2023-03-21T17:17:25-05:00 2022-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2021-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 STEVE ORTIZ PRESIDENT/CEO/BOARD SECRETARY 8059658591 2023-03-20 1 STEVE ORTIZ 999009999 JESSICA MOITOZA P01282487 8059631837 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CLIFF LUNDBERG 320 GUTIERREZ STREET SANTA BARBARA CA 93101 25463721 0 X UNITEDWAYSB.ORG X 1923 CA UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPSAND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY. 18 17 78 322 0 0 14349051 20225553 168905 137387 1160624 1603366 -3930 -103517 15674650 21862789 12390871 17120795 0 0 1573336 1850061 0 0 427594 990900 1114057 14955107 20084913 719543 1777876 16928815 15549253 755304 1133827 16173511 14415426 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 588755 25743 137387 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, AND THE EARLY LEARNING SUCCESS INSTITUTES. 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. 779484 1260 FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 25 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 A TOTAL OF 400 STUDENTS FROM 3RD 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. 44602 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. 17819370 17093792 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. 17819370 17093792 19232211 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 17 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 250879 0 46769 CLIFF LUNDBERG BOARD 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 DAVID PRICHARD DIRECTOR 1.00 X 0 0 0 LANCE CONNOR 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 TERRANCE HOLT 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 ROSEMARY MUTTON 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 MARYAN SCHALL DIRECTOR 1.00 X 0 0 0 NICOLE BLAIR CHIEF FINANCIAL OFFICER 40.00 X 120329 0 19340 MELINDA CABRERA VICE PRESIDENT 40.00 X 112019 0 16109 483227 0 82218 3 0 1 0 ROMO AND ASSOCIATES 3663 SAN REMO DRIVE 5G SANTA BARBARA CA 93105 CONSULTING 114155 1 238684 17530128 2456741 59840 20225553 LICENSING FEES 611710 137387 137387 137387 343253 343253 4732196 2000 3474083 0 1258113 2000 1260113 1260113 23304 238684 126849 -103545 -103545 MISCELLANEOUS 900099 28 28 28 21862789 137387 0 1499849 525443 525443 16595352 16595352 466792 370483 64381 31928 1144277 910256 43605 190416 75270 43688 6812 24770 42474 27776 4185 10513 121248 100246 6563 14439 43400 43400 96461 96461 234806 193605 5841 35360 43608 29204 1255 13149 185204 143616 12185 29403 207309 186474 3241 17594 48175 26248 7131 14796 28333 20208 6175 1950 41636 26022 3758 11856 60633 27987 1226 31420 38578 38578 10883 5603 5280 ALLOWANCE FOR BAD DEBT 75031 75031 20084913 19232211 425108 427594 470943 639960 2342066 3143662 396637 602978 150683 118790 2024847 1616886 410080 407961 11542029 9275196 1616377 1360706 16928815 15549253 218596 226596 77091 532707 81892 49906 377725 324618 755304 1133827 X 7845913 5936579 8327598 8478847 16173511 14415426 16928815 15549253 X 1777876 -3333397 -202564 X X 0 1 X 1 1 1 X 3461673 2310266 5147561 14349051 20225553 45494104 3461673 2310266 5147561 14349051 20225553 45494104 322271 45171833 201693 174446 257248 194513 343253 1171153 1818 1847 28 3693 46668950 747932 0.96790 0.93480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10554171 -1576591 502112 8475468 8854597 292294 1861382 454102 10554171 7945798 812071 657728 561000 8854597 9546748 -1468504 449558 582004 7945798 9043776 102721 876070 475819 9546748 0.49000 0.39000 0.12000 0 0 218000 218000 1480103 1354599 125504 298240 233783 64457 28504 28504 0 407961 ASSET HELD DEFERRED COMP PLAN 57991 INTEREST IN PERPETUAL TRUSTS 655796 INTEREST IN SPLIT INTEREST AGREEMENTS 646919 1360706 OBLIGATIONS UNDER DEF COMP PLAN 57991 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 266627 324618 X 18269833 -3333397 39466 -202564 -3496495 21766328 96461 96461 21862789 20027918 39466 39466 19988452 96461 96461 20084913 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 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 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, 2022 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST -147,864. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -54,700. X X X X X X X 1 MERRYL BROWN EVENTS 1187 COAST VILLAGE RD 421 SANTA BARBARA CA 93108 EVENT PLANNER 0 0 43624 -43624 43624 -43624 CA RED FEATHER BALL 179902 160306 19596 22759 15841 2000 44401 WOMEN UNITED 82086 78378 3708 8807 17618 800 14623 261988 238684 23304 31566 33459 2800 59024 126849 -103545 1 CARPINTERIA UNIFIED SCHOOL DISTRICT 1400 LINDEN AVE CARPINTERIA CA 93013 956101195 PUBLIC SCHOOL 10743 0 EARLY LEARNING SUCCESS FAMILY SERVICE AGENCY 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 951644031 501 C 3 455000 0 COVID-19 RESPONSE HOPE SCHOOL DISTRICT 3970 LA COLINA RD SANTA BARBARA CA 93110 770316006 PUBLIC SCHOOL 15000 0 EARLY LEARNING SUCCESS MIXTECOINDIGENA COMMUNITY ORGANIZING PROJECT 135 MAGNOLIA AVE OXNARD CA 93030 300045901 501 C 3 11115 0 COVID-19 RESPONSE SANTA BARBARA BUCKET BRIGADE PO BOX 50640 SANTA BARBARA CA 93150 831156413 501 C 3 10000 0 COMMUNITY DISTASTER RESPONSE TRANSITION HOUSE 434 EAST ORTEGA STREET SANTA BARBARA CA 93101 770099755 501 C 3 20825 0 COVID-19 RESPONSE 6 COVID-19 3305 16595352 COVID-19 RESPONSE X X X X X X 0 1 0 0 0 0 0 0 0 STEVE ORTIZ PRESIDENT & CEO/BOARD SECR 250879 0 0 0 0 0 42482 0 4287 0 297648 0 0 0 X 23987 FAIR MARKET VALUE X 4 18332 FAIR MARKET VALUE X GIFTS FOR FITS 12 17521 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -54,700. CHANGE IN VALUE OF PERPETUAL TRUST -147,864. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OVERSEES INDEPENDENT AUDIT PROCESS AND FISCAL MANAGEMENT. APPROVES ANNUAL FINANCIAL STATEMENTS