2022-02-16T11:36:36-06:00 2021-06-30 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2020-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 STEVE ORTIZ PRESIDENT/CEO/BOARD SECRETARY 8059658591 2022-02-08 1 STEVE ORTIZ 999009999 CATHERINE MACAULAY P00178796 8059631837 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CLIFF LUNDBERG 320 GUTIERREZ STREET SANTA BARBARA CA 93101 17893685 0 X UNITEDWAYSB.ORG X 1923 CA UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPSAND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY. 18 17 33 221 0 0 5147561 14349051 231590 168905 458940 1160624 -131695 -3930 5706396 15674650 1951581 12390871 0 0 1364831 1573336 0 0 398526 1097941 990900 4414353 14955107 1292043 719543 14836796 16928815 1063294 755304 13773502 16173511 X TO ENRICH THE LIVES OF CHILDREN AND FAMILIES AND BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS AND PARTNERSHIPS THAT IMPROVE SCHOOL READINESS AND ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, AND CRISIS RESPONSE AND RECOVERY 0 0 554622 168905 UNITED FOR LITERACY - SCHOOL READINESS AND READING AT GRADE LEVEL OR HIGHER ARE KEY FOR SCHOOL SUCCESS AND HIGH SCHOOL GRADUATION. UNITED WAY AND ITS STRATEGIC COMMUNITY PARTNERS DELIVER INNOVATIVE AND RESULTS-DRIVEN EDUCATION PROGRAMS TO THOUSANDS OF SANTA BARBARA COUNTY STUDENTS WHO NEED EXTRA HELP MEETING AND SUSTAINING READING BENCHMARKS IN GRADES K-12 EVERY DAY. MANY OF THESE PROGRAMS ENGAGE PARENTS AS WELL. 630290 FUN IN THE SUN - TRANSFORMS ACADEMICALLY AT-RISK, LOW RESOURCED CHILDREN - GRADES 3 THROUGH HIGH SCHOOL - INTO SUCCESSFUL, CONFIDENT STUDENTS. OFFERED ANNUALLY TO 350+ FINANCIALLY AND ACADEMICALLY AT-RISK CHILDREN AND THEIR FAMILIES 58881 12500 UNITED FOR FINANCIAL EMPOWERMENT - UNITED WAY AND ITS STRATEGIC COMMUNITY PARTNERS HELP LOWER-INCOME SANTA BARBARA COUNTY RESIDENTS ACHIEVE LONG-TERM FINANCIAL STABILITY THROUGH PROGRAMS FOCUSING ON FINANCIAL LITERACY EDUCATION EMPHASIZING SAVING AND SOUND FINANCIAL PRACTICES. WITH THE INVOLVEMENT OF MORE THAN 150 COMMUNITY VOLUNTEERS, FREE ASSISTANCE FILING INCOME TAX RETURNS BRINGS MILLIONS IN REFUNDS BACK TO THE COMMUNITY 12926298 12378371 RESPONSE AND RECOVERY IN TIMES OF COMMUNITY CRISIS - THROUGH MULTIPLE RECENT COMMUNITY CRISES, UWSBC HAS BECOME A RECOGNIZED LEADER IN DISASTER RESPONSE AND RECOVERY ACROSS SANTA BARBARA COUNTY. THIS ROLE HAS FILLED AN URGENT IMMEDIATE NEED IN THE COMMUNITY AND IS CRITICAL TO FOSTERING LONG-TERM COMMUNITY RESILIENCE. OUR EXPERIENCES HAVE LED TO ROBUST MODELS AND LASTING COLLABORATIVE, COMMUNITYWIDE RESPONSES; FIRST THROUGH THE THOMAS FIRE IN 2017, THEN IN RESPONSE TO THE DEVASTATING MONTECITO DEBRIS FLOW IN 2018, AND NOW AS WE LEAD AND COORDINATE RESPONSE EFFORTS AND DELIVER CONCRETE BENEFITS TO LOCAL RESIDENTS IMPACTED BY THE GLOBAL COVID-19 PANDEMIC. EXAMPLES INCLUDE: PROGRAMS THAT PROVIDE CASH ASSISTANCE GRANTS FOR INDIVIDUALS AND ORGANIZATIONS, LEARNING SUPPORT FOR STUDENTS, AND RENTAL, UTILITIES AND RELOCATION ASSISTANCE FOR HOUSEHOLDS. 12926298 12378371 14170091 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ACCOUNTANT 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 STEVE ORTIZ PRESIDENT & CEO/BOARD SECRETARY 40.00 X X 203576 0 39246 CLIFF LUNDBERG BOARD CHAIR 1.00 X X 0 0 0 DIANE B DOIRON VICE CHAIR 1.00 X X 0 0 0 SUSAN HERSBERGER VICE CHAIR 1.00 X X 0 0 0 LEO HAMILL TREASURER 1.00 X X 0 0 0 RICK SCOTT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DAVID PRICHARD DIRECTOR 1.00 X 0 0 0 LANCE CONNOR DIRECTOR 1.00 X 0 0 0 DAVID FLATTERY DIRECTOR 1.00 X 0 0 0 ROBERT HOLLMAN DIRECTOR 1.00 X 0 0 0 TERRANCE HOLT DIRECTOR 1.00 X 0 0 0 ALEX KOPER DIRECTOR 1.00 X 0 0 0 TERRI MAUS-NISICH DIRECTOR 1.00 X 0 0 0 ART MEROVICK DIRECTOR 1.00 X 0 0 0 ROSEMARY MUTTON DIRECTOR 1.00 X 0 0 0 KEVIN NELSON