2021-02-04T20:08:38-06:00 2020-06-30 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2019-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 STEVE ORTIZ SECRETARY/CEO 8059658591 2021-01-28 1 CATHERINE MACAULAY P00178796 8059631837 2019 2022-09-23 18:48:47Z RICK SCOTT 320 GUTIERREZ STREET SANTA BARBARA CA 93101 8747929 0 X UNITEDWAYSB.ORG X 1923 CA UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPS, AND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY. 17 16 57 1362 0 0 2310266 5147561 156947 231590 273574 458940 -104646 -131695 2636141 5706396 349181 1951581 0 0 1353259 1364831 0 0 408949 992039 1097941 2694479 4414353 -58338 1292043 13067366 14836796 829971 1063294 12237395 13773502 X BUILDING BETTER FUTURES TOGETHER: UNITED WAY BUILDS A STRONGER SANTA BARBARA COUNTY WHERE STUDENTS REACH THEIR POTENTIAL AND FAMILIES HAVE THE BUILDING BLOCKS FOR SUCCESS. UNITED WAY BRINGS TOGETHER STRATEGIC COMMUNITY PARTNERS TO GET RESULTS IN THE AREAS OF SCHOOL READINESS AND READING, FINANCIAL EMPOWERMENT, AND HEALTH. 0 0 870045 33500 231590 UNITED FOR LITERACY - SCHOOL READINESS AND READING AT GRADE LEVEL OR HIGHER ARE KEY FOR SCHOOL SUCCESS AND HIGH SCHOOL GRADUATION. UNITED WAY AND ITS STRATEGIC COMMUNITY PARTNERS DELIVER INNOVATIVE AND RESULTS-DRIVEN EDUCATION PROGRAMS TO THOUSANDS OF SANTA BARBARA COUNTY STUDENTS WHO NEED EXTRA HELP MEETING AND SUSTAINING READING BENCHMARKS IN GRADES K-12 EVERY DAY. MANY OF THESE PROGRAMS ENGAGE PARENTS AS WELL. 552391 FUN IN THE SUN - TRANSFORMS ACADEMICALLY AT-RISK, LOW RESOURCED CHILDREN - GRADES 3 THROUGH HIGH SCHOOL - INTO SUCCESSFUL, CONFIDENT STUDENTS. OFFERED ANNUALLY TO 300+ FINANCIALLY AND ACADEMICALLY AT-RISK CHILDREN AND THEIR FAMILIES. 59986 UNITED FOR FINANCIAL EMPOWERMENT - UNITED WAY AND ITS STRATEGIC COMMUNITY PARTNERS HELP LOWER-INCOME SANTA BARBARA COUNTY RESIDENTS ACHIEVE LONG-TERM FINANCIAL STABILITY THROUGH PROGRAMS FOCUSING ON FINANCIAL LITERACY EDUCATION EMPHASIZING SAVING AND SOUND FINANCIAL PRACTICES. WITH THE INVOLVEMENT OF MORE THAN 150 COMMUNITY VOLUNTEERS, FREE ASSISTANCE FILING INCOME TAX RETURNS BRINGS MILLIONS IN REFUNDS BACK TO THE COMMUNITY. 82339 41450 UNITED FOR HEALTH - UNITED WAY AND ITS STRATEGIC PARTNERS SERVE SANTA BARBARA COUNTY'S MOST VULNERABLE RESIDENTS - SENIORS AND LOWER-INCOME FAMILIES - BY HELPING THEM DEAL WITH THE RISING COSTS OF HEALTHCARE AND INCREASING WELLNESS THROUGH DISCOUNTS ON PRESCRIPTIONS AND HEALTH SERVICES, INCREASED ACCESS TO SCREENINGS AND HEALTH SERVICES, AND EDUCATION ON NUTRITION AND HIGH-RISK BEHAVIORS. 2060962 1876631 COMMUNITY DISASTER RESPONSE - ONE OF UNITED WAY OF SANTA BARBARA COUNTY'S ROLES IN TIMES OF DISASTER IS TO PROVIDE FINANCIAL RELIEF EFFORTS FOR ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY. UNITED WAY OF SANTA BARBARA COUNTY MANAGED THE UNITED WAY THOMAS FIRE & FLOOD FUND AND VARIOUS COVID-19 RESPONSE PROGRAMS THAT PROVIDED CASH ASSISTANCE GRANTS FOR INDIVIDUALS AND ORGANIZATIONS, LEARNING SUPPORT FOR STUDENTS, RENTAL ASSISTANCE FOR HOUSEHOLDS AND ISOLATION AND CONTACT TRACING CAPACITY PARTNERSHIP WITH THE COUNTY PUBLIC HEALTH DEPARTMENT DURING THE