UNITED WAY OF THE BAY AREA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE BAY AREA (EIN 94-1312348)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349318308
- Schema version
- 2020v4.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T22:24:10-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941312348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE BAY AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4158084300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST NO 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BENAVIDEZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4158084300 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BENAVIDEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2022-05-16 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY BAY AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN ZWICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST NO 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,605,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWBA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 2211 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,542,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,869,797 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,100,367 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $237,871 | CYProgramServiceRevenueAmt |
| PY Investment Income | $685,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $862,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | $114,454 | PYOtherRevenueAmt |
| CY Other Revenue | $8,402 | CYOtherRevenueAmt |
| PY Total Revenue | $34,442,776 | PYTotalRevenueAmt |
| CY Total Revenue | $41,978,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,304,093 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,860,464 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,492,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,802,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,496,072 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,353,524 | PYOtherExpensesAmt |
| CY Other Expenses | $6,593,341 | CYOtherExpensesAmt |
| PY Total Expenses | $32,150,150 | PYTotalExpensesAmt |
| CY Total Expenses | $24,256,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,292,626 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,721,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,140,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,210,343 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,990,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,118,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,149,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,092,049 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,634,090 | ExpenseAmt |
| Grant | $4,143,640 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ECONOMIC SUCCESS - SPARKPOINT HAS SERVED MORE THAN 30,000 INDIVIDUALS SINCE LAUNCHING SPARKPOINT OAKLAND IN 2009, AND APPROXIMATELY 8,279 PEOPLE IN THE LAST YEAR ALONE.SPARKPOINT CENTERS OFFER AN ARRAY OF SERVICES IN ONE CONVENIENT LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY, INCLUDING FINANCIAL COACHING ON BUDGETING AND SAVINGS, CREDIT AND DEBT MANAGEMENT, CAREER OR EDUCATION COUNSELING, SCREENING FOR PUBLIC BENEFITS, AND OTHERS. SPARKPOINT AIMS TO HAVE CLIENTS MOVE FROM POVERTY TO ECONOMIC SUCCESS BY (1) INCREASING INCOME; (2) REDUCING DEBT; (3) INCREASING CREDIT SCORES; AND (4) INCREASING SAVINGS. THE SPARKPOINT REGIONAL NETWORK INCLUDES MORE THAN 100 OUTSTANDING PARTNER ORGANIZATIONS ACROSS THE BAY AREA.IN RESPONSE TO THE UNPRECEDENTED IMPACTS OF COVID, SPARKPOINT EXPANDED SERVICES FOR BASIC NEEDS SUPPORT INCLUDING DISTRIBUTION OF 8,800 FOOD PANTRY MEALS, DONATIONS OF BASIC NEEDS SUPPLIES VALUING $22,800, AND HELPING OVER 750 PEOPLE ACCESS RENTAL ASSISTANCE FUNDS TOTALING $2M. UWBA PROVIDED TECHNICAL ASSISTANCE TO PARTNERS VIA WEBINARS ON APPLYING FOR UNEMPLOYMENT ASSISTANCE, COPING WITH ADDITIONAL MENTAL HEALTH DURING THE PANDEMIC, AND HOW TO OFFER SERVICES VIRTUALLY. WE STARTED TRACKING CLIENTS WHO COME TO OUR CENTERS IMPACTED BY COVID19 AND STARTED OFFERING RENTAL ASSISTANCE. WITH THE COLLECTIVE SUPPORT OF WELLS FARGO AND MULTIPLE OTHER FUNDERS, SPARKPOINT CENTERS HAVE DISTRIBUTED RENTAL ASSISTANCE TO APPROXIMATELY 500 PEOPLE FROM JULY THROUGH DECEMBER 2020, TOTALING $1M IN RENTAL ASSISTANCE TO LOW-INCOME HOUSEHOLDS. THE WELLS FARGO FUNDING ALLOWED SPARKPOINT CENTERS TO PLAY A CRITICAL ROLE IN THE COVID-19 RESPONSE EFFORTS AS A FINANCIAL SUPPORT HUB FOR PUBLIC BENEFITS AS WELL AS RENTAL ASSISTANCE FOR LOW-INCOME FAMILIES IN SAN FRANCISCO BAY AREA. IN THE MIDST OF THE PANDEMIC, WE ALSO LAUNCHED A NEW SPARKPOINT CENTER AT CHABOT COLLEGE AND HELD A VIRTUAL LAUNCH EVENT ON FEBRUARY 5TH. THE EVENT WAS ATTENDED BY OVER 70 PARTICIPANTS AND INTRODUCED SPARKPOINT TO CHABOT COLLEGE AND THE BROADER HAYWARD COMMUNITY. ADDITIONALLY, SPARKPOINT CONTRA COSTA ADDED A NEW SATELLITE SITE AT DIABLO VALLEY COLLEGE EXPANDING ITS SERVICES TO STUDENTS IN PLEASANT HILL.EARN IT! KEEP IT! SAVE IT! ("EKS") IS A UWBA-LED INITIATIVE THAT WORKS WITH A COALITION OF PARTNERS THAT PREPARES TAX RETURNS FOR FREE, ENSURING LOW-TO MODERATE-INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2021 TAX SEASON, 1,000 VOLUNTEERS PREPARED APPROXIMATELY 32,000 TAX RETURNS AND BROUGHT BACK OVER $60.1M IN REFUNDS. ADDITIONALLY, $11.6M OF THOSE REFUNDS WAS IN EARNED INCOME TAX CREDITS ("EITC"). EITC GOES TO THE POOREST, MOST VULNERABLE BAY AREA HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY-FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR. FAMILIES USE THEIR REFUNDS PRIMARILY TO PAY BILLS, RENT, AND TO BUY FOOD OR CLOTHES. THROUGH ITS TAX PREPARATION EFFORTS, EKS PROVIDES RESOURCES TO MEET BASIC NEEDS, WHICH IS CRITICAL TO ENDING THE CYCLE OF POVERTY IN THE BAY AREA. IN A TYPICAL YEAR, EKS HAS NEARLY 200 LOCATIONS IN EIGHT COUNTIES, BUT THE COVID-19 PANDEMIC FORCED MOST OF THE VOLUNTEER INCOME TAX ASSISTANCE AND AARP TAX-AIDE LOCATIONS TO CLOSE IN EARLY MARCH 2020.IN 2019, WE BEGAN WORKING WITH CODE FOR AMERICA IN PARTNERSHIP ON WHAT WOULD EVENTUALLY BECOME GETYOURREFUND.ORG, WHICH HAS BEEN A CRITICAL RESOURCE FOR REACHING OUR CLIENTS SAFELY DURING THE PANDEMIC AND WHICH HAS PROVIDED A BACKBONE OF OUR VALET AND FULLY VIRTUAL SERVICES. FOR THE PAST TWO TAX SEASONS, OUR SITES HAVE HAD TO DRASTICALLY LIMIT IN-PERSON SERVICES; BUT HAVE EXPANDED DROP-OFF AND VIRTUAL SERVICES TO MEET THE NEED. SITES, INCLUDING OUR EXPANDED HUB MANAGED DIRECTLY BY UWBA STAFF, HAVE ALSO PROVIDED FREE TAX PREP SERVICES MUCH LONGER INTO THE YEAR DUE TO EXTENDED TAX SEASONS WHILE ALSO PROVIDING SERVICES FOR AN ENTIRELY NEW CLIENT POPULATION THOSE CLIENTS WHO TYPICALLY DO NOT FILE TAXES BUT NEEDED TO CLAIM CRITICAL EIP (STIMULUS) RESOURCES.YOUTH WORKFORCE IS A UWBA-LED INITIATIVE FOCUSING ON EMPLOYMENT PROGRAMS. THIS YEAR, WE SHIFTED ALL OUR YOUTH WORKFORCE ACTIVITIES TO VIRTUAL OPPORTUNITIES. WE'VE HOSTED OVER 10 EVENTS WITH YOUTH ACROSS THE BAY AREA. WE'VE PARTNERED WITH COMMUNITY AGENCIES IN SANTA CLARA, SAN FRANCISCO AND ALAMEDA COUNTIES AS WELL AS CORPORATE PARTNERS INCLUDING WELLS FARGO, BANK OF AMERICA, DELOITTE & TOUCHE AND OTHERS, TO PROVIDE CAREER READINESS WORKSHOPS, CAREER EXPLORATION DEMONSTRATIONS, CAREER PANELS, AND RESOURCES TO YOUNG PEOPLE AGES 14-24. MANY OF THE WORKSHOPS AND ACTIVITIES LED TO OUR SIGNATURE EVENT, ON TRACK CAREER EXPO, DESIGNED TO ENGAGE YOUTH IN HANDS-ON DEMOS AND CAREER COACHING TO LEARN ABOUT VARIOUS PROFESSIONAL PATHS AND INDUSTRIES THAT MANY HAVE NEVER BEEN EXPOSED TO. DESPITE BEING VIRTUAL THIS YEAR, ON TRACK MAINTAINED ITS INTERACTIVITY AND ENGAGED NEARLY 70 YOUTH AND 40 VOLUNTEERS FROM ACROSS THE BAY AREA ON A VIRTUAL EVENTS PLATFORM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,369,058 | ExpenseAmt |
