UNITED WAY OF THE BAY AREA: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF THE BAY AREA (EIN 94-1312348)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-09
IRS object ID
202341299349303014
Schema version
2021v4.2
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)
Return2023-05-09T14:00:28-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN ZWICKPersonNm
Person TitleCEOPersonTitleTxt
Phone4158084300PhoneNum
Signature2023-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEVINPersonFirstNm
Person LastZWICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone4159561500PhoneNum
Preparation2023-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY BAY AREABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEVIN ZWICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,554,904GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1922FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee52TotalEmployeeCnt
Total Volunteers2000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$40,869,797PYContributionsGrantsAmt
CY Contributions Grants$19,902,529CYContributionsGrantsAmt
PY Program Service Revenue$237,871PYProgramServiceRevenueAmt
CY Program Service Revenue$47,148CYProgramServiceRevenueAmt
PY Investment Income$862,073PYInvestmentIncomeAmt
CY Investment Income$1,024,748CYInvestmentIncomeAmt
PY Other Revenue$8,402PYOtherRevenueAmt
CY Other Revenue-$114,178CYOtherRevenueAmt
PY Total Revenue$41,978,143PYTotalRevenueAmt
CY Total Revenue$20,860,247CYTotalRevenueAmt
PY Grants And Similar Paid$11,860,464PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,820,195CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,802,611PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,962,010CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,900,670CYTotalFundraisingExpenseAmt
PY Other Expenses$6,593,341PYOtherExpensesAmt
CY Other Expenses$6,962,135CYOtherExpensesAmt
PY Total Expenses$24,256,416PYTotalExpensesAmt
CY Total Expenses$22,744,340CYTotalExpensesAmt
PY Revenues Less Expenses$17,721,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,884,093CYRevenuesLessExpensesAmt
Total Assets BOY$48,210,343TotalAssetsBOYAmt
Total Assets EOY$39,378,849TotalAssetsEOYAmt
Total Liabilities BOY$10,118,294TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,716,224TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,092,049NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,662,625NetAssetsOrFundBalancesEOYAmt
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$6,004,062ExpenseAmt
Grant$6,004,062GrantAmt
Revenue$4,908RevenueAmt
DescGROSS FUNDS AWARDED/ALLOCATED TO AGENCIESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,621,636ExpenseAmt
Grant$1,548,600GrantAmt
Revenue$0RevenueAmt
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 13,000 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 11 SPARKPOINT CENTERS AND 20 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 2,000 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 78% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT AND APPROXIMATELY 350 OBTAINED JOB PLACEMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,663,440ExpenseAmt
Grant$230,000GrantAmt
Revenue$42,240RevenueAmt
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 2022, 211 ANSWERED APPROXIMATELY 42,000 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF APPROXIMATELY 110,000 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. DURING THE PAST YEAR, UWBA ALSO EXPANDED UWBA PARTNERSHIPS WITH COUNTY OFFICES OF EMERGENCY SERVICES AS WELL AS PUBLIC HEALTH DEPARTMENTS TO ENSURE CALLERS RECEIVED THE MOST UP-TO-DATE INFORMATION IN A NATURAL DISASTER SUCH AS A WILDFIRE, OR A PUBLIC HEALTH EMERGENCY SUCH AS A PANDEMIC. THE NUMBER ONE NEED OF CALLERS IS HOUSING-RELATED, AND 211 IS 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$4,358,605ExpenseAmt
Grant$1,037,533GrantAmt
Revenue$0RevenueAmt
DescFREE TAX HELP (FORMERLY KNOWN AS EARN IT! KEEP IT! SAVE IT!) - UWBA 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 2022, 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 30,000 HOUSEHOLDS AND HELPED THEM CLAIM OVER $52 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 1,000 VOLUNTEERS.EMERGENCY FOOD & SHELTER PROGRAM ("EFSP") - EFSP 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 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 $7,692,000 TO AGENCIES IN EIGHT COUNTIES. APPROXIMATELY 500,000 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 131 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.LABOR COMMUNITY SERVICES - 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. IN FISCAL YEAR 2022, UWBA CONTINUED TO FEEL THE IMPACT OF COVID AS SOME MEMBERS RETURNED TO WORK, OTHERS WERE STILL OUT OF WORK, AND MORE WORKERS WERE FIGHTING THROUGH CONTRACT NEGOTIATIONS AND IN SOME CASES STRIKES FOR PROTECTIONS. UWBA THREE LABOR COMMUNITY SERVICES STAFF SERVED APPROXIMATELY 1,800 HOUSEHOLDS (APPROXIMATELY 5,000 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS, OR PROVIDED CASE MANAGEMENT AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.YOUTH WORKFORCE - THROUGH UWBA YOUTH WORKFORCE INITIATIVE, UWBA ARE PROVIDING CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUTH AGED 14-24. THIS YEAR, UWBA NOT ONLY EXPANDED UWBA PROGRAMMING REGION-WIDE; UWBA ALSO EXPANDED TO INCLUDE A FOCUS ON POST-SECONDARY EDUCATIONAL OPPORTUNITIES BY INCLUDING REPRESENTATION FROM THE TRADES INTRODUCTION PROGRAM AND CAREER