2022-05-16T22:24:10-05:00 2021-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2020-07-01 941312348 UNITED WAY OF THE BAY AREA UNIT 4158084300 550 KEARNY ST NO 1000 SAN FRANCISCO CA 94108 ROBERT BENAVIDEZ CFO 4158084300 2022-05-16 1 ROBERT BENAVIDEZ 999009999 TRACY S PAGLIA P00366884 4159561500 2022-05-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z UNITED WAY BAY AREA KEVIN ZWICK 550 KEARNY ST NO 1000 SAN FRANCISCO CA 94108 46605996 0 X WWW.UWBA.ORG X 1922 CA TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER. 10 10 65 2211 0 0 31542519 40869797 2100367 237871 685436 862073 114454 8402 34442776 41978143 20304093 11860464 0 0 6492533 5802611 0 0 2496072 5353524 6593341 32150150 24256416 2292626 17721727 28140055 48210343 13990770 10118294 14149285 38092049 X 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. 0 0 7634090 4143640 0 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. 3369058 3369058 19784 GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES 1614969 0 218087 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. 4974815 4347766 0 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. 4974815 4347766 0 17592932 1 1 0 1 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROBERT BENAVIDEZ 4158084390 550 KEARNY ST 1000 SAN FRANCISCO CA 94108 WILSON ANNE FORMER CEO (THRU 5/20) 37.50 0.00 X 490321 0 470444 GRIFFIN SIDNEY THRU 0121 COMMUNITY MOBILIZATION OFFICER 37.50 0.00 X 194364 0 53612 ZWICK KEVIN CHIEF EXECUTIVE OFFICER 37.50 0.00 X 150688 0 61928 BUENAVISTA SARAHVON DIRECTOR, IT 37.50 0.00 X 120940 0 90511 BATSON KELLY A CHIEF COMMUNITY IMPACT OFFICER 37.50 0.00 X 166033 0 18419 YASUHARA LI ENA VICE PRESIDENT, IMPACT STRATEGIES 37.50 0.00 X 129452 0 6272 THOMAS-HASSAN CHERYL SENIOR DIRECTOR, HUMAN RESOURCES 37.50 0.00 X 118949 0 15980 TORRES MAUREEN M SENIOR DIRECTOR, GIFT PROCESSING 37.50 0.00 X 114547 0 16177 HASHAGEN THEODOSIA B SENIOR DIRECTOR, INSTITUTIONAL GIVING 37.50 0.00 X 108782 0 21621 BREBER PIERRE BOARD CHAIR 2.00 0.00 X X 0 0 0 JOHNSON KEVIN SECRETARY, GOVERNANCE COMMITTEE 2.00 0.00 X X 0 0 0 MCCARTHY GIOIA TREASURER 2.00 0.00 X X 0 0 0 BRANCH MICHELLE DIRECTOR 2.00 0.00 X 0 0 0 CABA OUSMANE DIRECTOR 2.00 0.00 X 0 0 0 HERBERT III JAMES DIRECTOR, AUDIT COMMITTEE 2.00 0.00 X 0 0 0 LARA ALICIA DIRECTOR 2.00 0.00 X 0 0 0 MANZO PETE DIRECTOR 2.00 0.00 X 0 0 0 ROGERS MATT DIRECTOR 2.00 0.00 X 0 0 0 STREET ERIC DIR., CHAIR TOCQ SOC, AUDIT COM 2.00 0.00 X 0 0 0 SUTTON MARK INTERIM CFO (THRU 06/21) 37.50 0.00 X 0 0 0 BENAVIDEZ ROBERT CHIEF FINANCIAL & OPERATIONS OFFICER 37.50 0.00 X 0 0 0 1594076 0 754964 24 1 1 0 UNITED WAYS OF CA 702 COUNTY SQUARE DR UNIT 100 VENTURA CA 93003 211 CONSULTING SERVICES 1300024 BRAZER COMMUNICATIONS 47 PARK AVE MILL VALLEY CA 94941 MEDIA SERVICES 454200 LANXPERT CORPORATION DBA INTIVIX 2443 FILLMORE STREET 380-16723 SAN FRANCISCO CA 94115 IT SERVICES 162211 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 91189 AUDIT/TAX SERVICES 133125 GALLAGHER BENEFIT SERVICES INC 2850 GOLF RD - 5TH FLOOR ROLLING MEADOWS IL 60008 PENSION SERVICES 131177 5 8614245 32255552 458847 40869797 PLEDGE PROCESSING FEES 900099 218087 218087 CONSULTING FEE INCOME 900099 19784 19784 237871 730997 730997 8402 0 8402 8402 8402 4758929 4627853 131076 131076 131076 41978143 237871 0 870475 X 11860464 11860464 720999 480036 124963 116000 199341 79737 59802 59802 3570313 1501920 970704 1097689 284568 109884 95043 79641 708081 311638 187884 208559 319309 131926 101665 85718 173435 173435 142927 142927 2820718 1904154 749699 166865 703515 522303 63879 117333 640880 93865 