| Grant | $3,369,058 | GrantAmt |
| Revenue | $19,784 | RevenueAmt |
| Desc | GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,614,969 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $218,087 | RevenueAmt |
| Desc | 211 PROGRAM - 211 IS A FREE, EASY-TO-REMEMBER PHONE NUMBER AND WEB RESOURCE THAT ANYONE CAN CALL FOR INFORMATION AND REFERRAL TO LOCAL PROGRAMS AND SERVICES. LAST YEAR, UWBA AND ITS CALL CENTER PARTNER RESPONDED TO APPROXIMATELY 76,831 CALLS AND TEXTS. MORE THAN HALF OF THESE REQUESTS CAME FROM THOSE REQUESTING HELP WITH BASIC NEEDS ISSUES SUCH AS FOOD, LEGAL HELP, AND SHELTER. 211 CONTINUED TO TAKE COVID RELATED CALLS THROUGHOUT FY21. 211 ALSO PLAYED AN INTEGRAL ROLE IN PROVIDING INFORMATION ABOUT THE VARIOUS COVID RELIEF STIMULUS, BOTH FEDERAL AND STATE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,974,815 | ExpenseAmt |
| Grant | $4,347,766 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER COMMUNITY PROGRAMS - EMERGENCY FOOD & SHELTER PROGRAM (EFSP) IS AT THE CORE OF OUR POVERTY-CUTTING AGENDA. THIS YEAR, EFSP ENTERED ITS 38TH YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO FEMA WHO 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 HAVE DISTRIBUTED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. THIS MOST RECENT FUNDING ROUND, EFSP DISTRIBUTED $4,8M TO AGENCIES IN EIGHT COUNTIES, WHICH INCLUDED $3,5M IN SUPPLEMENTAL FUNDS FROM THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT. OVER 500,000 UNDUPLICATED INDIVIDUALS WILL BE SERVED BY ONE OF THE 118 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. EMERGENCY ASSISTANCE NETWORK (EAN) IS A UWBA COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. IN FY21, EAN AGENCIES ASSISTED APPROX. 2,900 HOUSEHOLDS (7,400 INDIVIDUALS) WITH HOUSING/UTILITY ASSISTANCE, ENABLING THEM TO OVERCOME FINANCIAL CRISES AND REMAIN IN THEIR HOMES. BETWEEN THE SEVEN EAN FOOD PANTRY PROGRAMS, 54,600 INDIVIDUALS WERE ALSO SERVED. IN MAY, THE EAN WERE ALSO AWARDED AN ADDITIONAL $300,000 TO SUPPORT ADDITIONAL RENTAL ASSISTANCE SERVICES.LABOR COMMUNITY SERVICES IS A LONG-STANDING LABOR-UNITED WAY PARTNERSHIP THAT COMBINES THE POWER OF MORE THAN 12.5M WORKING FAMILIES AND THEIR COMMUNITIES TOWARD A SHARED VISION WHERE ALL HAVE THE OPPORTUNITY TO REACH THEIR HIGHEST POTENTIAL. LOCALLY, UWBA'S LABOR COMMUNITY SERVICES PROGRAM CONTINUED ITS ESSENTIAL ROLE OF ASSISTING PEOPLE IN POVERTY THROUGH DIRECT PROVISION OF COMMUNITY SERVICES AND POLICY ADVOCACY. THE SUPPORTS PROVIDED BY OUR LABOR LIAISONS BECAME INCREASINGLY IMPORTANT AS THE ECONOMIC EFFECTS OF THE PANDEMIC CONTINUED. SERVICES PROVIDED BY THE LABOR LIAISONS INCLUDED: DISTRIBUTED FOOD TO OVER 20,000 WORKING FAMILIES, PROVIDED OVER $250,000 HARDSHIP ASSISTANCE DIRECTLY TO WORKING FAMILIES, AND PROVIDED 10,500 COVID-19 VACCINES TO UNION MEMBERS.PUBLIC POLICY IS A UWBA-LED ADVOCACY INITIATIVE. UNITED WAY BAY AREA RECOGNIZES THAT IN ORDER TO ACHIEVE OUR GOAL OF ENDING POVERTY IN OUR COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT OUR MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. OUR PRIMARY POLICY FOCUS IS TARGETED AT THE LOCAL LEVEL IN OUR EIGHT-COUNTY SERVICE AREA (ALAMEDA, CONTRA COSTA, MARIN, NAPA, SAN FRANCISCO, SANTA CLARA, SAN MATEO, AND SOLANO). IN ADDITION, WE PROVIDE ADVOCACY SUPPORT TO STATE AND FEDERAL ISSUES IMPORTANT TO THE UNITED WAY NETWORK. IN FISCAL YEAR 2021, WE WORKED ALONGSIDE OUR CA SYSTEM TO SUCCESSFULLY ADVOCATE FOR THE CA EARNED INCOME TAX CREDIT EXPANSION AS WELL AS FEDERAL LEGISLATION THAT WOULD PROVIDE FUNDING FOR THE 211 SYSTEM. UWBA ENGAGED THE PUBLIC POLICY COMMITTEE IN DEVELOPING A VOTER EDUCATION GUIDE FOR THE NOVEMBER 2020 ELECTION. VIRTUAL ADVOCACY DAYS AT THE FEDERAL AND STATE LEVELS TOOK PLACE IN SPRING 2021.A WILDFIRE FUND WAS ESTABLISHED AS A SPECIAL INITIATIVE THIS YEAR. 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 AREA AFFECTED WAS 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 UNITED WAY BAY AREA (UWBA). EACH LOCAL UNITED WAY HAS DEEP RELATIONSHIPS WITH COMMUNITY-BASED ORGANIZATIONS AND LOCAL GOVERNMENTS AND OPERATES A 211 FOR THEIR COUNTIES. THEY WERE ABLE TO USE 211 CALLER NEEDS DATA AND THEIR RELATIONSHIP WITH LOCAL OFFICES OF EMERGENCY SERVICES TO UNDERSTAND RELIEF EFFORTS AND LOCAL NEEDS. WE ARE ALSO ENGAGED IN THE LOCAL VOADS (VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER). WHEN THE FUND WAS DEVELOPED, ALL FOUR LOCAL UNITED WAYS PROMISED TO SHARE RESOURCES BASED ON MUTUAL ASSESSMENT OF LOCAL NEEDS AND THE OPPORTUNITY TO FILL GAPS IN SERVICES AND LEVERAGE OTHER PHILANTHROPIC RESOURCES. WE ALSO MADE DECISIONS ON FUND DISTRIBUTION WITH EQUITY AS A FRAME. UWBA ALLOCATED $315,000 TO 7 COMMUNITY-BASED ORGANIZATIONS IN NAPA AND SAN MATEO COUNTIES THAT PROVIDED FOOD, RENTAL ASSISTANCE, MOTEL STAYS, CASE MANAGEMENT, AND MENTAL HEALTH SERVICES TO FAMILIES AFFECTED BY THE WILDFIRES.CENSUS ASSISTANCE WAS ANOTHER SPECIAL INITIATIVE THIS YEAR. FROM 2019 TO LATE 2020, UWBA SERVED AS THE ADMINISTRATIVE BACKBONE FOR THE REGION'S EFFORTS TO GET A COMPLETE COUNT IN THE 2020 CENSUS, ENSURING FEDERAL FUNDING AND REPRESENTATION FOR OUR COMMUNITIES OVER THE NEXT DECADE. "UWBA'S BAY AREA COUNTS 2020" WAS A $3.7M REGIONAL CENSUS OUTREACH INITIATIVE CONDUCTED IN PARTNERSHIP WITH SEVEN COUNTY GOVERNMENTS AND A COALITION OF FUNDERS. WE PROVIDED GRANTMAKING, REGIONAL COORDINATION, DATA STEWARDSHIP, AND TECHNICAL ASSISTANCE TO A NETWORK OF TRUSTED MESSENGER ORGANIZATIONS DOING OUTREACH IN OVER 70 LANGUAGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,974,815 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,347,766 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,592,932 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BENAVIDEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158084390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WILSON ANNE | ||||||||||
| FORMER CEO (THRU 5/20) | 37.50 | 0.00 | Yes (X) | $490,321 | $0 | $470,444 | ||||
| GRIFFIN SIDNEY THRU 0121 | ||||||||||
| COMMUNITY MOBILIZATION OFFICER | 37.50 | 0.00 | $194,364 | $0 | $53,612 | Yes (X) | ||||
| ZWICK KEVIN | ||||||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | 0.00 | $150,688 | $0 | $61,928 | Yes (X) | ||||
| BUENAVISTA SARAHVON | ||||||||||
| DIRECTOR, IT | 37.50 | 0.00 | $120,940 | $0 | $90,511 | Yes (X) | ||||
| BATSON KELLY A | ||||||||||
| CHIEF COMMUNITY IMPACT OFFICER | 37.50 | 0.00 | $166,033 | $0 | $18,419 | Yes (X) | ||||