TECHNICAL EDUCATION PROGRAMS. UWBA CONTINUED TO HOST VIRTUAL YOUTH WORKFORCE OPPORTUNITIES ACROSS THE BAY AREA AND PARTNERED WITH COMMUNITY AGENCIES IN SANTA CLARA, SOLANO, AND ALAMEDA COUNTIES AS WELL AS CORPORATE PARTNERS INCLUDING TARGET, EXACT SCIENCES, DELOITTE, AND OTHERS, TO PROVIDE CAREER READINESS WORKSHOPS, CAREER PANELS, AND RESOURCES. UWBA ON TRACK CAREER EXPO, WHICH EXPOSES YOUTH TO PROFESSIONAL PATHWAYS AND INDUSTRIES, RETURNED TO AN IN-PERSON FORMAT AT SAN JOSE CITY COLLEGE. THE EVENT WAS HELD FOR THE FIRST TIME AT A POST-SECONDARY SPACE, MARKING A SHIFT IN UWBA YOUTH WORKFORCE PROGRAMMING. ON TRACK FEATURED 10 DIFFERENT INDUSTRIES AND ENGAGED OVER 100 YOUTH AND 50 VOLUNTEERS FROM ACROSS THE BAY AREA.HOUSING JUSTICE - WITH A WORSENING HOUSING CRISIS IN THE BAY AREA THAT SEVERELY IMPACTS LOW-INCOME PEOPLE, AND PEOPLE OF COLOR, UWBA HAS AMPLIFIED UWBA WORK AND IS OPERATING ON MULTIPLE FRONTS TO FIND SOLUTIONS TO THE LACK OF AFFORDABLE HOUSING. UWBA ALLOCATED $640,000 ACROSS 16 ORGANIZATIONS, WORKING TO REDRESS RACIAL WEALTH THROUGH HOMEOWNERSHIP; ADVANCE INNOVATIVE HOUSING SOLUTIONS; AND SUPPORT LOCAL COMMUNITY-LED POLICY ADVOCACY THAT ADVANCES HOUSING JUSTICE. IN ADDITION, OUR UWBA AMBASSADORS, A GROUP OF COMMUNITY MEMBERS ADDING CLIENT VOICE TO SHAPE PROGRAMMATIC AND ADVOCACY STRATEGIES, GRANTED $250,000 TO 10 HOUSING ORGANIZATIONS. OVER THE PAST YEAR, UWBA EXPANDED PARTNERSHIPS WITH REGIONAL HOUSING COALITIONS AND PARTNERED WITH ORGANIZATIONS THAT ARE WORKING TO ADVANCE HOUSING JUSTICE. UWBA ALSO SUPPORTED FOUR AFFORDABLE HOUSING ORGANIZATIONS ACROSS THE REGION WITH GRANTS TOTALING $110,000.PUBLIC POLICY ADVOCACY - UWBA RECOGNIZES THAT IN ORDER TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA 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. IN MARCH 2022, UWBA MET WITH EVERY MEMBER OF THE STATE LEGISLATURE REPRESENTING THE BAY AREA, WHERE THE MAIN TOPICS OF DISCUSSION WERE CREATING A STATEWIDE FUNDING REQUEST FOR 211 IMPROVEMENTS, CONTINUING TO ENSURE RESIDENTS WERE ABLE TO SUSTAIN THEMSELVES AFTER THE PANDEMIC, AND ENSURING THE EXTENSION OF THE EXPIRING CHILD TAX CREDIT AND EARNED INCOME TAX CREDIT. UWBA ADVOCATED FOR A FEDERAL ONE-TIME CHILD TAX CREDIT PAYMENT INCREASE, CREATING A FEDERAL SOURCE FOR 211 IMPROVEMENTS, AND ENSURING THE FEDERAL BUDGET DOES NOT CUT ESSENTIAL FUNDING FOR THE EMERGENCY FOOD AND SHELTER PROGRAM.A WILDFIRE FUND - IN AUGUST 2020, THE FIRST OF A SERIES OF WILDFIRES DECIMATED MORE THAN 800,000 ACRES AND CAUSED THE EVACUATION OF MORE THAN 100,000 HOUSEHOLDS THROUGHOUT NORTHERN CALIFORNIA. BY FALL, THIS WOULD BE THE WORST FIRE SEASON IN CALIFORNIA'S HISTORY. THE AREAS AFFECTED WERE ENORMOUS, INCLUDING ALAMEDA, CONTRA COSTA, HUMBOLDT, LAKE, MARIN, MENDOCINO, MONTEREY, NAPA, SANTA CLARA, SANTA CRUZ, SAN MATEO, SOLANO, AND SONOMA COUNTIES. THE GREATER BAY AREA CENTRAL COAST WILDFIRE RELIEF FUND WAS CREATED TO PROVIDE IMMEDIATE AND LONG-TERM RECOVERY ASSISTANCE TO BAY AREA AND CENTRAL COAST RESIDENTS AND CONSISTED OF UNITED WAY OF THE WINE COUNTRY ("UWWC"), UNITED WAY OF SANTA CRUZ COUNTY ("UWSC"), UNITED WAY OF MONTEREY COUNTY ("UWMC"), AND UWBA.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,358,605TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,037,533TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,647,743TotalProgramServiceExpensesAmt
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 Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
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
Employee52EmployeeCnt
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 Line1MATT BENFORDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4158084317PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ZWICK KEVIN
CHIEF EXECUTIVE OFFICER37.500.00Yes (X)$361,252$0$27,150
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER37.500.00$240,446$0$15,137Yes (X)
BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER37.500.00$180,059$0$17,260Yes (X)
YASUHARA LI ENA
SENIOR VP, IMPACT STRATEGIES37.500.00$148,663$0$19,500Yes (X)
THOMAS-HASSAN CHERYL
SENIOR HUMAN RESOURCE DIRECTOR37.500.00$125,902$0$7,626Yes (X)
RAMOS JOSE
VICE PRESIDENT, MARKETING37.500.00$117,631$0$9,774Yes (X)
MARTIN CAROLINA
VICE PRESIDENT, DEVELOPMENT37.500.00$119,235$0$7,945Yes (X)
KIM STEPHANIE
SR DIRECTOR STRATEGIC INITIATIVES37.500.00$114,246$0$2,748Yes (X)
BENAVIDEZ ROBERT
CHIEF FINANCIAL OFFICER37.500.00Yes (X)$109,817$0$5,822
BREBER PIERRE
BOARD CHAIR2.000.00Yes (X)$0$0$0Yes (X)
JOHNSON KEVIN
SECRETARY, GOVERNANCE COMMITTEE2.000.00Yes (X)$0$0$0Yes (X)
MCCARTHY GIOIA
TREASURER2.000.00Yes (X)$0$0$0Yes (X)
ALAFIA JOY
DIRECTOR, GOVERNANCE COMMITTEE2.000.00$0$0$0Yes (X)
BRANCH MICHELLE
DIR., CHAIR GOVERN. COM, & PP COM2.000.00$0$0$0Yes (X)
CABA OUSMANE
CHAIR OF ADVANCEMENT COMMITTEE2.000.00$0$0$0Yes (X)
CHEN ALICE
DIRECTOR, ADVANCEMENT COMMITTEE2.000.00$0$0$0Yes (X)
GONZALEZ RUDY
DIRECTOR, ADVANCEMENT COMMITTEE2.000.00$0$0$0Yes (X)
HERBERT III JAMES
DIRECTOR (THRU 6/29/22)2.000.00$0$0$0Yes (X)
KRIVKOVICH ALEXIS
DIRECTOR, FINANCE COMMITTEE2.000.00$0$0$0Yes (X)
LARA ALICIA
DIRECTOR (THRU 10/22/21)2.000.00$0$0$0Yes (X)
MANZO PETE
DIRECTOR, FINANCE COMMITTEE2.000.00$0$0$0Yes (X)
ROGERS MATT
DIRECTOR (THRU 6/29/22)2.000.00$0$0$0Yes (X)
BOLARIA-SHIFRIN RUBY
DIRECTOR2.000.00$0$0$0Yes (X)
STREET ERIC
DIR., TOQ SOC, AUDIT COM2.000.00$0$0$0Yes (X)
BASOCO-VILLARREAL ANISSA
