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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T22:24:10-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941312348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF THE BAY AREABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone4158084300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST NO 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BENAVIDEZPersonNm
Person TitleCFOPersonTitleTxt
Phone4158084300PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastBENAVIDEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone4159561500PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY BAY AREABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEVIN ZWICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST NO 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$46,605,996GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1922FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee65TotalEmployeeCnt
Total Volunteers2211TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$31,542,519PYContributionsGrantsAmt
CY Contributions Grants$40,869,797CYContributionsGrantsAmt
PY Program Service Revenue$2,100,367PYProgramServiceRevenueAmt
CY Program Service Revenue$237,871CYProgramServiceRevenueAmt
PY Investment Income$685,436PYInvestmentIncomeAmt
CY Investment Income$862,073CYInvestmentIncomeAmt
PY Other Revenue$114,454PYOtherRevenueAmt
CY Other Revenue$8,402CYOtherRevenueAmt
PY Total Revenue$34,442,776PYTotalRevenueAmt
CY Total Revenue$41,978,143CYTotalRevenueAmt
PY Grants And Similar Paid$20,304,093PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,860,464CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,492,533PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,802,611CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,496,072CYTotalFundraisingExpenseAmt
PY Other Expenses$5,353,524PYOtherExpensesAmt
CY Other Expenses$6,593,341CYOtherExpensesAmt
PY Total Expenses$32,150,150PYTotalExpensesAmt
CY Total Expenses$24,256,416CYTotalExpensesAmt
PY Revenues Less Expenses$2,292,626PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,721,727CYRevenuesLessExpensesAmt
Total Assets BOY$28,140,055TotalAssetsBOYAmt
Total Assets EOY$48,210,343TotalAssetsEOYAmt
Total Liabilities BOY$13,990,770TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,118,294TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,149,285NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,092,049NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUWBA 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,634,090ExpenseAmt
Grant$4,143,640GrantAmt
Revenue$0RevenueAmt
DescECONOMIC 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

FieldValueIRS element (for citing)
Expense$3,369,058ExpenseAmt
Grant$3,369,058GrantAmt
Revenue$19,784RevenueAmt
DescGROSS FUNDS AWARDED/ALLOCATED TO AGENCIESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,614,969ExpenseAmt
Grant$0GrantAmt
Revenue$218,087RevenueAmt
Desc211 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

FieldValueIRS element (for citing)
Expense$4,974,815ExpenseAmt
Grant$4,347,766GrantAmt
Revenue$0RevenueAmt
DescOTHER 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,974,815TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,347,766TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,592,932TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee65EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT BENAVIDEZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4158084390PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
WILSON ANNE
FORMER CEO (THRU 5/20)37.500.00Yes (X)$490,321$0$470,444
GRIFFIN SIDNEY THRU 0121
COMMUNITY MOBILIZATION OFFICER37.500.00$194,364$0$53,612Yes (X)
ZWICK KEVIN
CHIEF EXECUTIVE OFFICER37.500.00$150,688$0$61,928Yes (X)
BUENAVISTA SARAHVON
DIRECTOR, IT37.500.00$120,940$0$90,511Yes (X)
BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER37.500.00$166,033$0$18,419Yes (X)
YASUHARA LI ENA
VICE PRESIDENT, IMPACT STRATEGIES37.500.00$129,452$0$6,272Yes (X)
THOMAS-HASSAN CHERYL
SENIOR DIRECTOR, HUMAN RESOURCES37.500.00$118,949$0$15,980Yes (X)
TORRES MAUREEN M
SENIOR DIRECTOR, GIFT PROCESSING37.500.00$114,547$0$16,177Yes (X)
HASHAGEN THEODOSIA B
SENIOR DIRECTOR, INSTITUTIONAL GIVING37.500.00$108,782$0$21,621Yes (X)
BREBER PIERRE
BOARD CHAIR2.000.00$0$0$0Yes (X)Yes (X)
JOHNSON KEVIN
SECRETARY, GOVERNANCE COMMITTEE2.000.00$0$0$0Yes (X)Yes (X)
MCCARTHY GIOIA
TREASURER2.000.00$0$0$0Yes (X)Yes (X)
BRANCH MICHELLE
DIRECTOR2.000.00$0$0$0Yes (X)
CABA OUSMANE
DIRECTOR2.000.00$0$0$0Yes (X)
HERBERT III JAMES
DIRECTOR, AUDIT COMMITTEE2.000.00$0$0$0Yes (X)
LARA ALICIA
DIRECTOR2.000.00$0$0$0Yes (X)
MANZO PETE
DIRECTOR2.000.00$0$0$0Yes (X)
ROGERS MATT
DIRECTOR2.000.00$0$0$0Yes (X)
STREET ERIC
