2022-05-16T12:29:25-05:00 2021-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2020-07-01 941669646 United Way of the Wine Country UNIT 7075284485 975 Corporate Center Pkwy No 160 Santa Rosa CA 954075466 Lisa Carreno President/CEO 7075284485 2022-05-13 1 Lisa Carreno 999009999 Christina Z Hollingsworth P02090706 7075778806 2022-05-13 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Lisa Carreno 975 Corporate Center Pkwy No 160 Santa Rosa CA 954075466 2504895 0 X www.unitedwaywinecountry.org X 1967 CA For over 50 years, United Way of the Wine Country has been working to support sustainable improvements to systems and services that benefit all residents in our shared communities. We proudly serve families and individuals living and working in Sonoma, Mendocino, Lake, Humboldt and Del Norte counties and remain deeply committed to improving family financial stability by serving as a vital link between residents, nonprofit organizations, businesses and government leaders. 18 18 20 247 0 0 3951211 2342849 92903 74502 28428 11760 650 75784 4073192 2504895 3190021 1016245 0 0 1557243 1021574 0 0 427371 1449516 1012061 6196780 3049880 -2123588 -544985 2561356 1779667 654452 417748 1906904 1361919 X The mission of the United Way of the Wine Country is to improve financial stability for all families throughout our service area by activating local businesses, inspiring individual investment, advancing community collaboratives, and influencing public policy. 0 0 307551 530842 23060 United Way's disaster relief funds enabled 9 nonprofit organizations to address needs related to the 2017 Tubbs Fire and 2020 Northern California wildfires. Some of the uses of the funding included, direct financial assistance to the most vulnerable, rental assistance, and long-term rebuilding costs through the long-term recovery group process in Sonoma County. 589603 Funding for 2-1-1 helped to connect nearly 32,000 Sonoma County callers and texters with information about health and human services available to them. 304138 145954 444 Funding for the Earn It! Keep It! Save It! Free tax preparation program enabled 27 nonprofit agencies to provide tax filing services to 4,300 low-to-moderate income individuals and families resulting in $6.6M in tax returns and credits throughout our five county region. 1136088 339449 52298 Funding for Map One Sonoma provided funding to eight nonprofit organizations in Sonoma County to support programs that further the goal of a prosperous, resilient, inclusive, sustainable Sonoma County where everyone has an opportunity to thrive. 1136088 339449 52298 2337380 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X Kate Stefan 7075284485 975 Corporate Center Parkway Suite Santa Rosa CA 95407 Spencer Bader Audit Chair 1.25 X 0 0 0 Brian Bottari Director 1.00 X 0 0 0 Percy Brandon Director 1.00 X 0 0 0 Judy Coffey Director 1.00 X 0 0 0 Dan Condron Director 1.00 X 0 0 0 Robb Daer Director 1.00 X 0 0 0 Heather DeMarinis Director 1.00 X 0 0 0 Karen Fies Director 1.00 X 0 0 0 Steve Herrington Director 1.00 X 0 0 0 Rosanne Ibarra Director 1.00 X 0 0 0 Andra Jones Director 1.00 X 0 0 0 Henri Komrij Board Chair 1.25 X X 0 0 0 Mike McKeon Treasurer 1.25 X X 0 0 0 Barbie Robinson Director 1.00 X 0 0 0 Thomas Sands Director 1.00 X 0 0 0 Tina Sheldon Chair Elect 1.25 X 0 0 0 Socorro Shiels Secretary 1.25 X X 0 0 0 Lisa Carreno President/CEO 40.00 X 142232 0 17375 Kate Stefan V.P. of Finance and Operat 40.00 X 79517 0 11682 Jennifer O'Donnell Executive V.P. of Community 40.00 X 100593 0 3352 Rich Rhodes V.P of Strategic Engagement 40.00 X 86269 0 0 408611 0 32409 2 0 1 0 United Ways of California 702 County Square Dr UNIT 100 Ventura CA 93003 211 Services 307166 Interface Children & Family Services 4001 Mission Oaks Blvd I Camarillo CA 93012 Children & Family Services 137027 2 1375151 967698 5648 2342849 Donor Designated Fees 900099 74502 74502 74502 11760 11760 Miscellaneous income 900099 75784 1300 74484 75784 2504895 75802 0 86244 X 1016245 1016245 444404 288863 62216 93325 425535 276598 59575 89362 5098 3313 714 1071 79575 51724 11140 16711 66962 43525 9375 14062 38667 25134 5413 8120 528391 343454 73975 110962 55214 35889 7730 11595 18941 11585 3071 4285 111037 72174 15545 23318 116254 75565 16276 24413 369 240 52 77 2400 1560 336 504 37274 24228 5218 7828 34487 22417 4828 7242 Affiliation dues 39776 25854 5569 8353 Communications 10842 7047 1518 2277 Postage & shipping 6791 4414 951 1426 In-Kind materials 5648 3671 791 1186 5970 3880 836 1254 3049880 2337380 285129 427371 848497 364943 257003 960028 446785 274642 67475 35633 11785 185784 88990 99015 96794 874423 4000 2561356 1779667 403495 236414 250957 181334 654452 417748 X 