DIRECTOR, GOVERNANCE COMMITTEE2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,517,251TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$112,962TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
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
BRAZER COMMUNICATIONS
47 PARK AVEMILL VALLEYCA94941MEDIA SERVICES$445,900
MOSS ADAMS LLP
PO BOX 101822PASADENACA91189AUDIT/TAX SERVICES$212,875
SFCLOUT
1188 FRANKLIN STREET SUITE 203SAN FRANCISCOCA94109LABOR COUNCIL SERVICES$150,000
GALLAGHER BENEFIT SERVICES INC
2850 GOLF RD - 5TH FLOORROLLING MEADOWSIL60008PENSION SERVICES$122,565
THE PURSUANT GROUP INC
PO BOX 120519 DEPT 0519DALLASCA75312MARKETING & ANALYTICS$101,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$713,154FundraisingAmt
Government Grants$3,756,097GovernmentGrantsAmt
All Other Contributions$15,433,278AllOtherContributionsAmt
Noncash Contributions$2,595,475NoncashContributionsAmt
Total Contributions$19,902,529TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PLEDGE PROCESSING FEES900099$42,240$42,240
CONSULTING FEE INCOME900099$4,908$4,908
FieldValueIRS element (for citing)
Total Program Service Revenue$47,148TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$975,411TotalRevenueColumnAmt
Exclusion$975,411ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,629,816SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,580,479SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$49,337SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,337TotalRevenueColumnAmt
Exclusion$49,337ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$713,154ContriRptFundraisingEventAmt
Fundraising Direct Expenses$114,178FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$114,178TotalRevenueColumnAmt
Exclusion-$114,178ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,860,247TotalRevenueColumnAmt
Related Or Exempt Func Income$47,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$910,570ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,820,195TotalAmt
Program Services$8,820,195ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,121,409TotalAmt
Program Services$433,158ProgramServicesAmt
Management And General$443,321ManagementAndGeneralAmt
Fundraising$244,930FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,601,196TotalAmt
Program Services$3,086,615ProgramServicesAmt
Management And General$414,939ManagementAndGeneralAmt
Fundraising$1,099,642FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$138,812TotalAmt
Program Services$70,794ProgramServicesAmt
Management And General$30,539ManagementAndGeneralAmt
Fundraising$37,479FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$707,731TotalAmt
Program Services$435,476ProgramServicesAmt
Management And General$116,649ManagementAndGeneralAmt
Fundraising$155,606FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$392,862TotalAmt
Program Services$235,717ProgramServicesAmt
Management And General$66,787ManagementAndGeneralAmt
Fundraising$90,358FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$200,953TotalAmt
Program Services$146,696ProgramServicesAmt
Management And General$20,095ManagementAndGeneralAmt
Fundraising$34,162FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,217TotalAmt
Program Services$16,218ProgramServicesAmt
Management And General$2,222ManagementAndGeneralAmt
Fundraising$3,777FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$155,155TotalAmt
Program Services$113,263ProgramServicesAmt
Management And General$15,516ManagementAndGeneralAmt
Fundraising$26,376FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$210,951TotalAmt
Management And General$210,951ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,872,426TotalAmt
Program Services$2,096,871ProgramServicesAmt
Management And General$287,243ManagementAndGeneralAmt
Fundraising$488,312FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$459,004TotalAmt
Program Services$335,073ProgramServicesAmt
Management And General$45,900ManagementAndGeneralAmt
Fundraising$78,031FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$161,026TotalAmt
Program Services$35,786ProgramServicesAmt
Management And General$33,647ManagementAndGeneralAmt
Fundraising$91,593FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$701,227TotalAmt
Program Services$525,920ProgramServicesAmt
Management And General$77,135ManagementAndGeneralAmt
Fundraising$98,172FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,040,538TotalAmt
Program Services$635,186ProgramServicesAmt
Management And General$186,304ManagementAndGeneralAmt
Fundraising$219,048FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53,990TotalAmt
Program Services$32,322ProgramServicesAmt
Management And General$9,321ManagementAndGeneralAmt
Fundraising$12,347FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$173,888TotalAmt
Program Services$89,783ProgramServicesAmt
Management And General$51,785ManagementAndGeneralAmt
Fundraising$32,320FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,529TotalAmt
Program Services$25,533ProgramServicesAmt
Management And General$4,053ManagementAndGeneralAmt
Fundraising$10,943FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$689,605TotalAmt
Program Services$404,802ProgramServicesAmt
Management And General$144,719ManagementAndGeneralAmt
Fundraising$140,084FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$78,200TotalAmt
Program Services$45,869ProgramServicesAmt
Management And General$16,458ManagementAndGeneralAmt
Fundraising$15,873FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$102,426TotalAmt
Program Services$62,466ProgramServicesAmt
