United Way of Jackson County Inc
United Way of Jackson County Inc is a public charity based in Medford, Oregon. It raises and invests resources in community programs and projects, with stated priorities that include youth opportunities, financial mobility, healthy communities, and community resiliency.
United Way of Jackson County Inc at a glance
In short: United Way of Jackson County Inc gave $220K across 24 grants in 2025 (avg $9K), mostly in Oregon. 21% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $220,000
- +15.0% vs 2024
- Grants made (2025)
- 24
- +33.3% vs 2024
- Average grant
- $9,167
- -13.8% vs 2024
- Median grant
- $8,000
- Total assets
- $2,533,724
- -8.6% vs 2024
- New grantees (estimate)
- 21% first-time grantees (5 of 24, 2025; small sample)
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to United Way of Jackson County Inc
- Invitation Only
-
The 2026–28 cycle did not accept unsolicited requests; applications were by invitation only. The cycle’s application deadline was March 31, 2026, which has passed. The organization’s published schedule listed applications in January 2026, site visits in April, decisions in May, and allocation notifications in June.
- Review Cycle
- March 31, 2026 (past).
- Deadline
- March 31, 2026 (past).
- Contact
Mailing address: 60 Hawthorne Street, Medford, OR 97504
Phone: (541) 773-5339
Website: https://unitedwayofjacksoncounty.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from United Way of Jackson County Inc
Who United Way of Jackson County Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Community Volunteer Network ($19K). Together the top 10 received $123K.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 97 grants of 97 (100%).
Geographic Focus
Where this funder awards grants
The organization’s 2026–28 Strategic Grants cycle specified Jackson County, Oregon, as its geographic scope. All grant dollars itemized for filing year 2025 went to recipients in Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
States
Cities
Is United Way of Jackson County Inc open to new grantees?
21%
first-time grantees, 2025
In 2025, 5 of 24 grantees (21%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $7K; repeat grants $10K. How we count
Medians: $7K first-time, $9K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $182K (2022) to $220K (2025). In 2025 it made 24 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Volunteer Network Medford, OR | Foster Grandparents and Call-a-Ride | $18,500 |
| Jackson County Sart Ashland, OR | Survivor Care | $15,000 |
| Living Opportunities Medford, OR | Supported Living and Employment | $15,000 |
| Rogue Retreat Medford, OR | Shelter and Supportive Services | $13,500 |
| Addictions Recovery Center Medford, OR | Contingency Management | $12,000 |
| Food & Friends Medford, OR | Senior Meals | $11,000 |
| Community Works Medford, OR | Dunn House Shelter & Sexual Assault Svc | $10,000 |
| Max's Mission Medford, OR | Naloxone Eduction | $10,000 |
| Center for Nonprofit Legal Services Medford, OR | Building Resilient and Stable Families | $9,000 |
| Habitat for Humanity RV Medford, OR | Construction Training | $9,000 |
Ready to take the next step with United Way of Jackson County Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,533,724 | $2,041,160 | $2,265,975 | $220,000 | 24 | $94,077 |
| 2024 | $2,771,319 | $2,051,732 | $2,089,158 | $191,372 | 18 | $122,766 |
| 2023 | $2,777,971 | $2,745,083 | $2,114,309 | $188,212 | 18 | $66,607 |
| 2022 | $2,148,226 | $2,280,996 | $3,348,599 | $182,167 | 18 | $-28,708 |
| 2021 | $3,272,249 | $6,599,632 | $4,656,264 | $187,167 | 19 | $79,518 |
| 2020 | $1,412,200 | $1,496,954 | $1,488,790 | $187,167 | 19 | $19,785 |
| 2019 | $1,321,014 | $1,092,022 | $1,050,600 | $191,356 | 18 | $19,042 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization states its mission as “mobilizing caring to affect change.” Its website describes strategic grant funding for programs in education, income, health, and transportation. The listed objectives include increasing high school completion, supporting family stabilization and independence, maximizing wellness, and removing transportation barriers to work, school, and needed appointments. Its broader stated priorities are youth opportunities, financial mobility, healthy communities, and community resiliency.
The organization says its funded partners work across a range of needs. For example, Community Volunteer Network describes its mission as providing community services and sponsoring programs for older adults; Living Opportunities says it supports people with intellectual and developmental disabilities to live, work, and participate in their communities; and Jackson County SART says it works to support survivors of sexual assault, hold offenders accountable, and help prevent sexual violence. Other 2025 grantees describe work that includes homelessness services, addiction recovery, family support, and health care for underserved and low-income patients.