| YASUHARA LI ENA | ||||||||||
| VICE PRESIDENT, IMPACT STRATEGIES | 37.50 | 0.00 | $129,452 | $0 | $6,272 | Yes (X) | ||||
| THOMAS-HASSAN CHERYL | ||||||||||
| SENIOR DIRECTOR, HUMAN RESOURCES | 37.50 | 0.00 | $118,949 | $0 | $15,980 | Yes (X) | ||||
| TORRES MAUREEN M | ||||||||||
| SENIOR DIRECTOR, GIFT PROCESSING | 37.50 | 0.00 | $114,547 | $0 | $16,177 | Yes (X) | ||||
| HASHAGEN THEODOSIA B | ||||||||||
| SENIOR DIRECTOR, INSTITUTIONAL GIVING | 37.50 | 0.00 | $108,782 | $0 | $21,621 | Yes (X) | ||||
| BREBER PIERRE | ||||||||||
| BOARD CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JOHNSON KEVIN | ||||||||||
| SECRETARY, GOVERNANCE COMMITTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| MCCARTHY GIOIA | ||||||||||
| TREASURER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| BRANCH MICHELLE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| CABA OUSMANE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| HERBERT III JAMES | ||||||||||
| DIRECTOR, AUDIT COMMITTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| LARA ALICIA | ||||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MANZO PETE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROGERS MATT | ||||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| STREET ERIC | ||||||||||
| DIR., CHAIR TOCQ SOC, AUDIT COM | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SUTTON MARK | ||||||||||
| INTERIM CFO (THRU 06/21) | 37.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| BENAVIDEZ ROBERT | ||||||||||
| CHIEF FINANCIAL & OPERATIONS OFFICER | 37.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,594,076 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $754,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED WAYS OF CA | |||||
| 702 COUNTY SQUARE DR UNIT 100 | VENTURA | CA | 93003 | 211 CONSULTING SERVICES | $1,300,024 |
| BRAZER COMMUNICATIONS | |||||
| 47 PARK AVE | MILL VALLEY | CA | 94941 | MEDIA SERVICES | $454,200 |
| LANXPERT CORPORATION DBA INTIVIX | |||||
| 2443 FILLMORE STREET 380-16723 | SAN FRANCISCO | CA | 94115 | IT SERVICES | $162,211 |
| MOSS ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 91189 | AUDIT/TAX SERVICES | $133,125 |
| GALLAGHER BENEFIT SERVICES INC | |||||
| 2850 GOLF RD - 5TH FLOOR | ROLLING MEADOWS | IL | 60008 | PENSION SERVICES | $131,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,614,245 | GovernmentGrantsAmt |
| All Other Contributions | $32,255,552 | AllOtherContributionsAmt |
| Noncash Contributions | $458,847 | NoncashContributionsAmt |
| Total Contributions | $40,869,797 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PLEDGE PROCESSING FEES | 900099 | $218,087 | $218,087 |
| CONSULTING FEE INCOME | 900099 | $19,784 | $19,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $237,871 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $730,997 | TotalRevenueColumnAmt |
| Exclusion | $730,997 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,402 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,402 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,402 | TotalRevenueColumnAmt |
| Exclusion | $8,402 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,758,929 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,627,853 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,076 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,076 | TotalRevenueColumnAmt |
| Exclusion | $131,076 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,978,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $237,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $870,475 | 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 | $11,860,464 | TotalAmt |
| Program Services | $11,860,464 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,999 | TotalAmt |
| Program Services | $480,036 | ProgramServicesAmt |
| Management And General | $124,963 | ManagementAndGeneralAmt |
| Fundraising | $116,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,341 | TotalAmt |
| Program Services | $79,737 | ProgramServicesAmt |
| Management And General | $59,802 | ManagementAndGeneralAmt |
| Fundraising | $59,802 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,570,313 | TotalAmt |
| Program Services | $1,501,920 | ProgramServicesAmt |
| Management And General | $970,704 | ManagementAndGeneralAmt |
| Fundraising | $1,097,689 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,568 | TotalAmt |
| Program Services | $109,884 | ProgramServicesAmt |
| Management And General | $95,043 | ManagementAndGeneralAmt |
| Fundraising | $79,641 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,081 | TotalAmt |
| Program Services | $311,638 | ProgramServicesAmt |
| Management And General | $187,884 | ManagementAndGeneralAmt |
| Fundraising | $208,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,309 | TotalAmt |
| Program Services | $131,926 | ProgramServicesAmt |
| Management And General | $101,665 | ManagementAndGeneralAmt |
| Fundraising | $85,718 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,435 | TotalAmt |
| Management And General | $173,435 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,927 | TotalAmt |
| Management And General | $142,927 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,820,718 | TotalAmt |
| Program Services | $1,904,154 | ProgramServicesAmt |
| Management And General | $749,699 | ManagementAndGeneralAmt |
| Fundraising | $166,865 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,515 | TotalAmt |
| Program Services | $522,303 | ProgramServicesAmt |
| Management And General | $63,879 | ManagementAndGeneralAmt |
| Fundraising | $117,333 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,880 | TotalAmt |
| Program Services | $93,865 | ProgramServicesAmt |
| Management And General | $480,719 | ManagementAndGeneralAmt |
| Fundraising | $66,296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,903 | TotalAmt |
| Program Services | $241,400 | ProgramServicesAmt |
| Management And General | $689,503 | ManagementAndGeneralAmt |
| Fundraising | $108,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,723 | TotalAmt |
| Program Services | $1,396 | ProgramServicesAmt |
| Management And General | $11,063 | ManagementAndGeneralAmt |
| Fundraising | $2,264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,595 | TotalAmt |
| Program Services | $8,492 | ProgramServicesAmt |
| Management And General | $10,422 | ManagementAndGeneralAmt |
| Fundraising | $4,681 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,826 | TotalAmt |
| Program Services | $170,386 | ProgramServicesAmt |
| Management And General | $128,501 | ManagementAndGeneralAmt |
| Fundraising | $381,939 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,478 | TotalAmt |
| Program Services | $51,273 | ProgramServicesAmt |
| Management And General | $92,205 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,667 | TotalAmt |
| Management And General | $61,667 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,674 | TotalAmt |
| Program Services | $124,058 | ProgramServicesAmt |
| Management And General | $23,331 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,256,416 | TotalAmt |