Management And General$18,343ManagementAndGeneralAmt
Fundraising$21,617FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,744,340TotalAmt
Program Services$17,647,743ProgramServicesAmt
Management And General$2,195,927ManagementAndGeneralAmt
Fundraising$2,900,670FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,092,551BOYAmt
EOY$2,115,523EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$928,274BOYAmt
EOY$606,207EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,907,169BOYAmt
EOY$6,401,996EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,899BOYAmt
EOY$7,891EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,324,804LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,220,012LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$141,943BOYAmt
EOY$104,792EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,881,237BOYAmt
EOY$30,012,142EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$244,270BOYAmt
EOY$130,298EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,210,343BOYAmt
EOY$39,378,849EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,896,945BOYAmt
EOY$3,543,929EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,945,095BOYAmt
EOY$3,031,504EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$273,232BOYAmt
EOY$117,973EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,003,022BOYAmt
EOY$2,022,818EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,118,294BOYAmt
EOY$8,716,224EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,660,197BOYAmt
EOY$22,335,925EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,431,852BOYAmt
EOY$8,326,700EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,092,049BOYAmt
EOY$30,662,625EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,210,343BOYAmt
EOY$39,378,849EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,884,093ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,713,035NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$167,704OtherChangesInNetAssetsAmt
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$35,899,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,760,517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,542,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,856,628CurrentTaxYearMinus1YearAmt
Current Tax Year$19,902,529CurrentTaxYearAmt
Total$155,961,319TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,899,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,760,517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,542,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,856,628CurrentTaxYearMinus1YearAmt
Current Tax Year$19,902,529CurrentTaxYearAmt
Total$155,961,319TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,561,974SubstantialContributorsTotAmt
Public Support Total170$136,399,345PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$526,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$577,303CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$689,075CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$739,399CurrentTaxYearMinus1YearAmt
Current Tax Year$975,411CurrentTaxYearAmt
Total$3,507,500TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,274CurrentTaxYearMinus4YearsAmt
Total$48,274TotalAmt
FieldValueIRS element (for citing)
Total Support$159,517,093TotalSupportAmt
Gross Receipts Rltd Activities$4,228,821GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85510PublicSupportCY170Pct
Public Support PY1700.85920PublicSupportPY170Pct
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 Lobbying Expend TotalLobbyingExpendGrp

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

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,843,670FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,843,670FilingOrganizationsTotalAmt

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$29,047CurrentYearMinus3Amt
Current Year Minus2$1,046CurrentYearMinus2Amt
Current Year Minus1$900CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$30,993TotalAmt

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$1,526CurrentYearMinus3Amt
Current Year Minus2$1,046CurrentYearMinus2Amt
Current Year Minus1$900CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$3,472TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$421,782DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$223,466DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$827,166DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,061,854BeginningYearBalanceAmt
Contributions$1,400ContributionsAmt
Investment Earnings Or Losses$366,395InvestmentEarningsOrLossesAmt
Other Expenditures$197,406OtherExpendituresAmt
Administrative Expenses$23,492AdministrativeExpensesAmt
End Year Balance$5,208,751EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.62100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37900TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$377,040OtherCostOrOtherBasisAmt
Depreciation$354,499DepreciationAmt
Book Value$22,541BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$220,684OtherCostOrOtherBasisAmt
Depreciation$199,760DepreciationAmt
Book Value$20,924BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,727,080OtherCostOrOtherBasisAmt
Depreciation$1,665,753DepreciationAmt
Book Value$61,327BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$104,792TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,420,845TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,713,035NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$18,835DonatedServicesAndUseFcltsAmt
