		93-1068897 501(c)3 21,730       Donor Designations
(223) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227 		93-1086629 501(c)3 40,000       Community Strengthening Grants
(224) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227 		93-1086629 501(c)3 25,000       Community Transformation Grants
(225) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227 		93-1086629 501(c)3 100,000       Community Transformation Grants
(226) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227 		93-1086629 501(c)3 15,511       Donor Designations
(227) Self Enhancement Inc
3920 North Kerby Ave
Portland,OR97227 		93-1086629 501(c)3 250,000       Multnomah County Grants
(228) West Valley Community Church
21830 NW Cherry Ln
Hillsboro,OR97124 		93-1089546 501(c)3 11,213       Donor Designations
(229) Columbia Christian Schools
413 NE 91st Ave
Portland,OR97220 		93-1094933 501(c)3 5,000       Donor Designations
(230) Children's Institute
1411 SW Morrison Suite 205
Portland,OR97205 		93-1095351 501(c)3 5,000       Catalyst Fund
(231) Friends of the Children - Portland
44 NE Morris
Portland,OR97212 		93-1098105 501(c)3 40,000       Community Strengthening Grants
(232) Friends of the Children - Portland
44 NE Morris
Portland,OR97212 		93-1098105 501(c)3 11,891       Donor Designations
(233) Linn Benton Food Share
545 SW 2nd St Suite A
Corvallis,OR97333 		93-1099406 501(c)3 11,268       Donor Designations
(234) North Clackamas Education Foundation
PO Box 595
Clackamas,OR97015 		93-1114786 501(c)3 5,344       Donor Designations
(235) Community Cycling Center
1805 NE 2nd Ave
Portland,OR97212 		93-1127186 501(c)3 5,600       Donor Designations
(236) Community Cycling Center
1805 NE 2nd Ave
Portland,OR97212 		93-1127186 501(c)3 5,000       Youth United Grants
(237) Coalition of Communities of Color
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 20,000       Catalyst Fund
(238) Coalition of Communities of Color
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 50,000       Safety Net Grants
(239) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 10,000       Catalyst Fund
(240) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 40,000       Community Strengthening Grants
(241) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 25,000       Community Transformation Grants
(242) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 50,000       Community Transformation Grants
(243) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 5,700       Early Learning Exp
(244) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 175,000       Multnomah County Grants
(245) Native American Youth & Family Center
5135 NE Columbia Blvd
Portland,OR97218 		93-1141536 501(c)3 10,000       Safety Net Grants
(246) Meadow Springs Community Church
12647 SW 62nd Ave
Portland,OR97219 		93-1151392 501(c)3 10,932       Donor Designations
(247) SRV Associations
PO Box 1364
Honokaa,HI96727 		93-1153311 501(c)3 5,825       Donor Designations
(248) Habitat for Humanity of Oregon
PO Box 11452
Portland,OR97211 		93-1180321 501(c)3 28,399       Donor Designations
(249) Childrens Cancer Association
1200 NW Naito Pkwy Suite 140
Portland,OR97209 		93-1181662 501(c)3 14,402       Donor Designations
(250) Athey Creek Christian Fellowship
PO Box 534
Tualatin,OR97062 		93-1220956 501(c)3 9,457       Donor Designations
(251) St Antonious Coptic Orthodox Church
PO Box 91238
Portland,OR97291 		93-1227410 501(c)3 9,458       Donor Designations
(252) Chaplain Services
PO Box 397
Sandy,OR97055 		93-1242942 501(c)3 6,435       Donor Designations
(253) Kaleo Covenant Church
15900 SW Regatta Ln
Beaverton,OR97006 		93-1251040 501(c)3 5,440       Donor Designations
(254) Indigo Rescue
PO Box 554
