2021-05-17T15:59:19-05:00 2020-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Blvd Ste A Santa Rosa CA 95403 990 2019-07-01 941669646 United Way of the Wine Country UNIT 7075284485 975 Corporate Center Pkwy Ste 160 Santa Rosa CA 954075466 Lisa Carreno President/CEO 7075284485 2021-05-17 1 Penny Millar P00140274 7075778806 2021-05-17 2019 2022-09-23 18:48:47Z Lisa Carreno 975 Corporate Center Pkwy Ste 160 Santa Rosa CA 954075466 4073192 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. 21 21 19 1526 0 0 3496277 3951211 127548 92903 25899 28428 1790 650 3651514 4073192 1684819 3190021 0 0 1114334 1557243 0 0 537772 834049 1449516 3633202 6196780 18312 -2123588 4629347 2561356 598855 654452 4030492 1906904 X The mission of the United Way of the Wine Country is to improve lives by mobilizing the caring power of our community through leadership, community engagement and effective investment. 0 1 2502256 2482972 3716 United Way's disaster relief funds enabled 19 nonprofit organizations to address needs related to the 2017 Tubbs Fire, 2019 West County flood, and 2019 Kincade Fire, and COVID. Some of the uses of the funding included language translation for emergency information, direct financial assistance to the most vulnerable, rental assistance, and long-term rebuilding costs through the long-term recovery group process in Mendocino and Sonoma counties. 1874966 302764 79897 Additionally, United Way funding supported Schools of Hope, School Readiness Kits, Summer Reading Packs, Earn It! Keep It! Save It!, 2-1-1 Sonoma, MapOne Sonoma, Emergency Food and Shelter Program, and the Equity in Education Initiative. The Schools of Hope program matched 491 volunteers to 537 students in 27 schools to provide one-on-one literacy tutoring. Over 1,700 kits were distributed throughout Sonoma, Mendocino, and Lake Counties through the School Readiness Kit program. Through the Summer Reading Pack program, 750 summer reading packs were distributed to Sonoma County kindergarten through third graders. Funding for the Earn It! Keep It! Save It! Free tax preparation program enabled 22 nonprofit agencies to provide tax filing services to 4,400 low-to-moderate income individuals and families resulting in $8.8M in tax returns and credits throughout our five county region. Funding for MapOne 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. Funding for the Emergency Food and Shelter (EFSP) health program enabled United Way of the Wine Country to administer the local EFSP grants program in Sonoma, Mendocino, and Lake Counties. Funding for Equity in Education supported creating an initiative with the goal of creating a movement of parents, students, educators, policymakers and organization representatives that are committed to understanding why equity in education is a community imperative and making critically needed changes is more important than ever. 610382 404285 United Way's funding for Census Outreach programs provided grant funding for 20 nonprofit organizations throughout Sonoma, Lake, Mendocino, Napa, Humboldt, Del Norte and Trinity counties for Census 2020 Outreach and Education efforts to hard to count populations. Funding also supported a three series postcard mailing campaign to over 78,000 P.O. Boxes in Sonoma, Lake, Mendocino, Napa, Humboldt, Del Norte, and Trinity Counties. 312889 9290 United Way of the Wine Country delivered designated donations to 515 501c3 agencies in accordance to the wishes of 1,515 individuals. 