Mission

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

Vision

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.

Beliefs

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.

Values

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.

Compassion:

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

Empowerment:

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

Vision:

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

Integrity:

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.

Governance

2016 2017 Board of Directors

Jennifer Susi
Asante Health System
President

Rebecca Vega
St.Mary’s School
1st Vice President

Chris Hilkey
Community Volunteer
2nd Vice President

Jason Lukaszewicz
Moss Adams LLP
Treasurer

Kristin Milligan
Pacific Retirement Services
Secretary

Karen Bartalini
Providence Medford Medical Center

Amy Belkin
Teresa McCormick Center

Charley Bolen
Hornecker, Cowling LLP

Chris DuBose
US Bank

Steve Erb
People’s Bank

Helen Funk
Jackson County

Penny Garrett
Regence BlueCross BlueSheild

David Gremmels
Rogue Creamery

Tamera Heaton
Community Volunteer

Cary Jones
Community Volunteer

Michele Jones
Community Volunteer

Kim Katic
Wells Fargo Bank

Eean Levin
Wells Fargo Bank

Beth Lindsay
Community Volunteer

Frank Lucas
Community Volunteer

Nick Parsons
Rogue Credit Union

Francis Plowman
Rogue Creamery

Lance Reyes
Propel Insurance

Dana Shumate
WorkSource Oregon

Valerie Stein-Retiz
Ashland Tennis & Fitness Club

Dan Thorndike
Medford Fabrication

Delia Warner
US Bank

Bob Wise
KOBI-TV NBC5/KOTI-TV NBC 2

Staff