480719 66296 1038903 241400 689503 108000 14723 1396 11063 2264 23595 8492 10422 4681 680826 170386 128501 381939 143478 51273 92205 61667 61667 148674 124058 23331 1285 24256416 17592932 4167412 2496072 3284589 2092551 205587 928274 9753620 7907169 160000 0 236781 14899 2283756 2141813 251525 141943 14046845 36881237 201108 244270 28140055 48210343 8002633 5896945 1997885 1945095 391128 273232 2400000 2003022 1199124 0 13990770 10118294 X 3794751 29660197 10354534 8431852 14149285 38092049 28140055 48210343 X 17721727 3385618 2835419 X 0 1 X 1 0 X 43336077 35899126 27760517 31542519 40869797 179408036 43336077 35899126 27760517 31542519 40869797 179408036 22667948 156740088 413999 526312 577303 689075 739399 2946088 33449 48274 0 0 0 81723 182435847 4874654 0.85920 0.92660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900 900 21771994 21772894 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 28537 29047 1046 900 59530 250000 250000 250000 250000 1000000 1500000 8662 1526 1046 900 12134 14 510824 434564 827166 1 1 0 0 5060888 1731554 241941 26065 6524436 5252820 -967 10038 177972 23031 5060888 5208751 1656 266882 201426 23043 5252820 5061854 1400 366395 197406 23492 5208751 4648599 1300 630428 196906 21567 5061854 0.00000 0.59730 0.40270 0 0 377040 327784 49256 220684 185036 35648 1686032 1628993 57039 141943 X 44767198 3385618 80003 3180471 6646092 38121106 142927 3714110 3857037 41978143 20824433 80003 80003 20744430 142927 3369059 3511986 24256416 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. 1 A BLACK EDUCATION NETWORK PO BOX 3134 SAN JOSE CA 95156 943413477 501C3 12000 PROGRAM GRANT - COVID RELIEF ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DRIVE OAKLAND CA 94621 942960297 501C3 40165 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 17500 PROGRAM GRANT -VITA SUPPORT AMERICAS BEST LOCAL CHARITIES 1100 LARKSPUR LANDING CIRCLE STE 108 LARKSPUR CA 94939 943042430 501C3 14372 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ASCEND FOUNDATION 160 BROADWAY EAST BUILDING 6TH FLOOR NEW YORK NY 10038 651284462 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ASIAN PACIFIC AMERICAN COMMUNITY CENTER 66 RAYMOND AVENUE SAN FRANCISCO CA 94134 942176139 501C3 5500 PROGRAM GRANT -VITA SUPPORT AT THE CROSSROADS 167 JESSIE STREET SAN FRANCISCO CA 94105 272603924 501C3 6000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BARBARA & GERSON BAKAR FOUNDATION 201 FILBERT STREET STE 400 SAN FRANCISCO CA 94133 205691977 501C3 10787 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY AREA COMMUNITY RESOURCES 171 CARLOS DRIVE SAN RAFAEL CA 94903 942346815 501C3 20000 PROGRAM GRANT - CA WILDFIRE RELIEF BAY AREA LEGAL AID 1735 TELEGRAPH AVENUE OAKLAND CA 94612 941631316 501C3 10449 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501C3 10918 PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY BERKELEY FOOD AND HOUSING PROJECT 3225 ADELINE STREET BERKELEY CA 94703 942979073 501C3 25000 PROGRAM GRANT - COVID RELIEF BOYS & GIRLS CLUB SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 941156608 501C3 5899 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BRANDGOV 125 HUMPHREY LANE VALLEJO CA 94591 454730737 501C3 20000 PROGRAM GRANT - CENSUS SUPPORT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501C3 25000 PROGRAM GRANT - VITA SUPPORT CANAL ALLIANCE 91 LARKSPUR STREET LARKSPUR CA 94901 942832648 501C3 20000 PROGRAM GRANT -VITA SUPPORT CATHOLIC CHARITIES OF ARCHDIOCESE OF SAN FRANCISCO 990 EDDY STREET SAN FRANCISCO CA 94109 941498472 501C3 247000 PROGRAM GRANT - RENTAL ASSISTANCE CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD 200 SAN JOSE CA 95134 942762269 501C3 51026 PROGRAM GRANT - HOUSING ASSISTANCE & DESIGNATED BY DONOR TO AGENCY CATHOLIC CHARITIES OF THE EAST BAY 433 JEFFERSON STREET OAKLAND CA 94607 942677202 501C3 454274 PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY CENTER FOR EMPLOYMENT OPPORTUNITIES INC 464 7TH STREET OAKLAND CA 94607 133843322 501C3 7500 PROGRAM GRANT - CENSUS SUPPORT CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT TRI-VALLEY CAREER CENTER 7600 DUBLIN BLVD 3RD FLOOR DUBLIN CA 94568 941670563 501C3 99000 PROGRAM GRANTS - EQUITY & VITA SUPPORT CHILDRENS CREATIVITY MUSEUM 221 FOURTH STREET SAN FRANCISCO CA 94103 943178735 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDRENS DISCOVERY MUSEUM OF SAN JOSE 180 WOZ WAY SAN JOSE CA 95110 942870828 501C3 25000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDREN'S LAW OFFICE PO BOX 706 COTATI CA 94931 954252143 501C3 6000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDREN'S NETWORK OF SOLANO COUNTY 827 MISSOURI STREET SUITE 5 FARIFIELD CA 94533 680014506 501C3 732500 PROGRAM GRANT - RENTAL ASSISTANCE CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U LUM PLACE SAN FRANCISCO CA 94108 942161304 501C3 10000 PROGRAM GRANT - COVID RELIEF CHINESE NEWCOMERS SERVICE CENTER 777 STOCKTON STREET 104 SAN FRANCISCO CA 94108 942152893 501C3 33500 PROGRAM GRANT - VITA SUPPORT CHURCH OF JESUS CHRIST LDS CORPORATION 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 870234341 501C3 14557 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHURCH OF JESUS CHRIST LDS FAIRFIELD 1718 HIGHLAND CIRCLE FAIRFIELD CA 94534 941599152 501C3 5458 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CITY OF SOUTH SAN FRANCISCO 400 GRAND AVENUE SOUTH SAN FRANCISCO CA 94080 946000435 501C3 8800 PROGRAM GRANT - EDUCATION COASTSIDE HOPE 99 AVENUE ALHAMBRA EL GRANADA CA 94018 046782383 501C3 6500 PROGRAM GRANT -VITA SUPPORT CODE FOR AMERICA 972 MISSION STREET FIFTH FLOOR SAN FRANCISCO CA 94103 271067272 501C3 125275 PROGRAM GRANT -VITA SUPPORT COMMUNITY ACTION MARIN 29 MARY STREET SAN RAFAEL CA 94901 946136365 501C3 446750 PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY COMMUNITY ACTION PARTNERSHIP OF SONOMA CTY 555 SEBASTOPAL RD SANTA ROSA CA 95401 941648949 501C3 20000 PROGRAM GRANT - VITA SUPPORT COMMUNITY BRIDGES 519 MAIN STREET WATSONVILLE CA 95076 942460211 501C3 75000 PROGRAM GRANT - CA WILDFIRE RELIEF COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA 22351 CITY CENTER DRIVE SUITE 100 HAYWARD CA 94541 237218859 501C3 12000 PROGRAM GRANT - VITA SUPPORT COMMUNITY FINANCIAL RESOURCES 771 EUCLID AVENUE BERKELEY CA 94708 203788598 501C3 15000 PROGRAM GRANT -VITA SUPPORT COMMUNITY HOUSING PARTNERSHIP 20 JONES STREET SUITE 200 SAN FRANCISCO CA 94102 943112338 501C3 15000 PROGRAM GRANT - COVID RELIEF COMMUNITY LIVING CAMPAIGN 1360 MISSION STREET SUITE 400 SAN FRANCISCO CA 94103 261697250 501C3 121081 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 76000 PROGRAM GRANT - RENTAL ASSISTANCE COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 941156622 501C3 25000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CONSERVATION CORPS NORTH BAY 27 LARKSPUR ST SAN RAFAEL CA 94901 942831592 501C3 7600 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CONTRA COSTA CRISIS CENTER PO BOX 3364 WALNUT CREEK CA 94598 941747227 501C3 45000 PROGRAM GRANT -VITA SUPPORT EARTHSHARE CALIFORNIA 870 MARKET STREET SUITE 703 SAN FRANCISCO CA 94102 942840364 501C3 6208 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 