2025-01-21T15:53:15-06:00 2024-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2023-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 STEVE ORTIZ PRESIDENT/CEO/BOARD SECRETARY 8059658591 2025-01-17 1 0 JESSICA MOITOZA P01282487 8059631837 2023 2024-10-15 13:58:12Z CLIFF LUNDBERG 320 GUTIERREZ STREET SANTA BARBARA CA 93101 7005428 0 X UNITEDWAYSB.ORG X 1923 CA UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPS AND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY. 16 15 98 777 0 0 17007040 3516531 31725 12834 140448 368266 -165762 -177722 17013451 3719909 13482564 604528 0 0 2205584 2011701 0 0 476709 1143036 1289609 16831184 3905838 182267 -185929 16096957 16708347 677920 720857 15419037 15987490 X TO ENRICH THE LIVES OF CHILDREN AND FAMILIES AND BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS AND PARTNERSHIPS THAT IMPROVE SCHOOL READINESS AND ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, AND CRISIS RESPONSE AND RECOVERY. 0 0 495099 12834 UNITED FOR LITERACY: SINCE 1923, UWSBC HAS WORKED IN CLOSE PARTNERSHIP WITH LOCAL SCHOOLS, DISTRICTS, AND EDUCATORS IN OUR COMMUNITY TO SUPPORT STUDENTS IN CREATING A STRONGER FOUNDATION FOR ACADEMIC SUCCESS. THROUGH DIRECT SERVICES AND PROGRAMS, UWSBC WORKS IN TANDEM WITH LOCAL DISTRICTS TO NARROW THE ACHIEVEMENT GAP FOR STUDENTS IN LOW-RESOURCE COMMUNITIES. UWSBC PROVIDES THREE PROGRAMS TO SUPPORT STUDENTS K-12, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER TUTORING SUPPORT PROGRAM, THE EARLY LEARNING SUCCESS INSTITUTES, AND THE BRIDGE THE BREAK PROGRAM. WITHIN EACH PROGRAM IS A FOCUS ON DATA-DRIVEN ACADEMIC CURRICULUM, SOCIAL-EMOTIONAL LEARNING, AND ACCESS TO THE ONGOING TOOLS AND SUPPORT THAT STUDENTS NEED TO BUILD A BRIGHTER FUTURE. AS THE NEEDS OF OUR LOCAL COMMUNITY EVOLVE, UWSBC ADAPTS ITS PROGRAMMATIC INFRASTRUCTURE TO BEST SUPPORT THE STUDENTS AND FAMILIES WE SERVE. UWSBC PROVIDES THREE DIRECT SERVICE PROGRAMS WITHIN THIS INITIATIVE, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER, AND THE EARLY LEARNING SUCCESS INSTITUTES. 1000408 FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 27 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A COMPREHENSIVE NETWORK OF SUPPORT THROUGHOUT THE SUMMER. THE SIX-WEEK SUMMER PROGRAM PROVIDES A FULL SPECTRUM OF SERVICES, INCLUDING INDIVIDUALIZED ACADEMIC INSTRUCTION AND LITERACY REMEDIATION, FIELD TRIPS AND ENRICHMENT ACTIVITIES, COMMUNITY ENGAGEMENT AND VOLUNTEERING OPPORTUNITIES, AND A ROBUST SOCIAL-EMOTIONAL LEARNING CURRICULUM. FUN IN THE SUN SERVES OVER 500 STUDENTS FROM TRANSITIONAL KINDERGARTEN TO 12TH GRADE AND THEIR FAMILIES AT SIX CAMPUSES THROUGHOUT SANTA BARBARA COUNTY, WITH SITES AT LOCAL SCHOOLS IN CARPINTERIA, GOLETA, GUADALUPE, SANTA BARBARA, AND SOLVANG. 