UNITED WAY OF THE WINE COUNTRY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF THE WINE COUNTRY (EIN 94-1669646)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-10-16
IRS object ID: 202302899349302525
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-16T14:43:03-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	680456752	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Dillwood Burkel & Millar LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	175 Concourse Boulevard Suite A	AddressLine1Txt
City	Santa Rosa	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95403	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941669646	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	United Way of the Wine Country	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	7075284485	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	975 Corporate Center Pkwy 160	AddressLine1Txt
City	Santa Rosa	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	954075466	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Lisa Carreno	PersonNm
Person Title	President/CEO	PersonTitleTxt
Phone	7075284485	PhoneNum
Signature	2023-10-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Lisa	PersonFirstNm
Person Last	Carreno	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Christina Z Hollingsworth	PreparerPersonNm
PTIN	P02090706	PTIN
Phone	7075778806	PhoneNum
Preparation	2023-10-16	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Lisa Carreno	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	975 Corporate Center Pkwy 160	AddressLine1Txt
City	Santa Rosa	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	954075466	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,006,505	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.unitedwaywinecountry.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1967	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	United Way of the Wine Country has evolved into an organization focused on: advancingfinancial and racial equity; fundraising and community investments; and cultivating community initiatives. We believe these are the building blocks for a community where everyone can live a beautiful, hopeful, and prosperous life. Everything we do is grounded in building equity in our community, with the goal of advancing real social change. For over 55 years, United Way of the Wine Country has been working to support sustainable improvements to systems and services that benefit all residents in our shared communities. We proudly serve families and individuals living and working in Sonoma, Mendocino, Lake, Humboldt and Del Norte counties and remain deeply committed to improving family financial stability by serving as a vital link between residents, nonprofit organizations, businesses and government leaders.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	14	TotalEmployeeCnt
Total Volunteers	180	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,342,849	PYContributionsGrantsAmt
CY Contributions Grants	$2,950,411	CYContributionsGrantsAmt
PY Program Service Revenue	$74,502	PYProgramServiceRevenueAmt
CY Program Service Revenue	$38,716	CYProgramServiceRevenueAmt
PY Investment Income	$11,760	PYInvestmentIncomeAmt
CY Investment Income	$4,569	CYInvestmentIncomeAmt
PY Other Revenue	$75,784	PYOtherRevenueAmt
CY Other Revenue	$12,809	CYOtherRevenueAmt
PY Total Revenue	$2,504,895	PYTotalRevenueAmt
CY Total Revenue	$3,006,505	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,016,245	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$345,820	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,021,574	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$992,777	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$459,362	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,012,061	PYOtherExpensesAmt
CY Other Expenses	$1,109,984	CYOtherExpensesAmt
PY Total Expenses	$3,049,880	PYTotalExpensesAmt
CY Total Expenses	$2,448,581	CYTotalExpensesAmt
PY Revenues Less Expenses	-$544,985	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$557,924	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,779,667	TotalAssetsBOYAmt
Total Assets EOY	$2,564,885	TotalAssetsEOYAmt
Total Liabilities BOY	$417,748	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$645,042	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,361,919	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,919,843	NetAssetsOrFundBalancesEOYAmt
Mission	The mission of the United Way of the Wine Country is to improve financial stability for all families throughout our service area by activating local businesses, inspiring individual investment, advancing community collaboratives, and influencing public policy.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$832,844	ExpenseAmt
Grant	$28,000	GrantAmt
Desc	Funding for 2-1-1 helped to connect nearly 32,000 Sonoma County callers and texters with information about health and human services available to them.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$826,824	ExpenseAmt
Grant	$255,320	GrantAmt
Revenue	$107	RevenueAmt
Desc	Funding for the Earn It! Keep It! Save It! Free tax preparation program enabled 27 nonprofit agencies to provide tax filing services to 4,300 low-to-moderate income individuals and families resulting in $6.6M in tax returns and credits throughout our five county region.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Grant	$62,500	GrantAmt
Revenue	$38,609	RevenueAmt
Desc	United Way's disaster relief funds enabled 9 nonprofit organizations to address needs related to the 2017 Tubbs Fire and 2020 Northern California wildfires. Some of the uses of the funding included, direct financial assistance to the most vulnerable, rental assistance, and long-term rebuilding costs through the long-term recovery group process in Sonoma County.Funding for Map One Sonoma provided funding to eight nonprofit organizations in Sonoma County to support programs that further the goal of a prosperous, resilient, inclusive, sustainable Sonoma County where everyone has an opportunity to thrive.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,659,668	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	15	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	14	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Lisa Carreno	PersonNm
Phone	7075284485	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	975 Corporate Center Parkway Suite	AddressLine1Txt
City	Santa Rosa	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95407	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
Spencer Bader
Director	1.00	Yes (X)	$0	$0	$0
Brian Bottari
Director	1.00	Yes (X)	$0	$0	$0
Judy Coffey
Director	1.00	Yes (X)	$0	$0	$0
Heather DeMarinis
Director	1.00	Yes (X)	$0	$0	$0
Karen Fies
Director	1.00	Yes (X)	$0	$0	$0
Steve Herrington
Director	1.00	Yes (X)	$0	$0	$0
Roseanne Ibarra
Director	1.00	Yes (X)	$0	$0	$0
Henri Komrij
Immediate Past Chair	1.00	Yes (X)	$0	$0	$0
Mike McKeon
Treasurer	1.00	Yes (X)	$0	$0	$0	Yes (X)
Tina Sheldon
Chair	1.00	Yes (X)	$0	$0	$0	Yes (X)
Socorro Shiels
Secretary	1.00	Yes (X)	$0	$0	$0	Yes (X)
Jennifer O'Donnell
Executive V.P. of Communit	40.00		$100,642	$0	$6,047	Yes (X)
Lisa Carreno
President/CEO	40.00		$144,168	$0	$19,918	Yes (X)
Kate Stefan
V.P. of Finance and Operat	40.00		$90,077	$0	$13,479	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$334,887	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$39,444	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
United Ways of California
702 County Square Dr UNIT 100	Ventura	CA	93003	211 Services	$199,900
Interface Children & Family Services
4001 Mission Oaks Blvd I	Camarillo	CA	93012	Children & Family Services	$108,039

