To improve lives by mobilizing the caring power of Jackson County communities.


We will build a stronger Jackson County by mobilizing our community to improve people’s lives.  To do this, we will:

  • Energize and inspire people to make a difference.
  • Craft human care goals within and across Jackson County.
  • Build coalitions around these goals.
  • Increase investments in these goals by expanding and diversifying our own development efforts and supporting those of others.
  • Ensure that these investments have measurable, recognizable impact.
  • Reflect the diversity of communities we serve.


At its core, United Way of Jackson County believes people are connected and interdependent.  When we reach out a hand to one, we influence the condition of all.  We all win when  children form healthy attachments through a loving family, when they succeed in school, graduate and make successful transitions to adult responsibilities.  We all win when families are financially stable, when people have good health, and when people are engaged and connected.  We all win when people have transportation to pursue education, access medical services and work.  Through our role as convener, facilitator, and advocate, our goal is to create long-lasting change by addressing the underlying causes of problems.  This belief forms the foundation for our strategies for education, income, health and transportation.


Community :

We bring together our diverse population to discover and deliver solutions to the challenges which impact the health and well being of all of us.


We offer opportunity, encouragement and inspiration within our community to care for one another.


We provide the ability to grow, collaborate and transform for individuals, organizations and communities.


We help people fulfill their potential and improve lives in our community by informing, advocating, convening and facilitating human services.


We are honest and trustworthy providing clarity, consistency and strength in our mission.


Accountability Standards

  • Finance committee manages financial and investment policy, hires the independent auditor, serves as uncompensated volunteers, and has three CPA members.
  • Board requires staff to be responsible for accuracy, fairness and completeness of financial statements and IRS 990.
  • Have established procedures for anonymous report of any financial concerns and ensure that any report is fully investigated.
  • Contracts with audit firm for audit and tax preparation.
  • Conflict of interest and code of ethics for staff and volunteers.
  • Accounting and records retention policies regularly reviewed.360 degree evaluation of executive director.

990s, Financial Statements and Annual Reports


990s, Audited Financial Statements and Annual Reports to the Community for United Way of Jackson County


2011  January to June Report to the Community
segmented because of shift from calendar year to June to July fiscal year.


2011-12 Audited Financial Statements


2011-12 990


2012-13 Audited Financial Statements


2012-13 990


2012-13 Annual Report


2013-14 Audited Financial Statements


2013-14 990


2013-14 Annual Report


2014-15 Audited Financial Statements


2014-15 990


2014-15 Annual Report to the Community


2015-16 Financial Statements


2015-16 990


2016-17 Financial Statements


2017 2018 Board of Directors

Rebecca Vega
St.Mary’s School

Chris Hilkey
Washington Federal
1st Vice President

Kristin Milligan
Pacific Retirement Services
2nd Vice President

Jason Lukaszewicz
Moss Adams LLP

Chris DuBose
US Bank

Julie Barry
Medford School District  Ruch Elementary

Karen Bartalini
Providence Medford Medical Center

Kathy Bauer
John L. Scott Real Estate

Amy Belkin
Teresa McCormick Center

Kristi Bennion
Community Volunteer

Tim Clayton
US Bank

Brande Cowden
People’s Bank of Commerce

Helen Funk
Jackson County

Penny Garrett
Regence BlueCross BlueSheild

Cary Jones
Community Volunteer

Michele Jones
Community Volunteer

Kim Katic
Wells Fargo Bank

Rev. Christina Kukuk
United Church of Christ

Eean Levin
Wells Fargo Bank

Beth Lindsay
Community Volunteer

Frank Lucas
Community Volunteer

Stewart Parmele
KDP Certified Public Accountants, LLP

Nick Parsons
Rogue Credit Union

Francis Plowman
Rogue Creamery

Lance Reyes
Propel Insurance

Dana Shumate
WorkSource Oregon

Sue Slack
Community Volunteer

Valerie Stein-Retiz
Ashland Tennis & Fitness Club

Jennifer Susi
Asante Health System

Dan Thorndike
Medford Fabrication

Delia Warner
US Bank

Bob Wise

Kimberly Young
Community Volunteer