UNITED WAY OF THE BAY AREA: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF THE BAY AREA (EIN 94-1312348)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202411369349305271
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T12:26:01-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941312348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF THE BAY AREABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone4158084300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 510AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY BATSONPersonNm
Person TitleINTERIM CEOPersonTitleTxt
Phone4158084300PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLYPersonFirstNm
Person LastBATSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQI WEN LIANGPreparerPersonNm
PTINP01270238PTIN
Phone4159561500PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY BAY AREABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKELLY BATSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 510AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,658,092GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1922FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionUWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee76TotalEmployeeCnt
Total Volunteers2500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,902,529PYContributionsGrantsAmt
CY Contributions Grants$20,125,539CYContributionsGrantsAmt
PY Program Service Revenue$47,148PYProgramServiceRevenueAmt
CY Program Service Revenue$255,288CYProgramServiceRevenueAmt
PY Investment Income$1,024,748PYInvestmentIncomeAmt
CY Investment Income-$649,668CYInvestmentIncomeAmt
PY Other Revenue-$114,178PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$20,860,247PYTotalRevenueAmt
CY Total Revenue$19,731,159CYTotalRevenueAmt
PY Grants And Similar Paid$8,820,195PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,802,154CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,962,010PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,401,655CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$57,813CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,021,823CYTotalFundraisingExpenseAmt
PY Other Expenses$6,962,135PYOtherExpensesAmt
CY Other Expenses$7,789,754CYOtherExpensesAmt
PY Total Expenses$22,744,340PYTotalExpensesAmt
CY Total Expenses$25,051,376CYTotalExpensesAmt
PY Revenues Less Expenses-$1,884,093PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,320,217CYRevenuesLessExpensesAmt
Total Assets BOY$39,378,849TotalAssetsBOYAmt
Total Assets EOY$35,782,855TotalAssetsEOYAmt
Total Liabilities BOY$8,716,224TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,458,520TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,662,625NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,324,335NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,761,997ExpenseAmt
Grant$1,614,487GrantAmt
DescUWBA FREE TAX HELP PROGRAM PROVIDES HIGH-QUALITY FREE TAX PREPARATION IN OUR EIGHT COUNTIES. UWBA WORK CLOSELY WITH IRS AND LOCAL VITA (VOLUNTEER INCOME TAX ASSISTANCE) SITES. UWBA TYPICALLY HAVE MORE THAN 100 TAX SITES MANAGED BY OUR COALITION LOCALLY. IN FISCAL YEAR 2023, MANY OF UWBA SITES WERE ABLE TO OPERATE WITH AN IN-PERSON COMPONENT AS WELL AS VIRTUAL THROUGH UWBA PARTNERSHIP WITH GETYOURREFUND.ORG. THIS YEAR, UWBA SERVED APPROXIMATELY 31,900 HOUSEHOLDS AND HELPED THEM CLAIM OVER $45.4 MILLION IN REFUNDS. UWBA AIM TO SERVE A SIMILAR OR HIGHER NUMBER FOR NEXT TAX SEASON. UWBA ASSIST EITC (EARNED INCOME TAX CREDIT)-ELIGIBLE FAMILIES IN CLAIMING LIFE-CHANGING TAX CREDITS BECAUSE THE EITC AND THE CTC (CHILD TAX CREDIT) ARE CRITICAL POVERTY FIGHTING TOOLS THE CREDITS ARE WELL-RESEARCHED AND PROVEN TO BE THE MOST EFFECTIVE ANTI-POVERTY PROGRAM IN THE COUNTRY. UWBA HAVE ALSO BEEN ABLE TO KEEP NEARLY ALL UWBA SITES OPEN, ENGAGING APPROXIMATELY 1,380 VOLUNTEERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,929,704ExpenseAmt
Grant$1,890,000GrantAmt
DescSPARKPOINT - SPARKPOINT CENTERS WORK WITH FAMILIES TO MEET BASIC NEEDS, INCREASE INCOME, BUILD CREDIT, INCREASE SAVINGS, AND REDUCE DEBT THROUGH OFFERING BASIC NEEDS, CAREER AND EDUCATIONAL, AND FINANCIAL SERVICES. SPARKPOINT PROVIDES FREE FINANCIAL COACHING TO WORK ONE-ON-ONE WITH CLIENTS BOTH VIRTUALLY AND IN PERSON TO RECOGNIZE BEHAVIORAL OUTCOMES, SET GOALS, BRAINSTORM STRATEGIES, AND SET REALISTIC ACTION PLANS TO MOVE PEOPLE TOWARD FINANCIAL PROSPERITY. SPARKPOINT CENTERS ALSO PROVIDE RENT RELIEF AND CONNECT CLIENTS TO HOUSING RESOURCES. THROUGHOUT THE PANDEMIC, SPARKPOINT CENTERS MOVED TOWARD A HYBRID MODEL OF SERVICES TO MEET CLIENTS BOTH VIRTUALLY AND IN-PERSON TO BETTER SUPPORT ACCESS TO PUBLIC BENEFITS AND FINANCIAL COACHING SERVICES. SPARKPOINT PROVIDED SERVICES TO APPROXIMATELY 22,000 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 12 SPARKPOINT CENTERS AND 24 SERVICE LOCATIONS. MOST COMMUNITY MEMBERS SOUGHT OUT SPARKPOINT TO ACCESS SUPPORTIVE SERVICES RELATED TO RENTAL RELIEF AND GETTING HELP MEETING THEIR BASIC NEEDS. A TOTAL OF OVER 2,800 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 65% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT AND APPROXIMATELY 1,143 OBTAINED JOB PLACEMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,821,063ExpenseAmt
Grant$325,000GrantAmt
Revenue$79,734RevenueAmt
