2020-05-12T18:32:03-05:00 2019-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Blvd Ste A Santa Rosa CA 95403 990 2018-07-01 941669646 United Way of the Wine Country UNIT 7075284485 975 Corporate Center Parkway No 160 Santa Rosa CA 95407 Lisa Carreno President/CEO 7075284485 2020-04-20 1 Penny Millar P00140274 7075778806 184.23.232.130 2020-04-20 09:44:25 PD P 05614305FD36E972557B617B4478A07939BCBF5D 05614305FD36E972557B617B4478A07939BCBF5D 2018 2021-01-29 14:40:06Z Lisa Carreno 975 Corporate Center Parkway No 160 Santa Rosa CA 95407 3778677 0 X www.unitedwaywinecountry.org X 1967 CA UWWC is committed to create lasting changes by addressing the underlying cause of problems. 22 22 20 1725 0 0 10499756 3496277 207123 127548 14063 25899 7384 1790 10728326 3651514 7199368 1684819 0 0 955084 1114334 0 0 338136 731746 834049 8886198 3633202 1842128 18312 4505304 4629347 492404 598855 4012900 4030492 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 0 866142 415000 1. 227 Earn It! Keep It! Save It! volunteers processed 6557 tax returns resulting in $2.7 million federal EITC and $9 million total tax refunds across 5 counties2. Schools of Hope served 530 students, tutored by 485 volunteers in 35 schools in Sonoma, Mendocino and Lake counties3. 6,248 people saved $411,742on prescription drugs through our promotion of FamilyWize across 5 counties4. 4800 children ages 3-5 received School Readiness Backpacks in Sonoma, Lake, Del Norte and Humboldt Counties5. 1,000 children ages 5-8 received Summer Reading Packs containing six books each in Sonoma County 455876 United Way of the Wine Country delivered designated donations to 537 501c3 agencies in accordance to the wishes of 6,857 individuals. 1616600 218630 United Way's funding for local community service programs delivered the following measurable results:1. Residents of Sonoma, and Humboldt Counties were connected to health and human resources through the 2-1-1 call centers over 25,000 times.2. 29 households received funding to fully recover from the 2017 fires trhough ROC Sonoma and ROC Mendocino. 3. Forty-seven first responders, who lost homes in the 2017 fires, received fire recovery grants. 4. Ten neighborhoods were supported in their fire recovery through projects such as fence rebuilding, storage sheds an convening costs. 5. More than 565 flood impacted individuals assisted. 2938618 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 22 22 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 Secretary 1.00 X X 0 0 0 Percy Brandon Director 1.25 X 0 0 0 Sonu Chandi Director 1.00 X 0 0 0 Tammy Moss Chandler Director 1.00 X 0 0 0 Judy Coffey Director 1.00 X 0 0 0 Dan Condron Past Chair 1.00 X 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 Gloria Hurtado Director 1.00 X 0 0 0 Henri Komrij Chair Elect 1.25 X X 0 0 0 Karissa Kruse Board Chair 1.00 X X 0 0 0 Teri McConnico Director 1.00 X 0 0 0 Mike McKeon Director 1.00 X 0 0 0 Josh Moore Director 1.00 X 0 0 0 Barbie Robinson Director 1.00 X 0 0 0 Lisa Wittke Schaffner Director 1.00 X 0 0 0 Thomas Sands Director 1.00 X 0 0 0 Tina Sheldon Treasurer 1.25 X X 0 0 0 Socorro Shiels Director 1.00 X 0 0 0 Jennifer O'Donnell Executive V.P. of Community Benefit 40.00 X 89548 0 2294 Lisa Carreno Chief Executive Officer 40.00 X 45769 0 9750 Kate McFadden V.P. of Finance and Operations 40.00 X 49394 0 8775 184711 0 20819 0 0 0 0 0 559698 2936579 3496277 Donor Designated Fees 900099 106868 106868 Event Revenue 900099 20000 20000 Fundraising Fee 900099 680 680 127548 25372 25372 127690 127163 527 527 527 Miscellaneous income 900099 1790 1790 1790 3651514 155237 0 0 1671759 1671759 13060 13060 407765 186909 139303 81553 503315 347287 70464 85564 138241 95386 19354 23501 65013 44859 9102 11052 189978 131085 26597 32296 47562 32818 6659 8085 16183 11166 2266 2751 174564 120449 24439 29676 56125 42591 7422 6112 55983 38628 7838 9517 93722 64668 13121 15933 63100 43539 10727 8834 15723 10849 2201 2673 5671 3913 794 964 14595 10071 2043 2481 Communications 33958 23431 4754 5773 Awards & sponsorships 29245 20179 4094 4972 Affiliation dues 24900 17181 3486 4233 Bank fees 4387 3027 614 746 8353 5763 1170 1420 3633202 2938618 356448 338136 218883 49057 2552206 2516127 475484 873629 33520 44157 205225 198294 8338 6931 1216873 1139446 4505304 4629347 129072 310797 363332 288058 492404 598855 X 4012900 4030492 4012900 4030492 4505304 4629347 18312 -720 0 X 0 1 X 1 0 X 2240136 3079864 2910824 10499756 3496277 22226857 2240136 3079864 2910824 10499756 3496277 22226857 22226857 4341 6208 7518 13751 25372 57190 28211 7384 1790 37385 22321432 422100 0.99580 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 205225 198294 6931 6931 Security deposit 4000 Long-term CD investments 1135446 1139446 X 3858768 -722 663852 663130 3195638 455876 455876 3651514 3841176 663850 663850 3177326 455876 455876 3633202 Part X, Line 2: ASC 740 Disclosure: The organization has adopted accounting for uncertainty in income taxes under accounting standards codification (ASC) 740 Income Taxes. The codification requires the evaluation of tax positions taken or expected to be taken in the tax returns and does not allow recognition of tax positions which do not meet a more-likely-than-not threshold of being sustained by the applicable tax authority. The organization does not believe it has taken any tax positions that would not meet this threshold. The Federal and state income tax returns of the organization are subject to possible examination by the taxing authorities until the expiration of the related statutes of limitations on those tax returns. In general, the Federal income tax returns have a three year statute of limitations, and the state income tax returns have a four year statute of limitations. The policy of the organization is to reflect interest and penalties related to uncertain tax positions as part of income tax expense, when and if they become applicable. Part XI, Line 4b - Other Adjustments: Donor Designation 455,876. Part XII, Line 4b - Other Adjustments: Donor Designations 455,876. 1 Catholic Charities Diocese of Santa Rosa PO Box 4900 Santa Rosa CA 95402 942479393 501(C)(3) 14000 Earn It! Keep It! Save It! 211 Sonoma 143 Stony Circle STE 100 Santa Rosa CA 95401 941751375 501(C)(3) 95000 General support & Earn It! Keep It! Save It! 211 Humboldt 1707 E Street STE 2 Eureka CA 95501 946107605 501(C)(3) 28500 General support & Earn It! Keep It! Save It! North Coast Opportunities 413 N State St Ukiah CA 95482 941671958 501(C)(3) 59000 Schools of Hope & and Earn It! Keep It! Save It! Ukiah Unified School District 511 South Orchard Avenue Ukiah CA 95482 946002711 501(C)(3) 8000 Schools of Hope. Wright Elementary School 4385 Price Avenue Santa Rosa CA 95407 462575140 501(C)(3) 6000 Schools of Hope. City of Santa Rosa 575 Administration Drive 104A Santa Rosa CA 95405 946000428 10000 Neighborfest Grant. Community Action Partnership Sonoma 141 Stony Circle Suite 210 Santa Rosa CA 95401 941648949 501(C)(3) 154000 Earn It! Keep It! Save It! & EITC Outreach & Flood Relief & Fire Relief Corazn Healdsburg 1557 Healdsburg Ave Room 13 Healdsburg CA 95448 273044487 501(C)(3) 6000 Earn It! Keep It! Save It! Nuestra Alianza de Willits 291 School Street Suite 1 Willits CA 95490 043732550 501(C)(3) 13000 Earn It! Keep It! Save It! Our Lady of Guadalupe 8400 Old Redwood Hwy Windsor CA 95492 824031903 501(C)(3) 10000 Earn It! Keep It! Save It! Petaluma People Services Center 1500 Petaluma Blvd South Petaluma CA 94952 942271299 501(C)(3) 5500 Earn It! Keep It! Save It! NECHAMA Jewish Response to Disaster 12219 Nicollet Avenue Burnsville MN 55337 411998750 501(C)(3) 5000 Flood Relief. West County Community Services PO Box 325 Guerneville CA 95446 942277740 501(C)(3) 60000 Flood Relief. Larkfield Resilience Fund 422 Larkfield Center 342 Santa Rosa CA 95403 831733615 501(C)(3) 15000 Fire Relief. Mark West Estates Owners Association 1034 Jennings Ave 205 Santa Rosa CA 95401 680155380 14000 Fire Relief. Coffey Strong Inc 2102 Peterson Lane Santa Rosa CA 95403 824692666 501(C)(3) 25000 Fire Relief. Berry Brook Homeowners Association 355 School Street Healdsburg CA 95448 943319265 25000 Fire Relief. Wilshire Heights Mutual Water Company 551 Wikiup Drive Santa Rosa CA 95403 946083333 15000 Fire Relief. Glen Ellen Forum PO Box 490 Glen Ellen CA 95442 824480963 12500 Fire Relief. Alexander Valley Citizens League 26070 River Road Cloverdale CA 95425 474557965 9070 Fire Relief. Santa Rosa City Schools 211 Ridgway Avenue Santa Rosa CA 95401 680180139 501(C)(3) 16000 Schools of Hope. Journey's End 1814 North Dutton Ave 13 Santa Rosa CA 95401 680359724 15000 Fire Relief. Fire relief grants. 4 13060 Schedule 1, Part 1, Line 2: United Way of the Wine Country general grant making criteria: 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. 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.