Beaverton,OR97075 		93-1253858 501(c)3 5,168       Donor Designations
(255) Imago Dei Community Church
PO Box 14429
Portland,OR972930429 		93-1277176 501(c)3 13,853       Donor Designations
(256) Portland Children's Museum
4015 SW Canyon Rd
Portland,OR97221 		93-1278089 501(c)3 5,000       Donor Designations
(257) De La Salle North Catholic High School
7528 N Fenwick Ave
Portland,OR972175514 		93-1287554 501(c)3 5,400       Donor Designations
(258) Well Community Church
1734 NE 1st Ave
Portland,OR972123974 		93-1294368 501(c)3 5,808       Donor Designations
(259) Todos Juntos
PO Box 645
Canby,OR97013 		93-1308023 501(c)3 5,000       Catalyst Fund
(260) Todos Juntos
PO Box 645
Canby,OR97013 		93-1308023 501(c)3 40,000       Community Strengthening Grants
(261) Social Venture Partners Portland
221 NW 2nd Ave Suite 210-E
Portland,OR97209 		93-1310734 501(c)3 10,020       Donor Designations
(262) Mercy Corps Northwest
43 SW Naito Pkwy
Portland,OR97204 		93-1315010 501(c)3 10,731       Donor Designations
(263) Our Place Christian Church
5625 NE Elam Young Pkwy Suite 400
Hillsboro,OR971246422 		93-1315221 501(c)3 7,070       Donor Designations
(264) Jubitz Family Foundation
221 NW 2nd Ave Suite 210
Portland,OR97209 		93-1324016 501(c)3 200,000       Donor Designations
(265) East River Fellowship Inc
5350 NE Elam Young Pkwy 102
Hillsboro,OR97124 		93-1330078 501(c)3 6,558       Donor Designations
(266) United Way of Deschutes County
Attn Jane Wendell PO Box 5969
Bend,OR977085969 		93-6012576 501(c)3 9,825       Donor Designations
(267) Cedar Mill Bible Church
14273 NW Science Park Dr
Portland,OR972295416 		93-6014152 501(c)3 19,956       Donor Designations
(268) David Douglas Educational Foundation
11300 NE Halsey St
Portland,OR97220 		93-6014226 501(c)3 36,465       Donor Designations
(269) Sunset Presbyterian Church
14986 NW Cornell Rd
Portland,OR972295460 		93-6014978 501(c)3 50,382       Donor Designations
(270) University of Oregon Foundation
PO Box 3346
Eugene,OR97403 		93-6015767 501(c)3 103,066       Donor Designations
(271) First Church of God
2802 Altamont Dr
Klamath Falls,OR97603 		93-6023732 501(c)3 7,500       Donor Designations
(272) Blanchet House of Hospitality
310 NW Glisan St
Portland,OR972093712 		93-6031009 501(c)3 6,388       Donor Designations
(273) Planned Parenthood of the Columbia Willamette
3727 NE Martin Luther King Jr Blvd
Portland,OR97212 		93-6031270 501(c)3 59,557       Donor Designations
(274) Portland Rotary Charitable Trust
1220 SW Morrison St Ste 425
Portland,OR97205 		93-6031284 501(c)3 31,917       Donor Designations
(275) City Bible Church
9200 NE Fremont
Portland,OR97220 		93-6034705 501(c)3 13,830       Donor Designations
(276) Village Baptist Church
330 SW Murray Blvd
Beaverton,OR97005 		93-6035652 501(c)3 75,854       Donor Designations
(277) Oak Hills Church
2800 NW 153rd Ave
Beaverton,OR97006 		93-6037403 501(c)3 5,270       Donor Designations
(278) United Way of Columbia County
PO Box 538
Rainier,OR97048 		93-6038634 501(c)3 8,074       Donor Designations
(279) Calvary Lutheran Church ELCA
937 NE Jackson School Rd
Hillsboro,OR97124 		93-6052055 501(c)3 5,050       Donor Designations
(280) Southwest Church of Christ
9725 SW Durham Rd
Tigard,OR97224 		93-6089529 501(c)3 11,591       Donor Designations
(281) Salvation Army Cascade Division
PO Box 8798
Portland,OR97208 		94-1156347 501(c)3 22,022       Donor Designations
(282) Salvation Army Clark County
1500 NE 112th Ave
Vancouver,WA98684 		94-1157347 501(c)3 6,693       Donor Designations
(283) Salvation Army Clark County
1500 NE 112th Ave
Vancouver,WA98684 		94-1157347 501(c)3 24,769       Safety Net Grants
(284) United Way Silicon Valley
1400 Parkmoor Ave Suite 250
San Jose,CA95126 		94-1450153 501(c)3 7,075       Donor Designations