Desc211 - 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UWBA 211 SERVES SAN FRANCISCO, SANTA CLARA, SAN MATEO, MARIN, NAPA AND SOLANO COUNTIES. IN FISCAL YEAR 2023, 211 ANSWERED APPROXIMATELY 45,960 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF APPROXIMATELY 104,000 REFERRALS TO A VARIETY OF RESOURCES TO ADDRESS THEIR NEEDS. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK IN OVER 150 LANGUAGES. THE NUMBER ONE NEED OF CALLERS IS HOUSING-RELATED, AND SINCE 2022, 211 HAS SCREENING CALLERS FOR HOUSING STABILITY TO ENSURE BAY AREA RESIDENTS CAN ACCESS EVERYTHING FROM SHELTER INFORMATION AND TENANTS' RIGHTS RESOURCES TO RENTAL ASSISTANCE AND SUPPORTIVE HOUSING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$11,472,811ExpenseAmt
Grant$4,972,667GrantAmt
Revenue$175,554RevenueAmt
DescEFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 39TH YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO THE FEDERAL EMERGENCY MANAGEMENT AGENCY ("FEMA"), WHICH WORKS WITH UNITED WAY WORLDWIDE AS THE FISCAL AGENT FOR THE PROGRAM. EFSP IS A UNIQUE PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE FEDERAL GOVERNMENT AND THE UNITED WAY SYSTEM. SINCE ITS INCEPTION, UWBA AND LOCAL BOARDS (LOCAL BOARDS ARE MANDATED LOCAL COMMITTEES THAT HAVE OVERSIGHT OF THE FEDERAL FUNDING) HAVE ALLOCATED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. FOR THIS MOST RECENT ROUND OF FUNDING, EFSP ALLOCATED APPROXIMATELY $11,190,000 TO AGENCIES IN EIGHT COUNTIES. APPROXIMATELY 645,000 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 125 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. WHILE THIS IS NOT FUNDING RAISED BY UWBA, IT IS VITAL THAT UWBA EXPERTISE AND RELATIONSHIPS ARE LEVERAGED TO SUPPORT OUR LOCAL FOOD AND SHELTER PROGRAMS.EAN IS A COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. UWBA PROVIDED THE EAN AGENCIES A TOTAL OF $600,000 IN GRANTS TO SUPPORT THAT WORK. THIS YEAR THE EAN SERVED APPROXIMATELY 84,500 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED $275,000 IN DIRECT ASSISTANCE. EAN AGENCIES ASSISTED APPROXIMATELY 3,200 HOUSEHOLDS (APPROXIMATELY 8,470 INDIVIDUALS) IN THE COMMUNITY SPECIFICALLY WITHHOUSING AND UTILITY ASSISTANCE.THE LABOR COMMUNITY SERVICES PROGRAM IS A COMPREHENSIVE RESOURCE FOR WORKING FAMILIES. UWBA LABOR LIAISONS, PLACED WITH THREE LOCAL CENTRAL LABOR COUNCILS, PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. UWBA'S THREE LABOR COMMUNITY SERVICES STAFF SERVED APPROXIMATELY 1,240 HOUSEHOLDS APPROXIMATELY 2,220 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS OR PROVIDED NAVIGATION SERVICES AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.THROUGH YOUTH OPPORTUNITY PATHWAYS, UWBA IS PROVIDING CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUTH AGED 14-24. THIS YEAR, UWBA CONTINUED TO PARTNER ACROSS THE REGION. THE PARTNERS TO PROVIDE YOUTH WITH MENTORSHIP, JOB READINESS ACTIVITIES, AND COLLEGE ACCESS SUPPORT. WE ENGAGED WITH 5 COMMUNITY PARTNERS, SERVING OVER 1,200 YOUTH. WE HOSTED OUR FIRST COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 35 YOUTH IN THEIR COLLEGE APPLICATION JOURNEY. ADDITIONALLY, OUR SIGNATURE EVENT, ON TRACK, WAS HOSTED AT SAN FRANCISCO STATE UNIVERSITY, OUR FIRST TIME AT A FOUR-YEAR UNIVERSITY, BASED ON THE FEEDBACK OF OUR COMMUNITY PARTNERS.DURING THE FIRST HALF OF FISCAL YEAR 2023, UWBA CONTINUED SUPPORT OF OUR HOUSING JUSTICE GRANTEES. WE ALSO LAUNCHED OUR COMMUNITY AMBASSADOR GRANTMAKING EFFORTS, TRAINING AND SUPPORTING UWBA AMBASSADORS TO REVIEW APPLICATIONS AND AWARDS. THE AMBASSADORS LED A PROCESS TO GRANT $250,000 TO 10 GRANTEES. A SECOND ROUND OF GRANTS AT THE END OF THE YEAR PROVIDED CONTINUED SUPPORT TO MOST OF THE ORIGINAL GRANTEES. IN APRIL, UWBA HIRED A NEW DIRECTOR, HOUSING JUSTICE INITIATIVE. DURING FISCAL YEAR 2023, UWBA DRAFTED A REGION-WIDE PUBLIC WILL-BUILDING CAMPAIGN THAT WE WILL BEGIN IMPLEMENTING IN FISCAL YEAR 2024.UWBA RECOGNIZES THAT IN ORDER TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA'S MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. UWBA'S PRIMARY POLICY FOCUS IS TARGETED AT THE LOCAL LEVEL IN THE EIGHT-COUNTY SERVICE AREA (ALAMEDA, CONTRA COSTA, MARIN, NAPA, SAN FRANCISCO, SANTA CLARA, SAN MATEO, AND SOLANO). IN ADDITION, UWBA PROVIDES ADVOCACY SUPPORT TO STATE AND FEDERAL ISSUES IMPORTANT TO THE UNITED WAY NETWORK. TWO KEY ACCOMPLISHMENTS INCLUDE: 1) OUR WORK TO ENSURE BI-PARTISAN LEGISLATION FOR 211 FUNDING ON THE STATE AND FEDERAL LEVELS PROGRESSES THROUGH RESPECTIVE LEGISLATURES AND 2) UWBA WORKED WITH PARTNERS TO EDUCATE COMMUNITIES AND ELECTED OFFICIALS REGARDING LOCAL TENANT PROTECTIONS ORDINANCES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$11,472,811TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,972,667TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$175,554TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,985,575TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee76EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIAN KATAOKABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4158084300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 510AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BREBER PIERRE
BOARD CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JOHNSON KEVIN
SECRETARY, GOVERNANCE COMMITTEE2.000.00Yes (X)Yes (X)$0$0$0
MCCARTHY GIOIA
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
ALAFIA JOY
DIRECTOR, GOVERNANCE COMMITTEE2.000.00Yes (X)$0$0$0
BASOCO-VILLARREAL ANISSA
DIRECTOR, GOVERNANCE COMMITTEE2.000.00Yes (X)$0$0$0
BOLARIA-SHIFRIN RUBY
DIRECTOR2.000.00Yes (X)$0$0$0
BRANCH MICHELLE
DIR., CHAIR GOVERN. COM, & PP COM2.000.00Yes (X)$0$0$0
CABA OUSMANE
CHAIR OF ADVANCEMENT COMMITTEE2.000.00Yes (X)$0$0$0
CHEN ALICE
DIRECTOR, ADVANCEMENT COMMITTEE2.000.00Yes (X)$0$0$0
GONZALEZ RUDY
DIRECTOR, ADVANCEMENT COMMITTEE2.000.00Yes (X)$0$0$0
KRIVKOVICH ALEXIS
DIRECTOR, FINANCE COMMITTE2.000.00Yes (X)$0$0$0
MANZO PETE