538500 PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY EDEN I AND R INC 570 B STREET HAYWARD CA 94541 942330950 501C3 55000 PROGRAM GRANT -VITA SUPPORT EDGEWOOD CENTER FOR CHILDREN & FAMILIES 1801 VICENTE STREET SAN FRANCISCO CA 94116 941186168 501C3 27317 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ETHIOPIAN COMMUNITY SERVICE 1295 JOHNSON AVE SAN JOSE CA 95129 770289001 501C3 10000 PROGRAM GRANT - CENSUS SUPPORT FAMILY HOUSE- SAN FRANCISCO 540 MISSION BAY BLVD NORTH SAN FRANCISCO CA 94158 942722663 501C3 25288 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS FEEDING OPPORTUNITIES ON DEMAND 10440 INTERNATIONAL BOULEVARD OAKLAND CA 94603 844517408 501C3 25000 PROGRAM GRANT - COVID RELIEF FOOD BANK OF CONTRA COSTA & SOLANO 4010 NELSON AVENUE CONCORD CA 94520 942418054 501C3 19302 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS FREMONT FAMILY RESOURCE CENTER 39155 LIBERTY STREET SUITE A110 FREMONT CA 945375006 943333831 501C3 161700 PROGRAM GRANT - RENTAL ASSISTANCE, VITA SUPPORT, & EQUITY FUERZA EDUCATIONAL COALITION 7750 PARDEE LANE SUITE 110 OAKLAND CA 94621 833036778 501C3 50000 PROGRAM GRANT - COVID RELIEF GIFFORDS LAW CTR TO PREVENT GUN VIOLENCE 268 BUCH STREET 555 SAN FRANCISCO CA 94104 464638549 501C3 6000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS GOLDEN STATE OPPORTUNITY FOUNDATION 10877 WILSHIRE BLVD SUITE 708 LOS ANGELES CA 90024 474325738 501C3 95000 PROGRAM GRANT -VITA SUPPORT GREATER NAPA VALLEY FAIR HOUSING CENTER 1804 SOSCOL AVENUE SUITE 203 NAPA CA 94559 421576121 501C3 25000 PROGRAM GRANT - CA WILDFIRE RELIEF GREATER RICHMOND INTERFAITH PROGRAM 165 22ND STREET RICHMOND CA 94801 237169239 501C3 25000 PROGRAM GRANT - COVID RELIEF HAMILTON FAMILIES 1631 HAYES STREET SAN FRANCISCO CA 94117 943055602 501C3 35000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS HARVARD BUSINESS SCHOOL TEELE HALL 230 WESTERN AVE BOSTON MA 02163 043395140 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS HARVARD-CLASS OF 1992 HARVARD BUSINESS SCHOOL BOSTON MA 02163 530199180 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) 1099 E STREET HAYWARD CA 94541 611754831 501C3 7000 PROGRAM GRANT -VITA SUPPORT HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 521481896 501C3 5186 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS HUMANE SOCIETY OF THE NORTH BAY 1121 SONOMA BOULEVARD VALLEJO CA 94591 943041601 501C3 9603 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS IMMACULATE CONCEPTION ACADEMY 3625 - 24TH STREET SAN FRANCISCO CA 94110 591296744 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 930125121 952944459 501C3 40000 PROGRAM GRANT -VITA SUPPORT J DAVID GLADSTONE INSTITUTES 1650 OWENS STREET SAN FRANCISCO CA 94158 237203666 501C3 15000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS JF KAPNEK CHARITABLE TRUST 936 DEWING AVENUE SUITE E3 LAFAYETTE CA 94549 237165692 501C3 50000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA 3003 OAK ROAD SUITE 130 WALNUT CREEK CA 94597 941322179 501C3 16200 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET SUITE 500 OAKLAND CA 94612 205010766 501C3 8500 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 941241309 501C3 7851 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS LAO FAMILY COMMUNITY DEVELOPMENT INC 2325 EAST 12TH STREET OAKLAND CA 94601 943115164 501C3 30000 PROGRAM GRANT -VITA SUPPORT LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF 131 STEUART ST STE 400 SAN FRANCISCO CA 94105 942581415 501C3 50000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS LEGAL AID AT WORK 180 