(285) Taiwan Buddhist Tzu Chi Foundation USA
1100 S Valley Center Ave
San Dimas,CA917733728 		94-2952782 501(c)3 6,667       Donor Designations
(286) Lake Oswego School District Foundation
PO Box 70
Lake Oswego,OR97034 		94-3028590 501(c)3 5,651       Donor Designations
(287) Clackamas County Social Services
PO Box 2950
Oregon City,OR97045 		94-3032590 501(c)3 23,590       Safety Net Grants
(288) Human Care Charities of America
P O Box 45765
San Francisco,CA94145 		94-3067804 501(c)3 5,367       Donor Designations
(289) Rose Community Development Corporation- Rose CDC
5215 SE Duke St
Portland,OR97206 		94-3144895 501(c)3 5,000       Catalyst Fund
(290) Childrens Charities of America
PO Box 45754
San Francisco,CA94145 		94-3148588 501(c)3 21,689       Donor Designations
(291) Do unto Others Americas Emerg Relief Develop & Humanitarium
P O Box 45754
San Francisco,CA94145 		94-3148590 501(c)3 9,010       Donor Designations
(292) Medical Research Charities
PO Box 79703
Baltimore,MD212799703 		94-3148591 501(c)3 9,610       Donor Designations
(293) Children First for Oregon
PO Box 14914
Portland,OR97293 		94-3168157 501(c)3 40,000       Community Strengthening Grants
(294) Christian Service Charities
c/o SunTrust Bank 1000 Stewart Ave
Lockbox 79704
Glen Burnie,MD21061 		94-3193374 501(c)3 53,293       Donor Designations
(295) Women Children & Family Serv Charities of America
P O Box 45754
San Francisco,CA94145 		94-3193386 501(c)3 7,582       Donor Designations
(296) Human & Civil Rights Organizations of America
125 Washington St 201
Salem,MA019703536 		94-3193388 501(c)3 6,107       Donor Designations
(297) Animal Charities of America
PO Box 45754
San Francisco,CA94145 		94-3193389 501(c)3 35,980       Donor Designations
(298) Military Family & Veterans Service Organizations of America
P O Box 45754
San Francisco,CA94145 		94-3193418 501(c)3 29,132       Donor Designations
(299) Conservation & Preservation Charities of America
PO Box 45759
San Francisco,CA94145 		94-3217738 501(c)3 12,356       Donor Designations
(300) Health & Medical Research Charities of America
PO Box 45754
San Francisco,CA94145 		94-3217739 501(c)3 29,442       Donor Designations
(301) Local Independent Charities of America
P O Box 45754
San Francisco,CA94145 		94-3232038 501(c)3 11,608       Donor Designations
(302) Human Service Charities of America
PO Box 79770
Baltimore,MD212799704 		94-3240353 501(c)3 5,924       Donor Designations
(303) Christian Charities USA
P O Box 45754
San Francisco,CA94145 		94-3255961 501(c)3 31,381       Donor Designations
(304) Centre for the Study of Biblical Research
PO Box 699
Glendora,CA91740 		95-3993732 501(c)3 5,052       Donor Designations
(305) Mt Olivet Baptist Church
8725 N Chautauqua Blvd
Portland,OR972177326 		98-6022041 501(c)3 28,300       Donor Designations
(306) AntFarm
PO Box 182
Brightwood,OR97011 		93-1326167 501(c)3 5,000       Catalyst Fund
(307) August Wilson Red Door
6344 N Curtis Ave
Portland,OR97217 		45-3729152 501(c)3 6,000       Youth United Grants
(308) Building Blocks to Success Corporation
PO BOX 13441
Portland,OR97213 		46-4014410 501(c)3 5,000       Catalyst Fund
(309) Mt Hood Community College
26000 SE Stark Street
Gresham,OR97030 		93-0546890 115(1) 66,924       Early Learning Exp
(310) Community Health Charities of Oregon
5331 SW Macadam Ave Suite 350
Portland,OR97239 		13-6167225 501(c)3 39,723       Donor Designations
(311) Community Health Charities of Washington State
3400 HarboR Ave SW
Seattle,WA97126 		91-0995998 501(c)3 5,562       Donor Designations
(312) Home Forward
1055 9th Ave B
Longview,WA98632 		93-6001547 501(c)3 84,446       Safety Net Grants
(313) Janus Youth Programs
707 NE Couch St