DIRECTOR, FINANCE COMMITTE2.000.00Yes (X)$0$0$0
STREET ERIC
DIRECTOR, TOQSOC COUNCIL, AUDIT COMMITTEE2.000.00Yes (X)$0$0$0
ZWICK KEVIN
CHIEF EXECUTIVE OFFICER37.500.00Yes (X)$374,525$0$49,697
BENAVIDEZ ROBERT
CHIEF FINANCIAL OFFICER (THRU 12/22)37.500.00Yes (X)$259,191$0$14,964
KATAOKA BRIAN
CHIEF FINANCIAL OFFICER (AS OF 06/23)37.500.00Yes (X)$0$0$0
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER37.500.00$269,577$0$24,727Yes (X)
BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER37.500.00$211,190$0$22,627Yes (X)
RAMOS JOSE
VICE PRESIDENT, MARKETING37.500.00$190,515$0$49,558Yes (X)
MARTIN CAROLINA
VICE PRESIDENT, DEVELOPMENT37.500.00$189,021$0$41,002Yes (X)
YASUHARA LI ENA
SENIOR VP, IMPACT STRATEGIES37.500.00$173,390$0$10,123Yes (X)
ESCOBAR LAURA
VICE PRESIDENT, SAFETY NET SERVICES37.500.00$154,640$0$40,927Yes (X)
HARDEN NICOLE
VICE PRESIDENT, ECONOMIC SUCCESS37.500.00$149,515$0$23,612Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,971,564TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$277,237TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE 12SOUTH PASADENACA91030211 CONSULTING SERVICES$1,121,249
THE PURSUANT GROUP INC
PO BOX 120519DALLASTX75312MARKETING & ANALYTICS$207,311
INTELLIGENT TECHNICAL SOLUTIONS
PO BOX 29650OLYMPIAWA98502TECHNICAL SUPPORT SERVICES$176,802
MOSS ADAMS LLP
PO BOX 101822PASADENACA91189AUDIT/TAX SERVICES$148,988
CENTURY GROUP PROFESSIONALS LLC
222 N PACIFIC COAST HWY SUITE 21EL SEGUNDOCA90245STAFFING SERVICES$135,764
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Government Grants$4,852,692GovernmentGrantsAmt
All Other Contributions$15,272,847AllOtherContributionsAmt
Noncash Contributions$1,277,264NoncashContributionsAmt
Total Contributions$20,125,539TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PLEDGE PROCESSING FEES900099$195,288$195,288
CONSULTING FEE INCOME900099$60,000$60,000
FieldValueIRS element (for citing)
Total Program Service Revenue$255,288TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$873,782TotalRevenueColumnAmt
Exclusion$873,782ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,403,483SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,926,933SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,523,450SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,523,450TotalRevenueColumnAmt
Exclusion-$1,523,450ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,731,159TotalRevenueColumnAmt
Related Or Exempt Func Income$255,288RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$649,668ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,802,154TotalAmt
Program Services$8,802,154ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,226,913TotalAmt
Program Services$252,268ProgramServicesAmt
Management And General$645,255ManagementAndGeneralAmt
Fundraising$329,390FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,357,011TotalAmt
Program Services$3,903,310ProgramServicesAmt
Management And General$1,006,471ManagementAndGeneralAmt
Fundraising$1,447,230FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$309,691TotalAmt
Program Services$188,794ProgramServicesAmt
Management And General$51,090ManagementAndGeneralAmt
Fundraising$69,807FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,745TotalAmt
Program Services$24,174ProgramServicesAmt
Management And General$9,311ManagementAndGeneralAmt
Fundraising$10,260FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$464,295TotalAmt
Program Services$255,696ProgramServicesAmt
Management And General$100,075ManagementAndGeneralAmt
Fundraising$108,524FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,437TotalAmt
Management And General$8,437ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$288,556TotalAmt
Management And General$288,556ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$26,038TotalAmt
Program Services$26,038ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$57,813TotalAmt
Fundraising$57,813FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$208,980TotalAmt
Management And General$208,980ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,970,863TotalAmt
Program Services$2,015,691ProgramServicesAmt
Management And General$235,829ManagementAndGeneralAmt
Fundraising$719,343FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,088,869TotalAmt
Program Services$783,189ProgramServicesAmt
Management And General$146ManagementAndGeneralAmt
Fundraising$305,534FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$551,080TotalAmt
Program Services$328,825ProgramServicesAmt
Management And General$88,271ManagementAndGeneralAmt
Fundraising$133,984FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$570,344TotalAmt
Program Services$272,473ProgramServicesAmt
Management And General$84,483ManagementAndGeneralAmt
Fundraising$213,388FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$558,567TotalAmt
Program Services$267,941ProgramServicesAmt
Management And General$146,776ManagementAndGeneralAmt
Fundraising$143,850FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$152,817TotalAmt
Program Services$111,847ProgramServicesAmt
Management And General$7,261ManagementAndGeneralAmt
Fundraising$33,709FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$118,338TotalAmt
Program Services$76,813ProgramServicesAmt
Management And General$4,490ManagementAndGeneralAmt
Fundraising$37,035FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$130,690TotalAmt
Program Services$73,835ProgramServicesAmt
Management And General$28,714ManagementAndGeneralAmt
Fundraising$28,141FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$462,046TotalAmt
Program Services$375,115ProgramServicesAmt
Management And General$42,893ManagementAndGeneralAmt