DIR., CHAIR TOCQ SOC, AUDIT COM2.000.00$0$0$0Yes (X)
SUTTON MARK
INTERIM CFO (THRU 06/21)37.500.00$0$0$0Yes (X)
BENAVIDEZ ROBERT
CHIEF FINANCIAL & OPERATIONS OFFICER37.500.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,594,076TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$754,964TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED WAYS OF CA
702 COUNTY SQUARE DR UNIT 100VENTURACA93003211 CONSULTING SERVICES$1,300,024
BRAZER COMMUNICATIONS
47 PARK AVEMILL VALLEYCA94941MEDIA SERVICES$454,200
LANXPERT CORPORATION DBA INTIVIX
2443 FILLMORE STREET 380-16723SAN FRANCISCOCA94115IT SERVICES$162,211
MOSS ADAMS LLP
PO BOX 101822PASADENACA91189AUDIT/TAX SERVICES$133,125
GALLAGHER BENEFIT SERVICES INC
2850 GOLF RD - 5TH FLOORROLLING MEADOWSIL60008PENSION SERVICES$131,177
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$8,614,245GovernmentGrantsAmt
All Other Contributions$32,255,552AllOtherContributionsAmt
Noncash Contributions$458,847NoncashContributionsAmt
Total Contributions$40,869,797TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PLEDGE PROCESSING FEES900099$218,087$218,087
CONSULTING FEE INCOME900099$19,784$19,784
FieldValueIRS element (for citing)
Total Program Service Revenue$237,871TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$730,997TotalRevenueColumnAmt
Exclusion$730,997ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$8,402RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$8,402RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,402TotalRevenueColumnAmt
Exclusion$8,402ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,758,929SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,627,853SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$131,076SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,076TotalRevenueColumnAmt
Exclusion$131,076ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,978,143TotalRevenueColumnAmt
Related Or Exempt Func Income$237,871RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$870,475ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,860,464TotalAmt
Program Services$11,860,464ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$720,999TotalAmt
Program Services$480,036ProgramServicesAmt
Management And General$124,963ManagementAndGeneralAmt
Fundraising$116,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$199,341TotalAmt
Program Services$79,737ProgramServicesAmt
Management And General$59,802ManagementAndGeneralAmt
Fundraising$59,802FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,570,313TotalAmt
Program Services$1,501,920ProgramServicesAmt
Management And General$970,704ManagementAndGeneralAmt
Fundraising$1,097,689FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$284,568TotalAmt
Program Services$109,884ProgramServicesAmt
Management And General$95,043ManagementAndGeneralAmt
Fundraising$79,641FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$708,081TotalAmt
Program Services$311,638ProgramServicesAmt
Management And General$187,884ManagementAndGeneralAmt
Fundraising$208,559FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$319,309TotalAmt
Program Services$131,926ProgramServicesAmt
Management And General$101,665ManagementAndGeneralAmt
Fundraising$85,718FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$173,435TotalAmt
Management And General$173,435ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,927TotalAmt
Management And General$142,927ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,820,718TotalAmt
Program Services$1,904,154ProgramServicesAmt
Management And General$749,699ManagementAndGeneralAmt
Fundraising$166,865FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$703,515TotalAmt
Program Services$522,303ProgramServicesAmt
Management And General$63,879ManagementAndGeneralAmt
Fundraising$117,333FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$640,880TotalAmt
Program Services$93,865ProgramServicesAmt
Management And General$480,719ManagementAndGeneralAmt
Fundraising$66,296FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,038,903TotalAmt
Program Services$241,400ProgramServicesAmt
Management And General$689,503ManagementAndGeneralAmt
Fundraising$108,000FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,723TotalAmt
Program Services$1,396ProgramServicesAmt
Management And General$11,063ManagementAndGeneralAmt
Fundraising$2,264FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,595TotalAmt
Program Services$8,492ProgramServicesAmt
Management And General$10,422ManagementAndGeneralAmt
Fundraising$4,681FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$680,826TotalAmt
Program Services$170,386ProgramServicesAmt
Management And General$128,501ManagementAndGeneralAmt
Fundraising$381,939FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$143,478TotalAmt
Program Services$51,273ProgramServicesAmt