| Program Services | $17,592,932 | ProgramServicesAmt |
| Management And General | $4,167,412 | ManagementAndGeneralAmt |
| Fundraising | $2,496,072 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,284,589 | BOYAmt |
| EOY | $2,092,551 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,587 | BOYAmt |
| EOY | $928,274 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,753,620 | BOYAmt |
| EOY | $7,907,169 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,781 | BOYAmt |
| EOY | $14,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,283,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,141,813 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,525 | BOYAmt |
| EOY | $141,943 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,046,845 | BOYAmt |
| EOY | $36,881,237 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,108 | BOYAmt |
| EOY | $244,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,140,055 | BOYAmt |
| EOY | $48,210,343 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,002,633 | BOYAmt |
| EOY | $5,896,945 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,997,885 | BOYAmt |
| EOY | $1,945,095 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,128 | BOYAmt |
| EOY | $273,232 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,000 | BOYAmt |
| EOY | $2,003,022 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,199,124 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,990,770 | BOYAmt |
| EOY | $10,118,294 | 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 | $3,794,751 | BOYAmt |
| EOY | $29,660,197 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,354,534 | BOYAmt |
| EOY | $8,431,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,149,285 | BOYAmt |
| EOY | $38,092,049 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,140,055 | BOYAmt |
| EOY | $48,210,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,721,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,385,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,835,419 | 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 | $43,336,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,899,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,760,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,542,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,869,797 | CurrentTaxYearAmt |
| Total | $179,408,036 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,336,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,899,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,760,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,542,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,869,797 | CurrentTaxYearAmt |
| Total | $179,408,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,667,948 | SubstantialContributorsTotAmt |
| Public Support Total170 | $156,740,088 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $526,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $577,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $689,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $739,399 | CurrentTaxYearAmt |
| Total | $2,946,088 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $81,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $182,435,847 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,874,654 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92660 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $900 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $900 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,771,994 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,772,894 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $28,537 | CurrentYearMinus3Amt |
| Current Year Minus2 | $29,047 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,046 | CurrentYearMinus1Amt |
| Current Year | $900 | CurrentYearAmt |
| Total | $59,530 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,662 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,526 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,046 | CurrentYearMinus1Amt |
| Current Year | $900 | CurrentYearAmt |
| Total | $12,134 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 14 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $510,824 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $434,564 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $827,166 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,060,888 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,731,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $241,941 | OtherExpendituresAmt |
| Administrative Expenses | $26,065 | AdministrativeExpensesAmt |
| End Year Balance | $6,524,436 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,252,820 | BeginningYearBalanceAmt |
| Contributions | -$967 | ContributionsAmt |
| Investment Earnings Or Losses | $10,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $177,972 | OtherExpendituresAmt |
| Administrative Expenses | $23,031 | AdministrativeExpensesAmt |
| End Year Balance | $5,060,888 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,208,751 | BeginningYearBalanceAmt |
| Contributions | $1,656 | ContributionsAmt |
| Investment Earnings Or Losses | $266,882 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $201,426 | OtherExpendituresAmt |
| Administrative Expenses | $23,043 | AdministrativeExpensesAmt |
| End Year Balance | $5,252,820 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,061,854 | BeginningYearBalanceAmt |
| Contributions | $1,400 | ContributionsAmt |
| Investment Earnings Or Losses | $366,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $197,406 | OtherExpendituresAmt |
| Administrative Expenses | $23,492 | AdministrativeExpensesAmt |
| End Year Balance | $5,208,751 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,648,599 | BeginningYearBalanceAmt |
| Contributions | $1,300 | ContributionsAmt |
| Investment Earnings Or Losses | $630,428 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $196,906 | OtherExpendituresAmt |
| Administrative Expenses | $21,567 | AdministrativeExpensesAmt |
| End Year Balance | $5,061,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $377,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $327,784 | DepreciationAmt |
| Book Value | $49,256 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,036 | DepreciationAmt |
| Book Value | $35,648 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,686,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,628,993 | DepreciationAmt |
| Book Value | $57,039 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,943 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,767,198 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,385,618 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $80,003 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,180,471 | OtherRevenueAmt |