MONTGOMERY STREET SUITE 600 SAN FRANCISCO CA 94104 942783401 501C3 51000 PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY LEUKEMIA & LYMPHOMA SOCIETY 100 W SAN FERNANDO STREET SUITE 365 365 SAN JOSE CA 95113 135644916 501C3 10670 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 770160469 501C3 70135 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 12392 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS MARIN ACADEMY 1600 MISSION AVE SAN RAFAEL CA 94901 941186189 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS MCGEE AVENUE BAPTIST CHURCH 1640 STUART STREET BERKELEY CA 94703 942184326 501C3 15000 PROGRAM GRANT - COVID RELIEF MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH NEW YORK NY 10163 134141945 501C3 6343 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS MILE HIGH UNITED WAY 711 PARK AVENUE WEST DENVER CO 80205 840404235 501C3 10554 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO CA 94110 510187791 501C3 15000 PROGRAM GRANT -VITA SUPPORT MONUMENT IMPACT 1760 CLAYTON ROAD CONCORD CA 94520 943370919 501C3 8400 PROGRAM GRANT - CENSUS SUPPORT MULTIPLYING GOOD 15 WEST 38TH STREET SUITE 1210 NEW YORK NY 10018 520959336 501C3 12100 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 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS NAMI-CA CONTRA COSTA 2151 SALVIO STREET CONCORD CA 94520 680209474 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS NEW DAY FOR CHILDREN PO BOX 439 ALAMO CA 94507 270406125 501C3 11239 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 35000 PROGRAM GRANT - RENTAL ASSISTANCE NORTHEAST COMMUNITY FEDERAL CREDIT UNION 683 CLAY STREET SAN FRANCISCO CA 94111 620676416 501C3 16500 PROGRAM GRANT -VITA SUPPORT OAKLAND MUSEUM OF CALIFORNIA 1000 OAK STREET OAKLAND CA 94607 453138892 501C3 20000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501C3 333600 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 5551 PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY ONEJUSTICE 433 CALIFORNIA STREET SUITE 815 SAN FRANCISCO CA 94104 942589423 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS PACIFICA RESOURCE CENTER 1809 PALMETTO AVENUE PACIFICA CA 94044 811496989 501C3 7674 PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY PLANNED PARENTHOOD MAR MONTE INC 1605 THE ALAMEDA SAN JOSE CA 95050 941583439 501C3 20000 PROGRAM GRANT - EQUITY SUPPORT PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501C3 67143 PROGRAM GRANTS - VITA SUPPORT, CA WILDFIRE, & DESIGNATED BY DONOR TO AGENCY PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER 952 NAPA STREET NAPA CA 94559 203126333 501C3 26600 PROGRAM GRANT - VITA SUPPORT & CA WILDFIRE REBEKAH CHILDRENS SERVICES 290 IOOF AVENUE GILROY CA 95020 941167402 501C3 11750 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS RENAISSANCE ENTREPRENEURSHIP CENTER 275 5TH STREET SAN FRANCISCO CA 94103 942793122 501C3 6600 PROGRAM GRANT -VITA SUPPORT RICHMOND COMMUNITY FOUNDATION 1014 FLORIDA AVENUE SUITE 200 RICHMOND CA 94804 943337754 501C3 1011916 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 10000 PROGRAM GRANT -VITA SUPPORT SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 237179787 501C3 153236 PROGRAM GRANT - EMERGENCY ASSISTANCE & DESIGNATED BY DONOR TO AGENCY SALVATION ARMY GOLDEN STATE DIVISION PO BOX 193465 SAN FRANCISCO CA 94119 941156347 501C3 70000 PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE SALVATION ARMY SILICON VALLEY 359 NORTH 4TH STREET SAN JOSE CA 95112 133485289 501C3 12835 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SAMARITAN HOUSE 4031 