Charity Review

Issued: May 2014 Expires: May 2016

United Community Action Network

Standards Not Met
 
(541) 672-3421 280 Kenneth Ford Dr, Roseburg OR 97470-1034 www.ucancap.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Fund Raising
  5. Tax Status
  6. Financial
  7. Affiliates
Conclusions

United Community Action Network does not meet the following 1 Standards for Charity Accountability.

Standard 6: Effectiveness Policy - Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

United Community Action Network does not meet this standard because:

United Community Action Network does not meet Standard 06 because its board of directors does not have a board policy stating that the organization's performance and effectiveness will be assessed at least once every two years. In response, the organization stated "we do not have a written policy but we do conduct a regular review of our strategic plan goals at our board retreats."

In addition, BBB requested, but did not receive, complete information on the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: #7

Purpose

The mission of UCAN is, "creating solutions to poverty; improving lives in our community." The organization's core values are: respect; dignity; compassion; and equity; accountability; making a positive difference; quality and excellence; partnering; courage; honesty and integrity.

Year, State incorporated: 1969 in OR

Also Known As: UCAN , Josephine County Food Bank

Programs

UCAN is a private non-profit Community Action Agency, founded in 1969 in Roseburg, Oregon by a group of three women, then called "welfare moms", and two caseworkers who wanted more for their children. Now, more than 40 years later, UCAN operates throughout Douglas and Josephine Counties with a staff of more than 180 people committed to promoting resources and opportunities that increase the self sufficiency of all low income families and individuals. Through the operation of our programs and in partnerships with other agencies, UCAN's goal is to alleviate poverty and positively impact the quality of life for elderly, poor and disabled individuals. UCAN offers the following programs and services: Senior Health Insurance Benefits Assistance Program (SHIBA): The SHIBA program uses certified volunteer counselors to help people with Medicare make health insurance decisions and helps to save Medicare beneficiaries money by making sure they receive all possible benefits. SHIBA is funded by a federal grant from the Centers for Medicare & Medicaid Services and provides free services to people with Medicare, their family members, caregivers and advocates. Through SHIBA, the Senior Medicare Patrol trains volunteers to detect and report health care fraud and abuse. Volunteers are trained to evaluate the difference between errors and actual fraudulent charges to Medicare. United Communities AmeriCorps (UCA): THe UCA program is a regionally-based, individual placement model AmeriCorps program. It is administered by and housed at United Community Action Network (UCAN). This year, UCA will place 20 full time AmeriCorps members at non-profits, government agencies and schools across Douglas and Josephine counties. Retired Senior Volunteer Program (RSVP): RSVP is dedicated to helping individuals find meaningful opportunities for volunteer service. By supporting growth, protecting necessary services and creating industrious partnerships that maximize resources for the benefit of all citizenry; RSVP has become an instrumental part in promoting the skills and abilities of individuals 55 and older. Their contributions collectively enhance the quality of life for our area, increase independent living, continue positive health behaviors and exhibit the benefits of life-long learning. Low Income Energy Assistance Program (LIEAP): LIEAP is a federally funded program designed to help low income households pay heating bills. This program does not require the recipient to have a past due bill and helps with all types of heating sources, including wood heat. Checks are issued directly to the vendor providing the heat source. This assistance may be accessed once per year per household. HOME TBA Program: The UCAN Home TBA Program offers rental assistance in six-month or one-year terms to very low income tenants for the payment of housing costs and a refundable security deposit. A rental assistance agreement is executed between UCAN, the tenant and the landlord. Payments are made directly from UCAN to the landlord on behalf of the tenant. To qualify, a household consisting of an individual or group of individuals must have a total gross household income below 50% of the area median income for that household size. Rental payment standards are based on the HUD fair market rents or the area-wide exception rent approved by HUD. The minimum tenant contribution for housing costs is $10.Self-sufficiency is a requirement for participation in the HOME TBA Program. A self-sufficiency plan is developed and agreed upon by the tenant and UCAN Case Management Services and it is based on an assessment of the household's needs. Cover Oregon: Cover Oregon partners with the Oregon Health Authority (OHA) on an outreach program for hard-to-reach, non-English speaking, geographically isolated and under-served populations. UCAN is one of the community partner organizations providing local, on-the-ground outreach and application assistance for individuals and families. Food Shares: UCAN Food Shares and Josephine County Food Bank work to alleviate poverty and the causes of poverty in Douglas and Josephine Counties; both are dedicated to the collection and distribution of emergency food to a food bank network of local member agencies serving low-income individuals and families throughout Douglas and Josephine Counties. Weatherization Program: UCAN provides cost-free weatherization services to income-qualified residents, including homeowners and renters, of Douglas and Josephine Counties. The Weatherization Program reduces energy costs for low-income households by increasing the energy efficiency of their homes, while ensuring their health and safety. Energy reduction may be accomplished by providing home repairs such as increased insulation and air sealing throughout the home. Supportive Services for Veteran Families (SSVF): The SSVF Program assists homeless veterans and their families. This funding consist of deposit assistance, rental assistance and other limited services to achieve housing and self sufficiency. Transportation Programs: Medicaid Transportation is a UCAN service provided in conjunction with TransLink, a division of Rogue Valley Transit. UCAN Medicaid Transportation Program provides transportation services to eligible Oregon Health Plan and eligible Medicaid clients traveling to authorized medical services in Douglas and Josephine counties. These transportation services are provided to clients who have no other way to get to their medical services. U-Trans is a public transportation service operated by United Community Action Network and serving the greater Roseburg area, with commuter services to Winston, Sutherlin, Myrtle Creek, Riddle, and Canyonville. Head Start: Head Start prepares children for their school experience and life by increasing the child's self image and skills. These goals are accomplished through: health and nutrition habits; exploration and discovery of the physical world; awareness of and expression of feelings; developing responsibility for and control over his/her behavior; social skills and self-help skills through learning activities; teaching through creative play; activities that provide hands-on experiences with educational materials; recognizing words and numbers; tasty and nutritious meals and snacks. Head Start connects parents to the Oregon Health Plan to establish continuous medical and dental care with providers and also provides families with information about services and opportunities in the community. Family Service staff encourage and support parents in accepting the challenge of personal growth and development.