| Revenue Not Reported | $6,646,092 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,121,106 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $142,927 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,714,110 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,857,037 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,978,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,824,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $80,003 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $80,003 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,744,430 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $142,927 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,369,059 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,511,986 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,256,416 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION 3,180,471. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED PLEDGES 3,369,058. PLEDGE WRITE-OFF 345,052. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED PLEDGES 3,369,058. OTHER ADJUSTMENT 1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (149 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BLACK EDUCATION NETWORK | ||||||||
| PO BOX 3134 | SAN JOSE | CA | 95156 | 943413477 | 501C3 | $12,000 | PROGRAM GRANT - COVID RELIEF | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | 942960297 | 501C3 | $40,165 | PROGRAM GRANT - COVID RELIEF & DESIGNATED BY DONOR TO AGENCY | |
| ALAMEDA COUNTY SOCIAL SVCS AGENCY | ||||||||
| 2000 SAN PABLO AVENUE 4TH FLOOR | OAKLAND | CA | 94612 | 943123953 | 501C3 | $17,500 | PROGRAM GRANT -VITA SUPPORT | |
| AMERICAS BEST LOCAL CHARITIES | ||||||||
| 1100 LARKSPUR LANDING CIRCLE STE | LARKSPUR | CA | 94939 | 943042430 | 501C3 | $14,372 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | 108 |
| ASCEND FOUNDATION | ||||||||
| 160 BROADWAY EAST BUILDING 6TH | NEW YORK | NY | 10038 | 651284462 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | FLOOR |
| ASIAN PACIFIC AMERICAN COMMUNITY CENTER | ||||||||
| 66 RAYMOND AVENUE | SAN FRANCISCO | CA | 94134 | 942176139 | 501C3 | $5,500 | PROGRAM GRANT -VITA SUPPORT | |
| AT THE CROSSROADS | ||||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | 272603924 | 501C3 | $6,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| BARBARA & GERSON BAKAR FOUNDATION | ||||||||
| 201 FILBERT STREET STE 400 | SAN FRANCISCO | CA | 94133 | 205691977 | 501C3 | $10,787 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 171 CARLOS DRIVE | SAN RAFAEL | CA | 94903 | 942346815 | 501C3 | $20,000 | PROGRAM GRANT - CA WILDFIRE RELIEF | |
| BAY AREA LEGAL AID | ||||||||
| 1735 TELEGRAPH AVENUE | OAKLAND | CA | 94612 | 941631316 | 501C3 | $10,449 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| BENICIA COMMUNITY ACTION COUNCIL | ||||||||
| 480 MILITARY EAST | BENICIA | CA | 94510 | 680294153 | 501C3 | $10,918 | PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY | |
| BERKELEY FOOD AND HOUSING PROJECT | ||||||||
| 3225 ADELINE STREET | BERKELEY | CA | 94703 | 942979073 | 501C3 | $25,000 | PROGRAM GRANT - COVID RELIEF | |
| BOYS & GIRLS CLUB SAN FRANCISCO | ||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | 941156608 | 501C3 | $5,899 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| BRANDGOV | ||||||||
| 125 HUMPHREY LANE | VALLEJO | CA | 94591 | 454730737 | 501C3 | $20,000 | PROGRAM GRANT - CENSUS SUPPORT | |
| BUILDING SKILLS PARTNERSHIP | ||||||||
| 828 W WASHINGTON BLVD | LOS ANGELES | CA | 90015 | 261254255 | 501C3 | $25,000 | PROGRAM GRANT - VITA SUPPORT | |
| CANAL ALLIANCE | ||||||||
| 91 LARKSPUR STREET | LARKSPUR | CA | 94901 | 942832648 | 501C3 | $20,000 | PROGRAM GRANT -VITA SUPPORT | |
| CATHOLIC CHARITIES OF ARCHDIOCESE OF SAN FRANCISCO | ||||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | 941498472 | 501C3 | $247,000 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER ROAD 200 | SAN JOSE | CA | 95134 | 942762269 | 501C3 | $51,026 | PROGRAM GRANT - HOUSING ASSISTANCE & DESIGNATED BY DONOR TO AGENCY | |
| CATHOLIC CHARITIES OF THE EAST BAY | ||||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | 942677202 | 501C3 | $454,274 | PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | ||||||||
| 464 7TH STREET | OAKLAND | CA | 94607 | 133843322 | 501C3 | $7,500 | PROGRAM GRANT - CENSUS SUPPORT | |
| CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT TRI-VALLEY CAREER CENTER | ||||||||
| 7600 DUBLIN BLVD 3RD FLOOR | DUBLIN | CA | 94568 | 941670563 | 501C3 | $99,000 | PROGRAM GRANTS - EQUITY & VITA SUPPORT | |
| CHILDRENS CREATIVITY MUSEUM | ||||||||
| 221 FOURTH STREET | SAN FRANCISCO | CA | 94103 | 943178735 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CHILDRENS DISCOVERY MUSEUM OF SAN JOSE | ||||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | 942870828 | 501C3 | $25,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CHILDREN'S LAW OFFICE | ||||||||
| PO BOX 706 | COTATI | CA | 94931 | 954252143 | 501C3 | $6,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CHILDREN'S NETWORK OF SOLANO COUNTY | ||||||||
| 827 MISSOURI STREET SUITE 5 | FARIFIELD | CA | 94533 | 680014506 | 501C3 | $732,500 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 94108 | 942161304 | 501C3 | $10,000 | PROGRAM GRANT - COVID RELIEF | |
| CHINESE NEWCOMERS SERVICE CENTER | ||||||||
| 777 STOCKTON STREET 104 | SAN FRANCISCO | CA | 94108 | 942152893 | 501C3 | $33,500 | PROGRAM GRANT - VITA SUPPORT | |
| CHURCH OF JESUS CHRIST LDS CORPORATION | ||||||||
| 50 E NORTH TEMPLE STREET | SALT LAKE CITY | UT | 84150 | 870234341 | 501C3 | $14,557 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CHURCH OF JESUS CHRIST LDS FAIRFIELD | ||||||||
| 1718 HIGHLAND CIRCLE | FAIRFIELD | CA | 94534 | 941599152 | 501C3 | $5,458 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CITY OF SOUTH SAN FRANCISCO | ||||||||
| 400 GRAND AVENUE | SOUTH SAN FRANCISCO | CA | 94080 | 946000435 | 501C3 | $8,800 | PROGRAM GRANT - EDUCATION | |
| COASTSIDE HOPE | ||||||||
| 99 AVENUE ALHAMBRA | EL GRANADA | CA | 94018 | 046782383 | 501C3 | $6,500 | PROGRAM GRANT -VITA SUPPORT | |
| CODE FOR AMERICA | ||||||||
| 972 MISSION STREET FIFTH FLOOR | SAN FRANCISCO | CA | 94103 | 271067272 | 501C3 | $125,275 | PROGRAM GRANT -VITA SUPPORT | |
| COMMUNITY ACTION MARIN | ||||||||
| 29 MARY STREET | SAN RAFAEL | CA | 94901 | 946136365 | 501C3 | $446,750 | PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY | |
| COMMUNITY ACTION PARTNERSHIP OF SONOMA CTY | ||||||||
| 555 SEBASTOPAL RD | SANTA ROSA | CA | 95401 | 941648949 | 501C3 | $20,000 | PROGRAM GRANT - VITA SUPPORT | |
| COMMUNITY BRIDGES | ||||||||
| 519 MAIN STREET | WATSONVILLE | CA | 95076 | 942460211 | 501C3 | $75,000 | PROGRAM GRANT - CA WILDFIRE RELIEF | |
| COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA | ||||||||
| 22351 CITY CENTER DRIVE SUITE 100 | HAYWARD | CA | 94541 | 237218859 | 501C3 | $12,000 | PROGRAM GRANT - VITA SUPPORT | |
| COMMUNITY FINANCIAL RESOURCES | ||||||||
| 771 EUCLID AVENUE | BERKELEY | CA | 94708 | 203788598 | 501C3 | $15,000 | PROGRAM GRANT -VITA SUPPORT | |
| COMMUNITY HOUSING PARTNERSHIP | ||||||||
| 20 JONES STREET SUITE 200 | SAN FRANCISCO | CA | 94102 | 943112338 | 501C3 | $15,000 | PROGRAM GRANT - COVID RELIEF | |
| COMMUNITY LIVING CAMPAIGN | ||||||||
