2023-05-09T14:00:28-05:00 2022-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-07-01 941312348 UNITED WAY OF THE BAY AREA UNIT 4158084300 550 KEARNY ST 1000 SAN FRANCISCO CA 94108 KEVIN ZWICK CEO 4158084300 2023-05-05 1 KEVIN ZWICK 999009999 TRACY S PAGLIA P00366884 4159561500 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z UNITED WAY BAY AREA KEVIN ZWICK 550 KEARNY ST 1000 SAN FRANCISCO CA 94108 27554904 0 X WWW.UWBA.ORG X 1922 CA TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER. 13 13 52 2000 0 0 40869797 19902529 237871 47148 862073 1024748 8402 -114178 41978143 20860247 11860464 8820195 0 0 5802611 6962010 0 0 2900670 6593341 6962135 24256416 22744340 17721727 -1884093 48210343 39378849 10118294 8716224 38092049 30662625 X UWBA 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. 0 0 6004062 6004062 4908 GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES 5621636 1548600 0 SPARKPOINT - 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. 1663440 230000 42240 211 - 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. 4358605 1037533 0 FREE 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. 4358605 1037533 0 17647743 1 1 0 1 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MATT BENFORD 4158084317 550 KEARNY ST 1000 SAN FRANCISCO CA 94108 ZWICK KEVIN CHIEF EXECUTIVE OFFICER 37.50 0.00 X 361252 0 27150 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 37.50 0.00 X 240446 0 15137 BATSON KELLY A CHIEF COMMUNITY IMPACT OFFICER 37.50 0.00 X 180059 0 17260 YASUHARA LI ENA SENIOR VP, IMPACT STRATEGIES 37.50 0.00 X 148663 0 19500 THOMAS-HASSAN CHERYL SENIOR HUMAN RESOURCE DIRECTOR 37.50 0.00 X 125902 0 7626 RAMOS JOSE VICE PRESIDENT, MARKETING 37.50 0.00 X 117631 0 9774 MARTIN CAROLINA VICE PRESIDENT, DEVELOPMENT 37.50 0.00 X 119235 0 7945 KIM STEPHANIE SR DIRECTOR STRATEGIC INITIATIVES 37.50 0.00 X 114246 0 2748 BENAVIDEZ ROBERT CHIEF FINANCIAL OFFICER 37.50 0.00 X 109817 0 5822 BREBER PIERRE BOARD CHAIR 2.00 0.00 X X 0 0 0 JOHNSON KEVIN SECRETARY, GOVERNANCE COMMITTEE 2.00 0.00 X X 0 0 0 MCCARTHY GIOIA TREASURER 2.00 0.00 X X 0 0 0 ALAFIA JOY DIRECTOR, GOVERNANCE COMMITTEE 2.00 0.00 X 0 0 0 BRANCH MICHELLE DIR., CHAIR GOVERN. COM, & PP COM 2.00 0.00 X 0 0 0 CABA OUSMANE CHAIR OF ADVANCEMENT COMMITTEE 2.00 0.00 X 0 0 0 CHEN ALICE DIRECTOR, ADVANCEMENT COMMITTEE 2.00 0.00 X 0 0 0 GONZALEZ RUDY DIRECTOR, ADVANCEMENT COMMITTEE 2.00 0.00 X 0 0 0 HERBERT III JAMES DIRECTOR (THRU 6/29/22) 2.00 0.00 X 0 0 0 KRIVKOVICH ALEXIS DIRECTOR, FINANCE COMMITTEE 2.00 0.00 X 0 0 0 LARA ALICIA DIRECTOR (THRU 10/22/21) 2.00 0.00 X 0 0 0 MANZO PETE DIRECTOR, FINANCE COMMITTEE 2.00 0.00 X 0 0 0 ROGERS MATT DIRECTOR (THRU 6/29/22) 2.00 0.00 X 0 0 0 BOLARIA-SHIFRIN RUBY DIRECTOR 2.00 0.00 X 0 0 0 STREET ERIC DIR., TOQ SOC, AUDIT COM 2.00 0.00 X 0 0 0 BASOCO-VILLARREAL ANISSA DIRECTOR, GOVERNANCE COMMITTEE 2.00 0.00 X 0 0 0 1517251 0 112962 21 0 1 0 BRAZER COMMUNICATIONS 47 PARK AVE MILL VALLEY CA 94941 MEDIA SERVICES 445900 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 91189 AUDIT/TAX SERVICES 212875 SFCLOUT 1188 FRANKLIN STREET SUITE 203 SAN FRANCISCO CA 94109 LABOR COUNCIL SERVICES 150000 GALLAGHER BENEFIT SERVICES INC 2850 GOLF RD - 5TH FLOOR ROLLING MEADOWS IL 60008 PENSION SERVICES 122565 THE PURSUANT GROUP INC PO BOX 120519 DEPT 0519 DALLAS CA 75312 MARKETING & ANALYTICS 101000 5 713154 3756097 15433278 2595475 19902529 PLEDGE PROCESSING FEES 900099 42240 42240 CONSULTING FEE INCOME 