Nonprofit · EIN 93-0503188
UNITED WAY OF SOUTHWESTERN OREGON INC
Tax-exempt · COOS BAY, OR 97420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $1,347,062 | $1,094,987 | $252,075 | $1,232,371 | $102,030 | $1,130,341 |
| June 30, 2023 | 990 | $1,243,435 | $865,864 | $377,571 | $919,089 | $40,823 | $878,266 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $1,321,098
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $25,964
- Other revenue
- $25,964
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $68,633
- Other salaries and wages
- $270,524
- Salaries, compensation and benefits (total)
- $420,641
- Professional fundraising fees
- $0
- Accounting fees
- $29,724
- Occupancy
- $6,274
- Travel
- $2,859
- Program services (functional)
- $904,883
- Management and general (functional)
- $165,494
- Fundraising (functional)
- $24,610
Balance sheet and other
- Total assets, start of year
- $919,089
- Total assets, end of year
- $1,232,371
- Total liabilities, end of year
- $102,030
- Net assets, end of year
- $1,130,341
- Net assets without donor restrictions
- $255,489
- Net assets with donor restrictions
- $874,852
- Gross receipts
- $1,347,062
- Employees
- 6
- Volunteers
- 5
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEN SHAFER | Executive Director | 40 | $67,778 |
| CAROLYN ACKER | Chair Officer | 0 | $855 |
| HEATHER CASAS | BOARD MEMBER Trustee or director | 0 | $0 |
| OSCAR SWEETEN-LOPEZ | BOARD MEMBER Trustee or director | 0 | $0 |
| DREW FARMER | Board Member Trustee or director | 0 | $0 |
| HALEY LAGASSE | VICE CHAIR Officer | 1 | $0 |
| JOE PAULET | Treasurer Officer | 0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEN SHAFER | Executive Director | 40 | $76,000 |
| CAROLYN ACKER | Board Member Trustee or director | 0 | $0 |
| KATLYN LIDDELL | Board Member Trustee or director | 0 | $0 |
| JOE PAULET | Board Member Trustee or director | 0 | $0 |
| DREW FARMER | Board Member Trustee or director | 0 | $0 |
| HALEY LAGASSE | TREASURER Officer | 1 | $0 |
| MARGARET MELVIN | Vice Chair Officer | 2 | $0 |
| JUSTIN MILLER | Secretary Officer | 1 | $0 |
| SARA STEPHENS | Chair Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 126 MARKET AVE, COOS BAY, OR 97420-2335
- Principal officer (990 for 2023)
- CAROLYN ACKER, PO BOX 1288, COOS BAY, OR 97420
- Signed the 990
- CAROLYN ACKER, BOARD CHAIR
- Phone
- (541) 267-5202
- Return prepared by
- HAYNIE & COMPANY
Mission
FUNDRAISING FOR LOCAL, OREGON, AND FEDERAL 501(C)(3) CHARITIES TO MEET THE NEEDS OF THE COMMUNITY.
Program accomplishments
- FUNDRAISING FOR LOCAL, OREGON, AND FEDERAL 501(C)(3) CHARITIES TO MEET THE NEEDS OF THE COMMUNITY.Expenses $904,883
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0503188
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,232,371
- Income (IRS master file)
- $1,347,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $1,347,062 | $1,094,987 | $1,232,371 | IRS |
| 990 | June 2023 | $1,243,435 | $865,864 | $919,089 | XML |
| 990 | June 2022 | $637,096 | $655,523 | $543,845 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0503188).
Questions about UNITED WAY OF SOUTHWESTERN OREGON INC
- What is the EIN of UNITED WAY OF SOUTHWESTERN OREGON INC?
- The employer identification number (EIN) of UNITED WAY OF SOUTHWESTERN OREGON INC is 93-0503188.
- Is UNITED WAY OF SOUTHWESTERN OREGON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNITED WAY OF SOUTHWESTERN OREGON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHWESTERN OREGON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SOUTHWESTERN OREGON INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHWESTERN OREGON INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of UNITED WAY OF SOUTHWESTERN OREGON INC?
- The 990 for the year ended June 30, 2024 names CAROLYN ACKER.
- Who are the officers and directors of UNITED WAY OF SOUTHWESTERN OREGON INC?
- The 990 for the year ended June 30, 2024 lists 7 people; 2 received compensation from the organization, the highest $67,778 (JEN SHAFER, Executive Director).
- How much revenue does UNITED WAY OF SOUTHWESTERN OREGON INC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $1,347,062, expenses of $1,094,987 and total assets of $1,232,371 at year end.
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All nonprofits in COOS BAY · Oregon · Philanthropy, voluntarism and grantmaking foundations