PACIFIC BLVD 3RD FLOOR SAN MATEO CA 94403 237416272 501C3 8339 PROGRAM GRANT - VITA SUPPORT & DESIGNATED BY DONOR TO AGENCY SAN FRANCISCO MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 943041517 501C3 8628 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SAN FRANCISCO SPCA 201 ALABAMA STREET SAN FRANCISCO CA 94103 940836580 501C3 5067 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SAN FRANCISCO STUDY CENTER 1663 MISSION STREET SUITE 310 SAN FRANCISCO CA 94103 942168838 501C3 7000 PROGRAM GRANT - CENSUS SUPPORT SAN JOSE EVERGREEN COMMUNITY COLLEGE DISTRICT FOUNDATION 40 S MARKET ST 5TH FLOOR SAN JOSE CA 95113 942877474 501C3 235000 PROGRAM GRANT - RENTAL ASSISTANCE SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT 40 SOUTH MARKET STREET SAN JOSE CA 95113 770100756 501C3 258250 PROGRAM GRANT - RENTAL ASSISTANCE & EQUITY SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501C3 215000 PROGRAM GRANTS - VITA SUPPORT, EQUITY SUPPORT SAN MATEO COUNTY UNION COMMUNITY ALLIANCE 1153 CHESS DRIVE SUITE 200 FOSTER CITY CA 94404 731656669 501C3 56500 PROGRAM GRANT - EQUITY SUPPORT SELF-HELP ECONOMIC DEVELOPMENT INC 1330 BROADWAY SUITE 604 OAKLAND CA 94612 205330006 501C3 25000 PROGRAM GRANT -VITA SUPPORT SELF-HELP FOR THE ELDERLY 731 SANSOME STREET SUITE 100 SAN FRANCISCO CA 94111 941750717 501C3 8246 PROGRAM GRANT - EQUITY & DESIGNATED BY DONOR TO AGENCY SFCLOUT 1188 FRANKLIN STREET SUITE 203 SAN FRANCISCO CA 94109 942687066 501C3 150000 PROGRAM GRANT - RENTAL ASSISTANCE SPORTSTRONG YOUTH SPORTS FOUNDATION 40 SAVONA COURT DANVILLE CA 94526 810656586 501C3 6341 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ST JOSEPHS FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY CA 95020 030391775 501C3 76000 PROGRAM GRANT - EMERGENCY ASSISTANCE & RENTAL ASSISTANCE ST STEPHENS EPISCOPAL CHURCH-ORINDA 66 ST STEPHENS DRIVE ORINDA CA 94563 941399270 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501C3 8479 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 941156365 501C3 21142 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SUMMER SEARCH 101 HOWARD STREET SUITE 250 SAN FRANCISCO CA 94105 680200138 501C3 11903 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SUNNYVALE COMMUNITY SERVICES 725 KIFER ROAD SUNNYVALE CA 94086 941713897 501C3 76129 PROGRAM GRANT - RENTAL ASSISTANCE & DESIGNATED BY DONOR TO AGENCY SUPPORTING OUR CANCER KIDS PO BOX 2282 VACAVILLE CA 95696 275533158 501C3 6351 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS SYRACUSE UNIVERSITY 640 SKYTOP ROAD 2ND FLOOR SYRACUSE NY 13244 150532081 501C3 25000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS TAX-AID 235 MONTGOMERY STREET SUITE 1155 SAN FRANCISCO CA 94104 943062518 501C3 7500 PROGRAM GRANT -VITA SUPPORT THE BASIC FUND 1301 CLAY STREET UNIT 70450 OAKLAND CA 94612 943290699 501C3 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS THE DAVIS STREET COMMUNITY CENTER INC 3081 TEAGARDEN STREET SAN LEANDRO CA 94577 943121699 501C3 15000 PROGRAM GRANT -VITA SUPPORT THE FATHERS HOUSE 126 PEABODY ROAD VACAVILLE CA 95687 680408159 501C3 8574 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS THE SALVATION ARMY SOLANO COUNTY 3755 NORTH FREEWAY BLVD SACRAMENTO CA 95834 941156347 501C3 62500 PROGRAM GRANT - COVID RELIEF & CA WILDFIRE RELIEF THE UNITY COUNCIL OF ALAMEDA COUNTY INC 1900 FRUITVALE AVE SUITE 2B OAKLAND CA 94601 941670490 501C3 50000 PROGRAM GRANT -VITA SUPPORT THE WOMEN'S BUILDING-SF WOMENS CENTER INC 3543 - 18TH STREET SAN FRANCISCO CA 94110 941730620 501C3 11000 PROGRAM GRANT -VITA SUPPORT TRANSWOMEN4TRANSWOMEN 