Management And General$92,205ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$61,667TotalAmt
Management And General$61,667ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$148,674TotalAmt
Program Services$124,058ProgramServicesAmt
Management And General$23,331ManagementAndGeneralAmt
Fundraising$1,285FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,256,416TotalAmt
Program Services$17,592,932ProgramServicesAmt
Management And General$4,167,412ManagementAndGeneralAmt
Fundraising$2,496,072FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,284,589BOYAmt
EOY$2,092,551EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$205,587BOYAmt
EOY$928,274EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,753,620BOYAmt
EOY$7,907,169EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$160,000BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$236,781BOYAmt
EOY$14,899EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,283,756LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,141,813LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$251,525BOYAmt
EOY$141,943EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,046,845BOYAmt
EOY$36,881,237EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$201,108BOYAmt
EOY$244,270EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,140,055BOYAmt
EOY$48,210,343EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,002,633BOYAmt
EOY$5,896,945EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,997,885BOYAmt
EOY$1,945,095EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$391,128BOYAmt
EOY$273,232EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,400,000BOYAmt
EOY$2,003,022EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,199,124BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,990,770BOYAmt
EOY$10,118,294EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,794,751BOYAmt
EOY$29,660,197EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,354,534BOYAmt
EOY$8,431,852EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,149,285BOYAmt
EOY$38,092,049EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,140,055BOYAmt
EOY$48,210,343EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$17,721,727ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,385,618NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,835,419OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,336,077CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,899,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,760,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,542,519CurrentTaxYearMinus1YearAmt
Current Tax Year$40,869,797CurrentTaxYearAmt
Total$179,408,036TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,336,077CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,899,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,760,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,542,519CurrentTaxYearMinus1YearAmt
Current Tax Year$40,869,797CurrentTaxYearAmt
Total$179,408,036TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$22,667,948SubstantialContributorsTotAmt
Public Support Total170$156,740,088PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$413,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$526,312CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$577,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$689,075CurrentTaxYearMinus1YearAmt
Current Tax Year$739,399CurrentTaxYearAmt
Total$2,946,088TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,449CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$81,723TotalAmt
FieldValueIRS element (for citing)
Total Support$182,435,847TotalSupportAmt
Gross Receipts Rltd Activities$4,874,654GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85920PublicSupportCY170Pct
Public Support PY1700.92660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$900FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$900FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,771,994FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,772,894FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$28,537CurrentYearMinus3Amt
Current Year Minus2$29,047CurrentYearMinus2Amt
Current Year Minus1$1,046CurrentYearMinus1Amt
Current Year$900CurrentYearAmt
Total$59,530TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$8,662CurrentYearMinus3Amt
Current Year Minus2$1,526CurrentYearMinus2Amt
Current Year Minus1$1,046CurrentYearMinus1Amt
Current Year$900CurrentYearAmt
Total$12,134TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$510,824DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$434,564DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$827,166DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,060,888BeginningYearBalanceAmt
Investment Earnings Or Losses$1,731,554InvestmentEarningsOrLossesAmt