FISCAL YEAR. 2143301 1918081 3625723 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 57 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ACCOUNTANT 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 RICK SCOTT CHAIR 1.00 X X 0 0 0 DIANE B DOIRON CLU VICE CHAIR 1.00 X X 0 0 0 DAVID PRICHARD VICE CHAIR 1.00 X X 0 0 0 STEVE ORTIZ PRESIDENT & CEO/ BOARD SECRETARY 40.00 X X 190282 0 34911 CLIFF LUNDBERG TREASURER 1.00 X X 0 0 0 JOHN HANNA IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 LANCE CONNOR DIRECTOR 1.00 X 0 0 0 DAVID FLATTERY DIRECTOR 1.00 X 0 0 0 LEO HAMILL DIRECTOR 1.00 X 0 0 0 SUSAN HERSBERGER DIRECTOR 1.00 X 0 0 0 ROBERT HOLLMAN DIRECTOR 1.00 X 0 0 0 TERRANCE HOLT DIRECTOR 1.00 X 0 0 0 ALEX KOPER DIRECTOR 1.00 X 0 0 0 TERRI MAUS-NISICH DIRECTOR 1.00 X 0 0 0 ART MEROVICK DIRECTOR 1.00 X 0 0 0 ROSEMARY MUTTON DIRECTOR 1.00 X 0 0 0 KEVIN NELSON DIRECTOR 1.00 X 0 0 0 MICHAEL NOLING DIRECTOR 1.00 X 0 0 0 PATRICE RYAN DIRECTOR 1.00 X 0 0 0 MARYAN SCHALL DIRECTOR 1.00 X 0 0 0 190282 0 34911 1 0 1 0 0 288230 169661 4689670 27213 5147561 LICENSING FEES 611710 231590 231590 231590 245248 245248 12000 0 12000 12000 12000 3064008 2850316 213692 213692 213692 45675 288230 191217 -145542 -145542 MISCELLANEOUS 900099 1847 1847 1847 5706396 231590 0 327245 624895 624895 1326686 1326686 196026 141784 34639 19603 904088 650623 62589 190876 120447 79225 13170 28052 57272 37671 6263 13338 86998 63958 7272 15768 1047 1047 18750 18750 74590 74590 193581 138825 7977 46779 60423 39527 1644 19252 133563 98246 13796 21521 321474 298466 5181 17827 50671 27642 5996 17033 72451 62953 5593 3905 26118 19009 2133 4976 25863 10920 4924 10019 32501 32501 10662 5293 5369 ALLOWANCE FOR BAD DEBT 76247 76247 4414353 3625723 379681 408949 70138 490895 1193062 2709375 443817 389853 276485 224793 1992143 1555356 399987 436787 8551983 9225774 2131894 1359319 13067366 14836796 204661 358889 89226 139028 137990 126393 76010 398094 362974 829971 1063294 X 4950100 6179709 7287295 7593793 12237395 13773502 13067366 14836796 X 1292043 307251 -63187 X X 0 1 X 1 0 X 1783278 2661985 3461673 2310266 5147561 15364763 1783278 2661985 3461673 2310266 5147561 15364763 1003025 14361738 111017 137891 201693 174446 257248 882295 1818 1847 3665 16250723 440640 0.88380 0.90780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7945798 812071 657728 561000 8854597 9546748 -1468504 449558 582004 7945798 9043776 102721 876070 475819 9546748 7731766 744070 804251 236311 9043776 9005929 -458698 815465 7731766 0.50000 0.37000 0.13000 0 0 218000 218000 1477613 1308545 169068 248263 198544 49719 48267 48267 0 436787 ASSET HELD DEFERRED COMP PLAN 31478 INTEREST IN PERPETUAL TRUSTS 691257 INTEREST IN SPLIT INTEREST AGREEMENTS 636584 1359319 OBLIGATIONS UNDER DEF COMP PLAN 31478 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 331496 362974 X 5913182 307251 37312 -63187 281376 5631806 74590 74590 5706396 4377075 37312 37312 4339763 74590 74590 4414353 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT HAS BEEN ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES SUCH AS CHILDREN SERVICE AND COMMUNITY BASED PROGRAMS, AS WELL AS FOR BUILDING MAINTENANCE AND OPERATIONS. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2017 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2016 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2020 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST -7,579. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -55,608. RED FEATHER BALL 279320 245870 33450 23855 59058 85426 STORYBOOK LUNCHEON 54585 42360 12225 2438 13600 6840 333905 288230 45675 26293 72658 92266 191217 -145542 1 GIRLS INC OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 956006417 501(C)(3) 5000 AFTER SCHOOL EDUCATION SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE PO BOX 1478 SOLVANG CA 93464 770338060 501(C)(3) 5000 ADVOCATES FOR DOMESTIC AND CHILD ABUSE PREVENTION CASA SERENA 1515 BATH STREET SANTA BARBARA CA 93101 952862385 501(C)(3) 8200 FAMILY IMMERSION PROGRAM DOMESTIC VIOLENCE SOLUTIONS OF SANTA BARBARA COUNTY 411 E CANON PERDIDO ST 12 SANTA BARBARA CA 93101 953495141 501(C)(3) 5000 DOMESTIC VIOLENCE PREVENTION AND OUTREACH FRANKLIN ELEMENTARY SCHOOL 1111 E MASON ST SANTA BARBARA CA 93103 951866094 PUBLIC SCHOOL 5500 KINDGARTEN SUCCESS HARDING ELEMENTARY SCHOOL 1625 ROBBINS ST SANTA BARBARA CA 93101 300690985 PUBLIC SCHOOL 5000 KINDGARTEN SUCCESS HOPE ELEMENTARY SCHOOL 3970 LA COLINA RD SANTA BARBARA CA 93110 770068724 PUBLIC SCHOOL 5000 KINDGARTEN SUCCESS MCKINLEY ELEMENTARY SCHOOL 350 LOMA ALTA DRIVE SANTA BARBARA CA 93109 770069377 PUBLIC SCHOOL 5000 KINDGARTEN SUCCESS SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 953802238 501(C)(3) 46507 COVID-19 ASSISTANCE FAMILY SERVICE AGENCY 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 951644031 501(C)(3) 117607 COVID-19 ASSISTANCE HOPE 4 KIDS PRESCHOOL 560 N LA CUMBRE ROAD SANTA BARBARA CA 93110 953065173 501(C)(3) 192846 COVID-19 ASSISTANCE LOMPOC UNIFIED SCHOOL DISTRICT 1301 NORTH A STREET LOMPOC CA 93436 770070786 PUBLIC SCHOOL 78967 COVID-19 ASSISTANCE SANTA BARBARA COUNTY PUBLIC HEALTH 300 N SAN ANTONIO ROAD SANTA BARBARA CA 93110 956002833 PUBLIC AGENCY 54080 COVID-19 ASSISTANCE SANTA MARIA VALLEY YMCA 3400 SKYWAY DRIVE SANTA MARIA CA 93455 952158363 501(C)(3) 52739 COVID-19 ASSISTANCE 14 FIRE AND FLOOD SUPPORT 20 96306 COVID-19 1629 1230380 X X X X X X 0 1 0 0 0 0 0 0 0 STEVE ORTIZ PRESIDENT & CEO/ BOARD SECRETARY 160590 0 20000 0 9692 0 30824 0 4087 0 225193 0 0 0 PART I, LINE 4B STEVE ORTIZ - $30,824 X 1 790 FAIR MARKET VALUE X 6 19423 FAIR MARKET VALUE X ADVERTISING SPACE 3 7000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE BEFORE FILING. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS, INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST, ARE REQUIRED FROM EACH MEMEBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE PRESENTS THE COMPENSATION DECISION TO THE FULL BOARD, WITH THE OPPORTUNITY TO REQUEST DETAILS AND WAGE STUDIES. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -55,608. CHANGE IN VALUE OF PERPETUAL TRUST -7,579. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSEES INDEPENDENT AUDIT PROCESS AND FISCAL MANAGEMENT. APPROVES ANNUAL FINANCIAL STATEMENTS.