Civic Intelligence

United Way of Lane County

EIN 93-0394142 • 501(c)3 • Springfield, OR

Profile

We engage community members from all sectors to come together to create positive change and invest strategically in the programs and coalitions that will have a strong impact on current needs and future challenges.

3171 Gateway LoopSpringfield, OR 97477-1164

www.unitedwaylane.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.17x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.20x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$188,484

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

43rd percentile

2.0%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.5%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,620,705

Up $108,172 (+2.0%) from 2023

Liabilities

Down

$978,644

Down $127,478 (-12%) from 2023

Net Assets

Up

$4,642,061

Up $235,650 (+5.3%) from 2023

Revenue

Down

$4,905,402

Down $128,036 (-2.5%) from 2023

Expenses

Down

$4,794,746

Down $427,764 (-8.2%) from 2023

Net Income

Up

$110,656

Up $299,728 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,315,603Liabilities 2011: $1,451,977Net Assets 2011: $1,863,6262011Assets 2012: $3,262,626Liabilities 2012: $1,315,542Net Assets 2012: $1,947,0842012Assets 2013: $3,205,081Liabilities 2013: $1,277,658Net Assets 2013: $1,927,4232013Assets 2014: $3,100,432Liabilities 2014: $1,133,127Net Assets 2014: $1,967,3052014Assets 2015: $3,663,995Liabilities 2015: $1,249,417Net Assets 2015: $2,414,5782015Assets 2016: $4,491,756Liabilities 2016: $1,397,003Net Assets 2016: $3,094,7532016Assets 2017: $5,182,504Liabilities 2017: $2,022,552Net Assets 2017: $3,159,9522017Assets 2018: $5,537,653Liabilities 2018: $1,951,199Net Assets 2018: $3,586,4542018Assets 2019: $5,153,242Liabilities 2019: $2,194,873Net Assets 2019: $2,958,3692019Assets 2020: $5,409,955Liabilities 2020: $2,228,414Net Assets 2020: $3,181,5412020Assets 2021: $6,356,824Liabilities 2021: $1,576,259Net Assets 2021: $4,780,5652021Assets 2022: $5,856,264Liabilities 2022: $1,341,090Net Assets 2022: $4,515,1742022Assets 2023: $5,512,533Liabilities 2023: $1,106,122Net Assets 2023: $4,406,4112023Assets 2024: $5,620,705Liabilities 2024: $978,644Net Assets 2024: $4,642,0612024

Highlighted filing

2024

Assets$5,620,705
Liabilities$978,644
Net Assets$4,642,061

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,518,357Expenses 2011: $4,642,400Net Income 2011: -$124,0432011Revenue 2012: $4,470,737Expenses 2012: $4,372,149Net Income 2012: $98,5882012Expenses 2013: $4,368,3472013Revenue 2014: $3,889,072Expenses 2014: $3,902,821Net Income 2014: -$13,7492014Revenue 2015: $4,921,621Expenses 2015: $4,474,348Net Income 2015: $447,2732015Revenue 2016: $5,311,577Expenses 2016: $4,631,402Net Income 2016: $680,1752016Revenue 2017: $8,999,335Expenses 2017: $9,022,287Net Income 2017: -$22,9522017Revenue 2018: $8,829,010Expenses 2018: $8,465,314Net Income 2018: $363,6962018Revenue 2019: $7,812,397Expenses 2019: $8,492,909Net Income 2019: -$680,5122019Revenue 2020: $8,331,803Expenses 2020: $8,103,097Net Income 2020: $228,7062020Revenue 2021: $7,869,717Expenses 2021: $6,583,869Net Income 2021: $1,285,8482021Revenue 2022: $5,129,359Expenses 2022: $5,297,154Net Income 2022: -$167,7952022Revenue 2023: $5,033,438Expenses 2023: $5,222,510Net Income 2023: -$189,0722023Revenue 2024: $4,905,402Expenses 2024: $4,794,746Net Income 2024: $110,6562024