Fund Raising

UCAN utilizes direct mail appeals, invitations to fundraising events, print advertisements, television, radio and internet appeals as its methods of fundraising.

UCAN receives funds from contributions, United Way, government agencies, private agencies, USDA Food, in-kind facilities use, in-kind professional services and Oregon Food Bank Food Share.

Tax Status

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.

Financial

The following information is based on United Community Action Network's Audited Financial Statements for the fiscal year ending Sunday, June 30, 2013.

Source of Funds
Contributions and United Way $752,857
Government agencies $10,943,675
Private agencies $366,889
USDA Food Shares (net) $542,703
In-kind use of facilities and professional services $217,295
Oregon Food Bank Food Share $2,299,541
Interest income $237
Gain on endowments $10,360
Gain on sale of assets $2,205
Commodities and food sales $370,926
Program earned revenues $2,143,263
Miscellaneous $7,875
Total Income: $17,657,826
 
Fusion Chart
 
Program Expenses: $15,943,993
Fundraising Expenses: $164,308
Administrative Expenses: $1,307,005
Total Expenses: $17,415,306
 
Income in Excess of Expenses: $242,520
 
Beginning Net Assets: $12,858,149
Ending Net Assets: $13,100,669
Total Liabilities: $2,483,043
Total Assets: $15,583,712


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 Council of Better Business Bureaus, Inc.

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

Standards Legend

  • Meets Standards IconMeets Standards
  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
  • Review in Progress IconReview in Progress
  • Unable to Verify IconUnable to Verify
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $250,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $250,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $100,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

United Community Action Network does not meet meet this standard because:

United Community Action Network does not meet Standard 06 because its board of directors does not have a board policy stating that the organization's performance and effectiveness will be assessed at least once every two years. In response, the organization stated "we do not have a written policy but we do conduct a regular review of our strategic plan goals at our board retreats."

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

BBB requested, but did not receive, complete information on the United Community Action Network’s governance and oversight and is unable to verify the organization's compliance with this standard.