900099 4908 4908 47148 975411 975411 6629816 6580479 49337 49337 49337 0 713154 114178 -114178 -114178 20860247 47148 0 910570 X 8820195 8820195 1121409 433158 443321 244930 4601196 3086615 414939 1099642 138812 70794 30539 37479 707731 435476 116649 155606 392862 235717 66787 90358 200953 146696 20095 34162 22217 16218 2222 3777 155155 113263 15516 26376 210951 210951 2872426 2096871 287243 488312 459004 335073 45900 78031 161026 35786 33647 91593 701227 525920 77135 98172 1040538 635186 186304 219048 53990 32322 9321 12347 173888 89783 51785 32320 40529 25533 4053 10943 689605 404802 144719 140084 78200 45869 16458 15873 102426 62466 18343 21617 22744340 17647743 2195927 2900670 2092551 2115523 928274 606207 7907169 6401996 14899 7891 2324804 2220012 141943 104792 36881237 30012142 244270 130298 48210343 39378849 5896945 3543929 1945095 3031504 273232 117973 2003022 2022818 10118294 8716224 X 29660197 22335925 8431852 8326700 38092049 30662625 48210343 39378849 X -1884093 -5713035 167704 X 0 1 X 1 0 X 35899126 27760517 31542519 40856628 19902529 155961319 35899126 27760517 31542519 40856628 19902529 155961319 19561974 136399345 526312 577303 689075 739399 975411 3507500 48274 48274 159517093 4228821 0.85510 0.85920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 19843670 19843670 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 29047 1046 900 0 30993 250000 250000 250000 250000 1000000 1500000 1526 1046 900 0 3472 10 421782 223466 827166 1 1 0 0 6524436 85177 329081 6280532 5060888 1731554 241941 26065 6524436 5252820 -967 10038 177972 23031 5060888 5208751 1656 266882 201426 23043 5252820 5061854 1400 366395 197406 23492 5208751 0.00000 0.62100 0.37900 0 0 377040 354499 22541 220684 199760 20924 1727080 1665753 61327 104792 X 12420845 -5713035 18835 443258 -5250942 17671787 210951 2977509 3188460 20860247 19850269 18835 114178 133013 19717256 210951 2816133 3027084 22744340 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. CENTENNIAL EVENT 710705 710705 22340 35484 56354 1 2449 2449 713154 713154 22340 35484 56354 114178 -114178 1 10000 DEGREES 1401 LOS GAMOS SUITE 120 SAN RAFAEL CA 94903 953667812 501(C)(3) 7125 0 DESIGNATED BY DONOR TO AGENCY ACE MENTOR PROGRAM OF AMERICA BAY AREA AFFILIATE 4633 OLD IRONSIDES DR SUITE 130 SANTA CLARA CA 95054 270091002 501(C)(3) 5658 0 DESIGNATED BY DONOR TO AGENCY AIM AT MELANOMA 3040 CUTTING BLVD RICHMOND CA 94804 562427805 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY ALAMEDA COUNTY SOCIAL SVCS AGENCY 2000 SAN PABLO AVENUE 4TH FLOOR OAKLAND CA 94612 943123953 501(C)(3) 50000 0 PROGRAM GRANT ALISA ANN RUCH BURN FOUNDATION NORTHERN CALIFORNIA OFFICE 4534 MISSION STREET SUITE 5 SAN FRANCISCO CA 94112 237162017 501(C)(3) 5119 0 DESIGNATED BY DONOR TO AGENCY ALZHEIMERS ASSOCIATION NORTHERN CALIFORNIA AND NORTHERN NEVADA 2290 NORTH FIRST STREET SUITE 101 SAN JOSE CA 95131 133039601 501(C)(3) 6795 0 DESIGNATED BY DONOR TO AGENCY ARC OF SAN FRANCISCO 1500 HOWARD STREET SAN FRANCISCO CA 94103 941415287 501(C)(3) 5333 0 DESIGNATED BY DONOR TO AGENCY ASIAN INC 1167 MISSION STREET 4TH FLOOR SAN FRANCISCO CA 94103 941753170 501(C)(3) 5500 0 PROGRAM GRANT ASIAN PACIFIC AMERICAN COMMUNITY CENTER 66 RAYMOND AVENUE SAN FRANCISCO CA 94134 942176139 501(C)(3) 10000 0 PROGRAM GRANT BARBARA & GERSON BAKAR FOUNDATION 201 FILBERT STREET STE 400 SAN FRANCISCO CA 94133 205691977 501(C)(3) 5608 0 DESIGNATED BY DONOR TO AGENCY BAY AREA COMMUNITY RESOURCES 171 CARLOS