Grantmaking
In filing year 2025, the organization gave 24 grants totaling $220,000. Grants ranged from $6,000 to $18,500, with a median grant of $8,000. Its largest listed awards included $18,500 to Community Volunteer Network for Foster Grandparents and Call-A-Ride; $15,000 to Jackson County SART for survivor care; $15,000 to Living Opportunities for supported living and employment; and $13,500 to Rogue Retreat for shelter and supportive services. Other listed awards included $12,000 to Addictions Recovery Center for contingency management, $11,000 to Food & Friends for senior meals, and $10,000 each to Community Works for shelter and sexual assault services and Max’s Mission for naloxone education.
The organization’s 2026–28 Strategic Grants cycle was by invitation only. Applicants were required to meet minimum standards, including qualifying tax-exempt status and at least two years in business, local or independent governance, paid executive leadership or demonstrated organizational capacity, relevant Jackson County service, safety policies for vulnerable populations, and a nondiscrimination policy or plan. Funding decisions were to consider those requirements, an equity lens, and progress toward organizational goals. A volunteer panel was scheduled to visit program applicants for due diligence.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dee Anne Everson as CEO/Executive Director; Anna Barnsley Werblow as CFO; Becky Snyder as President; Dr Bret Champion as First Vice President; Jessica Murrey as Second Vice President; Jason Lukaszewicz as Treasurer; Chris DuBose as Secretary; and Erick Acosta, Angela Beeks, and Amy Belkin as directors.
United Way of Jackson County Inc is led by Dee Anne Everson, CEO & Executive Director on every filing since 2019; 2 of 36 officers listed in 2025 are compensated.
Officers on the 2025 filing
Dee Anne Everson
CEO & Executive Director
On filings since 2019
40 hrs/week
$122K (2019) → $172K (2025)
Becky Snyder
President
Second Vice President → First Vice President, 2023
First Vice President → President, 2024
On filings since 2020
2 hrs/week
No compensation reported
Beth Lindsay
Director
On filings since 2019
2 hrs/week
No compensation reported
Brande Cowden
Director
First Vice President → President, 2021
President → Director, 2022
On filings since 2019
2 hrs/week
No compensation reported
Dan Thorndike
Director
Former Director → Director, 2021
On filings since 2019
2 hrs/week
No compensation reported
Frank Lucas
Director
On filings since 2019
2 hrs/week
No compensation reported
Penny Garrett
Director
On filings since 2019
2 hrs/week
No compensation reported
Sue Slack
Director
On filings since 2019
2 hrs/week
No compensation reported
Aaron Hoefling
Director
First Vice President → President, 2022
President → Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Amy Belkin
Director
On filings since 2020
2 hrs/week
No compensation reported
Catherine Noah
Director
On filings since 2020
2 hrs/week
No compensation reported
Mariah Smith
Director
On filings since 2020
2 hrs/week
No compensation reported
John Howard
Director
On filings since 2021
2 hrs/week
No compensation reported
Rebecca Smith
Director
On filings since 2021
2 hrs/week
No compensation reported
Brenda Doggett
Director
On filings since 2022
2 hrs/week
No compensation reported
Dl Richardson
Director
On filings since 2022
2 hrs/week
No compensation reported
Robb Mayers
Director
On filings since 2022
2 hrs/week
No compensation reported
Angela Beeks
Director
On filings since 2023
2 hrs/week
No compensation reported
Anne Golden
Director
On filings since 2023
2 hrs/week
No compensation reported
Erick Acosta
Director
On filings since 2023
2 hrs/week
No compensation reported
Joshua Blesse
Director
On filings since 2023
2 hrs/week
No compensation reported
Belle Shepherd
Director
On filings since 2024
2 hrs/week
No compensation reported
Cooper Whitman
Director
On filings since 2024
2 hrs/week
No compensation reported
Laura Millette
Director
On filings since 2024
2 hrs/week
No compensation reported
Susan Sauder
Director
On filings since 2024
2 hrs/week
No compensation reported
Ed Felan
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Eric Torrey
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Jeffrey Hollister
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Lisa Greif
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Anna Barnsley Werblow
CFO
On filings since 2024
40 hrs/week
$43K (2024) → $85K (2025)
Chris Dubose
Secretary
President → Director, 2021
Director → Secretary, 2025
On filings since 2019
2 hrs/week
No compensation reported
Jason Lukaszewicz
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Bret Champion
First Vice President
Director → Second Vice President, 2024
Second Vice President → First Vice President, 2025
On filings since 2021