Other Expenditures$241,941OtherExpendituresAmt
Administrative Expenses$26,065AdministrativeExpensesAmt
End Year Balance$6,524,436EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,252,820BeginningYearBalanceAmt
Contributions-$967ContributionsAmt
Investment Earnings Or Losses$10,038InvestmentEarningsOrLossesAmt
Other Expenditures$177,972OtherExpendituresAmt
Administrative Expenses$23,031AdministrativeExpensesAmt
End Year Balance$5,060,888EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,208,751BeginningYearBalanceAmt
Contributions$1,656ContributionsAmt
Investment Earnings Or Losses$266,882InvestmentEarningsOrLossesAmt
Other Expenditures$201,426OtherExpendituresAmt
Administrative Expenses$23,043AdministrativeExpensesAmt
End Year Balance$5,252,820EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,061,854BeginningYearBalanceAmt
Contributions$1,400ContributionsAmt
Investment Earnings Or Losses$366,395InvestmentEarningsOrLossesAmt
Other Expenditures$197,406OtherExpendituresAmt
Administrative Expenses$23,492AdministrativeExpensesAmt
End Year Balance$5,208,751EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,648,599BeginningYearBalanceAmt
Contributions$1,300ContributionsAmt
Investment Earnings Or Losses$630,428InvestmentEarningsOrLossesAmt
Other Expenditures$196,906OtherExpendituresAmt
Administrative Expenses$21,567AdministrativeExpensesAmt
End Year Balance$5,061,854EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59730PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.40270TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$377,040OtherCostOrOtherBasisAmt
Depreciation$327,784DepreciationAmt
Book Value$49,256BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$220,684OtherCostOrOtherBasisAmt
Depreciation$185,036DepreciationAmt
Book Value$35,648BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,686,032OtherCostOrOtherBasisAmt
Depreciation$1,628,993DepreciationAmt
Book Value$57,039BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$141,943TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$44,767,198TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,385,618NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$80,003DonatedServicesAndUseFcltsAmt
Other Revenue$3,180,471OtherRevenueAmt
Revenue Not Reported$6,646,092RevenueNotReportedAmt
Revenue Subtotal$38,121,106RevenueSubtotalAmt
Investment Expenses Not Incld$142,927InvestmentExpensesNotIncldAmt
Other Revenues Not Included$3,714,110OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,857,037RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,978,143TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$20,824,433TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$80,003DonatedServicesUseFcltsAmt
Expenses Not Reported$80,003ExpensesNotReportedAmt
Expenses Subtotal$20,744,430ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,927InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,369,059OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,511,986ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,256,416TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (149 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A BLACK EDUCATION NETWORK
PO BOX 3134SAN JOSECA95156943413477501C3$12,000PROGRAM GRANT - COVID RELIEF
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621942960297501C3$40,165PROGRAM GRANT - COVID RELIEF & DESIGNATED BY DONOR TO AGENCY
ALAMEDA COUNTY SOCIAL SVCS AGENCY
2000 SAN PABLO AVENUE 4TH FLOOROAKLANDCA94612943123953501C3$17,500PROGRAM GRANT -VITA SUPPORT
AMERICAS BEST LOCAL CHARITIES
1100 LARKSPUR LANDING CIRCLE STELARKSPURCA94939943042430501C3$14,372DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS108
ASCEND FOUNDATION
160 BROADWAY EAST BUILDING 6THNEW YORKNY10038651284462501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONSFLOOR
ASIAN PACIFIC AMERICAN COMMUNITY CENTER
66 RAYMOND AVENUESAN FRANCISCOCA94134942176139501C3$5,500PROGRAM GRANT -VITA SUPPORT
AT THE CROSSROADS
167 JESSIE STREETSAN FRANCISCOCA94105272603924501C3$6,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BARBARA & GERSON BAKAR FOUNDATION
201 FILBERT STREET STE 400SAN FRANCISCOCA94133205691977501C3$10,787DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BAY AREA COMMUNITY RESOURCES
171 CARLOS DRIVESAN RAFAELCA94903942346815501C3$20,000PROGRAM GRANT - CA WILDFIRE RELIEF
BAY AREA LEGAL AID
1735 TELEGRAPH AVENUEOAKLANDCA94612941631316501C3$10,449DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EASTBENICIACA94510680294153501C3$10,918PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY
BERKELEY FOOD AND HOUSING PROJECT
3225 ADELINE STREETBERKELEYCA94703942979073501C3$25,000PROGRAM GRANT - COVID RELIEF
BOYS & GIRLS CLUB SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102941156608501C3$5,899DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BRANDGOV
