United Way of Deschutes County

“The director of finance submits the draft form 990 to the excecutive director for initial review and signature. The treasurer of the board then reviews and submits it to the finance and operations committee for review and approval. This version is then made available to the board of directors for final approval.”

“Each board member and all staff are required to review the policy, then complete, sign, and submit conflict declaration forms annually. Board members and staff are encouraged to disclose when they believe a potential conflict of interest may exist relative to themselves or any staff member, volunteer, or board member. Any disclosures are promptly acknowledged and appropriate action taken based on the policies of united way of deschutes county, and any breaches of conflict of interest are treated in confidence as much as the circumstances, the organization's duty to investigate, and the law allow. Disclosure of breaches of conflict of interest policies should be directed to, in preferred order, either the executive director, the president of the board, or the 1st vice president. The board of directors is the ultimate arbiter of conflict of interest issues and situations, and will resolve conflict of interest matters referred to it by determining a course of action that is fair, best serves the organization, and is in accordance with the highest ethical standards and policies of united way of deschutes county.”

“The executive director's annual performance review is completed and shared with the finance and operations committee (f&o) which then develops a compensation recommendation taking into account job performance, the current and upcoming budget, and comparative compensation rates. F&o recommendation is provided to the president and executive committee. The president then presents the recommendation to the board of directors for final action and approval.”

“United way of deschutes county makes its form 990 and audited financial statements available on its website. All governing documents, conflict of interest policies, and other policies, and financial statements are available upon request.”

“United way of deschutes county brings people, organizations, and businesses together to address the community's most pressing human service needs through services that change peoples' lives and strengthen our community in the process.”

“Other program services include the following: deschutes county emeregency food/shelter (includes grants of 63,700) - united way of deschutes county was contracted by the grants department of the local government of deschutes county to convene and staff a local volunteer board to assess the emergency food and shelter needs and programs in deschutes county and determine awards. United way of deschutes county then distributes the available local county funds to local emergency service programs. Taxaide (includes grants of 7,490) beginning in 2014-15, united way of deschutes county formed a partnership with cash oregon to merge vita (the volunteer income tax assistance program) with the aarp foundation-sponsored taxaide program. This consolidation provides a single, unified volunter tax preparation service throughout central oregon, helping low to moderate income individuals and families file their income taxes for free and receive tax credits for which they are eligible, including the earned income credit, the child tax credit, and the education credit. Sixty-two trained volunteers and staff filed 3,739 income tax returns, returning over 3.4 million in refunds back into the community, with an average refund of over 1,390. Community building services (includes expenses of 13,340) - united way of deschutes county staff participates in a number of community building collaborations and initiatives, including the work of the homeless leadership coalition, central oregon health council, volunteer connect, better together, red cross-prepare redmond, nonprofit association of oregon advisory committee, osu cascades & central oregon community college student internships, among others. Days of caring is a 2-day event that connects volunteers to various local non-profit agencies to accomplish various maintenance and service tasks for those agencies. This program was postponed to the 2015-2016 fiscal year. Fund distribution services includes expenses of 18,790 and response grants of 5,300. In addition, other program grants of 800 are included.”

“Sch i grants reflected as contract services on audited fs 48,290 sch g fundraising direct expense 6,025 rounding 3 pass through donor-designated pledges -482,151 sch i grants reflected as contract services on audited fs -48,290 rounding -2 pass through donor-designated pledges 482,151”