Fundraising$44,038FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$173,034TotalAmt
Program Services$97,758ProgramServicesAmt
Management And General$38,017ManagementAndGeneralAmt
Fundraising$37,259FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$66,949TotalAmt
Program Services$37,824ProgramServicesAmt
Management And General$14,709ManagementAndGeneralAmt
Fundraising$14,416FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BRANDING$238,253$238,253
RECRUITMENT$90,452$30,855$42,910$16,687
PLEDGE PROCESSING$79,772$17,177$45,068$17,527

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,669TotalAmt
Program Services$3,852ProgramServicesAmt
Fundraising$1,817FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,051,376TotalAmt
Program Services$17,985,575ProgramServicesAmt
Management And General$3,043,978ManagementAndGeneralAmt
Fundraising$4,021,823FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,115,523BOYAmt
EOY$1,728,858EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$606,207BOYAmt
EOY$220,675EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,401,996BOYAmt
EOY$9,155,810EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,891BOYAmt
EOY$83,471EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,554,485LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,297,626LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$104,792BOYAmt
EOY$256,859EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,012,142BOYAmt
EOY$21,604,365EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$130,298BOYAmt
EOY$2,732,817EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$39,378,849BOYAmt
EOY$35,782,855EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,543,929BOYAmt
EOY$2,851,792EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$175,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,031,504BOYAmt
EOY$1,731,141EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,022,818BOYAmt
EOY$3,102EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$117,973BOYAmt
EOY$2,697,485EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,716,224BOYAmt
EOY$7,458,520EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,335,925BOYAmt
EOY$18,276,209EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,326,700BOYAmt
EOY$10,048,126EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,662,625BOYAmt
EOY$28,324,335EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,378,849BOYAmt
EOY$35,782,855EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$5,320,217ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,469,616NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$512,311OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,760,517CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,542,519CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,856,628CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,902,529CurrentTaxYearMinus1YearAmt
Current Tax Year$20,125,539CurrentTaxYearAmt
Total$140,187,732TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,760,517CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,542,519CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,856,628CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,902,529CurrentTaxYearMinus1YearAmt
Current Tax Year$20,125,539CurrentTaxYearAmt
Total$140,187,732TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,476,174SubstantialContributorsTotAmt
Public Support Total170$121,711,558PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$577,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$689,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$739,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$975,411CurrentTaxYearMinus1YearAmt
Current Tax Year$873,782CurrentTaxYearAmt
Total$3,854,970TotalAmt
FieldValueIRS element (for citing)
Total Support$144,042,702TotalSupportAmt
Gross Receipts Rltd Activities$3,939,151GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84500PublicSupportCY170Pct
Public Support PY1700.85510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$26,038FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$26,038FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,003,515FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,029,553FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,046CurrentYearMinus3Amt
Current Year Minus2$900CurrentYearMinus2Amt
Current Year$26,038CurrentYearAmt
Total$27,984TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,046CurrentYearMinus3Amt
Current Year Minus2$900CurrentYearMinus2Amt
Total$1,946TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held18DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$324,324DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$372,126DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,015,204DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,280,532BeginningYearBalanceAmt
Investment Earnings Or Losses$514,990InvestmentEarningsOrLossesAmt
Other Expenditures$883,951OtherExpendituresAmt
End Year Balance$5,911,571EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,524,436BeginningYearBalanceAmt
Investment Earnings Or Losses$85,177InvestmentEarningsOrLossesAmt
Other Expenditures$329,081OtherExpendituresAmt
End Year Balance$6,280,532EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,060,888BeginningYearBalanceAmt
Investment Earnings Or Losses$1,731,554InvestmentEarningsOrLossesAmt
Other Expenditures$241,941OtherExpendituresAmt
Administrative Expenses$26,065AdministrativeExpensesAmt
End Year Balance$6,524,436EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,252,820BeginningYearBalanceAmt
Contributions-$967ContributionsAmt