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,432,044	GovernmentGrantsAmt
All Other Contributions	$1,518,367	AllOtherContributionsAmt
Total Contributions	$2,950,411	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Donor Designated Fees	Desc
Business	624100	BusinessCd
Total Revenue Column	$38,716	TotalRevenueColumnAmt
Related Or Exempt Func Income	$38,716	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$38,716	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,569	TotalRevenueColumnAmt
Exclusion	$4,569	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous income	Desc
Business	624100	BusinessCd
Total Revenue Column	$12,809	TotalRevenueColumnAmt
Exclusion	$12,809	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$12,809	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,006,505	TotalRevenueColumnAmt
Related Or Exempt Func Income	$38,716	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$17,378	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$345,820	TotalAmt
Program Services	$345,820	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$348,037	TotalAmt
Program Services	$215,867	ProgramServicesAmt
Management And General	$56,683	ManagementAndGeneralAmt
Fundraising	$75,487	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$495,300	TotalAmt
Program Services	$307,205	ProgramServicesAmt
Management And General	$80,667	ManagementAndGeneralAmt
Fundraising	$107,428	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,962	TotalAmt
Program Services	$6,799	ProgramServicesAmt
Management And General	$1,785	ManagementAndGeneralAmt
Fundraising	$2,378	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$73,186	TotalAmt
Program Services	$45,393	ProgramServicesAmt
Management And General	$11,919	ManagementAndGeneralAmt
Fundraising	$15,874	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$65,292	TotalAmt
Program Services	$40,497	ProgramServicesAmt
Management And General	$10,633	ManagementAndGeneralAmt
Fundraising	$14,162	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$50,685	TotalAmt
Program Services	$31,437	ProgramServicesAmt
Management And General	$8,255	ManagementAndGeneralAmt
Fundraising	$10,993	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$631,324	TotalAmt
Program Services	$391,573	ProgramServicesAmt
Management And General	$102,821	ManagementAndGeneralAmt
Fundraising	$136,930	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$50,827	TotalAmt
Program Services	$30,496	ProgramServicesAmt
Fundraising	$20,331	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,301	TotalAmt
Program Services	$8,730	ProgramServicesAmt
Management And General	$1,959	ManagementAndGeneralAmt
Fundraising	$2,612	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$72,304	TotalAmt
Program Services	$44,846	ProgramServicesAmt
Management And General	$11,776	ManagementAndGeneralAmt
Fundraising	$15,682	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$120,106	TotalAmt
Program Services	$74,494	ProgramServicesAmt
Management And General	$19,562	ManagementAndGeneralAmt
Fundraising	$26,050	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,828	TotalAmt
Program Services	$2,914	ProgramServicesAmt
Management And General	$1,457	ManagementAndGeneralAmt
Fundraising	$1,457	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$890	TotalAmt
Program Services	$552	ProgramServicesAmt
Management And General	$145	ManagementAndGeneralAmt
Fundraising	$193	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$42,458	TotalAmt
Program Services	$26,334	ProgramServicesAmt
Management And General	$6,915	ManagementAndGeneralAmt
Fundraising	$9,209	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$12,387	TotalAmt
Program Services	$7,683	ProgramServicesAmt
Management And General	$2,017	ManagementAndGeneralAmt
Fundraising	$2,687	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Affiliation dues	$68,362	$42,401	$11,134	$14,827
Awards and sponsorships	$18,960	$18,960
In-Kind materials	$9,767	$9,767
Postage & shipping	$6,597	$4,092	$1,074	$1,431