Highlighted filing

2024

Revenue$4,905,402
Expenses$4,794,746
Net Income$110,656

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.98$4.64$4.91$4.79$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$1.11$4.41$5.03$5.22$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.86$1.34$4.52$5.13$5.30$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$1.58$4.78$7.87$6.58$1.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$2.23$3.18$8.33$8.10$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.15$2.19$2.96$7.81$8.49$0.68
2018Detailed filing. Detailed filing data is available for this year.$5.54$1.95$3.59$8.83$8.47$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$2.02$3.16$9.00$9.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$1.40$3.09$5.31$4.63$0.68
2015Detailed filing. Detailed filing data is available for this year.$3.66$1.25$2.41$4.92$4.47$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.10$1.13$1.97$3.89$3.90$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$1.28$1.93$4.37
2012Summary only. Only limited summary data is available for this year.$3.26$1.32$1.95$4.47$4.37$0.10
2011Summary only. Only limited summary data is available for this year.$3.32$1.45$1.86$4.52$4.64$0.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.0
Gross Receipts
$5,129,359
Mission and Program Overview

Mission

We engage community members from all sectors to come together to create positive change and invest strategically in the programs and coalitions that will have a strong impact on current needs and future challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,620,213$2,924,490▲ $304,277
Pledges and Grants Receivable$1,667,201$1,146,040▼ $521,161
Land, Buildings, and Equipment, Net$499,985$477,835▼ $22,150
Prepaid Expenses and Deferred Charges$190,722$46,495▼ $144,227
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Total Assets$6,356,824$5,856,264▼ $500,560
Other Assets Total$1,378,303$1,261,004▼ $117,299
Liabilities
Grants Payable$700,000$600,000▼ $100,000
Other Liabilities$203,688$383,540▲ $179,852
Accounts Payable and Accrued Expenses$672,571$357,550▼ $315,021
Total Liabilities$1,576,259$1,341,090▼ $235,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,746,547$2,752,392▲ $5,845
Net Assets With Donor Restrictions$2,034,018$1,762,782▼ $271,236
Total Net Assets Fund Balance$4,780,565$4,515,174▼ $265,391
Total Liabilities and Net Assets / Fund Balance$6,356,824$5,856,264▼ $500,560

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$155,782$263,218$419,000
Land$296,000-$296,000
Equipment$26,053$178,134$204,187
Other Assets Org$1,261,004--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,378,303-▼ $65,856$45,651$1,261,004
2020$957,396$100,000▲ $367,930$41,787$1,378,303
2019$1,000,763-▲ $1,039$39,467$957,396
2018$927,959$53,208▲ $61,051$36,785$1,000,763
2017$867,136-▲ $83,429$18,015$927,959
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noreen DunnellsPresident/ceFT$135,970$16,839$152,809
Noreen DunnellsPresident/CEO-$135,970$16,839$152,809
Cathi McnuttCFOFT$96,189$14,519$110,708

Board Members and Trustees

NameTitle
Chris ParraChair
Jackie HoonjanChair Elect
Andy FernandezBoard Member
Chris MartinBoard Member
Collina BeardBoard Member
Courtney GrieselBoard Member
David ElgaricoBoard Member
Delessa MeashintubbyBoard Member
Emily MartinBoard Member
Gayle TruaxBoard Member
Joel RosenbergBoard Member
Lane TompkinsBoard Member
Mary Ann McmurrenBoard Member
Nick FrostBoard Member
Ron GreenBoard Member
Sarah MedaryBoard Member
Steve MokrohiskyBoard Member
Stuart RamsingBoard Member
Tadashi JonesBoard Member
Eric RichardsonSecretary
Samantha SorensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,011,317
Program Service Revenue
$0
Investment Income
$31,574
Other Revenue
$86,468
All Other Contributions
$3,578,432
Change in Net Assets
$-167,795