Investment Earnings Or Losses$10,038InvestmentEarningsOrLossesAmt
Other Expenditures$177,972OtherExpendituresAmt
Administrative Expenses$23,031AdministrativeExpensesAmt
End Year Balance$5,060,888EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,208,751BeginningYearBalanceAmt
Contributions$1,656ContributionsAmt
Investment Earnings Or Losses$266,882InvestmentEarningsOrLossesAmt
Other Expenditures$201,426OtherExpendituresAmt
Administrative Expenses$23,043AdministrativeExpensesAmt
End Year Balance$5,252,820EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.66000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$428,240OtherCostOrOtherBasisAmt
Depreciation$374,711DepreciationAmt
Book Value$53,529BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$220,684OtherCostOrOtherBasisAmt
Depreciation$212,314DepreciationAmt
Book Value$8,370BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,905,561OtherCostOrOtherBasisAmt
Depreciation$1,710,601DepreciationAmt
Book Value$194,960BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$256,859TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER RECEIVABLES$137,581
ROU ASSET$2,595,236
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,732,817TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$2,697,485Amt
FieldValueIRS element (for citing)
Total Liability$2,697,485TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$20,378,047TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,469,616NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$109,482DonatedServicesAndUseFcltsAmt
Other Revenue$1,039,246OtherRevenueAmt
Revenue Not Reported$3,618,344RevenueNotReportedAmt
Revenue Subtotal$16,759,703RevenueSubtotalAmt
Investment Expenses Not Incld$208,980InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,762,476OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,971,456RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,731,159TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,716,337TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$109,482DonatedServicesUseFcltsAmt
Expenses Not Reported$109,482ExpensesNotReportedAmt
Expenses Subtotal$22,606,855ExpensesSubtotalAmt
Investment Expenses Not Incld2$208,980InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,235,541OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,444,521ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,051,376TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:DONOR DESIGNATIONS (OR "AGENCY TRANSACTIONS") CONSIST OF CONTRIBUTIONS THAT ARE DESIGNATED BY THE DONOR TO NONPROFIT ORGANIZATIONS OTHER THAN UWBA. THE DONOR DESIGNATIONS AND ALLOCATIONS PAYABLE IS REPORTED ON FORM 990, PART X, LINE 21.
PART V, LINE 4:ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
PART X, LINE 2:UWBA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION 1,039,246.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 2,762,476.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 2,235,541.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAYES GROUP INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11874 BROOKTREE WAYAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
ActivityGRANTS SEEKING AND APPLICATION TYPE OF FUNDRAISINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,000,000GrossReceiptsAmt
Retained By Contractor$57,813RetainedByContractorAmt
Net To Organization$942,187NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,000,000TotalGrossReceiptsAmt
Total Retained By Contractors$57,813TotalRetainedByContractorsAmt
Total Net To Organization$942,187TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (192 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ABODE SERVICES
40849 FREMONT BOULEVARDFREMONTCA94538943087060501(C)(3)$60,867$0DESIGNATED BY DONOR TO AGENCY
ACCESS REPRODUCTIVE JUSTICE
PO BOX 3609OAKLANDCA94609510163201501(C)(3)$10,000$0PROGRAM GRANT
ADOPT A FAMILY OF MARIN
35 MITCHELL BLVD SUITE 16SAN RAFAELCA94903680239712501(C)(3)$50,000$0PROGRAM GRANT
AIDS LEGAL REFERRAL PANEL
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AIM AT MELANOMA
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ALAMEDA COUNTY COMMUNITY FOOD BANK INC
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ALAMEDA COUNTY SOCIAL SVCS AGENCY
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ALL STARS HELPING KIDS INC
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AMERICAN CANCER SOCIETY INC
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AMERICAN DIABETES ASSOCIATION NATIONAL HEADQUARTERS
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AMERICA'S BEST LOCAL CHARITIES
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ARC OF SAN FRANCISCO
1500 HOWARD STREETSAN FRANCISCOCA94103941415287501(C)(3)$10,250$0DESIGNATED BY DONOR TO AGENCY
ASIAN INC
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AYUDANDO LATINOS A SONAR
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BAY AREA CRISIS NURSERY
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BAY AREA DISCOVERY MUSEUM
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BAYVIEW HUNTERS POINT YMCA
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BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EASTBENICIACA94510680294153501(C)(3)$8,000$0PROGRAM GRANT
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EAST BENICIA CA 94510BENICIACA94510680294153501(C)(3)$7,160$0DESIGNATED BY DONOR TO AGENCY
BILL WILSON CENTER
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BLACK GIRLS CODE INC
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BLACK WOMEN BUILD - BALTIMORE