Other Revenue$443,258OtherRevenueAmt
Revenue Not Reported-$5,250,942RevenueNotReportedAmt
Revenue Subtotal$17,671,787RevenueSubtotalAmt
Investment Expenses Not Incld$210,951InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,977,509OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,188,460RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,860,247TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$19,850,269TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$18,835DonatedServicesUseFcltsAmt
Other Expenses Included$114,178OtherExpensesIncludedAmt
Expenses Not Reported$133,013ExpensesNotReportedAmt
Expenses Subtotal$19,717,256ExpensesSubtotalAmt
Investment Expenses Not Incld2$210,951InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,816,133OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,027,084ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,744,340TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2022 AND 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION 329,080. SPECIAL EVENT EXPENSES 114,178.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 2,816,133. PLEDGE WRITE-OFF 161,376.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 114,178.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 2,816,133.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CENTENNIAL EVENTEvent1Nm
Gross Receipts Event1$710,705GrossReceiptsEvent1Amt
Charitable Contri Event1$710,705CharitableContriEvent1Amt
Rent Facility Costs Event1$22,340RentFacilityCostsEvent1Amt
Food And Beverage Event1$35,484FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$56,354OtherDirectExpensesEvent1Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$2,449GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,449CharitableContriOtherEventsAmt
Gross Receipts Total$713,154GrossReceiptsTotalAmt
Charitable Contributions Tot$713,154CharitableContributionsTotAmt
Rent Fclty Costs Total Events$22,340RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$35,484FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$56,354OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$114,178DirectExpenseSummaryEventsAmt
Net Income Summary-$114,178NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (157 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
10000 DEGREES
1401 LOS GAMOS SUITE 120SAN RAFAELCA94903953667812501(C)(3)$7,125$0DESIGNATED BY DONOR TO AGENCY
ACE MENTOR PROGRAM OF AMERICA BAY AREA AFFILIATE
4633 OLD IRONSIDES DR SUITE 130SANTA CLARACA95054270091002501(C)(3)$5,658$0DESIGNATED BY DONOR TO AGENCY
AIM AT MELANOMA
3040 CUTTING BLVDRICHMONDCA94804562427805501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
ALAMEDA COUNTY SOCIAL SVCS AGENCY
2000 SAN PABLO AVENUE 4TH FLOOROAKLANDCA94612943123953501(C)(3)$50,000$0PROGRAM GRANT
ALISA ANN RUCH BURN FOUNDATION NORTHERN CALIFORNIA OFFICE
4534 MISSION STREET SUITE 5SAN FRANCISCOCA94112237162017501(C)(3)$5,119$0DESIGNATED BY DONOR TO AGENCY
ALZHEIMERS ASSOCIATION NORTHERN CALIFORNIA AND NORTHERN NEVADA
2290 NORTH FIRST STREET SUITE 101SAN JOSECA95131133039601501(C)(3)$6,795$0DESIGNATED BY DONOR TO AGENCY
ARC OF SAN FRANCISCO
1500 HOWARD STREETSAN FRANCISCOCA94103941415287501(C)(3)$5,333$0DESIGNATED BY DONOR TO AGENCY
ASIAN INC
1167 MISSION STREET 4TH FLOORSAN FRANCISCOCA94103941753170501(C)(3)$5,500$0PROGRAM GRANT
ASIAN PACIFIC AMERICAN COMMUNITY CENTER
66 RAYMOND AVENUESAN FRANCISCOCA94134942176139501(C)(3)$10,000$0PROGRAM GRANT
BARBARA & GERSON BAKAR FOUNDATION
201 FILBERT STREET STE 400SAN FRANCISCOCA94133205691977501(C)(3)$5,608$0DESIGNATED BY DONOR TO AGENCY
BAY AREA COMMUNITY RESOURCES
171 CARLOS DRIVESAN RAFAELCA94903942346815501(C)(3)$65,000$0PROGRAM GRANT
BAY AREA CRISIS NURSERY
1506 MENDOCINO DRIVECONCORDCA94521942681676501(C)(3)$6,303$0DESIGNATED BY DONOR TO AGENCY
BDES HALL ASSOCIATION
140 WEST J STREETBENICIACA94510320479501501(C)(3)$7,607$0DESIGNATED BY DONOR TO AGENCY
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EASTBENICIACA94510680294153501(C)(3)$5,500$0PROGRAM GRANT
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EASTBENICIACA94510680294153501(C)(3)$6,952$0DESIGNATED BY DONOR TO AGENCY
BENICIA MIDDLE SCHOOL ASSOCIATED STUDENT BODY FUND
1100 SOUTHAMPTON ROADBENICIACA94510843529231501(C)(3)$7,278$0DESIGNATED BY DONOR TO AGENCY
BETA ALPHA PSI
PO BOX 27131SAN FRANCISCOCA94127814547392501(C)(3)$5,500$0PROGRAM GRANT
BILL WILSON CENTER
3490 THE ALAMEDASANTA CLARACA95050942221849501(C)(3)$10,000$0PROGRAM GRANT
BUCK CLUB GOLF TEAM STANFORD UNIVERSITY
326 GALVEZ STREET GIFT PROCESSINGSTANFORDCA94305941156365501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS)
1918 UNIVERSITY AVE 2ABERKELEYCA94704510173390501(C)(3)$12,500$0PROGRAM GRANT
BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVDLOS ANGELESCA90015261254255501(C)(3)$10,000$0PROGRAM GRANT
CALIFORNIA GUN RIGHTS FOUNDATION
333 UNIVERSITY AVENUE SUITE 200SACRAMENTOCA95825262794094501(C)(3)$7,640$0DESIGNATED BY DONOR TO AGENCY
CAMP TAYLOR
8224 W GRAYSON ROADMODESTOCA95358043709177501(C)(3)$10,999$0DESIGNATED BY DONOR TO AGENCY
CANCER RESEARCH INSTITUTE
29 BROADWAY FLOOR 4NEW YORKNY10006131837442501(C)(3)$5,009$0DESIGNATED BY DONOR TO AGENCY
CARONDELET HIGH SCHOOL FOUNDATION
1133 WINTON DRIVECONCORDCA94518943333365501(C)(3)$5,500$0DESIGNATED BY DONOR TO AGENCY
CATHOLIC CHARITIES EAST BAY
433 JEFFERSON STREETOAKLANDCA94607942677202501(C)(3)$8,238$0DESIGNATED BY DONOR TO AGENCY
CENTER FOR COMMUNITY SELF-HELP