1334806 1111474 572098 250445 1906904 1361919 2561356 1779667 -544985 0 X 0 1 X 1 0 X 2910824 10499756 3496277 3951211 2342849 23200917 2910824 10499756 3496277 3951211 2342849 23200917 23200917 7518 13751 25372 28428 11760 86829 28211 7384 1790 650 74484 112519 23400265 589505 0.99150 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 185784 88990 96794 96794 Designations payable 181334 181334 X 2819661 316066 -1300 314766 2504895 0 2504895 3364646 316066 -1300 314766 3049880 0 3049880 Part X, Line 2: The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2021, the Organization has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. The Organization's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California. Part XI, Line 2d - Other Adjustments: Miscellaneous Revenue -1,300. Part XII, Line 2d - Other Adjustments: Miscellaneous Revenue -1,300. 1 2-1-1 Humboldt Information and Resource Center PO Box 6683 Eureka CA 95502 465092911 501(c)3 3500 Earn It! Keep It! Save It! / Vita Tax Assistance Program Catholic Charities of the Diocese of Santa Rosa 987 Airway Court Santa Rosa CA 95403 942479393 501(c)3 10000 Earn It! Keep It! Save It! / Vita Tax Assistance Program Community Action Partnership Sonoma County 141 Stony Circle Suite 210 Santa Rosa CA 95404 941648949 501(c)3 40000 Earn It! Keep It! Save It! / Vita Tax Assistance Program La Luz Center 17560 Greger Street Sonoma CA 95476 680228235 501(c)3 2833 Earn It! Keep It! Save It! / Vita Tax Assistance Program Larry Noe 5727 Matsen Way Eureka CA 95501 549568233 5292 Earn It! Keep It! Save It! / Vita Tax Assistance Program North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501(c)3 44845 Earn It! Keep It! Save It! / Vita Tax Assistance Program Nuestra Alianza de Willits 291 School Street Ste 1 Willits CA 95490 043732550 501(c)3 17380 Earn It! Keep It! Save It! / Vita Tax Assistance Program Our Lady of Guadalupe Church 8400 Old Redwood Hwy Windsor CA 95492 680351060 501(c)3 8497 Earn It! Keep It! Save It! / Vita Tax Assistance Program Petaluma People Services Center 1500 Petaluma Blvd South Petaluma CA 94952 942271299 501(c)3 7325 Earn It! Keep It! Save It! / Vita Tax Assistance Program River to Coast Children's Services 16300 First St Guerneville CA 95446 942378459 501(c)3 3450 Earn It! Keep It! Save It! / Vita Tax Assistance Program Hanna Boys Center- Hanna Institute 17000 Arnold Dr Sonoma CA 95476 941156478 501(c)3 25275 Equity in Education Community Action Partnership Sonoma County 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501(c)3 60000 General Disaster Relief Friends of Round Valley Library PO Box 620 Covelo CA 95428 942481202 501(c)3 24000 General Disaster Relief Lake County Economic Development Corporation PO Box 1257 Lakeport CA 95453 680061291 501(c)3 19000 General Disaster Relief North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501(c)3 20000 General Disaster Relief South Lake County Fire PO Box 1360 Middletown CA 95461 942214592 501(c)3 5000 General Disaster Relief United Way Bay Area 550 Kearny Street Suite 1000 San Francisco CA 94108 941312348 501(c)3 24000 General Disaster Relief United Way of Nevada County PO Box 2733 Grass Valley CA 95945 680007201 501(c)3 24000 General Disaster Relief Yuba-Sutter-Colusa United Way PO Box 122 Marysville CA 95901 941668459 501(c)3 24000 General Disaster Relief 2-1-1 Humboldt Information and Resource Center PO Box 6683 Eureka CA 95502 465092911 501(c)3 25000 General Support Community Action Partnership Sonoma County 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501(c)3 2500 General Support CRESER Capital Fund 195 San Carlos Ave 1 Sausalito CA 94965 853085043 501(c)3 20000 General Support Daily Acts Organization PO Box 293 Petaluma CA 94953 203851259 501(c)3 24915 Map One Sonoma Generation Housing 420 E Street Suite 105 Santa Rosa CA 95404 943213100 501(c)3 20000 Map One Sonoma LandPaths 618 4th Street Suite 200 Santa Rosa CA 95404 680328590 501(c)3 22000 Map One Sonoma Latino Service Providers 1015-A Center Dr Santa Rosa CA 95043 464107589 501(c)3 25000 Map One Sonoma Los Cien Sonoma County P O Box 105 Gureneville CA 95446 474474273 501(c)3 13000 Map One Sonoma North Bay Jobs with Justice PO Box 427 Santa Rosa CA 95402 811374240 501(c)3 25000 Map One Sonoma Sonoma Land Trust 822 Fifth Street Santa Rosa CA 95404 510197006 501(c)3 20585 Map One Sonoma YWCA Sonoma County PO Box 3506 Santa Rosa CA 95042 942347428 501(c)3 12000 Map One Sonoma Lutheran Social Services (as fiscal agent for ROC Sonoma) 1465 Civic Court Building D Suite 810 Concord CA 94520 941659687 501(c)3 156192 October 2017 Fire Relief Fund & Kincade Fire Relief Community Matters 120 Stony Point Road Suite 120 Santa Rosa CA 95401 