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,188	TotalAmt
Program Services	$3,808	ProgramServicesAmt
Management And General	$749	ManagementAndGeneralAmt
Fundraising	$1,631	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,448,581	TotalAmt
Program Services	$1,659,668	ProgramServicesAmt
Management And General	$329,551	ManagementAndGeneralAmt
Fundraising	$459,362	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$364,943	BOYAmt
EOY	$859,943	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$960,028	BOYAmt
EOY	$68,082	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$274,642	BOYAmt
EOY	$761,101	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$67,475	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,785	BOYAmt
EOY	$45,880	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$197,886	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$131,449	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$96,794	BOYAmt
EOY	$66,437	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$759,442	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,000	BOYAmt
EOY	$4,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,779,667	BOYAmt
EOY	$2,564,885	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$236,414	BOYAmt
EOY	$449,031	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$181,334	BOYAmt
EOY	$196,011	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$417,748	BOYAmt
EOY	$645,042	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,111,474	BOYAmt
EOY	$1,769,843	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$250,445	BOYAmt
EOY	$150,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,361,919	BOYAmt
EOY	$1,919,843	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,779,667	BOYAmt
EOY	$2,564,885	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$557,924	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,499,756	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,496,277	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,951,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,342,849	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,950,411	CurrentTaxYearAmt
Total	$23,240,504	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,499,756	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,496,277	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,951,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,342,849	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,950,411	CurrentTaxYearAmt
Total	$23,240,504	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$23,240,504	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,751	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,372	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,428	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,760	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,569	CurrentTaxYearAmt
Total	$83,880	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,384	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,790	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$650	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$74,484	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,809	CurrentTaxYearAmt
Total	$97,117	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$23,421,501	TotalSupportAmt
Gross Receipts Rltd Activities	$540,792	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99230	PublicSupportCY170Pct
Public Support PY170	0.99150	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$197,886	OtherCostOrOtherBasisAmt
Depreciation	$131,449	DepreciationAmt
Book Value	$66,437	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$66,437	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Investments - other securities	Desc
Book Value	$759,442	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$759,442	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Designations payable	Desc
Amt	$196,011	Amt

Field	Value	IRS element (for citing)
Total Liability	$196,011	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,011,826	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$5,321	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$5,321	RevenueNotReportedAmt
Revenue Subtotal	$3,006,505	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,006,505	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,453,902	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$5,321	DonatedServicesUseFcltsAmt
Expenses Not Reported	$5,321	ExpensesNotReportedAmt
Expenses Subtotal	$2,448,581	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,448,581	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part X, Line 2:	The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2022, the Organization has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. The Organization's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California.
Part XI, Line 2d - Other Adjustments:	Miscellaneous Revenue
Part XII, Line 2d - Other Adjustments:	Miscellaneous Revenue

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
Catholic Charities of the Diocese of Santa Rosa
PO Box 4900	Santa Rosa	CA	95402	942479393	501(c)3	$40,000	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Community Action Partnership Sonoma County
141 Stony Circle Suite 210	Santa Rosa	CA	95404	941648949	501(c)3	$69,845	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Nuestra Alianza de Willits
291 School Street Ste 1	Willits	CA	95490	043732550	501(c)3	$27,500	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Our Lady of Guadalupe Church
8400 Old Redwood Hwy	Windsor	CA	95492	680351060	501(c)3	$14,375	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Petaluma People Services Center
1500 Petaluma Blvd South	Petaluma	CA	94952	942271299	501(c)3	$8,100	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
North Coast Opportunities
413 N State Street	Ukiah	CA	95482	941671958	501(c)3	$30,000	$0	General Disaster Relief
2-1-1 Humboldt Information and Resource Center
PO Box 6683	Eureka	CA	95502	465092911	501(c)3	$28,000	$0	General Support
La Luz Center
17560 Greger Street	Sonoma	CA	95476	680228235	501(c)3	$8,000	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
North Coast Opportunities
413 N State Street	Ukiah	CA	95482	941671958	501(c)3	$60,000	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Corazon Healdsburg
P O Box 1004 Healdsburg	Healdsburg	CA	95448	273044487	501(c)3	$27,500	$0	Earn It! Keep It! Save It! / Vita Tax Assistance Program
Social Science Research Council
300 Cadman Plaza West 15th Floor	Brooklyn	NY	11201	131325070	501(c)3	$32,500	$0	Research Measure

Field	Value	IRS element (for citing)
Total501c3 Org	10	Total501c3OrgCnt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Lisa Carreno	PersonNm
Title	President/CEO	TitleTxt
Base Compensation Filing Org	$144,168	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$7,484	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$12,434	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$164,086	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3	FormAndLineReferenceDesc
Explanation	The CEO's compensation is established by the approval of the Board of Directors, a compensation committee and disclosed in a written employment contract.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, line 11b	A copy of Form 990 is provided to the Audit Committee for review before it is filed.
Form 990, Part VI, Section B, line 12c	The organization relies on self-disclosure.
Form 990, Part VI, Section B, line 15	The organization uses a compensation survey or study and a comparison of other non-profit organizations for determining the compensation of the organization's CEO, top management and key employees.
Form 990, Part VI, Section C, line 19	The organization makes its governing documents and conflict of interest policy available to the public upon request. The organization provides the tax return and financial statements on the website.
Form 990, Part IX, line 11g	Other Fees: Program service expenses 391,573. Management and general expenses 102,821. Fundraising expenses 136,930. Total expenses 631,324.