125 HUMPHREY LANEVALLEJOCA94591454730737501C3$20,000PROGRAM GRANT - CENSUS SUPPORT
BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVDLOS ANGELESCA90015261254255501C3$25,000PROGRAM GRANT - VITA SUPPORT
CANAL ALLIANCE
91 LARKSPUR STREETLARKSPURCA94901942832648501C3$20,000PROGRAM GRANT -VITA SUPPORT
CATHOLIC CHARITIES OF ARCHDIOCESE OF SAN FRANCISCO
990 EDDY STREETSAN FRANCISCOCA94109941498472501C3$247,000PROGRAM GRANT - RENTAL ASSISTANCE
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD 200SAN JOSECA95134942762269501C3$51,026PROGRAM GRANT - HOUSING ASSISTANCE & DESIGNATED BY DONOR TO AGENCY
CATHOLIC CHARITIES OF THE EAST BAY
433 JEFFERSON STREETOAKLANDCA94607942677202501C3$454,274PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
464 7TH STREETOAKLANDCA94607133843322501C3$7,500PROGRAM GRANT - CENSUS SUPPORT
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT TRI-VALLEY CAREER CENTER
7600 DUBLIN BLVD 3RD FLOORDUBLINCA94568941670563501C3$99,000PROGRAM GRANTS - EQUITY & VITA SUPPORT
CHILDRENS CREATIVITY MUSEUM
221 FOURTH STREETSAN FRANCISCOCA94103943178735501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDRENS DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110942870828501C3$25,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDREN'S LAW OFFICE
PO BOX 706COTATICA94931954252143501C3$6,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDREN'S NETWORK OF SOLANO COUNTY
827 MISSOURI STREET SUITE 5FARIFIELDCA94533680014506501C3$732,500PROGRAM GRANT - RENTAL ASSISTANCE
CHINESE FOR AFFIRMATIVE ACTION
17 WALTER U LUM PLACESAN FRANCISCOCA94108942161304501C3$10,000PROGRAM GRANT - COVID RELIEF
CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET 104SAN FRANCISCOCA94108942152893501C3$33,500PROGRAM GRANT - VITA SUPPORT
CHURCH OF JESUS CHRIST LDS CORPORATION
50 E NORTH TEMPLE STREETSALT LAKE CITYUT84150870234341501C3$14,557DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHURCH OF JESUS CHRIST LDS FAIRFIELD
1718 HIGHLAND CIRCLEFAIRFIELDCA94534941599152501C3$5,458DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CITY OF SOUTH SAN FRANCISCO
400 GRAND AVENUESOUTH SAN FRANCISCOCA94080946000435501C3$8,800PROGRAM GRANT - EDUCATION
COASTSIDE HOPE
99 AVENUE ALHAMBRAEL GRANADACA94018046782383501C3$6,500PROGRAM GRANT -VITA SUPPORT
CODE FOR AMERICA
972 MISSION STREET FIFTH FLOORSAN FRANCISCOCA94103271067272501C3$125,275PROGRAM GRANT -VITA SUPPORT
COMMUNITY ACTION MARIN
29 MARY STREETSAN RAFAELCA94901946136365501C3$446,750PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY
COMMUNITY ACTION PARTNERSHIP OF SONOMA CTY
555 SEBASTOPAL RDSANTA ROSACA95401941648949501C3$20,000PROGRAM GRANT - VITA SUPPORT
COMMUNITY BRIDGES
519 MAIN STREETWATSONVILLECA95076942460211501C3$75,000PROGRAM GRANT - CA WILDFIRE RELIEF
COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
22351 CITY CENTER DRIVE SUITE 100HAYWARDCA94541237218859501C3$12,000PROGRAM GRANT - VITA SUPPORT
COMMUNITY FINANCIAL RESOURCES
771 EUCLID AVENUEBERKELEYCA94708203788598501C3$15,000PROGRAM GRANT -VITA SUPPORT
COMMUNITY HOUSING PARTNERSHIP
20 JONES STREET SUITE 200SAN FRANCISCOCA94102943112338501C3$15,000PROGRAM GRANT - COVID RELIEF
COMMUNITY LIVING CAMPAIGN
1360 MISSION STREET SUITE 400SAN FRANCISCOCA94103261697250501C3$121,081ENDOWMENT FUND DISTRIBUTION TO AGENCY FOR GENERAL OPERATIONS
COMMUNITY SERVICE AGENCY OF MOUNTAIN VIEW LOS ALTOS& LOS ALTOS
204 STIERLIN ROADMOUNTAIN VIEWCA94043941422465501C3$76,000PROGRAM GRANT - RENTAL ASSISTANCE
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102941156622501C3$25,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CONSERVATION CORPS NORTH BAY
27 LARKSPUR STSAN RAFAELCA94901942831592501C3$7,600DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CONTRA COSTA CRISIS CENTER
PO BOX 3364WALNUT CREEKCA94598941747227501C3$45,000PROGRAM GRANT -VITA SUPPORT
EARTHSHARE CALIFORNIA
870 MARKET STREET SUITE 703SAN FRANCISCOCA94102942840364501C3$6,208DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
EAST BAY ASIAN LOCAL DEVELOPMENT CORP
1825 SAN PABLO AVE SUITE 200OAKLANDCA94612510171851501C3$538,500PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY
EDEN I AND R INC
570 B STREETHAYWARDCA94541942330950501C3$55,000PROGRAM GRANT -VITA SUPPORT
EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREETSAN FRANCISCOCA94116941186168501C3$27,317DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ETHIOPIAN COMMUNITY SERVICE
1295 JOHNSON AVESAN JOSECA95129770289001501C3$10,000PROGRAM GRANT - CENSUS SUPPORT
FAMILY HOUSE- SAN FRANCISCO
540 MISSION BAY BLVD NORTHSAN FRANCISCOCA94158942722663501C3$25,288DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FEEDING OPPORTUNITIES ON DEMAND
10440 INTERNATIONAL BOULEVARDOAKLANDCA94603844517408501C3$25,000PROGRAM GRANT - COVID RELIEF
FOOD BANK OF CONTRA COSTA & SOLANO
