UNITED WAY OF JACKSON COUNTY INC

EIN: 930576632 501(c)(3) Philanthropy & Grantmaking

MEDFORD, OR

Total Revenue
$2,041,160
Total Expenses
$2,265,975
Total Assets
$2,533,724
Net Assets
$2,496,972
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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
OR
Principal Officer
DEE ANNE EVERSON
Phone
5417735339
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF JACKSON COUNTY INC, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $2.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE.

Program Service Accomplishments

Program 1
Expenses: $1,384,806

UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS...

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UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS INCLUDE DAY OF CARING, HOPE CHEST, WILL, AND 15 OTHER IMPACT PROJECTS. OUR COMMUNITY IMPACT PROJECTS INCLUDE BIG IDEA NEXT, A PROGRAM FOCUSED ON INCREASING GRADUATION FOR STUDENTS IN ALTERNATIVE PROGRAMS; VITA/FSA, OUR FREE INCOME TAX PREPARATION; TOMORROW NEEDS YOU, A SUICIDE PREVENTION PROGRAM, AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO.

Program 2
Expenses: $430,704

UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR...

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UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR, UNITED WAY FUNDED 34 PROGRAMS, INCLUDING EVERYTHING FROM EARLY CHILDHOOD PROGRAMS TO SENIOR MEALS AND MUCH OF LIFE THAT FALLS IN BETWEEN. DONOR DOLLARS CAN BE DESIGNATED TO A SPECIFIC 501(C)(3) AND UNITED WAY HONORS DONOR CHOICE. FEES ARE WITHHELD FOR FUNDRAISING, ADMINISTRATION AND PLEDGE LOSS. THE ALLOCATIONS PROCESS IS MANAGED BY VOLUNTEERS WHO RECEIVE TRAINING, REVIEW APPLICATIONS, CONDUCT SITE VISITS AND SCORE/EVALUATE EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,947,083
Program Service Revenue $0
Investment Income $94,077
Other Revenue $0
TOTAL REVENUE $2,041,160

Expense Breakdown

Grants Paid $250,000
Salaries & Benefits $854,298
Fundraising Expenses $225,183
Program Expenses $1,815,510
Other Expenses $1,161,677
TOTAL EXPENSES $2,265,975

Year-over-Year Comparison

2024 2023 Change
Revenue $2,041,160 $2,051,732 0.0%
Expenses $2,265,975 $2,089,158 +0.1%
Net Income $-224,815 $-37,426 +5.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
32
Independent Members
32
Employees
11
Volunteers
1500

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$274,825
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 40.00
Officer
$172,462 $14,479 $186,941
ANNA BARNSLEY WERBLOW CFO 40.00
Officer
$85,324 $2,560 $87,884
BECKY SNYDER PRESIDENT 2.00
Officer Director
$0 $0 $0
DR BRET CHAMPION FIRST VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JESSICA MURREY SECOND VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JASON LUKASZEWICZ TREASURER 2.00
Officer Director
$0 $0 $0
CHRIS DUBOSE SECRETARY 2.00
Officer Director
$0 $0 $0
ERICK ACOSTA DIRECTOR 2.00
Director
$0 $0 $0
ANGELA BEEKS DIRECTOR 2.00
Director
$0 $0 $0
AMY BELKIN DIRECTOR 2.00
Director
$0 $0 $0
JOSHUA BLESSE DIRECTOR 2.00
Director
$0 $0 $0
BRANDE COWDEN DIRECTOR 2.00
Director
$0 $0 $0
BRENDA DOGGETT DIRECTOR 2.00
Director
$0 $0 $0
ED FELAN DIRECTOR 2.00
Director
$0 $0 $0
PENNY GARRETT DIRECTOR 2.00
Director
$0 $0 $0
ANNE GOLDEN DIRECTOR 2.00
Director
$0 $0 $0
LISA GREIF DIRECTOR 2.00
Director
$0 $0 $0
AARON HOEFLING DIRECTOR 2.00
Director
$0 $0 $0
JEFFREY HOLLISTER DIRECTOR 2.00
Director
$0 $0 $0
JOHN HOWARD DIRECTOR 2.00
Director
$0 $0 $0
BETH LINDSAY DIRECTOR 2.00
Director
$0 $0 $0
FRANK LUCAS DIRECTOR 2.00
Director
$0 $0 $0
ROBB MAYERS DIRECTOR 2.00
Director
$0 $0 $0
LAURA MILLETTE DIRECTOR 2.00
Director
$0 $0 $0
CATHERINE NOAH DIRECTOR 2.00
Director
$0 $0 $0
DL RICHARDSON DIRECTOR 2.00
Director
$0 $0 $0
SUSAN SAUDER DIRECTOR 2.00
Director
$0 $0 $0
BELLE SHEPHERD DIRECTOR 2.00
Director
$0 $0 $0
SUE SLACK DIRECTOR 2.00
Director
$0 $0 $0
MARIAH SMITH DIRECTOR 2.00
Director
$0 $0 $0
REBECCA SMITH DIRECTOR 2.00
Director
$0 $0 $0
DAN THORNDIKE DIRECTOR 2.00
Director
$0 $0 $0
ERIC TORREY DIRECTOR 2.00
Director
$0 $0 $0
COOPER WHITMAN DIRECTOR 2.00
Director
$0 $0 $0
DON KANIA FORMER DIRECTOR TERM 07/2024 2.00
Director
$0 $0 $0
SEANNE MCVARISH FORMER DIRECTOR TERM 09/2024 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,041,160 $2,265,975 $2,533,724 $-224,815
2024 $2,051,732 $2,089,158 $2,771,319 $-37,426
2023 $2,745,083 $2,114,309 $2,777,971 $630,774
2022 $2,280,996 $3,348,599 $2,148,226 $-1,067,603
2021 $6,599,632 $4,656,264 $3,272,249 $1,943,368
2020 $1,496,954 $1,488,790 $1,412,200 $8,164
2019 $1,092,022 $1,050,600 $1,321,014 $41,422
2018 $1,383,216 $1,009,441 $1,422,988 $373,775
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