DIRECTOR 1.00 X 0 0 0 PATRICE RYAN DIRECTOR 1.00 X 0 0 0 MARYAN SCHALL DIRECTOR 1.00 X 0 0 0 NICOLE BLAIR CHIEF FINANCIAL OFFICER 40.00 X 103638 0 15564 307214 0 54810 2 0 1 0 0 85251 9934876 4328924 15082 14349051 LICENSING FEES 611710 168905 168905 168905 194013 194013 500 0 500 500 500 3181216 2214605 966611 966611 966611 0 85251 4430 -4430 -4430 15674650 168905 0 1156694 2443976 2443976 9946895 9946895 411430 329144 53332 28954 936103 698104 39370 198629 87578 57592 3871 26115 39869 27674 2363 9832 98356 77103 5524 15729 42200 42200 88808 88808 220738 180770 7680 32288 53525 35967 1349 16209 115047 82759 13701 18587 249600 228752 3942 16906 40938 23160 5087 12691 7744 1804 5590 350 10937 9146 455 1336 44119 20900 2319 20900 42715 42715 11522 6345 5177 ALLOWANCE FOR BAD DEBT 63007 63007 14955107 14170091 386490 398526 490895 470943 2709375 2342066 389853 396637 224793 150683 2008152 1598072 436787 410080 9225774 11542029 1359319 1616377 14836796 16928815 358889 218596 139028 77091 126393 81892 76010 0 362974 377725 1063294 755304 X 6179709 7845913 7593793 8327598 13773502 16173511 14836796 16928815 X 719543 1438159 242307 X X 0 1 X 1 1 1 X 2661985 3461673 2310266 5147561 14349051 27930536 2661985 3461673 2310266 5147561 14349051 27930536 913923 27016613 137891 201693 174446 257248 194513 965791 1818 1847 3665 28899992 610545 0.93480 0.88380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8854597 292294 1861382 454102 10554171 7945798 812071 657728 561000 8854597 9546748 -1468504 449558 582004 7945798 9043776 102721 876070 475819 9546748 7731766 744070 804251 236311 9043776 0.52000 0.31000 0.17000 0 0 218000 218000 1480103 1331522 148581 261782 218283 43499 48267 48267 0 410080 ASSET HELD DEFERRED COMP PLAN 57678 INTEREST IN PERPETUAL TRUSTS 803660 INTEREST IN SPLIT INTEREST AGREEMENTS 755039 1616377 OBLIGATIONS UNDER DEF COMP PLAN 57678 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 320047 377725 X 17306382 1438159 40074 242307 1720540 15585842 88808 88808 15674650 14906373 40074 40074 14866299 88808 88808 14955107 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT HAS BEEN ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES SUCH AS CHILDREN SERVICE AND COMMUNITY BASED PROGRAMS, AS WELL AS FOR BUILDING MAINTENANCE AND OPERATIONS. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2017 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2021 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST 112,403. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 129,904. RED FEATHER BALL 85251 85251 4430 85251 85251 4430 4430 -4430 1 BOYS AND GIRLS CLUB MID CENTRAL COAST 901 N RAILROAD AVE SANTA MARIA CA 93458 952468116 501 C 3 190500 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE CARPINTERIA CHILDREN'S PROJECT 5201 8TH STREET CARPINTERIA CA 93013 811407122 501 C 3 25520 COVID-19 VACCINE EQUITY PROJECT CARPINTERIA UNIFIED SCHOOL DISTRICT 1400 LINDEN AVE CARPINTERIA CA 93013 956101195 PUBLIC SCHOOL 15000 COVID-19 SCHOOL DISTRICT ASSISTANCE CHANNEL ISLANDS YMCA 105 EAST CARRILLO STREET SANTA BARBARA CA 93101 951643379 501 C 3 141047 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE CHILDREN & FAMILY RESOURCE SERVICESPROMOTORES NETWORK 3970 LA COLINA ROAD SUITE 2 SANTA BARBARA CA 93110 824121880 501 C 3 48125 COVID-19 VACCINE EQUITY PROJECT COUNTY OF SANTA BARBARA PUBLIC HEALTH DEPT 300 N SAN ANTONIO ROAD SANTA BARBARA CA 93110 956002833 PUBLIC AGENCY 10780 COVID-19 CRITICAL NEEDS CUYAMA JOINT UNIFIED SCHOOL DISTRICT 2300 HIGHWAY 166 NEW CUYAMA CA 93254 770069055 PUBLIC SCHOOL 15000 COVID-19 SCHOOL DISTRICT ASSISTANCE DOCTORS WITHOUT WALLS-SANTA BARBARA STATE STREET MEDICINE 19 EAST MICHELTORENA SANTA BARBARA CA 93101 331210731 501 C 3 27000 COVID-19 VACCINE EQUITY PROJECT FAMILY SERVICE AGENCY 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 951644031 501 C 3 403167 COVID-19 CASE MANAGEMENT AND RESPONSE EFFORTS FUTURE LEADERS OF AMERICA 126 EAST HALEY STREET A17 SANTA BARBARA CA 93031 770071036 501 C 3 55618 COVID-19 VACCINE EQUITY PROJECT GIRLS INC OF CARPINTERIA 5315 FOOTHILL ROAD SANTA BARBARA CA 93013 237430292 501 C 3 59400 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE GIRLS INC OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 956006417 501 C 3 136425 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE GOLETA UNION SCHOOL DISTRICT 401 N FAIRVIEW AVE GOLETA CA 93117 770068725 PUBLIC SCHOOL 7500 COVID-19 SCHOOL DISTRICT ASSISTANCE GOOD SAMARITAN SHELTER 245 E INGER DRIVE SUITE 103B SANTA MARIA CA 93454 770133375 501 C 3 48745 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE, VACCINE EQUITY PROJECT AND HOMELESSNESS PREVENTION GUADALUPE UNION SCHOOL DISTRICT PO BOX 788 GUADALUPE CA 93434 770070778 PUBLIC SCHOOL 20000 COVID-19 SCHOOL DISTRICT ASSISTANCE HOPE 4 KIDS PRESCHOOL 560 N LA CUMBRE ROAD SANTA BARBARA CA 93110 953065173 501 C 3 81284 COVID-19 EMERGENCY CHILD CARE INITIATIVE LOMPOC UNIFIED SCHOOL DISTRICT 1301 NORTH A STREET LOMPOC CA 93436 770070786 PUBLIC SCHOOL 80533 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE AND SCHOOL DISTRICT ASSISTANCE NAACP SANTA MARIA-LOMPOC BRANCH PO BOX 1092 SANTA MARIA CA 93456 770423554 501 C 3 24002 COVID-19 VACCINE EQUITY PROJECT ORCUTT UNION SCHOOL DISTRICT 500 DYER ST ORCUTT CA 93455 770074164 PUBLIC SCHOOL 10000 COVID-19 SCHOOL DISTRICT ASSISTANCE PEOPLE SELF-HELP HOUSING 26 E VICTORIA STREET SANTA BARBARA CA 93101 952750154 501 C 3 32543 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE AND VACCINE EQUITY PROJECT PLANNED PARENTHOOD CALFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 93101 952319356 501 C 3 40000 COVID-19 VACCINE EQUITY PROJECT SANTA BARBARA EDUCATION FOUNDATION 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 770071544 501 C 3 60000 COVID-19 EDUCATION ASSISTANCE SANTA BARBARA POLICE ACTIVITES PO BOX 91121 SANTA BARBARA CA 93190 770523426 501 C 3 66525 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE SANTA MARIA JOINT UNION 2560 SKYWAY DRIVE SANTA MARIA CA 93455 521703494 PUBLIC SCHOOL 25000 COVID-19 SCHOOL DISTRICT ASSISTANCE SANTA MARIA VALLEY YMCA 3400 SKYWAY DRIVE SANTA MARIA CA 93455 952158363 501 C 3 254110 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE AND EMERGENCY CHILDCARE INITIATIVE SANTA MARIA-BONITA SCHOOL DISTRICT 708 SOUTH MILLER STREET SANTA MARIA CA 93454 770072281 PUBLIC SCHOOL 75000 COVID-19 SCHOOL DISTRICT ASSISTANCE TRANSITION HOUSE 434 EAST ORTEGA STREET SANTA BARBARA CA 93101 770099755 501 C 3 34577 COVID-19 HOMLESSNESS PREVENTION UNITED BOYS & GIRLS CLUB PO BOX 1485 SANTA BARBARA CA 93102 237087814 501 C 3 406100 COVID-19 LEARNING AND ENRICHMENT CENTERS COLLABORATIVE HOUSING AUTHORITY CITY OF SANTA BARBARA 808 LAGUNA ST SANTA BARBARA CA 93101 952676783 PUBLIC AGENCY 12500 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM 29 COVID-19 4348 9946895 X X X X X X 0 0 0 0 0 0 0 0 0 STEVE ORTIZ PRESIDENT & CEO/BOARD SECRETARY 203576 0 0 0 0 0 35054 0 4192 0 242822 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE BEFORE FILING. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS, INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST, ARE REQUIRED FROM EACH MEMEBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE PRESENTS THE COMPENSATION DECISION TO THE FULL BOARD, WITH THE OPPORTUNITY TO REQUEST DETAILS AND WAGE STUDIES. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 129,904. CHANGE IN VALUE OF PERPETUAL TRUST 112,403. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OVERSEES INDEPENDENT AUDIT PROCESS AND FISCAL MANAGEMENT. APPROVES ANNUAL FINANCIAL STATEMENTS