2023-10-16T14:43:03-05:00 2022-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2021-07-01 941669646 United Way of the Wine Country UNIT 7075284485 975 Corporate Center Pkwy 160 Santa Rosa CA 954075466 Lisa Carreno President/CEO 7075284485 2023-10-16 1 Lisa Carreno 999009999 Christina Z Hollingsworth P02090706 7075778806 2023-10-16 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Lisa Carreno 975 Corporate Center Pkwy 160 Santa Rosa CA 954075466 3006505 0 X www.unitedwaywinecountry.org X 1967 CA 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. 12 12 14 180 0 0 2342849 2950411 74502 38716 11760 4569 75784 12809 2504895 3006505 1016245 345820 0 0 1021574 992777 0 0 459362 1012061 1109984 3049880 2448581 -544985 557924 1779667 2564885 417748 645042 1361919 1919843 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. 0 0 832844 28000 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. 826824 255320 107 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. 62500 38609 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. 1659668 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X Lisa Carreno 7075284485 975 Corporate Center Parkway Suite Santa Rosa CA 95407 Spencer Bader Director 1.00 X 0 0 0 Brian Bottari Director 1.00 X 0 0 0 Judy Coffey Director 1.00 X 0 0 0 Heather DeMarinis Director 1.00 X 0 0 0 Karen Fies Director 1.00 X 0 0 0 Steve Herrington Director 1.00 X 0 0 0 Roseanne Ibarra Director 1.00 X 0 0 0 Henri Komrij Immediate Past Chair 1.00 X 0 0 0 Mike McKeon Treasurer 1.00 X X 0 0 0 Tina Sheldon Chair 1.00 X X 0 0 0 Socorro Shiels Secretary 1.00 X X 0 0 0 Jennifer O'Donnell Executive V.P. of Communit 40.00 X 100642 0 6047 Lisa Carreno President/CEO 40.00 X 144168 0 19918 Kate Stefan V.P. of Finance and Operat 40.00 X 90077 0 13479 334887 0 39444 3 0 1 0 United Ways of California 702 County Square Dr UNIT 100 Ventura CA 93003 211 Services 199900 Interface Children & Family Services 4001 Mission Oaks Blvd I Camarillo CA 93012 Children & Family Services 108039 2 1432044 1518367 2950411 Donor Designated Fees 624100 38716 38716 38716 4569 4569 Miscellaneous income 624100 12809 12809 12809 3006505 38716 0 17378 X 345820 345820 348037 215867 56683 75487 495300 307205 80667 107428 10962 6799 1785 2378 73186 45393 11919 15874 65292 40497 10633 14162 50685 31437 8255 10993 631324 391573 102821 136930 50827 30496 20331 13301 8730 1959 2612 72304 44846 11776 15682 120106 74494 19562 26050 5828 2914 1457 1457 890 552 145 193 42458 26334 6915 9209 12387 7683 2017 2687 Affiliation dues 68362 42401 11134 14827 Awards and sponsorships 18960 18960 In-Kind materials 9767 9767 Postage & shipping 6597 4092 1074 1431 6188 3808 749 1631 2448581 1659668 329551 459362 364943 859943 960028 68082 274642 761101 67475 11785 45880 197886 131449 96794 66437 759442 4000 4000 1779667 2564885 236414 449031 181334 196011 417748 645042 X 1111474 1769843 250445 150000 1361919 1919843 1779667 2564885 557924 0 X 0 1 X 1 0 X 10499756 3496277 3951211 2342849 2950411 23240504 10499756 3496277 3951211 2342849 2950411 23240504 23240504 13751 25372 28428 11760 4569 83880 7384 1790 650 74484 12809 97117 23421501 540792 0.99230 0.99150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197886 131449 66437 66437 Investments - other securities 759442 C 759442 Designations payable 196011 196011 X 3011826 5321 5321 3006505 0 3006505 2453902 5321 5321 2448581 0 2448581 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 1 Catholic Charities of the Diocese of Santa Rosa PO Box 4900 Santa Rosa CA 95402 942479393 501(c)3 40000 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 69845 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 27500 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 14375 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 8100 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 30000 0 General Disaster Relief 2-1-1 Humboldt Information and Resource Center PO Box 6683 Eureka CA 95502 465092911 501(c)3 28000 0 General Support La Luz Center 17560 Greger Street Sonoma CA 95476 680228235 501(c)3 8000 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 60000 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 27500 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 32500 0 Research Measure 10 X X X 0 0 0 0 0 0 0 0 0 Lisa Carreno President/CEO 144168 0 0 0 0 0 7484 0 12434 0 164086 0 0 0 Part I, Line 3 The CEO's compensation is established by the approval of the Board of Directors, a compensation committee and disclosed in a written employment contract. 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.