2 hrs/week
No compensation reported
Don Kania
Former Director Term
President → Director, 2024
Director → Former Director Term, 2025
On filings since 2021
2 hrs/week
No compensation reported
Seanne McVarish
Former Director Term
Director → Former Director Term, 2025
On filings since 2022
2 hrs/week
No compensation reported
Jessica Murrey
Second Vice President
Secretary → Second Vice President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Former officers (29)
- Former: Charley Bolen (2019–2024) — Director
- Former: Steve Erb (2019–2024) — Director
- Former: Andy Farber (2021–2024) — First Vice President
- Former: Cathy Noah (2021–2024) — Director
- Former: Brian Young (2024) — Director
- Former: Christina G. Kukuk (2019–2023) — Director
- Former: Julie Barry (2019–2023) — Director
- Former: Rebecca Vega (2019–2023) — Former Director
- Former: Tim Clayton (2019–2023) — Director
- Former: Kristi Bennion (2019–2022) — Former Director
- Former: Lance Reyes (2019–2022) — Director
- Former: Deelia Warner (2019–2021) — Director
- Former: Kathy Bauer (2019–2021) — Director
- Former: Michele Jones (2019–2021) — Director
- Former: David Gremmels (2019–2020) — Director
- Former: Helen Funk (2019–2020) — Director
- Former: Kimberly Young (2019–2020) — Director
- Former: Melissa Wolff (2019–2020) — Director
- Former: Nick Parsons (2019–2020) — Secretary
- Former: Valerie Stein-Retiz (2019–2020) — Director
- Former: Adam Heath (2020) — Director
- Former: Jacob Ansures (2020) — Director
- Former: Jason Elzy (2020) — Former Director
- Former: Dana Shumate (2019) — Former Director
- Former: Eean Levin (2019) — Former Director
- Former: Francis Plowman (2019) — Former Director
- Former: Karen Bartalini (2019) — Former Director
- Former: Kristin Milligan (2019) — Former Director
- Former: Stewart Parmele (2019) — Former Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $172K, to Dee Anne Everson (CEO/Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about United Way of Jackson County Inc
How much does United Way of Jackson County Inc give each year?
United Way of Jackson County Inc gave $220K across 24 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $191K across 18 grants.
What is United Way of Jackson County Inc's typical grant size?
United Way of Jackson County Inc's median grant in 2025 was $8,000, and its average grant was $9,167, across 24 grants on its 2025 IRS Form 990. Organizations receiving their first grant from United Way of Jackson County Inc that year got $7K on average.
Where does United Way of Jackson County Inc give grants?
United Way of Jackson County Inc gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Medford, OR (18 grants) and Ashland, OR (3 grants).
Does United Way of Jackson County Inc give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on United Way of Jackson County Inc's 2025 IRS Form 990 were described as general or operating support.
Who are United Way of Jackson County Inc's largest grantees?
United Way of Jackson County Inc's largest 2025 grantees include Community Volunteer Network ($18,500), Jackson County Sart ($15,000) and Living Opportunities ($15,000), according to its 2025 IRS Form 990. Together they received 22% of its itemized 2025 grant dollars.
How large is United Way of Jackson County Inc?
United Way of Jackson County Inc reported $2.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.0M.
What does United Way of Jackson County Inc fund?
The organization states its mission as “mobilizing caring to affect change.” Its website describes strategic grant funding for programs in education, income, health, and transportation. See mission & focus areas ↑
How do I apply for a grant from United Way of Jackson County Inc?
The 2026–28 cycle did not accept unsolicited requests; applications were by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is United Way of Jackson County Inc's EIN?
United Way of Jackson County Inc's EIN (Employer Identification Number) is 93-0576632. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS December 19, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS December 12, 2025)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in United Way of Jackson County Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). United Way of Jackson County Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/united-way-of-jackson-county-inc-morg_cd6aca09c5b642ad83b9a356a0671753
BibTeX
@misc{grantable_930576632_2026,
author = {{Grantable}},
title = {{United Way of Jackson County Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/united-way-of-jackson-county-inc-morg_cd6aca09c5b642ad83b9a356a0671753},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from United Way of Jackson County Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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