125380 30000 FINANCIAL EMPOWERMENT: UWSC'S MISSION IS FOCUSED ON CREATING A MORE RESILIENT COMMUNITY. AT THE CORE OF THIS APPROACH IS HELPING LOCAL INDIVIDUALS AND FAMILIES BUILD A STRONG FINANCIAL FOUNDATION TO INCREASE THEIR CAPACITY TO MEET BASIC NEEDS AND ACHIEVE LONG-TERM FINANCIAL STABILITY. UWSBC'S FINANCIAL EMPOWERMENT INITIATIVE INCLUDES PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM AND THE RESILIENCY GRANTS PROGRAM, WHICH ADDRESS THE OBSTACLES THAT FACE THOSE IN LOW-RESOURCE COMMUNITIES COUNTYWIDE. WITH ROBUST PARTNERSHIPS WITH LOCAL SCHOOL DISTRICTS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND COMMUNITY ORGANIZATIONS, UWSBC CONNECTS INDIVIDUALS AND FAMILIES WITH A ROBUST NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS. 784043 407492 RESILIENCY GRANTS PROGRAM: COMMUNITY WORK IN BUILDING UP AND SUSTAINING THE LOCAL CHILDCARE SECTOR, WHICH ADDRESS THE OBSTACLES THAT FACE THOSE IN LOW-RESOURCE COMMUNITIES COUNTYWIDE. WITH ROBUST PARTNERSHIPS WITH LOCAL SCHOOL DISTRICTS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND COMMUNITY ORGANIZATIONS, UWSBC CONNECTS INDIVIDUALS AND FAMILIES WITH A ROBUST NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS. 579877 167036 CRISIS RESPONSE & RECOVERY: AS A RESULT OF UNITED WAY'S EXPANDED FOCUS IN THE FIELD OF CRISIS RESPONSE, THE ORGANIZATION HAS MAGNIFIED ITS ROLE AS A COMMUNITY LEADER IN RECOVERY EFFORTS IN RESPONSE TO RECENT DISASTERS. FROM THE EXPANSION OF ESTABLISHED EDUCATIONAL PROGRAMMING TO THE DEVELOPMENT OF NEW PROGRAMS IN AREAS OF BASIC NEEDS ASSISTANCE, RENT RELIEF, AND CHILDCARE, UNITED WAY LEVERAGES A DIVERSE NETWORK OF PARTNERS AND RESOURCES TO QUICKLY ADAPT TO THE CHANGING NEEDS OF RESIDENTS IN THE IMMEDIATE AFTERMATH AND RECOVERY FROM A DISASTER. UNITED WAY OPERATES IN COLLABORATION WITH LOCAL ORGANIZATIONS, DISASTER RESPONSE OFFICIALS, AND THE COUNTY OF SANTA BARBARA. UNITED WAY REMAINS COMMITTED TO IDENTIFYING EMERGING CHALLENGES, ESTABLISHING DEDICATED NETWORKS OF RESOURCES AND LEADERS, AND INVESTING IN NEW COLLABORATIVE STRATEGIES THAT DIRECTLY SUPPORT FAMILIES, ORGANIZATIONS, AND SCHOOL DISTRICTS IN NEED. 1363920 574528 2984807 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 337 0 98 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 CA X X ACCOUNTANT 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 STEVE ORTIZ PRESIDENT & CEO/BOARD SECR 40.00 X X 313402 0 55351 CLIFF LUNDBERG CHAIR 1.00 X X 0 0 0 DIANE B DOIRON VICE CHAIR 1.00 X X 0 0 0 SUSAN HERSBERGER VICE CHAIR 1.00 X X 0 0 0 LEO HAMILL TREASURER 1.00 X X 0 0 0 RICK SCOTT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SUE BIRCH DIRECTOR 1.00 X 0 0 0 LANCE CONNOR DIRECTOR 1.00 X 0 0 0 DUSTIN DODGIN DIRECTOR 1.00 X 0 0 0 DAVID FLATTERY DIRECTOR 1.00 X 0 0 0 ROBERT HOLLMAN DIRECTOR 1.00 X 0 0 0 ALEX KOPER DIRECTOR 1.00 X 0 0 0 TERRI MAUS-NISICH DIRECTOR 1.00 X 0 0 0 ART MEROVICK DIRECTOR 1.00 X 0 0 0 KEVIN NELSON DIRECTOR 1.00 X 0 0 0 PATRICE RYAN DIRECTOR 1.00 X 0 0 0 NICOLE BLAIR CHIEF FINANCIAL OFFICER 40.00 X 134676 0 21551 448078 0 76902 2 0 1 0 0 313374 586771 2616386 45645 3516531 LICENSING FEES 611710 12834 12834 12834 304670 304670 3134409 3070813 63596 63596 63596 36984 313374 214706 -177722 -177722 3719909 12834 0 190544 X 30000 30000 574528 574528 550208 436912 74547 38749 1212998 940767 51350 220881 84982 49519 6735 28728 39890 24847 3531 11512 123623 96164 8581 18878 2103 2103 42875 42875 82175 82175 401586 338299 37716 25571 71413 39517 1198 30698 235137 191096 22926 21115 98016 75849 2197 19970 57571 38749 3695 15127 71659 63334 7124 1201 84113 52402 2968 28743 38840 23304 15536 43428 43428 13830 9520 4310 ALLOWANCE FOR BAD DEBT 