DRIVE SAN RAFAEL CA 94903 942346815 501(C)(3) 65000 0 PROGRAM GRANT BAY AREA CRISIS NURSERY 1506 MENDOCINO DRIVE CONCORD CA 94521 942681676 501(C)(3) 6303 0 DESIGNATED BY DONOR TO AGENCY BDES HALL ASSOCIATION 140 WEST J STREET BENICIA CA 94510 320479501 501(C)(3) 7607 0 DESIGNATED BY DONOR TO AGENCY BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 5500 0 PROGRAM GRANT BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 6952 0 DESIGNATED BY DONOR TO AGENCY BENICIA MIDDLE SCHOOL ASSOCIATED STUDENT BODY FUND 1100 SOUTHAMPTON ROAD BENICIA CA 94510 843529231 501(C)(3) 7278 0 DESIGNATED BY DONOR TO AGENCY BETA ALPHA PSI PO BOX 27131 SAN FRANCISCO CA 94127 814547392 501(C)(3) 5500 0 PROGRAM GRANT BILL WILSON CENTER 3490 THE ALAMEDA SANTA CLARA CA 95050 942221849 501(C)(3) 10000 0 PROGRAM GRANT BUCK CLUB GOLF TEAM STANFORD UNIVERSITY 326 GALVEZ STREET GIFT PROCESSING STANFORD CA 94305 941156365 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS) 1918 UNIVERSITY AVE 2A BERKELEY CA 94704 510173390 501(C)(3) 12500 0 PROGRAM GRANT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 10000 0 PROGRAM GRANT CALIFORNIA GUN RIGHTS FOUNDATION 333 UNIVERSITY AVENUE SUITE 200 SACRAMENTO CA 95825 262794094 501(C)(3) 7640 0 DESIGNATED BY DONOR TO AGENCY CAMP TAYLOR 8224 W GRAYSON ROAD MODESTO CA 95358 043709177 501(C)(3) 10999 0 DESIGNATED BY 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OAKLAND COMMUNITY LAND TRUST 101 BROADWAY SUITE 310 OAKLAND CA 94607 320285788 501(C)(3) 50000 0 PROGRAM GRANT ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501(C)(3) 70000 0 PROGRAM GRANT ONE TREASURE ISLAND 1 AVENUE OF THE PALMS ROOM 166 SAN FRANCISCO CA 94130 943280624 501(C)(3) 15000 0 PROGRAM GRANT ONEJUSTICE 433 CALIFORNIA STREET SUITE 815 SAN FRANCISCO CA 94104 942589423 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY ORANGE COUNTY SCHOOL OF THE ARTS 1010 N MAIN STREET SANTA ANA CA 92701 330891574 501(C)(3) 6200 0 DESIGNATED BY DONOR TO AGENCY PACIFICA RESOURCE CENTER 1809 PALMETTO AVENUE PACIFICA CA 94044 811496989 501(C)(3) 8000 0 PROGRAM GRANT PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN ST SANTA BARBARA CA 93101 952319356 501(C)(3) 5860 0 DESIGNATED BY DONOR TO AGENCY PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501(C)(3) 12000 0 PROGRAM GRANT PUNKHIRE 2166 CLEARVIEW CIRCLE BENICIA CA 94510 461240825 501(C)(3) 5840 0 DESIGNATED BY DONOR 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AGENCY SILICON VALLEY AT HOME 350 W JULIAN STREET BLDG 5 SAN JOSE CA 95110 814755729 501(C)(3) 25000 0 PROGRAM GRANT SOMOS MAYFAIR INC 370 S KING ROAD SAN JOSE CA 95116 770499813 501(C)(3) 40000 0 PROGRAM GRANT SPCA OF SOLANO COUNTY 2200 PEABODY ROAD VACAVILLE CA 95687 942607843 501(C)(3) 5878 0 DESIGNATED BY DONOR TO AGENCY ST JOSEPHS FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY CA 95020 030391775 501(C)(3) 76000 0 PROGRAM GRANT ST STEPHENS EPISCOPAL CHURCH-ORINDA 66 ST STEPHENS DRIVE ORINDA CA 94563 941399270 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY ST DOMINIC SCHOOL 935 EAST 5TH STREET BENICIA CA 94510 941464733 501(C)(3) 5280 0 DESIGNATED BY DONOR TO AGENCY ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 13070 0 DESIGNATED BY DONOR TO AGENCY ST JUDE CHILDREN'S RESEARCH HOSPITAL ALSAC 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C)(3) 7033 0 DESIGNATED BY DONOR TO AGENCY SUNNYVALE COMMUNITY SERVICES 1160 KERN AVENUE SUNNYVALE CA 94085 941713897 501(C)(3) 76000 