PO BOX 16564BALTIMOREMD21217821982378501(C)(3)$22,838$0DESIGNATED BY DONOR TO AGENCY
BOYS & GIRLS CLUB SAN FRANCISCO
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BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS)
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BUILDING SKILLS PARTNERSHIP
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CAMP TAYLOR
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CANAL ALLIANCE
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CARONDELET HIGH SCHOOL FOUNDATION
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CATHOLIC CHARITIES OF SANTA CLARA COUNTY
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CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
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CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT FOUNDATION
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CHC CREATING HEALTHIER COMMUNITIES
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CHILDREN NOW
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CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
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CHILDREN'S NETWORK OF SOLANO COUNTY
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CHINATOWN COMMUNITY DEVELOPMENT CENTER
615 GRANT AVENUESAN FRANCISCOCA94108942514053501(C)(3)$5,361$0DESIGNATED BY DONOR TO AGENCY
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CHRIST COVENANT ATLANTA GEORGIA
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CHRIST THE KING CHURCH OF PLEASANT HILL
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CHURCH OF JESUS CHRIST LDS CORPORATION OF THE PRESIDENT
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CIRCLE OF CARE PROGRAM OF EAST BAY AGENCY FOR CHILDREN
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CITY COLLEGE OF SAN FRANCISCO
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CITY TEAM MINISTRIES OF SAN FRANCISCO
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COASTSIDE HOPE
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COCOKIDS INC
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COMMUNITY ACTION MARIN
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COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
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COMMUNITY FOUNDATION FOR EAGLE PEAK
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COMMUNITY HOUSING DEVELOPMENT CORPORATION
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COMMUNITY LIVING CAMPAIGN
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COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102941156622501(C)(3)$87,250$0DESIGNATED BY DONOR TO AGENCY
CONSERVATION CORPS NORTH BAY
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CONTRA COSTA CRISIS CENTER
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COVENANT HOUSE CALIFORNIA
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DISTRICT COUNCIL OF CC COUNTY SOCIETY OF ST VINCENT DE PAUL
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DIXON FAMILY SERVICES
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DOCTORS WITHOUT BORDERS
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EARTHSHARE CALIFORNIA
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EAST BAY ASIAN LOCAL DEVELOPMENT CORP
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EAST BAY HOUSING ORGANIZATIONS
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ENTERPRISE COMMUNITY PARTNERS INC
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FOOD BANK OF CONTRA COSTA & SOLANO
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GIRLS ON THE RUN INTERNATIONAL
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GLAUCOMA RESEARCH FOUNDATION
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HAMILTON COLLEGE-ATC SCHOLARSHIP FUND
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HAMILTON FAMILIES
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HARVARD-CLASS OF 1992 HARVARD BUSINESS SCHOOL
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HAYWARD AREA RECREATION AND PARK DISTRICT (HARD)
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HOLY SPIRIT SCHOOL-FAIRFIELD
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HOMEWARD BOUND OF MARIN
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HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
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HUMAN INVESTMENT PROJECT INC AKA HIP HOUSING
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HUMANE SOCIETY SILICON VALLEY
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IMMIGRANT LEGAL RESOURCE CENTER
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INTERFACE CHILDREN FAMILY SERVICES
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JF KAPNEK CHARITABLE TRUST
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KIPP BAY AREA PUBLIC SCHOOLS
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LAFAYETTE PARTNERS IN EDUCATION
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LAO FAMILY COMMUNITY DEVELOPMENT INC
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LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555SAN FRANCISCOCA94104464638549501(C)(3)$8,500$0DESIGNATED BY DONOR TO AGENCY
LEGAL AID AT WORK
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LIFEMOVES
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LYMPHOMA RESEARCH FDN
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MAVEN PROJECT
PO BOX 156781SAN FRANCISCOCA94115465370676501(C)(3)$5,038$0DESIGNATED BY DONOR TO AGENCY
MAYA EDUCATIONAL FOUNDATION
PO BOX 1483WELLFLEETMA02667030335159501(C)(3)$5,038$0DESIGNATED BY DONOR TO AGENCY