312889 9290 5300493 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 26 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 McFadden 7075284485 975 Corporate Center Parkway Suite Santa Rosa CA 95407 Spencer Bader Director 1.00 X 0 0 0 Brian Bottari Director 1.00 X 0 0 0 Percy Brandon Treasurer 1.25 X 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 Tony Gossner 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 Karissa Kruse Past Chair 1.00 X X 0 0 0 Mike McKeon Director 1.00 X 0 0 0 Barbie Robinson Director 1.00 X 0 0 0 Thomas Sands Director 1.00 X 0 0 0 Lisa Wittke Schaffner Director 1.00 X 0 0 0 Tina Sheldon Chair Elect 1.25 X X 0 0 0 Socorro Shiels Secretary 1.25 X X 0 0 0 Jennifer O'Donnell Executive V.P. of Communiy Benefit 40.00 X 99969 0 5777 Lisa Carreno President/CEO 40.00 X 140000 0 14822 Kate Stefan V.P. of Finance and Operations 40.00 X 82501 0 11416 322470 0 32015 1 0 1 0 0 860029 3091182 16423 3951211 Donor Designated Fees 900099 92903 92903 92903 28428 28428 Miscellaneous income 900099 650 650 650 4073192 92903 0 29078 3190021 3190021 388263 162294 112124 113845 936017 691751 77995 166271 17467 11354 2445 3668 120654 85162 12171 23321 94842 61647 13278 19917 25305 16448 3543 5314 241908 157240 33867 50801 205624 133655 28787 43182 190385 175752 5853 8780 104708 68060 14659 21989 116045 75429 16247 24369 25085 16305 3512 5268 7133 4636 999 1498 15022 9764 2103 3155 21121 13728 2958 4435 Grant award expenses 297375 297375 0 0 Communications 66020 42913 9243 13864 Postage & shipping 36156 23501 5062 7593 Affiliation dues 30225 19646 4232 6347 67404 43812 9437 14155 6196780 5300493 358515 537772 49057 848497 2516127 257003 873629 446785 44157 35633 187029 88014 6931 99015 1139446 874423 4629347 2561356 310797 403495 288058 250957 598855 654452 X 4030492 1334806 572098 4030492 1906904 4629347 2561356 -2123588 0 X 0 1 X 1 0 X 3079864 2910824 10499756 3496277 3951211 23937932 3079864 2910824 10499756 3496277 3951211 23937932 23937932 6208 7518 13751 25372 28428 81277 28211 7384 1790 650 38035 24057244 515003 0.99500 0.99580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187029 88014 99015 99015 Security deposit 4000 Long-term CD investments 870423 874423 Designations payable 250957 250957 X 4445821 372629 372629 4073192 0 4073192 6569409 372629 372629 6196780 0 6196780 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, 2020, 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. 1 211 Humboldt 1707 E Street Ste 2 Eureka CA 95501 946107605 501 (c) (3) 25000 General Support 211 Humboldt 1707 E Street Ste 2 Eureka CA 95501 946107605 501 (c) (3) 5000 COVID 211 Humboldt 1707 E Street Ste 2 Eureka CA 95501 946107605 501 (c) (3) 3500 Earn It! Keep It! Save It! 2-1-1 Humboldt Information and Resource Center PO Box 6683 Eureka CA 95502 465092911 501 (c) (3) 10731 Census Bellevue Union School District 3150 Education Drive Santa Rosa CA 94401 582129727 501 (c) (3) 2000 Schools of Hope. Bennett Valley Union School District 2250 Mesquite Drive Santa Rosa CA 95405 900722033 501 (c) (3) 2000 Schools of Hope. Bilingual Broadcasting Foundation Inc PO Box 7189 Santa Rosa CA 95407 237134263 501 (c) (3) 10000 COVID California Human Development 3315 Airway Dr Santa Rosa CA 95403 941653023 501 (c) (3) 14500 Census CAP Sonoma 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501 (c) (3) 175000 Kincade Fire Relief CAP Sonoma 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501 (c) (3) 20000 EITC Outreach CAP Sonoma 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501 (c) (3) 40000 Earn It! Keep It! Save It! CAP Sonoma 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501 (c) (3) 122238 2017 October Wildfire Recovery Catholic Charities 987 Airway Court Santa Rosa Santa Rosa CA 95403 942479393 501 (c) (3) 32500 Census Catholic Charities 987 Airway Court Santa Rosa CA 95403 942479393 501 (c) (3) 175000 Kincade Fire Relief Catholic Charities 987 Airway Court Santa Rosa CA 95403 942479393 501 (c) (3) 20000 Earn It! Keep It! Save It! Catholic Charities 987 Airway Court Santa Rosa CA 95403 942479393 501 (c) (3) 181168 2017 October Wildfire Recovery Center for Well Being 101 Brookwood Ave Suite A Santa Rosa CA 95404 931144835 501 (c) (3) 20000 Census Community Action Parntership 141 Stony Circle Ste 210 Santa Rosa CA 95401 941648949 501 (c) (3) 