301 W MAIN STREETDURHAMNC27701561271685501(C)(3)$25,000$0PROGRAM GRANT
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
TRI-VALLEY CAREER CENTER 7600DUBLINCA94568941670563501(C)(3)$20,500$0PROGRAM GRANTDUBLIN BLVD 3RD FLOOR
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT FOUNDATION
SPARKPOINT CHABOT COLLEGE 25555HAYWARDCA94545237074515501(C)(3)$80,000$0PROGRAM GRANTHESPERIAN BLVD
CHALLENGER ATHLETICS
PO BOX 5511BAY SHORENY11706462993141501(C)(3)$5,898$0DESIGNATED BY DONOR TO AGENCY
CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
747 52ND STREETOAKLANDCA94609940382330501(C)(3)$5,372$0DESIGNATED BY DONOR TO AGENCY
CHILDREN'S NETWORK OF SOLANO COUNTY
827 MISSOURI STREET SUITE 5FARIFIELDCA94533680014506501(C)(3)$325,000$0PROGRAM GRANT
CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET SUITE 104SAN FRANCISCOCA94108942152893501(C)(3)$25,000$0PROGRAM GRANT
CHRIST COVENANT
225 OTTLEY DRIVE SUITE 100ATLANTAGA30324823589765501(C)(3)$7,838$0DESIGNATED BY DONOR TO AGENCY
CHRIST THE KING CHURCH OF PLEASANT HILL
199 BRANDON ROADPLEASANT HILLCA94523941535363501(C)(3)$7,124$0DESIGNATED BY DONOR TO AGENCY
CHURCH OF JESUS CHRIST LDS CORPORATION OF THE PRESIDENT
50 E NORTH TEMPLE STREET ROOM 1521SALT LAKE CITYUT84150870234341501(C)(3)$6,650$0DESIGNATED BY DONOR TO AGENCY
CITY COLLEGE OF SAN FRANCISCO
CITY COLLEGE OFFICE OF GRANTSSAN FRANCISCOCA94103941682567501(C)(3)$30,000$0PROGRAM GRANTFISCAL SERVICES 33 GOUGH STREET
CITY OF SOUTH SAN FRANCISCO
PROJECT READ 840 WEST ORANGE AVENUESOUTH SAN FRANCISCOCA94080946000435501(C)(3)$8,800$0PROGRAM GRANT
CLASS OF 83 GIFT ACCOUNT STANFORD UNIVERSITY
326 GALVEZ STREET GIFT PROCESSINGSTANFORDCA94305941156365501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
COASTSIDE HOPE
99 AVENUE ALHAMBRAEL GRANADACA94018510199747501(C)(3)$6,500$0PROGRAM GRANT
COCOKIDS INC
1035 DETROIT AVE SUITE 200CONCORDCA94518942383037501(C)(3)$12,500$0PROGRAM GRANT
CODE FOR AMERICA
972 MISSION STREET 5TH FLOORSAN FRANCISCOCA94103271067272501(C)(3)$100,000$0PROGRAM GRANT
COLLABORATING AGENCIES DISASTER RELIEF EFFORT (CADRE)
2731 NORTH FIRST STREETSAN JOSECA95134831035628501(C)(3)$210,000$0PROGRAM GRANT
COMMONWEALTH CLUB OF CALIFORNIA
110 THE EMBARCADEROSAN FRANCISCOCA94105940399260501(C)(3)$6,500$0DESIGNATED BY DONOR TO AGENCY
COMMUNITY ACTION MARIN
555 NORTHGATE DR 201SAN RAFAELCA94903946136365501(C)(3)$180,000$0PROGRAM GRANT
COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY
141 STONY CIRCLE STE 210SANTA ROSACA95401941648949501(C)(3)$20,000$0PROGRAM GRANT
COMMUNITY AGENCY FOR RESOURCES ADVOCACY AND SERVICES (CARAS
381-B FIRST STREETGILROYCA95020452834101501(C)(3)$20,000$0PROGRAM GRANT
COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
22351 CITY CENTER DRIVEHAYWARDCA94541237218859501(C)(3)$16,000$0PROGRAM GRANT
COMMUNITY FINANCIAL RESOURCES
771 EUCLID AVENUEBERKELEYCA94708203788598501(C)(3)$15,000$0PROGRAM GRANT
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINAL ROADHILLSIDENJ07205222423882501(C)(3)$8,273$0DESIGNATED BY DONOR TO AGENCY
COMMUNITY HOUSING DEVELOPMENT CORPORATION
1535 A FRED JACKSON WAYRICHMONDCA94801680235719501(C)(3)$75,000$0PROGRAM GRANT
COMMUNITY LIVING CAMPAIGN
1663 MISSION STREET SUITE 525SAN FRANCISCOCA94103261697250501(C)(3)$75,000$0PROGRAM GRANT
COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW
204 STIERLIN ROADMOUNTAIN VIEWCA94043941422465501(C)(3)$76,000$0PROGRAM GRANT
CONSERVATION CORPS NORTH BAY
27 LARKSPUR STSAN RAFAELCA94901942831592501(C)(3)$7,600$0DESIGNATED BY DONOR TO AGENCY
CONTRA COSTA CRISIS CENTER
PO BOX 3364WALNUT CREEKCA94598941747227501(C)(3)$130,000$0PROGRAM GRANT
COUNCIL OF COMMUNITY HOUSING ORGANIZATIONS (CCHO)
325 CLEMENTINA STREETSAN FRANCISCOCA94103330751806501(C)(3)$25,000$0PROGRAM GRANT
COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVENUELOS ANGELESCA90027133391210501(C)(3)$30,000$0PROGRAM GRANT
DOCTORS WITHOUT BORDERS
40 RECTOR STREET FLOOR 16NEW YORKNY10006133433452501(C)(3)$10,585$0DESIGNATED BY DONOR TO AGENCY
DOMINICAN UNIVERSITY OF CALIFORNIA
50 ACACIA AVENUESAN RAFAELCA94901941156525501(C)(3)$9,210$0DESIGNATED BY DONOR TO AGENCY
EAST BAY AGENCY FOR CHILDREN
2828 FORD STREETOAKLANDCA94601941358309501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
EAST BAY ASIAN LOCAL DEVELOPMENT CORP
1825 SAN PABLO AVE SUITE 200OAKLANDCA94612510171851501(C)(3)$310,000$0PROGRAM GRANT
EAST BAY HOUSING ORGANIZATIONS
538 - 9TH STREET STE 200OAKLANDCA94607943232405501(C)(3)$25,000$0PROGRAM GRANT
EDEN I AND R INC
570 B STREETHAYWARDCA94541942330950501(C)(3)$140,000$0PROGRAM GRANT
FOOD BANK OF CONTRA COSTA & SOLANO
4010 NELSON AVENUECONCORDCA94520942418054501(C)(3)$38,894$0DESIGNATED BY DONOR TO AGENCY
FREEDOM COMMUNITY CLINIC
3215 TELEGRAPH AVE 101OAKLANDCA94609834249837501(C)(3)$15,000$0PROGRAM GRANT
FREMONT FAMILY RESOURCE CENTER
39155 LIBERTY STREET SUITE A110FREMONTCA94537943333831501(C)(3)$105,000$0PROGRAM GRANT
FRIENDS OF CONSTRU CASA USA
PO BOX 392CRETENE68333452345557501(C)(3)$10,450$0DESIGNATED BY DONOR TO AGENCY
GOLDEN STATE OPPORTUNITY FOUNDATION
345 CALIFORNIA STREET 600SAN FRANCISCOCA94104474325738501(C)(3)$96,000$0PROGRAM GRANT
HABITAT FOR HUMANITY EAST BAY SILICON VALLEY INC
2619 BROADWAY 205OAKLANDCA94612911914868501(C)(3)$40,000$0PROGRAM GRANT
HABITAT FOR HUMANITY EAST BAYSILICON VALLEY
2619 BROADWAYOAKLANDCA94612943053687501(C)(3)$5,198$0DESIGNATED BY DONOR TO AGENCY
HARVARD-CLASS OF 1992 HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163530199180501(C)(3)$20,000$0DESIGNATED BY DONOR TO AGENCY
