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CHARITY REVIEW
Issued: February 2021 Expires: August 2023

United Way of the Columbia-Willamette

Accredited Charity
Accredited Charity

Meets Standards

Accreditation seal
619 SW 11th Ave Ste 300
Portland, OR, 97205-2646

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

United Way of the Columbia-Willamette meets the 20 Standards for Charity Accountability.

Stated Purpose:
Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area.

Year, State Incorporated:
1961, OR

United Way of the Columbia-Willamette is a local nonprofit working to build a stronger community in the four-county metro area. Together, we're breaking the cycle of poverty for kids and their families by creating successful kids, stable families and connected communities.

United Way of the Columbia-Willamette also offers easy points of entry for you to give back and support the causes you care about through donating and volunteering. United Way of the Columbia-Willamette is breaking the cycle by:

- Bringing together people, organizations, businesses and more to create change.

- Investing in nonprofits leading the way in reducing poverty. 

- Helping families who are struggling by meeting their basic needs.

- Providing a range of volunteer opportunities through our Hands On Greater Portland program.

Together, we can move children and families in our communities toward better lives. Together, we move our graduation rates. Together, we move families toward a stable future. Together, we move access to affordable housing. Together, we move local projects that connect our people with jobs. Together, we move our children out of poverty. You can get involved by giving, advocating, volunteering and moving our kids out of poverty!

For the year ended June 30, 2020, United Way of the Columbia-Willamette's program expenses were:

Convening/backbone support $18,855,150
Community investment $1,114,538
Hands on Greater Portland $439,752
Total Program Expenses $20,409,440

Chief Executive
Cindy Adams, President/CEO

Chair of the Board
Mr. John Ewert, CFO

Chair's Profession / Business Affiliation
SheerID

Board Size
16

Paid Staff Size
46

Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Television, Grant proposals, Internet, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 7.68%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way of the Columbia-Willamette's audited financial statements for the year ended June 30, 2020.

Source of Funds
Government grants and contracts $17,397,852
Gross campaign revenue, including amounts raised for others $8,309,673
Private grants and contributions $1,255,573
Investment return, net $323,842
In-kind contributions $105,341
Service fees $76,873
Distributions from perpetual trusts $43,043
Contributions of a perpetual trust $16,040
Other $4,675
Change in value of perpetual trusts $-22,349
Less provision for uncollectible pledges $-90,000
Less amounts designated to others $-3,677,119
Total Income $23,743,444

Programs: 87% Fundraising: 8% Administrative: 6%

Total Income $23,743,444
Total expenses: $23,560,255
  Program expenses $20,409,440
  Fundraising expenses $1,790,461
  Administrative expenses $1,360,354
  Other expenses $0
Income in Excess of Expenses $183,189
Beginning Net Assets $16,256,768
Other Changes In Net Assets $0
Ending Net Assets $16,439,957
Total Liabilities $5,866,082
Total Assets $22,306,039

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Great West - Pacific