35000 Census Community Child Care Council of Sonoma County 131-A Stony Circle Suite 300 Santa Rosa CA 95401 942274620 501 (c) (3) 10000 Census Community Childcare Council of Sonoma County 131-A Stony Cir Ste 300 Santa Rosa CA 95401 942274620 501 (c) (3) 72700 Kincade Fire Relief Community Foundation Mendocino County 204 South Oak Street Ukiah CA 95482 680330462 501 (c) (3) 6500 Census Community Matters 120 Stony Point Road Suite 120 Santa Rosa CA 95401 680369720 501 (c) (3) 3300 Pride United Corazon Healdsburg PO Box 1004 Healdsburg CA 95448 273044487 501 (c) (3) 27500 Census Corazon Healdsburg 1557 Healdsburg Ave 13 Healdsburg CA 95448 273044487 501 (c) (3) 185000 Kincade Fire Relief Corazon Healdsburg 1557 Healdsburg Ave 13 Healdsburg CA 95448 273044487 501 (c) (3) 5710 Earn It! Keep It! Save It! Cotati Rohnert Park Unified School District 7165 Burton Avenue Rohnert Park CA 94928 521689716 501 (c) (3) 2000 Schools of Hope. Disability Services & Legal Center 521 Mendocino Ave Santa Rosa CA 95401 942345086 501 (c) (3) 10000 Census Face To FaceSonoma County AIDS Network 873 2nd Street Santa Rosa CA 95404 680052664 501 (c) (3) 6000 Pride United Family Resource Centers Mendocino County PO Box 1382 Laytonville CA 95454 942437113 501 (c) (3) 15000 Census Food For Thought PO Box 1608 Forestville CA 95436 680181095 501 (c) (3) 6000 Pride United Forestville Union School District 6321 Highway 116 Forestville CA 95436 942342990 501 (c) (3) 2000 Schools of Hope. Geyserville Unified School District 1300 Moody Lane Geyserville CA 95441 371737941 501 (c) (3) 2000 Schools of Hope. Guerneville School District Office 14630 Armstrong Woods Road Guerneville CA 95446 611705480 501 (c) (3) 2000 Schools of Hope. Healdsburg Unified School District 1028 Prince Street Healdsburg CA 95448 911752308 501 (c) (3) 2000 Schools of Hope. Healthy Start Lake County 1152 S Main Street Lakeport CA 95453 942760942 501 (c) (3) 40000 Census Hope Crisis Response Network PO Box 967 Middletown CA 95461 352147808 501 (c) (3) 175000 2017 October Wildfire Recovery Hopland Band of Pomo Indians 3000 Shanel Road Hopland CA 95449 942493069 501 (c) (3) 11930 Census Human Response Network PO Box 2370 Weaverville CA 96093 680032176 501 (c) (3) 20000 Census Kelseyville Unified School District 4410 Konocti Road Kelseyville CA 95451 680319464 501 (c) (3) 4000 Schools of Hope. La Luz Center 17560 Greger Street Sonoma CA 95476 680228235 501 (c) (3) 35000 Census La Luz Center 17560 Greger Street Sonoma CA 95476 680228235 501 (c) (3) 2464 Earn It! Keep It! Save It! Lakeport Unified School District 2508 Howard Avenue Lakeport CA 95453 680319471 501 (c) (3) 2000 Schools of Hope. Lucerne Elementary School District PO Box 1083 Lucerne CA 95458 680319466 501 (c) (3) 2000 Schools of Hope. Lutheran Social Services (as fiscal agent for ROC Sonoma) 1465 Civic Court Building D Suite 810 Concord CA 94520 941659687 501 (c) (3) 635000 2017 October Wildfire Recovery Movimiento Cultural de la Union Indigena PO Box 13 Vineburg CA 95487 461037804 501 (c) (3) 3000 Kincade Fire Relief Napa Valley Community Housing 150 Camino Dorado Napa CA 94558 942442233 501 (c) (3) 2124 Census North Bay Organizing Project (fiscal agent for Undocufund) PO Box 503 Graton CA 95444 452369887 501 (c) (3) 162427 Kincade Fire Relief North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501 (c) (3) 15000 Schools of Hope. North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501 (c) (3) 26500 Census North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501 (c) (3) 38736 Earn It! Keep It! Save It! North Coast Opportunities 413 N State Street Ukiah CA 95482 941671958 501 (c) (3) 193439 2017 October Wildfire Recovery Northern California Indian Development Council Inc 241 F St Eureka CA 95501 510189400 501 (c) (3) 30000 Census Nuestra Alianza de Willits 291 School Street Ste 1 Willits CA 95490 043732550 501 (c) (3) 15537 Earn