0 PROGRAM GRANT SYRACUSE UNIVERSITY 640 SKYTOP ROAD ROOM 240 SYRACUSE NY 13244 150532081 501(C)(3) 42970 0 DESIGNATED BY DONOR TO AGENCY TAX-AID 235 MONTGOMERY STREET SUITE 1155 SAN FRANCISCO CA 94104 943062518 501(C)(3) 8000 0 PROGRAM GRANT THE BASIC FUND 1301 CLAY STREET UNIT 70450 OAKLAND CA 94612 943290699 501(C)(3) 20000 0 DESIGNATED BY DONOR TO AGENCY THE FATHERS HOUSE 126 PEABODY ROAD VACAVILLE CA 95687 680408159 501(C)(3) 20713 0 DESIGNATED BY DONOR TO AGENCY THE SALVATION ARMY-SANTA CLARA COUNTY 359 NORTH 4TH ST SAN JOSE CA 95112 941156347 501(C)(3) 70000 0 PROGRAM GRANT THE UNITY COUNCIL OF ALAMEDA COUNTY INC 1900 FRUITVALE AVE SUITE 2B OAKLAND CA 94601 941670490 501(C)(3) 50000 0 PROGRAM GRANT THE WOMEN'S BUILDING-SF WOMENS CENTER INC 3543 - 18TH STREET SAN FRANCISCO CA 94110 941730620 501(C)(3) 18000 0 PROGRAM GRANT TRAVIS CREDIT UNION P O BOX 2069 VACAVILLE CA 95696 941242831 501(C)(3) 10000 0 PROGRAM GRANT UNITED WAY MONTEREY COUNTY 60 GARDEN COURT SUITE 350 MONTEREY CA 93940 941322169 501(C)(3) 25000 0 PROGRAM GRANT UNITED WAY OF GREATER UNION COUNTY 33 W GRAND STREET ELIZABETH NJ 07202 221904427 501(C)(3) 7324 0 DESIGNATED BY DONOR TO AGENCY UNITED WAY OF SANTA CRUZ COUNTY 4450 CAPITOLA RD SUITE 106 CAPITOLA CA 95010 941422471 501(C)(3) 37500 0 PROGRAM GRANT UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVE SUITE 300 PORTLAND OR 97205 930582124 501(C)(3) 5543 0 DESIGNATED BY DONOR TO AGENCY UNITED WAY WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE 160 SANTA ROSA CA 95407 941669646 501(C)(3) 225000 0 PROGRAM GRANT UNITED WAYS OF CALIFORNIA 1107 FAIR OAKS AVENUE 12 SOUTH PASADENA CA 91030 941646369 501(C)(3) 100000 0 PROGRAM GRANT URBAN HABITAT PROGRAM 2000 FRANKLIN STREET OAKLAND CA 94612 200275424 501(C)(3) 50000 0 PROGRAM GRANT USA CYCLING FOUNDATION 210 USA CYCLING POINT STE 100 COLORADO SPRINGS CO 80919 841529751 501(C)(3) 17500 0 DESIGNATED BY DONOR TO AGENCY USA CYCLING INC 210 USA CYCLING POINT SUITE 100 COLORADO SPRINGS CO 80919 841284437 501(C)(3) 17350 0 DESIGNATED BY DONOR TO AGENCY WEST VALLEY COMMUNITY SERVICES 10104 VISTA DRIVE CUPERTNO CA 95014 942211685 501(C)(3) 120000 0 PROGRAM GRANT WILDAID INC 333 PINE STREET SUITE 300 SAN FRANCISCO CA 94104 203644441 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 14933 0 DESIGNATED BY DONOR TO AGENCY YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94111 940997140 501(C)(3) 10000 0 DESIGNATED BY DONOR TO AGENCY 156 1 PART I, LINE 2: FUNDING 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. X X X X X 0 0 0 0 0 0 0 0 0 ZWICK KEVIN CHIEF EXECUTIVE OFFICER 311198 0 50000 0 54 0 19500 0 7650 0 388402 0 0 0 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 224407 0 16000 0 39 0 13477 0 1660 0 255583 0 0 0 BATSON KELLY A CHIEF COMMUNITY IMPACT OFFICER 179432 0 0 0 627 0 15600 0 1660 0 197319 0 0 0 YASUHARA LI ENA SENIOR VP, IMPACT STRATEGIES 148175 0 0 0 488 0 19500 0 0 0 168163 0 0 0 X 24 2595475 PROCEEDS FROM SALE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART I, LINE 6 VOLUNTEERS 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 1A THE 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 11B THE 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 12C THE 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 15 THE 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 19 THE 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 11G OTHER 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.