4010 NELSON AVENUECONCORDCA94520942418054501C3$19,302DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FREMONT FAMILY RESOURCE CENTER
39155 LIBERTY STREET SUITE A110FREMONTCA945375006943333831501C3$161,700PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY
FUERZA EDUCATIONAL COALITION
7750 PARDEE LANE SUITE 110OAKLANDCA94621833036778501C3$50,000PROGRAM GRANT - COVID RELIEF
GIFFORDS LAW CTR TO PREVENT GUN VIOLENCE
268 BUCH STREET 555SAN FRANCISCOCA94104464638549501C3$6,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
GOLDEN STATE OPPORTUNITY FOUNDATION
10877 WILSHIRE BLVD SUITE 708LOS ANGELESCA90024474325738501C3$95,000PROGRAM GRANT -VITA SUPPORT
GREATER NAPA VALLEY FAIR HOUSING CENTER
1804 SOSCOL AVENUE SUITE 203NAPACA94559421576121501C3$25,000PROGRAM GRANT - CA WILDFIRE RELIEF
GREATER RICHMOND INTERFAITH PROGRAM
165 22ND STREETRICHMONDCA94801237169239501C3$25,000PROGRAM GRANT - COVID RELIEF
HAMILTON FAMILIES
1631 HAYES STREETSAN FRANCISCOCA94117943055602501C3$35,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HARVARD BUSINESS SCHOOL
TEELE HALL 230 WESTERN AVEBOSTONMA02163043395140501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HARVARD-CLASS OF 1992
HARVARD BUSINESS SCHOOLBOSTONMA02163530199180501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HAYWARD AREA RECREATION AND PARK DISTRICT (HARD)
1099 E STREETHAYWARDCA94541611754831501C3$7,000PROGRAM GRANT -VITA SUPPORT
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE NWWASHINGTONDC20036521481896501C3$5,186DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HUMANE SOCIETY OF THE NORTH BAY
1121 SONOMA BOULEVARDVALLEJOCA94591943041601501C3$9,603DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
IMMACULATE CONCEPTION ACADEMY
3625 - 24TH STREETSAN FRANCISCOCA94110591296744501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
INTERFACE CHILDREN FAMILY SERVICES
4001 MISSION OAKS BLVD SUITE ICAMARILLOCA930125121952944459501C3$40,000PROGRAM GRANT -VITA SUPPORT
J DAVID GLADSTONE INSTITUTES
1650 OWENS STREETSAN FRANCISCOCA94158237203666501C3$15,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
JF KAPNEK CHARITABLE TRUST
936 DEWING AVENUE SUITE E3LAFAYETTECA94549237165692501C3$50,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA
3003 OAK ROAD SUITE 130WALNUT CREEKCA94597941322179501C3$16,200DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET SUITE 500OAKLANDCA94612205010766501C3$8,500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110941241309501C3$7,851DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LAO FAMILY COMMUNITY DEVELOPMENT INC
2325 EAST 12TH STREETOAKLANDCA94601943115164501C3$30,000PROGRAM GRANT -VITA SUPPORT
LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF
131 STEUART ST STE 400SAN FRANCISCOCA94105942581415501C3$50,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LEGAL AID AT WORK
180 MONTGOMERY STREET SUITE 600SAN FRANCISCOCA94104942783401501C3$51,000PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY
LEUKEMIA & LYMPHOMA SOCIETY
100 W SAN FERNANDO STREET SUITE 365SAN JOSECA95113135644916501C3$10,670DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS365
LIFEMOVES
181 CONSTITUTION DRIVEMENLO PARKCA94025770160469501C3$70,135PROGRAM GRANT - EMERGENCY ASSISTANCE & DESIGNATED BY DONOR TO AGENCY
MAKE A WISH FOUNDATION GREATER BAY AREA
1333 BROADWAY SUITE 200OAKLANDCA94612942958481501C3$12,392DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MARIN ACADEMY
1600 MISSION AVESAN RAFAELCA94901941186189501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MCGEE AVENUE BAPTIST CHURCH
1640 STUART STREETBERKELEYCA94703942184326501C3$15,000PROGRAM GRANT - COVID RELIEF
MICHAEL J FOX FOUNDATION
FOR PARKINSONS RESEARCHNEW YORKNY10163134141945501C3$6,343DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MILE HIGH UNITED WAY
711 PARK AVENUE WESTDENVERCO80205840404235501C3$10,554DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301SAN FRANCISCOCA94110510187791501C3$15,000PROGRAM GRANT -VITA SUPPORT
MONUMENT IMPACT
1760 CLAYTON ROADCONCORDCA94520943370919501C3$8,400PROGRAM GRANT - CENSUS SUPPORT
MULTIPLYING GOOD
15 WEST 38TH STREET SUITE 1210NEW YORKNY10018520959336501C3$12,100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
NAMI NORTH COASTAL SAN DIEGO CO
5095 MURPHY CANYON ROAD SUITE 320SAN DIEGOCA92123330122462501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
NAMI-CA CONTRA COSTA
2151 SALVIO STREETCONCORDCA94520680209474501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
NEW DAY FOR CHILDREN
PO BOX 439ALAMOCA94507270406125501C3$11,239DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
NON-PROFI HOUSING ASSOCIATION OF NORTHERN CALIFRONIA
369 PINE STREET SUITE 350SAN FRANCISCOCA94104942741597501C3$35,000PROGRAM GRANT - RENTAL ASSISTANCE
NORTHEAST COMMUNITY FEDERAL CREDIT UNION