HAYWARD AREA RECREATION AND PARK DISTRICT (HARD)
1099 E STREETHAYWARDCA94541611754831501(C)(3)$7,000$0PROGRAM GRANT
HOLY SPIRIT SCHOOL-FAIRFIELD
1050 N TEXAS STFAIRFIELDCA94533453859941501(C)(3)$5,719$0DESIGNATED BY DONOR TO AGENCY
HOLY TRINITY HIGH SCHOOL-CHICAGO
1443 WEST DIVISION STREETCHICAGOIL60642362431052501(C)(3)$5,300$0DESIGNATED BY DONOR TO AGENCY
HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
2905 S EL CAMINO REALSAN MATEOCA94403943395945501(C)(3)$25,000$0PROGRAM GRANT
HUMAN INVESTMENT PROJECT INC AKA HIP HOUSING
800 S CLAREMONT STREET 210SAN MATEOCA94402942154614501(C)(3)$20,000$0PROGRAM GRANT
HUMANE SOCIETY OF THE NORTH BAY
1121 SONOMA BOULEVARDVALLEJOCA94591943041601501(C)(3)$8,540$0DESIGNATED BY DONOR TO AGENCY
INTERFACE CHILDREN FAMILY SERVICES
4001 MISSION OAKS BLVD SUITE ICAMARILLOCA93012952944459501(C)(3)$20,000$0PROGRAM GRANT
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168135660870501(C)(3)$5,577$0DESIGNATED BY DONOR TO AGENCY
JF KAPNEK CHARITABLE TRUST
936 DEWING AVENUE SUITE E3LAFAYETTECA94549237165692501(C)(3)$60,500$0DESIGNATED BY DONOR TO AGENCY
JOHN BURTON ADVOCATES FOR YOUTH
235 MONTGOMERY STREET SUITE 1142SAN FRANCISCOCA94104812600695501(C)(3)$22,000$0PROGRAM GRANT
JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA
3003 OAK ROAD SUITE 130WALNUT CREEKCA94597941322179501(C)(3)$15,358$0DESIGNATED BY DONOR TO AGENCY
KEEN SAN FRANCISCO
PO BOX 191321SAN FRANCISCOCA94119205458028501(C)(3)$6,999$0DESIGNATED BY DONOR TO AGENCY
KILISITINA KULANOA
1719 PEACHWILLOW ROADPITTSBURGHCA94565312496687$7,500$0PROGRAM GRANT
LAFAYETTE PARTNERS IN EDUCATION
PO BOX 923LAFAYETTECA94549942699518501(C)(3)$9,127$0DESIGNATED BY DONOR TO AGENCY
LAO FAMILY COMMUNITY DEVELOPMENT INC
2325 EAST 12TH STREETOAKLANDCA94601943115164501(C)(3)$35,000$0PROGRAM GRANT
LAWYERS COMMITTEE FOR CIVIL RIGHTS OF THE SAN FRANCISCO BAY AREA
131 STEUART ST STE 400SAN FRANCISCOCA94105942581415501(C)(3)$50,000$0DESIGNATED BY DONOR TO AGENCY
LEGAL AID AT WORK
180 MONTGOMERY STREET SUITE 600SAN FRANCISCOCA94104942783401501(C)(3)$30,000$0DESIGNATED BY DONOR TO AGENCY
LIFEMOVES
181 CONSTITUTION DRIVEMENLO PARKCA94025770160469501(C)(3)$70,000$0PROGRAM GRANT
LYMPHOMA RESEARCH FOUNDATION
88 PINE STREET SUITE 2400NEW YORKNY10005954335088501(C)(3)$8,510$0DESIGNATED BY DONOR TO AGENCY
MAKE A WISH FOUNDATION GREATER BAY AREA
1333 BROADWAY SUITE 200OAKLANDCA94612942958481501(C)(3)$16,065$0DESIGNATED BY DONOR TO AGENCY
MARY FARMAR PARENT TEACHER'S ASSOCIATION
901 MILITARY WESTBENICIACA94510872055813501(C)(3)$5,823$0DESIGNATED BY DONOR TO AGENCY
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163134141945501(C)(3)$13,504$0DESIGNATED BY DONOR TO AGENCY
MILE HIGH UNITED WAY
711 PARK AVENUE WESTDENVERCO80205840404235501(C)(3)$11,028$0DESIGNATED BY DONOR TO AGENCY
MILES HALL FOUNDATION INC
35 SANDRA COURTWALNUT CREEKCA94595843451430501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301SAN FRANCISCOCA94110510187791501(C)(3)$106,000$0PROGRAM GRANT
MULTIPLYING GOOD
348 WEST 57TH STREET SUITE 115NEW YORKNY10019520959336501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
NAMI SAN DIEGO
5095 MURPHY CANYON ROAD STE 320SAN DIEGOCA92123330122462501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
NEW DAY FOR CHILDREN
PO BOX 439ALAMOCA94507270406125501(C)(3)$6,306$0DESIGNATED BY DONOR TO AGENCY
NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA
369 PINE STREET SUITE 350SAN FRANCISCOCA94104942741597501(C)(3)$35,000$0PROGRAM GRANT
NORTHEAST COMMUNITY FEDERAL CREDIT UNION
127 WAVERLY PLACESAN FRANCISCOCA94108620676416501(C)(3)$20,000$0PROGRAM GRANT
NRA FOUNDATION
11250 WAPLES MILL RDFAIRFAXVA22030521710886501(C)(3)$6,047$0DESIGNATED BY DONOR TO AGENCY
OAKLAND COMMUNITY LAND TRUST
101 BROADWAY SUITE 310OAKLANDCA94607320285788501(C)(3)$50,000$0PROGRAM GRANT
ON THE MOVE
780 LINCOLN AVENUENAPACA94558753149095501(C)(3)$70,000$0PROGRAM GRANT
ONE TREASURE ISLAND
1 AVENUE OF THE PALMS ROOM 166SAN FRANCISCOCA94130943280624501(C)(3)$15,000$0PROGRAM GRANT
ONEJUSTICE
433 CALIFORNIA STREET SUITE 815SAN FRANCISCOCA94104942589423501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
ORANGE COUNTY SCHOOL OF THE ARTS
1010 N MAIN STREETSANTA ANACA92701330891574501(C)(3)$6,200$0DESIGNATED BY DONOR TO AGENCY
PACIFICA RESOURCE CENTER
1809 PALMETTO AVENUEPACIFICACA94044811496989501(C)(3)$8,000$0PROGRAM GRANT
PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STSANTA BARBARACA93101952319356501(C)(3)$5,860$0DESIGNATED BY DONOR TO AGENCY
PUENTE DE LA COSTA SUR
PO BOX 554PESCADEROCA94060371484262501(C)(3)$12,000$0PROGRAM GRANT
PUNKHIRE
2166 CLEARVIEW CIRCLEBENICIACA94510461240825501(C)(3)$5,840$0DESIGNATED BY DONOR TO AGENCY
RENAISSANCE ENTREPRENEURSHIP CENTER
275 5TH STREETSAN FRANCISCOCA94103942793122501(C)(3)$8,000$0PROGRAM GRANT
RICHMOND COMMUNITY FOUNDATION
3260 BLUME DRIVE SUITE 110RICHMONDCA94806943337754501(C)(3)$735,000$0PROGRAM GRANT
RICHMOND NEIGHBORHOOD HOUSING SERVICES
12972 SAN PABLO AVENUERICHMONDCA94805942791683501(C)(3)$40,000$0PROGRAM GRANT
RODRIGUEZ ATHLETIC BOOSTERS
5000 RED TOP ROADFAIRFIELDCA94534680486564501(C)(3)$7,508$0DESIGNATED BY DONOR TO AGENCY
RUBICON PROGRAMS INC
2500 BISSELL AVENUERICHMONDCA94804942301550501(C)(3)$10,000$0PROGRAM GRANT
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREETSAN JOSECA95110237179787501(C)(3)$172,000$0PROGRAM GRANT
SAMARITAN HOUSE
4031 PACIFIC BLVD 3RD FLOORSAN MATEOCA94403237416272501(C)(3)$228,000$0PROGRAM GRANT