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,129,359
Revenue Not Reported on Form 990
$-1,012,127
Total Revenue per Audited Statements
$4,117,232
Total Revenue per Form 990
$5,129,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,788,802
Salaries, Compensation, and Employee Benefits$1,952,139
Other Expenses$556,213
Total Fundraising Expense$414,462
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,788,802--$2,788,802
Other Salaries and Wages$1,142,056$53,118$141,278$1,336,452
Current Officers, Directors, Trustees, and Key Employees$105,913$127,308$45,647$278,868
Advertising$87,100$8,196$122,886$218,182
Other Employee Benefits$144,251$14,373$23,079$181,703
Payroll Taxes$89,974$10,937$12,020$112,931
Information Technology$64,288$10,931$12,013$87,232
Payments to Affiliates$25,733$10,077$11,075$46,885
Pension Plan Contributions$36,386$818$4,981$42,185
Occupancy$22,542$8,633$9,487$40,662
Fees for Services Legal$18,961$4,582$5,036$28,579
Fees for Services Accounting$16,274$3,932$4,322$24,528
Office Expenses$13,435$4,881$5,365$23,681
Depreciation Depletion$12,158$4,761$5,232$22,151
Insurance$11,363$1,948$2,141$15,452
Conferences and Meetings$7,046$1,196$1,314$9,556
Travel$2,826$232$254$3,312
Other Expenses$1,634$586$637$2,857
All Other Expenses$1,048$277$304$1,629
Fees for Services Other$566$137$150$853
Total Functional Expenses$4,609,181$273,511$414,462$5,297,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,297,154
Expenses per Audited Statements$4,382,623
Total Expenses per Audited Statements$4,382,623
Expenses Not Reported on Financial Statements$914,531
Other Expense Adjustments$914,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants 5k---$860,620
Centro LatinoamericanoEugene, OR501(c)Program Services$150,000
Oregon Social Learning Center DevelEugene, OR501(c)Program Services$138,259
Cornerstone Community HousingEugene, OR501(c)Program Services$136,500
Eugene Public SchoolsEugene, OR170(c)Program Services$134,032
Mapleton Food ShareMapleton, OR501(c)Program Services$130,224
Food for Lane CountyEugene, OR501(c)Program Services$128,256
Bethel School DistrictEugene, OR170(c)Program Services$85,454
South Lane School DistrictCottage Grove, OR170(c)Program Services$83,011
Cascade Pacific Rd&dSpringfield, OR501(c)Program Services$75,000
Mckenzie School DistrictSpringfield, OR170(c)Program Services$59,966
Parenting NowEugene, OR501(c)Program Services$48,399
Springfield Public SchoolsSpringfield, OR170(c)Program Services$48,000
Creswell School DistrictCreswell, OR170(c)Program Services$39,982
White Bird ClinicEugene, OR501(c)Program Services$38,885
Relief NurseryEugene, OR501(c)Program Services$34,734
Lowell School DistrictLowell, OR170(c)Program Services$33,981
St Vincent De Paul SocietyEugene, OR501(c)Program Services$30,500
University of Oregon FoundationEugene, OR501(c)Program Services$29,123
Oakridge School DistrictOakridge, OR170(c)Program Services$28,103
Marcola School DistrictMarcola, OR170(c)Program Services$27,902
Upper Mckenzie Community CenterBlue River, OR501(c)Program Services$25,000
Junction City School District 69Junction City, OR170(c)Program Services$24,000
Pearl Buck Center IncEugene, OR501(c)Program Services$23,923
Fern Ridge School District 28jElmira, OR170(c)Program Services$22,245
Junction City Local AidJunction City, OR501(c)Program Services$20,237
Looking Glass Youth & Family ServicEugene, OR501(c)Program Services$20,187
Casa of Lane CountySpringfield, OR501(c)Program Services$20,000
Daisy Chain Creating Healthy AllianCreswell, OR501(c)Program Services$20,000
Oregon Community ProgramsEugene, OR501(c)Program Services$20,000
Planned Parenthood of SouthwesternEugene, OR501(c)Program Services$16,263
Volunteers in MedicineEugene, OR501(c)Program Services$15,788
Florence Food ShareFlorence, OR501(c)Program Services$15,782
South Lane Mental Health Services ICottage Grove, OR501(c)Program Services$15,500
Boys & Girls Clubs of Western LaneEugene, OR501(c)Program Services$14,964
Upper Willamette Community DevelopmOakridge, OR501(c)Program Services$14,749
Naacp EugenespringfieldEugene, OR501(c)Program Services$14,096
Options Counceling CenterPortland, OR501(c)Program Services$12,413
Hosea Youth Services ProjectEugene, OR501(c)Program Services$12,008
Family Relief NurseryCottage Grove, OR501(c)Program Services$11,750
Sacred Heart Medical Center FoundatEugene, OR501(c)Program Services$11,251
Carry If ForwardEugene, OR501(c)Program Services$10,000
Community SharingCottage Grove, OR501(c)Program Services$10,000
Mckenzie Food PantryEugene, OR501(c)Program Services$10,000
Mckenzie Watershed AllianceEugene, OR501(c)Program Services$10,000
SheltercareEugene, OR501(c)Program Services$8,789
NuturelyEugene, OR501(c)Program Services$8,500
Christians as Family AdvocatesEugene, OR501(c)Program Services$7,500
Arc of Lane CountySpringfield, OR501(c)Program Services$7,276
Circle of Security Internation IncSpokane, WA501(c)Program Services$7,200
90by30Eugene, OR170(c)Program Services$6,880
The Child CenterSpringfield, OR501(c)Program Services$6,570
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Donor Designations$383,540
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Cfo is a cpa and there are three cpa's on the finance committee who will review the draft 990 before it is recommended for approval to the board of directors.