683 CLAY STREETSAN FRANCISCOCA94111620676416501C3$16,500PROGRAM GRANT -VITA SUPPORT
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREETOAKLANDCA94607453138892501C3$20,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ON THE MOVE
780 LINCOLN AVENUENAPACA94558753149095501C3$333,600PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, EQUITY, & CA WILDFIRE RELIEF
ONE TREASURE ISLAND
1 AVENUE OF THE PALMS ROOM 166SAN FRANCISCOCA94130943280624501C3$5,551PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY
ONEJUSTICE
433 CALIFORNIA STREET SUITE 815SAN FRANCISCOCA94104942589423501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
PACIFICA RESOURCE CENTER
1809 PALMETTO AVENUEPACIFICACA94044811496989501C3$7,674PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY
PLANNED PARENTHOOD MAR MONTE INC
1605 THE ALAMEDASAN JOSECA95050941583439501C3$20,000PROGRAM GRANT - EQUITY SUPPORT
PUENTE DE LA COSTA SUR
PO BOX 554PESCADEROCA94060371484262501C3$67,143PROGRAM GRANTS - VITA SUPPORT, CA WILDFIRE, & DESIGNATED BY DONOR TO AGENCY
PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER
952 NAPA STREETNAPACA94559203126333501C3$26,600PROGRAM GRANT - VITA SUPPORT & CA WILDFIRE
REBEKAH CHILDRENS SERVICES
290 IOOF AVENUEGILROYCA95020941167402501C3$11,750DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
RENAISSANCE ENTREPRENEURSHIP CENTER
275 5TH STREETSAN FRANCISCOCA94103942793122501C3$6,600PROGRAM GRANT -VITA SUPPORT
RICHMOND COMMUNITY FOUNDATION
1014 FLORIDA AVENUE SUITE 200RICHMONDCA94804943337754501C3$1,011,916PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, CENSUS SUPPORT, EQUITY, & DESIGNATED BY DONOR TO AGENCYS
RUBICON PROGRAMS INC
2500 BISSELL AVENUERICHMONDCA94804942301550501C3$10,000PROGRAM GRANT -VITA SUPPORT
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREETSAN JOSECA95110237179787501C3$153,236PROGRAM GRANT - EMERGENCY ASSISTANCE & DESIGNATED BY DONOR TO AGENCY
SALVATION ARMY GOLDEN STATE DIVISION
PO BOX 193465SAN FRANCISCOCA94119941156347501C3$70,000PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE
SALVATION ARMY SILICON VALLEY
359 NORTH 4TH STREETSAN JOSECA95112133485289501C3$12,835DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SAMARITAN HOUSE
4031 PACIFIC BLVD 3RD FLOORSAN MATEOCA94403237416272501C3$8,339PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107943041517501C3$8,628DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SAN FRANCISCO SPCA
201 ALABAMA STREETSAN FRANCISCOCA94103940836580501C3$5,067DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SAN FRANCISCO STUDY CENTER
1663 MISSION STREET SUITE 310SAN FRANCISCOCA94103942168838501C3$7,000PROGRAM GRANT - CENSUS SUPPORT
SAN JOSE EVERGREEN COMMUNITY COLLEGE DISTRICT FOUNDATION
40 S MARKET ST 5TH FLOORSAN JOSECA95113942877474501C3$235,000PROGRAM GRANT - RENTAL ASSISTANCE
SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT
40 SOUTH MARKET STREETSAN JOSECA95113770100756501C3$258,250PROGRAM GRANT - RENTAL ASSISTANCE & EQUITY
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVESAN MATEOCA94402943084147501C3$215,000PROGRAM GRANTS - VITA SUPPORT, EQUITY SUPPORT
SAN MATEO COUNTY UNION COMMUNITY ALLIANCE
1153 CHESS DRIVE SUITE 200FOSTER CITYCA94404731656669501C3$56,500PROGRAM GRANT - EQUITY SUPPORT
SELF-HELP ECONOMIC DEVELOPMENT INC
1330 BROADWAY SUITE 604OAKLANDCA94612205330006501C3$25,000PROGRAM GRANT -VITA SUPPORT
SELF-HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100SAN FRANCISCOCA94111941750717501C3$8,246PROGRAM GRANT - EQUITY & DESIGNATED BY DONOR TO AGENCY
SFCLOUT
1188 FRANKLIN STREET SUITE 203SAN FRANCISCOCA94109942687066501C3$150,000PROGRAM GRANT - RENTAL ASSISTANCE
SPORTSTRONG YOUTH SPORTS FOUNDATION
40 SAVONA COURTDANVILLECA94526810656586501C3$6,341DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ST JOSEPHS FAMILY CENTER
7950 CHURCH STREET SUITE AGILROYCA95020030391775501C3$76,000PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE
ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVEORINDACA94563941399270501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105620646012501C3$8,479DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309941156365501C3$21,142DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SUMMER SEARCH
101 HOWARD STREET SUITE 250SAN FRANCISCOCA94105680200138501C3$11,903DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SUNNYVALE COMMUNITY SERVICES
725 KIFER ROADSUNNYVALECA94086941713897501C3$76,129PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY
SUPPORTING OUR CANCER KIDS
PO BOX 2282VACAVILLECA95696275533158501C3$6,351DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SYRACUSE UNIVERSITY
640 SKYTOP ROAD 2ND FLOORSYRACUSENY13244150532081501C3$25,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
TAX-AID
235 MONTGOMERY STREET SUITE 1155SAN FRANCISCOCA94104943062518501C3$7,500PROGRAM GRANT -VITA SUPPORT