It! Keep It! Save It! Old Adobe Union School District 845 Crinella Drive Petaluma CA 94954 582189541 501 (c) (3) 4000 Schools of Hope. On the Move 780 Lincoln Avenue Napa CA 94558 751349095 501 (c) (3) 6500 Pride United Our Lady of Guadalupe 8400 Old Redwood Hwy Windsor CA 95492 824031903 501 (c) (3) 6358 Earn It! Keep It! Save It! Petaluma People Services Center 1500 Petaluma Blvd South Petaluma CA 94952 942271299 501 (c) (3) 5000 Census Petaluma People Services Center 1500 Petaluma Blvd South Petaluma CA 94952 942271299 501 (c) (3) 4874 Earn It! Keep It! Save It! Piner-Olivet Union School District 3450 Coffey Lane Santa Rosa CA 95403 371737943 501 (c) (3) 2000 Schools of Hope. Positive Images 200 Montgomery Dr Santa Rosa CA 95405 943137845 501 (c) (3) 4815 Pride United Puertas Abiertas PO BOX 3009 Napa CA 94558 203126333 501 (c) (3) 21000 Census Rebuild NorthBay Foundation 595 5th St W Sonoma CA 95476 823266893 501 (c) (3) 300000 October 2017 Wildfire Recovery River To Coast Childcare Services 16300 First St Guerneville CA 95446 942378459 501 (c) (3) 2970 Earn It! Keep It! Save It! Roseland School District 1691 Burbank Ave Santa Rosa CA 95407 364766964 501 (c) (3) 2000 Schools of Hope. Russian River Alliance PO Box 904 Monte CA 95462 460847988 501 (c) (3) 10000 Kincade Fire Relief Santa Rosa City Schools 211 Ridgway Avenue Santa Rosa CA 95401 680180139 501 (c) (3) 12000 Schools of Hope. Sonoma Family Meals 2210 Bell Flower Ln Santa Rosa CA 95401 823332831 501 (c) (3) 20000 COVID Sonoma Grape Growers Foundation 3245 Guerneville Road Santa Rosa CA 95401 412040096 501 (c) (3) 25000 Kincade Fire Relief Sonoma Valley Unified School District 17850 Railroad Avenue Sonoma CA 95476 364766953 501 (c) (3) 4000 Schools of Hope. Southern Humboldt Family Resource Center PO Box 369 Redway CA 95560 942664285 501 (c) (3) 8000 Census TLC Child & Family Services 1800 Gravenstein Hwy North Sebastopol CA 95472 680008634 501 (c) (3) 6000 Pride United Two Rock Elementary School District 5001 Spring Hill Road Petaluma CA 94952 352481973 501 (c) (3) 2000 Schools of Hope. Ukiah Unified School District 511 S Orchard Avenue Ukiah CA 95482 946002711 501 (c) (3) 12000 Schools of Hope. Up Valley Centers of Napa Valley 1440 Spring Street St Helena CA 94574 800023012 501 (c) (3) 23000 Census West County Community Services 477 Petaluma Ave Sebastopol CA 95472 942277740 501 (c) (3) 8000 COVID West County Community Services 477 Petaluma Ave Sebastopol CA 95472 942277740 501 (c) (3) 25000 Flood Relief Willits Elementary Charter School 405 E Commercial Street Willits CA 95490 680418701 501 (c) (3) 2000 Schools of Hope. Windsor Unified School District 9291 Old Redwood Highway Bldg 500 Windsor CA 95492 611718060 501 (c) (3) 2000 Schools of Hope. Wright Elementary School District 4385 Price Avenue Santa Rosa CA 95401 462575140 501 (c) (3) 6000 Schools of Hope. 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 140000 0 0 0 0 0 2908 0 11914 0 154822 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 III, line 3 In 2019-2020, United Way of the Wine Country (UWWC) discontinued our Little Free Library program. UWWC added the 211 Sonoma information and referral program, US Census 2020 Outreach program and grantmaking, and Pride United Giving Group grantmaking. We continued to do disaster relief grantmaking related to 2017 and 2019 fires, 2019 flooding, and added COVID-19 relief starting in March of 2020. We also continued to operate United Way initiatives, including the Earn It! Keep It! Save It! free tax preparation program (EKS). In March 2020, we were forced to adjust the EKS delivery model from in-person to virtual/distance services due to COVID-19 precautions. United Way's School of Hope and School Readiness Programs operated until March but have been suspended due to COVID-19 and changes in the United Way business model. 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.