Form 990, Page 6, Part VI, Line 12C

All staff and board members are asked to disclose relationships annually and any are reviewed by the leadership team.

Form 990, Page 6, Part VI, Line 15A

The executive committee reviews the ceo and makes reports to the board where compensation is approved.

Form 990, Page 6, Part VI, Line 15B

The internal operations committee reviews and makes recommendations and approval of salary ranges.

Form 990, Page 6, Part VI, Line 19

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Lane County
EIN
93-0394142
Phone
5417416000
Address
3171 GATEWAY LOOP, SPRINGFIELD, OR 97477-1164

Signing Officer

Name
Cathi Mcnutt
Title
CFO
Phone
5417416000
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Noreen Dunnells
Formed
1946
Legal Domicile
Or
Voting Board Members
21
Independent Board Members
21
Employees
39
Volunteers
775

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers provide governance, community activities and support, and various services both within the organization and externally.

Form 990, Part XI, Line 9

Donor designations -914,531 donor designations 914,531

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Donor designations -914,531

Schedule D, Page 4, Part XII, Line 4B

Donor designations 914,531

Raw XML AppendixShowing 400 of 1,077 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0357550
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IRS990/ActivityOrMissionDesc0WE ENGAGE COMMUNITY MEMBERS FROM ALL SECTORS TO COME TOGETHER TO CREATE POSITIVE CHANGE AND INVEST STRATEGICALLY IN THE PROGRAMS AND COALITIONS THAT WILL HAVE A STRONG IMPACT ON CURRENT NEEDS AND FUTURE CHALLENGES.
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IRS990/Desc0COMMUNITY INVESTMENT & SERVICES: UNITED WAY OF LANE COUNTY IS THE LARGEST PRIVATE FUNDER OF HUMAN SERVICES IN LANE COUNTY, OREGON. UWLC IDENTIFIES AND RESPONDS TO CRITICAL COMMUNITY ISSUES AND INVESTS COLLABORATIVELY IN COMMUNITY SOLUTIONS; SUPPORTING PROGRAMS THAT ARE IN ALIGNMENT WITH A STRATEGIC DIRECTION OF ENSURING CHILDREN ARE SUCCESSFUL IN SCHOOL AND LIFE. ADDITIONAL FUNDING IS DIRECTED TO UNAFFILIATED NON-PROFITS AS REQUESTED BY UNITED WAY DONORS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION: UNITED WAY OF LANE COUNTY STRIVES TO PREPARE CHILDREN TO SUCCEED IN SCHOOL AND LIFE. EDUCATION PROGRAMS WORK TO IMPROVE SCHOOL READINESS, PROVIDE PARENTING SKILLS AND SUPPORT THROUGH TRAINING AND AN ON-LINE WEBSITE, KITS, KINDERGARTEN READINESS PROGRAM; EARLY LEARNING ALLIANCE; EARLY EDUCATION PROGRAMS; PRESCHOOL PROMISE; QUALITY PRESCHOOL FOR LOW INCOME FAMILIES; LANEKIDS; REDUCE CHILD ABUSE AND ENGAGE THE ENTIRE COMMUNITY IN CARING FOR OUR CHILDREN.
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IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH: UNITED WAY OF LANE COUNTY ENDEAVORS TO CREATE HEALTHY AND STABLE FAMILIES BY INVESTING IN PROGRAMS DESIGNED TO INCREASE ACCESS TO STABLE HOUSING AND ADDRESSING FOOD INSECURITIES, SUPPORTING MEDICAL, DENTAL AND MENTAL HEALTH SERVICES, AND ACCESS TO PREVENTIVE CARE.
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