Portland,OR97232 		23-7345990 501(c)3 8,579       Donor Designations
(314) Junior Achievement-Columbia Empire
7830 SE Foster Rd
Portland,OR97206 		93-0384007 501(c)3 6,900       Donor Designations
(315) Lakewood Center for the Arts
368 S State St
Lake Oswego,OR97034 		93-0700108 501(c)3 5,000       Youth United Grants
(316) Local Animal Charities of America
1100 LARKSPUR LANDING CIRCLE
LARKSPUR,OR94939 		94-3209613 501(c)3 39,630       Donor Designations
(317) Marion-Polk Food Share
1660 Salem Industrial Dr NE
Salem,OR97301 		94-3034161 501(c)3 5,510       Donor Designations
(318) Military Support Groups of America
PO Box 45754
San Fransisco,CA94145 		94-3193418 501(c)3 9,925       Donor Designations
(319) Miracle Theater Group
425 SE 6TH AVE
Portland,OR97214 		93-0907543 501(c)3 30,000       Multnomah County Grants
(320) Momentum Alliance
1631 NE BROADWAY STREET NUMBER 453
Portland,OR97232 		45-4176224 501(c)3 5,000       Catalyst Fund
(321) Morrison Child & Family Services
11035 NE Sandy Blvd
Portland,OR97220 		93-0354176 501(c)3 5,000       Donor Designations
(322) Multnomah County (DCHS)
SUN Service System 421 SW Oak St
Ste 240
Portland,OR97204 		93-6002309 115(1) 1,190,481       Early Learning Exp
(323) Multnomah County LIbrary
Attn Chung Fun Leung - Every Child
Initiative 919 NE 19th Ave Ste 250
Portland,OR97232 		93-6002309 115(1) 17,456       Early Learning Exp
(324) Washington County HHS
Suite 270 MS 25 155 N First Ave
Hillsboro,OR971243072 		93-6002316 115(1) 646,934       Early Learning Exp
(325) Wild Animals Worldwide
1100 Larkspur Landing Cir Ste 340
LARKSPUR,CA97939 		20-8774272 501(c)3 5,449       Donor Designations
(326) Wildland Firefighter Foundation
2049 Airport Way
Boise,ID83705 		93-1266991 501(c)3 6,220       Donor Designations
(327) Women's Foundation of Oregon
221 NW 2ND AVE STE 302
Portland,OR97209 		93-0386905 501(c)3 5,000       Catalyst Fund
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
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) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
 
 
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
 
 
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Carol FryeCOO (i)
(ii)		 130,089
...............................
0 		40
...............................
0 		3,334
...............................
0 		20,376
...............................
0 		10,349
...............................
0 		164,188
...............................
0 		0
...............................
0
2Keith ThomajanPresident/CEO (i)
(ii)		 177,942
...............................
0 		40
...............................
0 		5,590
...............................
0 		28,883
...............................
0 		17,561
...............................
0 		230,016
...............................
0 		0
...............................
0
3Thomas SmithCIO (i)
(ii)		 126,942
...............................
0 		40
...............................
0 		256
...............................
0 		13,530
...............................
0 		17,085
...............................
0 		157,853
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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) 2014

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 990-EZ 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
2014
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 -61,950.
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) 2014

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 Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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 206,410 105,645 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) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


Software ID:  
Software Version: