2020-02-17T15:52:51-06:00 2019-06-30 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2018-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 STEVE ORTIZ SECRETARY/CEO 8059658591 2020-01-31 1 CATHERINE MACAULAY P00178796 8059631837 216.64.156.34 2020-01-31 16:32:37 PS P 8796E0D411F6F8D28F9C80C4E5B2E09B4D49BF66 D4F89E78E465368889BB483E491D42BE848D7349 2018 2020-09-23 17:36:50Z RICK SCOTT 320 GUTIERREZ STREET SANTA BARBARA CA 93101 4394033 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. 19 18 61 1562 0 0 3461673 2310266 53103 156947 575542 273574 80055 -104646 4170373 2636141 1760348 349181 0 0 1312769 1353259 0 0 451032 777286 992039 3850403 2694479 319970 -58338 13474617 13067366 1665211 829971 11809406 12237395 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 859060 52977 137444 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. 606913 19165 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. 77150 7000 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. 67395 36234 338 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. 289676 252970 COMMUNITY DISASTER RESPONSE - ONE OF UNITED WAY OF SANTA BARBARA'S ROLES IN TIMES OF DISASTER IS TO PROVIDE LONG-TERM FINANCIAL RELIEF EFFORTS. FOR THE THOMAS FIRE AND RESULTING DEBRIS FLOW DISASTERS, UNITED WAY OF SANTA BARBARA COUNTY MANAGED THE UNITED WAY THOMAS FIRE & FLOOD FUND WHICH RAISED MILLIONS FOR OUR REGION. UNITED WAY CONTINUES AS THE FISCAL AGENT FOR THE COMMUNITY LONG TERM RECOVERY GROUP. TO DATE, UWSBC HAS DISTRIBUTED MORE THAN $2.2 MILLION IN SANTA BARBARA COUNTY. 357071 289204 338 1900194 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 26 0 61 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 19 18 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 MIKE NISSENSON VICE CHAIR 1.00 X X 0 0 0 STEVE ORTIZ SECRETARY & CEO 40.00 X X 165223 0 35425 CLIFF LUNDBERG CFO 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 KARIM KADERALI 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 CHUCK MERTZ DIRECTOR 1.00 X 0 0 0 KEVIN NELSON DIRECTOR 1.00 X 0 0 0 MIKE NOLING DIRECTOR 1.00 X 0 0 0 DAVID PRICHARD DIRECTOR 1.00 X 0 0 0 MARYAN SCHALL DIRECTOR 1.00 X 0 0 0 165223 0 35425 1 0 1 0 0 273103 2037163 72476 2310266 LICENSING FEES 611710 156947 156947 156947 164346 164346 10100 0 10100 10100 10100 1703081 1593853 109228 109228 109228 47475 273103 164039 -116564 -116564 MISCELLANEOUS 900099 1818 1818 1818 2636141 156947 0 168928 156211 156211 192970 192970 177145 123844 35534 17767 907223 638312 66746 202165 95578 67178 19385 9015 81562 57326 16543 7693 91751 64488 18609 8654 2468 1745 723 20000 20000 80403 80403 106848 58730 15892 32226 58415 26929 2369 29117 197951 170583 5443 21925 227377 203740 5872 17765 50536 27872 5674 16990 39568 29355 5472 4741 70506 57544 4299 8663 27816 20579 4208 3029 29665 29665 9204 2788 6416 ALLOWANCE FOR BAD DEBT 71282 71282 2694479 1900194 343253 451032 115532 70138 1761094 1193062 448606 443817 182924 276485 1922843 1522856 351779 399987 8102957 8551983 2511725 2131894 13474617 13067366 805541 204661 173026 89226 63097 137990 623547 398094 1665211 829971 X 5522630 4950100 3021158 3290046 3265618 3997249 11809406 12237395 13474617 13067366 X -58338 311950 174377 X X 0 1 X 1 0 X 1929394 1783278 2661985 3461673 2310266 12146596 1929394 1783278 2661985 3461673 2310266 12146596 385879 11760717 181600 111017 137891 201693 174446 806647 1818 1818 12955061 210050 0.90780 0.94140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9546748 -1468504 449558 582004 7945798 9043776 102721 876070 475819 9546748 7731766 744070 804251 236311 9043776 9005929 -458698 815465 7731766 8942155 265535 210141 411902 9005929 0.42000 0.42000 0.16000 0 0 218000 218000 1412513 1286166 126347 244063 188423 55640 48267 48267 0 399987 ASSET HELD DEFERRED COMP PLAN 20285 INTEREST IN PERPETUAL TRUSTS 698836 INTEREST IN SPLIT INTEREST AGREEMENTS 1412773 2131894 OBLIGATIONS UNDER DEF COMP PLAN 20285 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 377809 398094 X 3049810 311950 7745 174377 494072 2555738 80403 80403 2636141 2621821 7745 7745 2614076 80403 80403 2694479 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 2016 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2015 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, 2019 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST -7,586. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 181,963. PART V LINE 1B NET ASSETS FROM SPLIT-INTEREST AGREEMENTS AND PERPETUAL TRUSTS WERE INCORRECTLY CLASSIFIED AS NET ASSETS WITHOUT DONOR RESTRICTIONS AS OF JUNE 30, 2018. THESE NET ASSETS SHOULD BE CLASSIFIED AS TEMPORARILY DONOR RESTRICTED NET ASSETS AND DURING THE FISCAL YEAR ENDED JUNE 30, 2019 THE ORGANIZATION RECLASSIFIED THESE NET ASSETS ACCORDINGLY. THE PREDECESSOR AUDITOR HAS REISSUED AND RESTATED THE JUNE 30, 2018 FINANCIAL STATEMENTS TO CONFORM TO THE JUNE 30, 2019 PRESENTATION. RED FEATHER BALL 258438 225438 33000 27849 48671 69481 STORYBOOK LUNCHEON 62140 47665 14475 3924 13062 1052 320578 273103 47475 31773 61733 70533 164039 -116564 1 AMERICAN RED CROSS - SANTA BARBARA 2707 STATE STREET SANTA BARBARA CA 93105 530196605 501(C)(3) 25000 THOMAS FIRE AND FLOOD GRANT CARPINTERIA UNIFIED SCHOOL DISTRICT 1400 N LINDEN AVENUE CARPINTERIA CA 93013 956101195 501(C)(3) 8872 KINDERGARTEN SUCCESS INSTITUTE GRANT HABITAT FOR HUMANITY SB PO BOX 176 GOLETA CA 93116 770518264 501(C)(3) 35000 THOMAS FIRE AND FLOOD GRANT GIRLS INC OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 956006417 501(C)(3) 5400 AFTER SCHOOL EDUCATION COUNCIL ON ALCOHOL & DRUG ABUSE 232 E CANON PERDIDO SANTA BARBARA CA 93101 951878858 501(C)(3) 5000 DROP IN CENTER ISLA VISTA YOUTH PROJECTS 6842 PHELPS ROAD GOLETA CA 93117 953007419 501(C)(3) 5000 CHILDRENS AFTER SCHOOL CENTER CATHOLIC CHARITIES 609 E HALEY STREET CARPINTERIA CA 93103 951690973 501(C)(3) 5000 COMMUNITY SERVICE HOUSING AUTHORITY CITY OF SANTA BARBARA 808 LAGUNA STREET SANTA BARBARA CA 93101 952676783 501(C)(3) 7000 VOLUNTEER INCOME TAX ASSISTANCE SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE PO BOX 1478 SOLVANG CA 93464 770338060 501(C)(3) 7000 ADVOCATES FOR DOMESTIC AND CHILD ABUSE PREVENTION 9 FIRE AND FLOOD SUPPORT 34 192970 X X X X X X 0 1 0 0 0 0 0 0 0 STEVE ORTIZ SECRETARY & CEO 153223 0 12000 0 0 0 31481 0 3944 0 200648 0 0 0 PART I, LINE 4B STEVE ORTIZ - $31,481 X 5380 FAIR MARKET VALUE X 29700 FAIR MARKET VALUE X 3 13666 FAIR MARKET VALUE X 3 7430 FAIR MARKET VALUE X ADVERTISING SPACE 1 14600 FAIR MARKET VALUE X FLOWERS 2 1700 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 COMPENSATION IS DETERMINED BY USING WAGE STUDIES, MARKET AREA MEDIANS AND OTHER INFORMATION. THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE MANAGEMENT COMMITTEE PRESENTS THE COMPENSATION DECISION TO THE FULL BOARD, WITH THE OPPORTUNITY TO REQUEST DETAILS AND WAGE STUDIES. THE CEO COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. FOR ALL OTHER LEVELS A NEW MARKET STUDY OF AREA MEDIANS IS PERFORMED EVERY TWO YEARS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 181,963. CHANGE IN VALUE OF PERPETUAL TRUST -7,586. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSEES INDEPENDENT AUDIT PROCESS AND FISCAL MANAGEMENT. APPROVES ANNUAL FINANCIAL STATEMENTS.