| 1360 MISSION STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | 261697250 | 501C3 | $121,081 | ENDOWMENT FUND DISTRIBUTION TO AGENCY FOR GENERAL OPERATIONS | |
| COMMUNITY SERVICE AGENCY OF MOUNTAIN VIEW LOS ALTOS& LOS ALTOS | ||||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | 941422465 | 501C3 | $76,000 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| COMPASS FAMILY SERVICES | ||||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | 941156622 | 501C3 | $25,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CONSERVATION CORPS NORTH BAY | ||||||||
| 27 LARKSPUR ST | SAN RAFAEL | CA | 94901 | 942831592 | 501C3 | $7,600 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| CONTRA COSTA CRISIS CENTER | ||||||||
| PO BOX 3364 | WALNUT CREEK | CA | 94598 | 941747227 | 501C3 | $45,000 | PROGRAM GRANT -VITA SUPPORT | |
| EARTHSHARE CALIFORNIA | ||||||||
| 870 MARKET STREET SUITE 703 | SAN FRANCISCO | CA | 94102 | 942840364 | 501C3 | $6,208 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| EAST BAY ASIAN LOCAL DEVELOPMENT CORP | ||||||||
| 1825 SAN PABLO AVE SUITE 200 | OAKLAND | CA | 94612 | 510171851 | 501C3 | $538,500 | PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY | |
| EDEN I AND R INC | ||||||||
| 570 B STREET | HAYWARD | CA | 94541 | 942330950 | 501C3 | $55,000 | PROGRAM GRANT -VITA SUPPORT | |
| EDGEWOOD CENTER FOR CHILDREN & FAMILIES | ||||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | 941186168 | 501C3 | $27,317 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| ETHIOPIAN COMMUNITY SERVICE | ||||||||
| 1295 JOHNSON AVE | SAN JOSE | CA | 95129 | 770289001 | 501C3 | $10,000 | PROGRAM GRANT - CENSUS SUPPORT | |
| FAMILY HOUSE- SAN FRANCISCO | ||||||||
| 540 MISSION BAY BLVD NORTH | SAN FRANCISCO | CA | 94158 | 942722663 | 501C3 | $25,288 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| FEEDING OPPORTUNITIES ON DEMAND | ||||||||
| 10440 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94603 | 844517408 | 501C3 | $25,000 | PROGRAM GRANT - COVID RELIEF | |
| FOOD BANK OF CONTRA COSTA & SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | 942418054 | 501C3 | $19,302 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| FREMONT FAMILY RESOURCE CENTER | ||||||||
| 39155 LIBERTY STREET SUITE A110 | FREMONT | CA | 945375006 | 943333831 | 501C3 | $161,700 | PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY | |
| FUERZA EDUCATIONAL COALITION | ||||||||
| 7750 PARDEE LANE SUITE 110 | OAKLAND | CA | 94621 | 833036778 | 501C3 | $50,000 | PROGRAM GRANT - COVID RELIEF | |
| GIFFORDS LAW CTR TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUCH STREET 555 | SAN FRANCISCO | CA | 94104 | 464638549 | 501C3 | $6,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| GOLDEN STATE OPPORTUNITY FOUNDATION | ||||||||
| 10877 WILSHIRE BLVD SUITE 708 | LOS ANGELES | CA | 90024 | 474325738 | 501C3 | $95,000 | PROGRAM GRANT -VITA SUPPORT | |
| GREATER NAPA VALLEY FAIR HOUSING CENTER | ||||||||
| 1804 SOSCOL AVENUE SUITE 203 | NAPA | CA | 94559 | 421576121 | 501C3 | $25,000 | PROGRAM GRANT - CA WILDFIRE RELIEF | |
| GREATER RICHMOND INTERFAITH PROGRAM | ||||||||
| 165 22ND STREET | RICHMOND | CA | 94801 | 237169239 | 501C3 | $25,000 | PROGRAM GRANT - COVID RELIEF | |
| HAMILTON FAMILIES | ||||||||
| 1631 HAYES STREET | SAN FRANCISCO | CA | 94117 | 943055602 | 501C3 | $35,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| HARVARD BUSINESS SCHOOL | ||||||||
| TEELE HALL 230 WESTERN AVE | BOSTON | MA | 02163 | 043395140 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| HARVARD-CLASS OF 1992 | ||||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | 530199180 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) | ||||||||
| 1099 E STREET | HAYWARD | CA | 94541 | 611754831 | 501C3 | $7,000 | PROGRAM GRANT -VITA SUPPORT | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | 521481896 | 501C3 | $5,186 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| HUMANE SOCIETY OF THE NORTH BAY | ||||||||
| 1121 SONOMA BOULEVARD | VALLEJO | CA | 94591 | 943041601 | 501C3 | $9,603 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| IMMACULATE CONCEPTION ACADEMY | ||||||||
| 3625 - 24TH STREET | SAN FRANCISCO | CA | 94110 | 591296744 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| INTERFACE CHILDREN FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD SUITE I | CAMARILLO | CA | 930125121 | 952944459 | 501C3 | $40,000 | PROGRAM GRANT -VITA SUPPORT | |
| J DAVID GLADSTONE INSTITUTES | ||||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | 237203666 | 501C3 | $15,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| JF KAPNEK CHARITABLE TRUST | ||||||||
| 936 DEWING AVENUE SUITE E3 | LAFAYETTE | CA | 94549 | 237165692 | 501C3 | $50,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA | ||||||||
| 3003 OAK ROAD SUITE 130 | WALNUT CREEK | CA | 94597 | 941322179 | 501C3 | $16,200 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1404 FRANKLIN STREET SUITE 500 | OAKLAND | CA | 94612 | 205010766 | 501C3 | $8,500 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| KQED INC | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | 941241309 | 501C3 | $7,851 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| LAO FAMILY COMMUNITY DEVELOPMENT INC | ||||||||
| 2325 EAST 12TH STREET | OAKLAND | CA | 94601 | 943115164 | 501C3 | $30,000 | PROGRAM GRANT -VITA SUPPORT | |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF | ||||||||
| 131 STEUART ST STE 400 | SAN FRANCISCO | CA | 94105 | 942581415 | 501C3 | $50,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| LEGAL AID AT WORK | ||||||||
| 180 MONTGOMERY STREET SUITE 600 | SAN FRANCISCO | CA | 94104 | 942783401 | 501C3 | $51,000 | PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 100 W SAN FERNANDO STREET SUITE 365 | SAN JOSE | CA | 95113 | 135644916 | 501C3 | $10,670 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | 365 |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | 770160469 | 501C3 | $70,135 | PROGRAM GRANT - EMERGENCY ASSISTANCE & DESIGNATED BY DONOR TO AGENCY | |
| MAKE A WISH FOUNDATION GREATER BAY AREA | ||||||||
| 1333 BROADWAY SUITE 200 | OAKLAND | CA | 94612 | 942958481 | 501C3 | $12,392 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| MARIN ACADEMY | ||||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | 941186189 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| MCGEE AVENUE BAPTIST CHURCH | ||||||||
| 1640 STUART STREET | BERKELEY | CA | 94703 | 942184326 | 501C3 | $15,000 | PROGRAM GRANT - COVID RELIEF | |
| MICHAEL J FOX FOUNDATION | ||||||||
| FOR PARKINSONS RESEARCH | NEW YORK | NY | 10163 | 134141945 | 501C3 | $6,343 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| MILE HIGH UNITED WAY | ||||||||
| 711 PARK AVENUE WEST | DENVER | CO | 80205 | 840404235 | 501C3 | $10,554 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | ||||||||
| 2301 MISSION STREET SUITE 301 | SAN FRANCISCO | CA | 94110 | 510187791 | 501C3 | $15,000 | PROGRAM GRANT -VITA SUPPORT | |
| MONUMENT IMPACT | ||||||||
| 1760 CLAYTON ROAD | CONCORD | CA | 94520 | 943370919 | 501C3 | $8,400 | PROGRAM GRANT - CENSUS SUPPORT | |
| MULTIPLYING GOOD | ||||||||
| 15 WEST 38TH STREET SUITE 1210 | NEW YORK | NY | 10018 | 520959336 | 501C3 | $12,100 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| NAMI NORTH COASTAL SAN DIEGO CO | ||||||||
| 5095 MURPHY CANYON ROAD SUITE 320 | SAN DIEGO | CA | 92123 | 330122462 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| NAMI-CA CONTRA COSTA | ||||||||
| 2151 SALVIO STREET | CONCORD | CA | 94520 | 680209474 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| NEW DAY FOR CHILDREN | ||||||||
| PO BOX 439 | ALAMO | CA | 94507 | 270406125 | 501C3 | $11,239 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| NON-PROFI HOUSING ASSOCIATION OF NORTHERN CALIFRONIA | ||||||||
| 369 PINE STREET SUITE 350 | SAN FRANCISCO | CA | 94104 | 942741597 | 501C3 | $35,000 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| NORTHEAST COMMUNITY FEDERAL CREDIT UNION | ||||||||
| 683 CLAY STREET | SAN FRANCISCO | CA | 94111 | 620676416 | 501C3 | $16,500 | PROGRAM GRANT -VITA SUPPORT | |
| OAKLAND MUSEUM OF CALIFORNIA | ||||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | 453138892 | 501C3 | $20,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| ON THE MOVE | ||||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | 753149095 | 501C3 | $333,600 | PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, EQUITY, & CA WILDFIRE RELIEF | |
| ONE TREASURE ISLAND | ||||||||
| 1 AVENUE OF THE PALMS ROOM 166 | SAN FRANCISCO | CA | 94130 | 943280624 | 501C3 | $5,551 | PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 94104 | 942589423 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| PACIFICA RESOURCE CENTER | ||||||||
| 1809 PALMETTO AVENUE | PACIFICA | CA | 94044 | 811496989 | 501C3 | $7,674 | PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY | |
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||
| 1605 THE ALAMEDA | SAN JOSE | CA | 95050 | 941583439 | 501C3 | $20,000 | PROGRAM GRANT - EQUITY SUPPORT | |
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 371484262 | 501C3 | $67,143 | PROGRAM GRANTS - VITA SUPPORT, CA WILDFIRE, & DESIGNATED BY DONOR TO AGENCY | |
| PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER | ||||||||
| 952 NAPA STREET | NAPA | CA | 94559 | 203126333 | 501C3 | $26,600 | PROGRAM GRANT - VITA SUPPORT & CA WILDFIRE | |
| REBEKAH CHILDRENS SERVICES | ||||||||
| 290 IOOF AVENUE | GILROY | CA | 95020 | 941167402 | 501C3 | $11,750 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| RENAISSANCE ENTREPRENEURSHIP CENTER | ||||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | 942793122 | 501C3 | $6,600 | PROGRAM GRANT -VITA SUPPORT | |
| RICHMOND COMMUNITY FOUNDATION | ||||||||
| 1014 FLORIDA AVENUE SUITE 200 | RICHMOND | CA | 94804 | 943337754 | 501C3 | $1,011,916 | PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, CENSUS SUPPORT, EQUITY, & DESIGNATED BY DONOR TO AGENCYS | |
| RUBICON PROGRAMS INC | ||||||||
| 2500 BISSELL AVENUE | RICHMOND | CA | 94804 | 942301550 | 501C3 | $10,000 | PROGRAM GRANT -VITA SUPPORT | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 237179787 | 501C3 | $153,236 | PROGRAM GRANT - EMERGENCY ASSISTANCE & DESIGNATED BY DONOR TO AGENCY | |
| SALVATION ARMY GOLDEN STATE DIVISION | ||||||||
| PO BOX 193465 | SAN FRANCISCO | CA | 94119 | 941156347 | 501C3 | $70,000 | PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE | |
| SALVATION ARMY SILICON VALLEY | ||||||||
| 359 NORTH 4TH STREET | SAN JOSE | CA | 95112 | 133485289 | 501C3 | $12,835 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BLVD 3RD FLOOR | SAN MATEO | CA | 94403 | 237416272 | 501C3 | $8,339 | PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY | |
| SAN FRANCISCO MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | 943041517 | 501C3 | $8,628 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SAN FRANCISCO SPCA | ||||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | 940836580 | 501C3 | $5,067 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SAN FRANCISCO STUDY CENTER | ||||||||
| 1663 MISSION STREET SUITE 310 | SAN FRANCISCO | CA | 94103 | 942168838 | 501C3 | $7,000 | PROGRAM GRANT - CENSUS SUPPORT | |
| SAN JOSE EVERGREEN COMMUNITY COLLEGE DISTRICT FOUNDATION | ||||||||
| 40 S MARKET ST 5TH FLOOR | SAN JOSE | CA | 95113 | 942877474 | 501C3 | $235,000 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT | ||||||||
| 40 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 770100756 | 501C3 | $258,250 | PROGRAM GRANT - RENTAL ASSISTANCE & EQUITY | |
| SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT | ||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | 943084147 | 501C3 | $215,000 | PROGRAM GRANTS - VITA SUPPORT, EQUITY SUPPORT | |
| SAN MATEO COUNTY UNION COMMUNITY ALLIANCE | ||||||||
| 1153 CHESS DRIVE SUITE 200 | FOSTER CITY | CA | 94404 | 731656669 | 501C3 | $56,500 | PROGRAM GRANT - EQUITY SUPPORT | |
| SELF-HELP ECONOMIC DEVELOPMENT INC | ||||||||
| 1330 BROADWAY SUITE 604 | OAKLAND | CA | 94612 | 205330006 | 501C3 | $25,000 | PROGRAM GRANT -VITA SUPPORT | |
| SELF-HELP FOR THE ELDERLY | ||||||||
| 731 SANSOME STREET SUITE 100 | SAN FRANCISCO | CA | 94111 | 941750717 | 501C3 | $8,246 | PROGRAM GRANT - EQUITY & DESIGNATED BY DONOR TO AGENCY | |
| SFCLOUT | ||||||||
| 1188 FRANKLIN STREET SUITE 203 | SAN FRANCISCO | CA | 94109 | 942687066 | 501C3 | $150,000 | PROGRAM GRANT - RENTAL ASSISTANCE | |
| SPORTSTRONG YOUTH SPORTS FOUNDATION | ||||||||
| 40 SAVONA COURT | DANVILLE | CA | 94526 | 810656586 | 501C3 | $6,341 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| ST JOSEPHS FAMILY CENTER | ||||||||
| 7950 CHURCH STREET SUITE A | GILROY | CA | 95020 | 030391775 | 501C3 | $76,000 | PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE | |
| ST STEPHENS EPISCOPAL CHURCH-ORINDA | ||||||||
| 66 ST STEPHENS DRIVE | ORINDA | CA | 94563 | 941399270 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501C3 | $8,479 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 941156365 | 501C3 | $21,142 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SUMMER SEARCH | ||||||||
| 101 HOWARD STREET SUITE 250 | SAN FRANCISCO | CA | 94105 | 680200138 | 501C3 | $11,903 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SUNNYVALE COMMUNITY SERVICES | ||||||||
| 725 KIFER ROAD | SUNNYVALE | CA | 94086 | 941713897 | 501C3 | $76,129 | PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY | |
| SUPPORTING OUR CANCER KIDS | ||||||||
| PO BOX 2282 | VACAVILLE | CA | 95696 | 275533158 | 501C3 | $6,351 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| SYRACUSE UNIVERSITY | ||||||||
| 640 SKYTOP ROAD 2ND FLOOR | SYRACUSE | NY | 13244 | 150532081 | 501C3 | $25,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| TAX-AID | ||||||||
| 235 MONTGOMERY STREET SUITE 1155 | SAN FRANCISCO | CA | 94104 | 943062518 | 501C3 | $7,500 | PROGRAM GRANT -VITA SUPPORT | |
| THE BASIC FUND | ||||||||
| 1301 CLAY STREET UNIT 70450 | OAKLAND | CA | 94612 | 943290699 | 501C3 | $10,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| THE DAVIS STREET COMMUNITY CENTER INC | ||||||||
| 3081 TEAGARDEN STREET | SAN LEANDRO | CA | 94577 | 943121699 | 501C3 | $15,000 | PROGRAM GRANT -VITA SUPPORT | |
| THE FATHERS HOUSE | ||||||||
| 126 PEABODY ROAD | VACAVILLE | CA | 95687 | 680408159 | 501C3 | $8,574 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| THE SALVATION ARMY SOLANO COUNTY | ||||||||
| 3755 NORTH FREEWAY BLVD | SACRAMENTO | CA | 95834 | 941156347 | 501C3 | $62,500 | PROGRAM GRANT - COVID RELIEF & CA WILDFIRE RELIEF | |
| THE UNITY COUNCIL OF ALAMEDA COUNTY INC | ||||||||
| 1900 FRUITVALE AVE SUITE 2B | OAKLAND | CA | 94601 | 941670490 | 501C3 | $50,000 | PROGRAM GRANT -VITA SUPPORT | |
| THE WOMEN'S BUILDING-SF WOMENS CENTER INC | ||||||||
| 3543 - 18TH STREET | SAN FRANCISCO | CA | 94110 | 941730620 | 501C3 | $11,000 | PROGRAM GRANT -VITA SUPPORT | |
| TRANSWOMEN4TRANSWOMEN | ||||||||
| 1010 SOUTH 2ND STREET | SAN JOSE | CA | 95110 | 853057871 | 501C3 | $20,001 | PROGRAM GRANT - LABOR RELATIONS | |
| TRAVIS CREDIT UNION | ||||||||
| P O BOX 2069 | VACAVILLE | CA | 95696 | 941242831 | 501C3 | $8,800 | PROGRAM GRANT -VITA SUPPORT | |
| UC REGENTSUC BERKELEY | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 947041070 | 946002123 | 501C3 | $5,500 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UCSF BENIOFF CHILDRENS HOSPITAL - OAKLAND | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | 941657474 | 501C3 | $5,317 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UNITED WAY MASSACHUSETTS BAY & MERRIMACK | ||||||||
| PO BOX 51381 | BOSTON | MA | 02205 | 042382233 | 501C3 | $10,448 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UNITED WAY MONTEREY COUNTY | ||||||||
| 60 GARDEN COURT SUITE 350 | MONTEREY | CA | 93940 | 941322169 | 501C3 | $293,017 | PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| PO BOX 2692 | ATLANTA | GA | 30301 | 580566194 | 501C3 | $5,768 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UNITED WAY OF GREATER UNION COUNTY | ||||||||
| 33 W GRAND STREET | ELIZABETH | NJ | 07202 | 221904427 | 501C3 | $7,822 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UNITED WAY SANTA CRUZ | ||||||||
| PO BOX 1458 | CAPITOLA | CA | 95010 | 941422471 | 501C3 | $437,729 | PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY | |
| UNITED WAY WINE COUNTRY | ||||||||
| 975 CORPORATE CENTER PARKWAY SUITE | SANTA ROSA | CA | 95407 | 941669646 | 501C3 | $353,991 | PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY | 160 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | 951642394 | 501C3 | $5,026 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | ||||||||
| 1440 SPRING STREET | SAINT HELENA | CA | 94574 | 800023012 | 501C3 | $178,000 | PROGRAM GRANTS - CA WILDFIRE, VITA SUPPORT, & RENTAL ASSISTANCE | |
| URBAN SCHOOL OF SAN FRANCISCO | ||||||||
| 1563 PAGE ST | SAN FRANCISCO | CA | 94117 | 941622034 | 501C3 | $15,000 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| URBAN STRATEGIES COUNCIL | ||||||||
| 1720 BROADWAY 2ND FLOOR | OAKLAND | CA | 94612 | 943044453 | 501C3 | $32,500 | PROGRAM GRANT - COVID RELIEF & CENSUS SUPPORT | |
| USA CYCLING INC | ||||||||
| 210 USA CYCLING POINT SUITE 100 | COLORADO SPRINGS | CO | 80919 | 841284437 | 501C3 | $16,720 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| WEST VALLEY COMMUNITY SERVICES | ||||||||
| 10104 VISTA DRIVE | CUPERTNO | CA | 95014 | 942211685 | 501C3 | $132,000 | PROGRAM GRANT - RENTAL ASSISTANCE & VITA SUPPORT | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | 942928552 | 501C3 | $12,500 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| WORKING PARTNERSHIPS USA | ||||||||
| 2102 ALMADEN RD SUITE 112 | SAN JOSE | CA | 95125 | 770387535 | 501C3 | $113,000 | PROGRAM GRANT - VITA & CENSUS SUPPORT | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | 202370934 | 501C3 | $7,145 | DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 149 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILSON ANNE | ||||||||||||||
| FORMER CEO (THRU 5/20) | $205,493 | $0 | $104,000 | $0 | $180,828 | $0 | $470,444 | $0 | $0 | $0 | $960,765 | $0 | $0 | $0 |
| GRIFFIN SIDNEY THRU 0121 | ||||||||||||||
| COMMUNITY MOBILIZATION OFFICER | $194,364 | $0 | $0 | $0 | $0 | $0 | $9,955 | $0 | $43,657 | $0 | $247,976 | $0 | $0 | $0 |
| ZWICK KEVIN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $150,688 | $0 | $0 | $0 | $0 | $0 | $30,964 | $0 | $30,964 | $0 | $212,616 | $0 | $0 | $0 |
| BUENAVISTA SARAHVON | ||||||||||||||
| DIRECTOR, IT | $120,940 | $0 | $0 | $0 | $0 | $0 | $61,586 | $0 | $28,925 | $0 | $211,451 | $0 | $0 | $0 |
| BATSON KELLY A | ||||||||||||||
| CHIEF COMMUNITY IMPACT OFFICER | $166,033 | $0 | $0 | $0 | $0 | $0 | $8,147 | $0 | $10,272 | $0 | $184,452 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT INCLUDED IN COLUMN B(III) DURING THE 2020 CALENDAR YEAR.: ANNE WILSON- $180,828 THE SEVERANCE IS SUBJECT TO A CONFIDENTIALITY AGREEMENT. TERMS WILL BE PROVIDED TO THE IRS UPON REQUEST. |
| SCHEDULE J, PART II, COLUMN C: | THE IRS DEFINES OTHER COMPENSATION, AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. ONE FORMER OFFICER AND TWO HIGHEST COMPENSATED EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN: THE FORMER CEO, THE DIRECTOR OF IT, AND THE SENIOR DIRECTOR OF GIFT PROCESSING. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $458,847 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PROCEEDS FROM SALE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1 | 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 A, LINE 4 | DURING THE YEAR, THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS GOVERNING DOCUMENTS: 1) REMOVED UNITED WAY WORLDWIDE ("UWW") AS THE SOLE MEMBER. 2) INCREASED THE NUMBER OF BOARD OF DIRECTORS FROM NINE UP TO FIFTEEN. |
| FORM 990, PART VI, SECTION A, LINE 6 | THROUGH JUNE 2021, UWBA'S SOLE MEMBER IS UNITED WAY WORLDWIDE ("UWW"). THE ARTICLE OF INCORPORATION WAS AMENDED JUNE 30, 2021 TO REMOVE THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THROUGH JUNE 2021, THE SOLE MEMBER HAD THE POWER TO ELECT 6 MEMBERS OF THE 9 MEMBER BOARD. THE ARTICLES OF INCORPORATION WERE AMENDED JUNE 30, 2021 TO REMOVE THE SOLE MEMBER AND RESERVE ALL POWERS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THROUGH JUNE 2021, NO AMENDMENTS TO THE BYLAWS WOULD BE EFFECTIVE UNTIL APPROVED BY THE SOLE MEMBER. THE ARTICLES OF INCORPORATION WERE AMENDED JUNE 30, 2021 TO REMOVE THE SOLE MEMBER AND RESERVE ALL POWERS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS A FINAL DRAFT OF 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 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 1,904,154. MANAGEMENT AND GENERAL EXPENSES 749,699. FUNDRAISING EXPENSES 166,865. TOTAL EXPENSES 2,820,718. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 3,180,471. PLEDGE WRITE-OFF -345,052. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY WORLDWIDE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 NORTH FAIRFAX STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131635294 | EIN |
| Primary Activities | LEADERSHIP AND SUPPORT FOR THE UWW NETWORK AROUND THE WORLD | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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