MICHAEL J FOX FOUNDATION
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MILE HIGH UNITED WAY
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MISSION ECONOMIC DEVELOPMENT AGENCY
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MONUMENT IMPACT
1760 CLAYTON ROADCONCORDCA94520943370919501(C)(3)$50,000$0PROGRAM GRANT
MULTIPLYING GOOD
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NAMI CONTRA COSTA
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NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 EAST GISH ROAD 200SAN JOSECA95112942420708501(C)(3)$5,404$0DESIGNATED BY DONOR TO AGENCY
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NORTHEAST COMMUNITY FEDERAL CREDIT UNION
127 WAVERLY PLACESAN FRANCISCOCA94108942891498501(C)(3)$22,500$0PROGRAM GRANT
OAKLAND COMMUNITY LAND TRUST
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OAKLAND MUSEUM OF CALIFORNIA
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ON THE MOVE
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ONE TREASURE ISLAND
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ONEJUSTICE
433 CALIFORNIA STREET SUITE 815SAN FRANCISCOCA94104942589423501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
PACIFICA RESOURCE CENTER
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PIEDMONT EDUCATIONAL FOUNDATION
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PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STSANTA BARBARACA93101952319356501(C)(3)$5,750$0DESIGNATED BY DONOR TO AGENCY
PLANNED PARENTHOOD MAR MONTE INC
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PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STREETCONCORDCA94520941575233501(C)(3)$10,000$0PROGRAM GRANT
PUBLIC ADVOCATES
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PUENTE DE LA COSTA SUR
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PUNKHIRE
2166 CLEARVIEW CIRCLEBENICIACA94510461240825501(C)(3)$5,527$0DESIGNATED BY DONOR TO AGENCY
RENAISSANCE ENTREPRENEURSHIP CENTER
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RICHMOND COMMUNITY FOUNDATION
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RICHMOND NEIGHBORHOOD HOUSING SERVICES
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RODRIGUEZ ATHLETIC BOOSTERS
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RUBICON PROGRAMS INC
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SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREETSAN JOSECA95110237179787501(C)(3)$177,000$0PROGRAM GRANT
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREETSAN JOSECA95110237179787501(C)(3)$8,413$0DESIGNATED BY DONOR TO AGENCY
SAMARITAN HOUSE
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SAN ANTONIO COMMUNITY DEVELOPMENT CORP
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SAN FRANCISCO COMMUNITY AGENCIES RESPONDING TO DISASTER
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SAN FRANCISCO COMMUNITY EMPOWERMENT CTR
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SAN JOSE CONSERVATION CORPS
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SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT
40 SOUTH MARKET STREETSAN JOSECA95113770100756501(C)(3)$185,000$0PROGRAM GRANT
SAN MATEO COUNTY CCD - CANADA COLLEGE
3401 CSM DRIVESAN MATEOCA94402943084147501(C)(3)$35,000$0PROGRAM GRANT
SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO
3401 CSM DRIVESAN MATEOCA94402943084147501(C)(3)$60,000$0PROGRAM GRANT
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVESAN MATEOCA94402943084147501(C)(3)$82,500$0PROGRAM GRANT
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125942614101501(C)(3)$28,772$0DESIGNATED BY DONOR TO AGENCY
SFCASA
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SFCLOUT
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SHELTER INC
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SHRINERS HOSPITAL FOR CHILDREN NORTHERN CALIFORNIA
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SILICON VALLEY AT HOME
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SILICON VALLEY CREATES
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SISTER TO SISTER 2 INC
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SOMOS MAYFAIR INC
1695 ALUM ROCK AVE SUITE 10SAN JOSECA95116770499813501(C)(3)$40,000$0PROGRAM GRANT
SPCA OF SOLANO COUNTY
2200 PEABODY ROADVACAVILLECA95687942607843501(C)(3)$6,829$0DESIGNATED BY DONOR TO AGENCY
SPECIAL OLYMPICS OF NORTHERN CALIFORNIA
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ST DOMINIC SCHOOL
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ST JOSEPHS FAMILY CENTER
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ST PERPETUA SCHOOL
3445 HAMLIN RDLAFAYETTECA94549941535363501(C)(3)$7,088$0DESIGNATED BY DONOR TO AGENCY
ST STEPHENS EPISCOPAL CHURCH-ORINDA
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ST JUDE CHILDREN'S RESEARCH HOSPITAL
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STANFORD UNIVERSITY
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SUMMER SEARCH
304 12TH STREET SUITE 4AOAKLANDCA94607680200138501(C)(3)$17,682$0DESIGNATED BY DONOR TO AGENCY
SUNNYVALE COMMUNITY SERVICES
1160 KERN AVESUNNYVALECA940853907941713897501(C)(3)$76,000$0PROGRAM GRANT
SWARTHMORE COLLEGE
500 COLLEGE AVESWARTHMOREPA19081231352683501(C)(3)$5,038$0DESIGNATED BY DONOR TO AGENCY
SYRACUSE UNIVERSITY
640 SKYTOP ROAD 2ND FLOORSYRACUSENY132445040150532081501(C)(3)$28,400$0DESIGNATED BY DONOR TO AGENCY
TAX-AID
235 MONTGOMERY STREET SUITE 1155SAN FRANCISCOCA94104943062518501(C)(3)$10,000$0PROGRAM GRANT
THE BASIC FUND
1301 CLAY STREET UNIT 70450OAKLANDCA94612943290699501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