SAN ANTONIO COMMUNITY DEVELOPMENT CORP
2228 EAST 15TH STREETOAKLANDCA94606942675448501(C)(3)$45,000$0PROGRAM GRANT
SAN FRANCISCO COMMUNITY AGENCIES RESPONDING TO DISASTER
1270 SANCHEZ STREETSAN FRANCISCOCA94114453600883501(C)(3)$341,000$0PROGRAM GRANT
SAN FRANCISCO COMMUNITY EMPOWERMENT CTR
2875 SAN BRUNO AVENUESAN FRANCISCOCA94134204121042501(C)(3)$7,500$0PROGRAM GRANT
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107943041517501(C)(3)$5,734$0DESIGNATED BY DONOR TO AGENCY
SAN FRANCISCO SPCA
201 ALABAMA STREETSAN FRANCISCOCA94103940836580501(C)(3)$5,885$0DESIGNATED BY DONOR TO AGENCY
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUE UNIVERSITYSAN FRANCISCOCA94132261169717501(C)(3)$30,000$0PROGRAM GRANTBURSAR ADM 155
SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT
40 S MARKET ST 5TH FLOORSAN JOSECA95113942877474501(C)(3)$185,000$0PROGRAM GRANT
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
SKYLINE COLLEGE 3401 CSM DRIVESAN MATEOCA94402943084147501(C)(3)$175,000$0PROGRAM GRANT
SHRINERS HOSPITAL FOR CHILDREN NORTHERN CALIFORNIA
2425 STOCKTON BLVDSACRAMENTOCA95817362193608501(C)(3)$7,013$0DESIGNATED BY DONOR TO AGENCY
SILICON VALLEY AT HOME
350 W JULIAN STREET BLDG 5SAN JOSECA95110814755729501(C)(3)$25,000$0PROGRAM GRANT
SOMOS MAYFAIR INC
370 S KING ROADSAN JOSECA95116770499813501(C)(3)$40,000$0PROGRAM GRANT
SPCA OF SOLANO COUNTY
2200 PEABODY ROADVACAVILLECA95687942607843501(C)(3)$5,878$0DESIGNATED BY DONOR TO AGENCY
ST JOSEPHS FAMILY CENTER
7950 CHURCH STREET SUITE AGILROYCA95020030391775501(C)(3)$76,000$0PROGRAM GRANT
ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVEORINDACA94563941399270501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
ST DOMINIC SCHOOL
935 EAST 5TH STREETBENICIACA94510941464733501(C)(3)$5,280$0DESIGNATED BY DONOR TO AGENCY
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105620646012501(C)(3)$13,070$0DESIGNATED BY DONOR TO AGENCY
ST JUDE CHILDREN'S RESEARCH HOSPITAL ALSAC
501 ST JUDE PLACEMEMPHISTN38105351044585501(C)(3)$7,033$0DESIGNATED BY DONOR TO AGENCY
SUNNYVALE COMMUNITY SERVICES
1160 KERN AVENUESUNNYVALECA94085941713897501(C)(3)$76,000$0PROGRAM GRANT
SYRACUSE UNIVERSITY
640 SKYTOP ROAD ROOM 240SYRACUSENY13244150532081501(C)(3)$42,970$0DESIGNATED BY DONOR TO AGENCY
TAX-AID
235 MONTGOMERY STREET SUITE 1155SAN FRANCISCOCA94104943062518501(C)(3)$8,000$0PROGRAM GRANT
THE BASIC FUND
1301 CLAY STREET UNIT 70450OAKLANDCA94612943290699501(C)(3)$20,000$0DESIGNATED BY DONOR TO AGENCY
THE FATHERS HOUSE
126 PEABODY ROADVACAVILLECA95687680408159501(C)(3)$20,713$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 2BOAKLANDCA94601941670490501(C)(3)$50,000$0PROGRAM GRANT
THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREETSAN FRANCISCOCA94110941730620501(C)(3)$18,000$0PROGRAM GRANT
TRAVIS CREDIT UNION
P O BOX 2069VACAVILLECA95696941242831501(C)(3)$10,000$0PROGRAM GRANT
UNITED WAY MONTEREY COUNTY
60 GARDEN COURT SUITE 350MONTEREYCA93940941322169501(C)(3)$25,000$0PROGRAM GRANT
UNITED WAY OF GREATER UNION COUNTY
33 W GRAND STREETELIZABETHNJ07202221904427501(C)(3)$7,324$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY OF SANTA CRUZ COUNTY
4450 CAPITOLA RD SUITE 106CAPITOLACA95010941422471501(C)(3)$37,500$0PROGRAM GRANT
UNITED WAY OF THE COLUMBIA-WILLAMETTE
619 SW 11TH AVE SUITE 300PORTLANDOR97205930582124501(C)(3)$5,543$0DESIGNATED BY DONOR TO AGENCY
UNITED WAY WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITESANTA ROSACA95407941669646501(C)(3)$225,000$0PROGRAM GRANT160
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVENUE 12SOUTH PASADENACA91030941646369501(C)(3)$100,000$0PROGRAM GRANT
URBAN HABITAT PROGRAM
2000 FRANKLIN STREETOAKLANDCA94612200275424501(C)(3)$50,000$0PROGRAM GRANT
USA CYCLING FOUNDATION
210 USA CYCLING POINT STE 100COLORADO SPRINGSCO80919841529751501(C)(3)$17,500$0DESIGNATED BY DONOR TO AGENCY
USA CYCLING INC
210 USA CYCLING POINT SUITE 100COLORADO SPRINGSCO80919841284437501(C)(3)$17,350$0DESIGNATED BY DONOR TO AGENCY
WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVECUPERTNOCA95014942211685501(C)(3)$120,000$0PROGRAM GRANT
WILDAID INC
333 PINE STREET SUITE 300SAN FRANCISCOCA94104203644441501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256202370934501(C)(3)$14,933$0DESIGNATED BY DONOR TO AGENCY
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111940997140501(C)(3)$10,000$0DESIGNATED BY DONOR TO AGENCY
FieldValueIRS element (for citing)
Total501c3 Org156Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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$311,198$0$50,000$0$54$0$19,500$0$7,650$0$388,402$0$0$0
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER$224,407$0$16,000$0$39$0$13,477$0$1,660$0$255,583$0$0$0
BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER$179,432$0$0$0$627$0$15,600$0$1,660$0$197,319$0$0$0
YASUHARA LI ENA
SENIOR VP, IMPACT STRATEGIES$148,175$0$0$0$488$0$19,500$0$0$0$168,163$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$2,595,475NoncashContributionsRptF990Amt
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 PRESENETED AND REVIEWED BY THE THE AUDIT COMMITTEE PRIOR TO PRESENTING 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 2,096,871. MANAGEMENT AND GENERAL EXPENSES 287,243. FUNDRAISING EXPENSES 488,312. TOTAL EXPENSES 2,872,426.
FORM 990, PART XI, LINE 9:CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 329,080. PLEDGE WRITE-OFF -161,376.

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