680369720 501(c)3 3300 Pride United 2020 Face To FaceSonoma County AIDS Network 873 2nd Street Santa Rosa CA 95404 680052664 501(c)3 6000 Pride United 2020 Food For Thought PO Box 1608 Forestville CA 95436 680181095 501(c)3 6000 Pride United 2020 On the Move 780 Lincoln Avenue Napa CA 94558 751349095 501(c)3 6500 Pride United 2020 Positive Images 200 Montgomery Dr Santa Rosa CA 95404 943137845 501(c)3 4815 Pride United 2020 TLC Child & Family Services 1800 Gravenstein Hwy North Sebastopol CA 95472 680008634 501(c)3 6000 Pride United 2020 Community Matters 120 Stony Point Road Suite 120 Santa Rosa CA 95401 680369720 501(c)3 5000 Pride United 2021 Face to FaceSonoma County AIDS Network 873 2nd Street Santa Rosa CA 95404 680052664 501(c)3 6550 Pride United 2021 Food For Thought PO Box 1608 Forestville CA 95436 680181095 501(c)3 10000 Pride United 2021 On The Move 780 Lincoln Avenue Napa CA 94558 753149095 501(c)3 5000 Pride United 2021 Positive Images LGBTQIA Center 200 Montgomery Dr Suite C Santa Rosa CA 95404 943137845 501(c)3 5508 Pride United 2021 TLC Child & Family Services 1800 Gravenstein Hwy North Sebastopol CA 95472 680008634 501(c)3 10000 Pride United 2021 Community Action Partnership Sonoma County 141 Stony Cir Ste 210 Santa Rosa CA 95401 941648949 501(c)3 10000 Women United 2021 Individuals Now Inc DBA Social Advocates for Youth 2447 Summerfield Rd Santa Rosa CA 95405 941711490 501(c)3 10000 Women United 2021 Petaluma People Services Center 1500 Petaluma Blvd South Petaluma CA 94952 942271299 501(c)3 10000 Women United 2021 River to Coast Children's Services 16300 First Street Guerneville CA 95446 942378459 501(c)3 12000 Women United 2021 YWCA Sonoma County PO Box 3506 Santa Rosa CA 95402 942347428 501(c)3 10000 Women United 2021 La Luz Center 17560 Greger Street Sonoma CA 95476 680228235 501(c)3 2833 Earn It! Keep It! Save It! / Vita Tax Assistance Program Center for Disaster Philanthropy One Thomas Circle NW Suite 700 Washington DC 20005 455257937 501(c)3 152150 Kincade Fire Relief Part I, line 2 United Way of the Wine Country (UWWC) is committed to providing the necessary resources for, and working in partnership with, the applicants and volunteers to ensure that program-funding decisions are fair and sound and that they truly serve the needs of the community. Within funding guidelines, they accept requests for qualification and proposals that credibly address the goal of the three strategic areas of education, financial stability and health. UWWC serves the communities of Sonoma, Mendocino, Lake, Humboldt and Del Norte counties. Clear guidelines and an application template are provided to individuals or to agencies outlining funding criteria and providing tools to complete the application. Additionally, they offer one-on-one coaching as needed on how to complete the funding application. Proposals are reviewed either by staff or a team of volunteers who evaluate the relative need for the program proposed based upon pre-determined criteria. The procedures for monitoring the use of grant funds are as follows: 1. The funded agency must submit a six-month status and final report demonstrating progress in achieving program outputs, outcomes and results as outlined in the Memorandum of Understanding (MOU). 2. UWWC compares reported actual program performance with projected outputs and outcomes, accumulates multi-agency key (and non key) metrics and program results for correlation, and provides statistical analysis to correlate cumulative key-metric outcomes and cumulative results with third-party community-level statistics. X X X 0 0 0 0 0 0 0 0 0 Lisa Carreno President/CEO 139732 0 2500 0 0 0 0 0 17375 0 159607 0 0 0 Part I, Line 3 The CEO's compensation is established by the approval of the Board of Directors, a compensation committee and disclosed in a written employment contract. Form 990, Part VI, Section B, line 11b A copy of Form 990 is provided to the Audit Committee for review before it is filed. Form 990, Part VI, Section B, line 12c The organization relies on self-disclosure. Form 990, Part VI, Section B, line 15 The organization uses a compensation survey or study and a comparison of other non-profit organizations for determining the compensation of the organization's CEO, top management and key employees. Form 990, Part VI, Section C, line 19 The organization makes its governing documents and conflict of interest policy available to the public upon request. The organization provides the tax return and financial statements on the website. Form 990, Part IX, line 11g Other Fees: Program service expenses 343,454. Management and general expenses 73,975. Fundraising expenses 110,962. Total expenses 528,391.