THE BASIC FUND
1301 CLAY STREET UNIT 70450OAKLANDCA94612943290699501C3$10,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
THE DAVIS STREET COMMUNITY CENTER INC
3081 TEAGARDEN STREETSAN LEANDROCA94577943121699501C3$15,000PROGRAM GRANT -VITA SUPPORT
THE FATHERS HOUSE
126 PEABODY ROADVACAVILLECA95687680408159501C3$8,574DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
THE SALVATION ARMY SOLANO COUNTY
3755 NORTH FREEWAY BLVDSACRAMENTOCA95834941156347501C3$62,500PROGRAM GRANT - COVID RELIEF & CA WILDFIRE RELIEF
THE UNITY COUNCIL OF ALAMEDA COUNTY INC
1900 FRUITVALE AVE SUITE 2BOAKLANDCA94601941670490501C3$50,000PROGRAM GRANT -VITA SUPPORT
THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREETSAN FRANCISCOCA94110941730620501C3$11,000PROGRAM GRANT -VITA SUPPORT
TRANSWOMEN4TRANSWOMEN
1010 SOUTH 2ND STREETSAN JOSECA95110853057871501C3$20,001PROGRAM GRANT - LABOR RELATIONS
TRAVIS CREDIT UNION
P O BOX 2069VACAVILLECA95696941242831501C3$8,800PROGRAM GRANT -VITA SUPPORT
UC REGENTSUC BERKELEY
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA947041070946002123501C3$5,500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UCSF BENIOFF CHILDRENS HOSPITAL - OAKLAND
PO BOX 45339SAN FRANCISCOCA94145941657474501C3$5,317DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UNITED WAY MASSACHUSETTS BAY & MERRIMACK
PO BOX 51381BOSTONMA02205042382233501C3$10,448DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UNITED WAY MONTEREY COUNTY
60 GARDEN COURT SUITE 350MONTEREYCA93940941322169501C3$293,017PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY
UNITED WAY OF GREATER ATLANTA
PO BOX 2692ATLANTAGA30301580566194501C3$5,768DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UNITED WAY OF GREATER UNION COUNTY
33 W GRAND STREETELIZABETHNJ07202221904427501C3$7,822DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UNITED WAY SANTA CRUZ
PO BOX 1458CAPITOLACA95010941422471501C3$437,729PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY
UNITED WAY WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITESANTA ROSACA95407941669646501C3$353,991PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY160
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 SOUTH OLIVE STREET 25TH FLOORLOS ANGELESCA90015951642394501C3$5,026DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UP VALLEY FAMILY CENTERS OF NAPA COUNTY
1440 SPRING STREETSAINT HELENACA94574800023012501C3$178,000PROGRAM GRANTS - CA WILDFIRE, VITA SUPPORT, & RENTAL ASSISTANCE
URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE STSAN FRANCISCOCA94117941622034501C3$15,000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
URBAN STRATEGIES COUNCIL
1720 BROADWAY 2ND FLOOROAKLANDCA94612943044453501C3$32,500PROGRAM GRANT - COVID RELIEF & CENSUS SUPPORT
USA CYCLING INC
210 USA CYCLING POINT SUITE 100COLORADO SPRINGSCO80919841284437501C3$16,720DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVECUPERTNOCA95014942211685501C3$132,000PROGRAM GRANT - RENTAL ASSISTANCE & VITA SUPPORT
WOODSIDE SCHOOL FOUNDATION
3195 WOODSIDE ROADWOODSIDECA94062942928552501C3$12,500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
WORKING PARTNERSHIPS USA
2102 ALMADEN RD SUITE 112SAN JOSECA95125770387535501C3$113,000PROGRAM GRANT - VITA & CENSUS SUPPORT
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS66675202370934501C3$7,145DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org149Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFUNDING 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4ATHE 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$458,847NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROCEEDS FROM SALEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6VOLUNTEERS 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 1THE 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 4DURING 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 6THROUGH 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 7ATHROUGH 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 7BTHROUGH 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 11BTHE 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 12CTHE 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 15THE 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 19THE 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 11GOTHER 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

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY WORLDWIDEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 NORTH FAIRFAX STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
EIN131635294EIN
Primary ActivitiesLEADERSHIP AND SUPPORT FOR THE UWW NETWORK AROUND THE WORLDPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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