THE FATHERS HOUSE
126 PEABODY ROADVACAVILLECA95687680408159501(C)(3)$19,915$0DESIGNATED BY DONOR TO AGENCY
THE FORGOTTEN INTERNATIONAL
PO BOX 192066SAN FRANCISCOCA94119261484826501(C)(3)$49,750$0DESIGNATED BY DONOR TO AGENCY
THE JED FOUNDATION
PO BOX 412945BOSTONMA02241134131139501(C)(3)$19,750$0DESIGNATED BY DONOR TO AGENCY
THE SALVATION ARMY-SANTA CLARA COUNTY
359 NORTH 4TH STSAN JOSECA95112941156347501(C)(3)$70,000$0PROGRAM GRANT
THE UNITY COUNCIL OF ALAMEDA COUNTY INC
1900 FRUITVALE AVE SUITE 2AOAKLANDCA94601941670490501(C)(3)$53,487$0PROGRAM GRANT
THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREET STE 8SAN FRANCISCOCA94110941730620501(C)(3)$20,000$0PROGRAM GRANT
TRANSGENDER LAW CENTER
PO BOX 741803LOS ANGELESCA900741803050544006501(C)(3)$10,000$0PROGRAM GRANT
TRAVIS CREDIT UNION
PO BOX 1086VACAVILLECA95687824159040501(C)(3)$15,000$0PROGRAM GRANT
TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069954681287501(C)(3)$22,070$0DESIGNATED BY DONOR TO AGENCY
UNCOMMON LAW
318 HARRISON ST STE 103OAKLANDCA94607461538094501(C)(3)$39,807$0DESIGNATED BY DONOR TO AGENCY
UNION CITY FAMILY CENTER CORPORATION
34200 ALVARADO-NILES ROADVACAVILLECA94587842730337501(C)(3)$25,000$0PROGRAM GRANT
UNITED PLAYAZ
1038 HOWARD STREETSAN FRANCISCOCA94103205005815501(C)(3)$5,038$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE ROADSACRAMENTOCA95827941225382501(C)(3)$6,273$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY MONTEREY COUNTY
232 MONTEREY STREET SUITE 200SALINASCA93901941322169501(C)(3)$25,000$0PROGRAM GRANT
UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE STREET SUITE T500LOS ANGELESCA90015952274801501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY OF GREENVILLE COUNTY
105 EDINBURGH COURTGREENVILLESC29607570362066501(C)(3)$9,241$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY OF MONMOUTH AND OCEAN
4814 OUTLOOK DR STE 107WALL TOWNSHIPNJ07753221828435501(C)(3)$5,700$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY OF SANTA CRUZ COUNTY
4450 CAPITOLA RD SUITE 106CAPITOLACA95010941422471501(C)(3)$25,000$0PROGRAM GRANT
UNITED WAY OF THE WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITESANTA ROSACA95407941669646501(C)(3)$6,556$0DESIGNATED BY DONOR TO AGENCY160
UNITED WAY WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITESANTA ROSACA95407941669646501(C)(3)$227,211$0PROGRAM GRANT160
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE 12SOUTH PASADENACA910303311941646369501(C)(3)$50,000$0PROGRAM GRANT
UP VALLEY FAMILY CENTERS OF NAPA COUNTY
1440 SPRING STREETSAINT HELENACA94574800023012501(C)(3)$60,000$0PROGRAM GRANT
URBAN HABITAT PROGRAM
2000 FRANKLIN STREETOAKLANDCA94612200275424501(C)(3)$55,000$0PROGRAM GRANT
US NAVAL ACADEMY FOUNDATION
247 KING GEORGE STREETANNAPOLISMD21402237003516501(C)(3)$5,943$0DESIGNATED BY DONOR TO AGENCY
USA CYCLING FOUNDATION
210 USA CYCLING POINT STE 100COLORADO SPRINGSCO80919841529751501(C)(3)$42,750$0DESIGNATED BY DONOR TO AGENCY
VMC FOUNDATION
2400 CLOVE DRIVESAN JOSECA95128770187890501(C)(3)$43,324$0DESIGNATED BY DONOR TO AGENCY
WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVECUPERTNOCA95014942211685501(C)(3)$130,000$0PROGRAM GRANT
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256202370934501(C)(3)$14,077$0DESIGNATED BY DONOR TO AGENCY
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111940997140501(C)(3)$9,760$0DESIGNATED BY DONOR TO AGENCY
COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW
204 STIERLIN ROADMOUNTAIN VIEWCA94043941422465501(C)(3)$76,000$0PROGRAM GRANT
FieldValueIRS element (for citing)
Total501c3 Org192Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)(3) ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ZWICK KEVIN
CHIEF EXECUTIVE OFFICER$328,635$0$45,000$0$890$0$17,734$0$31,963$0$424,222$0$0$0
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER$235,750$0$31,050$0$2,777$0$12,943$0$11,784$0$294,304$0$0$0
BENAVIDEZ ROBERT
CHIEF FINANCIAL OFFICER (THRU 12/22)$225,500$0$15,180$0$18,511$0$13,221$0$1,743$0$274,155$0$0$0
RAMOS JOSE
VICE PRESIDENT, MARKETING$189,625$0$0$0$890$0$10,192$0$39,366$0$240,073$0$0$0
BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER$199,875$0$10,725$0$590$0$10,652$0$11,975$0$233,817$0$0$0
MARTIN CAROLINA
VICE PRESIDENT, DEVELOPMENT$188,131$0$0$0$890$0$10,141$0$30,861$0$230,023$0$0$0
ESCOBAR LAURA
VICE PRESIDENT, SAFETY NET SERVICES$153,750$0$0$0$890$0$9,372$0$31,555$0$195,567$0$0$0
YASUHARA LI ENA
SENIOR VP, IMPACT STRATEGIES$172,500$0$0$0$890$0$8,571$0$1,552$0$183,513$0$0$0
HARDEN NICOLE
VICE PRESIDENT, ECONOMIC SUCCESS$147,454$0$0$0$2,061$0$7,440$0$16,172$0$173,127$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$1,277,264NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROCEEDS FROM SALEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS.
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS A FINAL DRAFT OF FORM 990. THE RETURN IS DISTRIBUTED TO AND REVIEWED BY THE THE AUDIT COMMITTEE PRIOR TO DISTRIBUTING IT TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. AFTER THAT, THE FORM 990 IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST.
FORM 990, PART IX, LINE 11GOTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 123,780. MANAGEMENT AND GENERAL EXPENSES 37,991. FUNDRAISING EXPENSES 332,281. TOTAL EXPENSES 494,052. CONSULTING: PROGRAM SERVICE EXPENSES 1,891,911. MANAGEMENT AND GENERAL EXPENSES 197,838. FUNDRAISING EXPENSES 387,062. TOTAL EXPENSES 2,476,811.
FORM 990, PART XI, LINE 9:CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 1,039,246. DONOR DESIGNATED PLEDGES -526,935.

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