46863 46863 3905838 2984807 444322 476709 1171727 1143885 2778980 2844862 329965 345106 109446 158290 2068629 1705342 393817 363287 9928804 10363526 1384218 1489391 16096957 16708347 229573 257601 81421 54345 18181 5347 348745 403564 677920 720857 X 7194217 7824144 8224820 8163346 15419037 15987490 16096957 16708347 X -185929 704028 50354 X 0 1 X 1 0 X 5147561 14349051 20225553 17007040 3516531 60245736 5147561 14349051 20225553 17007040 3516531 60245736 60245736 257248 194513 343253 292754 304670 1392438 1847 28 30000 31875 61670049 582441 0.97690 0.97720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9057856 384763 723590 566451 9599758 8475468 365046 733170 515828 9057856 10554171 -1576591 502112 8475468 8854597 292294 1861382 454102 10554171 7945798 812071 657728 561000 8854597 0.50400 0.37000 0.12600 0 0 218000 218000 1506948 1403700 103248 315177 273138 42039 28504 28504 0 363287 ASSET HELD DEFERRED COMP PLAN 116331 INTEREST IN PERPETUAL TRUSTS 702583 INTEREST IN SPLIT INTEREST AGREEMENTS 670477 1489391 OBLIGATIONS UNDER DEF COMP PLAN 116331 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 287233 403564 X 4398166 704028 6050 50354 760432 3637734 82175 82175 3719909 3829713 6050 6050 3823663 82175 82175 3905838 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT HAS BEEN ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES SUCH AS CHILDREN SERVICE AND COMMUNITY BASED PROGRAMS, AS WELL AS FOR BUILDING MAINTENANCE AND OPERATIONS. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2021 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2024 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST 26,817. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 23,537. RED FEATHER BALL 350358 313374 36984 67616 7750 139340 350358 313374 36984 67616 7750 139340 214706 -177722 1 HOUSING AUTHORITY CITY OF SANTA BARBARA 808 LAGUNA ST SANTA BARBARA CA 93101 952676783 501 C 3 30000 0 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM 1 COVID-19 36 167036 RESILIENCY PROGRAM 211 407492 1 X X X X X X 0 1 0 0 0 0 0 0 0 STEVE ORTIZ PRESIDENT & CEO/BOARD SECR 313402 0 0 0 0 0 50158 0 5193 0 368753 0 0 0 NICOLE BLAIR CHIEF FINANCIAL OFFICER 134676 0 0 0 0 0 16298 0 5253 0 156227 0 0 0 X 2 6194 FAIR MARKET VALUE X PROGRAM SUPPLIES 3 39451 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THE SERVICES OF CHARITABLE ADULT RIDES & SERVICES (CARS), A SECTION 501(C)(3) ORGANIZATION. CARS FACILITATES THE DONATION OF VEHICLES TO OTHER NONPROFIT ORGANIZATIONS AS ONE OF ITS CHARITABLE PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE BEFORE FILING. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS, INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST, ARE REQUIRED FROM EACH MEMEBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE PRESENTS THE COMPENSATION DECISION TO THE FULL BOARD, WITH THE OPPORTUNITY TO REQUEST DETAILS AND WAGE STUDIES. THE COMPENSATION IS PART OF A WRITTEN THREE-YEAR CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 338,299. MANAGEMENT AND GENERAL EXPENSES 37,716. FUNDRAISING EXPENSES 25,571. TOTAL EXPENSES 401,586. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 23,537. CHANGE IN VALUE OF PERPETUAL TRUST 26,817.