1010 SOUTH 2ND STREET SAN JOSE CA 95110 853057871 501C3 20001 PROGRAM GRANT - LABOR RELATIONS TRAVIS CREDIT UNION P O BOX 2069 VACAVILLE CA 95696 941242831 501C3 8800 PROGRAM GRANT -VITA SUPPORT UC REGENTSUC BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 947041070 946002123 501C3 5500 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UCSF BENIOFF CHILDRENS HOSPITAL - OAKLAND PO BOX 45339 SAN FRANCISCO CA 94145 941657474 501C3 5317 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UNITED WAY MASSACHUSETTS BAY & MERRIMACK PO BOX 51381 BOSTON MA 02205 042382233 501C3 10448 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UNITED WAY MONTEREY COUNTY 60 GARDEN COURT SUITE 350 MONTEREY CA 93940 941322169 501C3 293017 PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY UNITED WAY OF GREATER ATLANTA PO BOX 2692 ATLANTA GA 30301 580566194 501C3 5768 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UNITED WAY OF GREATER UNION COUNTY 33 W GRAND STREET ELIZABETH NJ 07202 221904427 501C3 7822 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UNITED WAY SANTA CRUZ PO BOX 1458 CAPITOLA CA 95010 941422471 501C3 437729 PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY UNITED WAY WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE 160 SANTA ROSA CA 95407 941669646 501C3 353991 PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY UNIVERSITY OF SOUTHERN CALIFORNIA 1150 SOUTH OLIVE STREET 25TH FLOOR LOS ANGELES CA 90015 951642394 501C3 5026 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET SAINT HELENA CA 94574 800023012 501C3 178000 PROGRAM GRANTS - CA WILDFIRE, VITA SUPPORT, & RENTAL ASSISTANCE URBAN SCHOOL OF SAN FRANCISCO 1563 PAGE ST SAN FRANCISCO CA 94117 941622034 501C3 15000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS URBAN STRATEGIES COUNCIL 1720 BROADWAY 2ND FLOOR OAKLAND CA 94612 943044453 501C3 32500 PROGRAM GRANT - COVID RELIEF & CENSUS SUPPORT USA CYCLING INC 210 USA CYCLING POINT SUITE 100 COLORADO SPRINGS CO 80919 841284437 501C3 16720 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS WEST VALLEY COMMUNITY SERVICES 10104 VISTA DRIVE CUPERTNO CA 95014 942211685 501C3 132000 PROGRAM GRANT - RENTAL ASSISTANCE & VITA SUPPORT WOODSIDE SCHOOL FOUNDATION 3195 WOODSIDE ROAD WOODSIDE CA 94062 942928552 501C3 12500 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS WORKING PARTNERSHIPS USA 2102 ALMADEN RD SUITE 112 SAN JOSE CA 95125 770387535 501C3 113000 PROGRAM GRANT - VITA & CENSUS SUPPORT WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 202370934 501C3 7145 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS 149 0 PART I, LINE 2: 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. X X X X X 1 0 0 0 0 0 0 0 0 WILSON ANNE FORMER CEO (THRU 5/20) 205493 0 104000 0 180828 0 470444 0 0 0 960765 0 0 0 GRIFFIN SIDNEY THRU 0121 COMMUNITY MOBILIZATION OFFICER 194364 0 0 0 0 0 9955 0 43657 0 247976 0 0 0 ZWICK KEVIN CHIEF EXECUTIVE OFFICER 150688 0 0 0 0 0 30964 0 30964 0 212616 0 0 0 BUENAVISTA SARAHVON DIRECTOR, IT 120940 0 0 0 0 0 61586 0 28925 0 211451 0 0 0 BATSON KELLY A CHIEF COMMUNITY IMPACT OFFICER 166033 0 0 0 0 0 8147 0 10272 0 184452 0 0 0 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. X 24 458847 PROCEEDS FROM SALE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). 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. UNITED WAY WORLDWIDE 701 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 131635294 LEADERSHIP AND SUPPORT FOR THE UWW NETWORK AROUND THE WORLD NY 501(C)(3) LINE 7 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0