2019-05-21T13:25:38-05:00 2018-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Blvd Ste A Santa Rosa CA 95403 990 2017-07-01 941669646 United Way of the Wine Country UNIT 7075284485 PO Box A Santa Rosa CA 95402 Lisa Carreno President/CEO 7075284485 2019-05-17 1 Penny Millar P00140274 7075778806 2019-05-17 184.23.232.130 2019-05-17 16:04:50 PD P 05614305FD36E972557B617B4478A07939BCBF5D BEED5BC0DDFCBEB52141348B4A4D0801FD284979 2017 2019-02-21 02:37:17Z Lisa Carreno PO Box A Santa Rosa CA 95402 10755510 0 X www.unitedwaywinecountry.org X 1967 CA UWWC is committed to create lasting changes by addressing the underlying cause of problems. 23 23 17 1540 0 0 2910824 10499756 87429 207123 7759 14063 28211 7384 3034223 10728326 1674463 7199368 0 0 948151 955084 0 0 284411 410916 731746 3033530 8886198 693 1842128 2644947 4505304 472842 492404 2172105 4012900 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 0 6483295 6483295 1. 220 Earn It! Keep It! Save It! volunteers processed 6249 tax returns resulting in $2.7 million federal EITC and $8.3 million total tax refunds across 5 counties2. Schools of Hope served 549 students, tutored by 557 volunteers in 37 schools in Sonoma, Mendocino and Lake counties3. 6,151 people save $448,113 on 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 716073 United Way of the Wine Country delivered designated donations to 520 501c3 agencies in accordance to the wishes of 2,308 individuals. 1248667 United Way's funding for local community service programs delivered the following measurable results:1. Residents of Sonoma, Mendocino, and Humboldt Counties connected to health and human resources through 2-1-1 call center over 40,000 times and through a 2-1-1 website over 50,000 times.2. 2,758 individuals received financial education and asset building services in Sonoma and Lake counties3. 1,751 individuals were provided with education around cardiovascular disease by trained community health workers in Sonoma County4. 6,028 fire survivors households received financial assistance with recovery5. 1 childcare center and 1 school district received funding to rebuild facilities lost in the October fire 8448035 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 17 1 0 0 0 0 0 0 0 0 X 23 23 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 Secretary 1.00 X X 0 0 0 Percy Brandon Director 1.00 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 Board 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 Michelle Glancy 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 Director 1.00 X 0 0 0 Karissa Kruse Chair Elect 1.00 X X 0 0 0 Teri McConnico Director 1.00 X 0 0 0 Mike McKeon Past Chair 1.00 X 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 1.00 X X 0 0 0 Socorro Shiels Director 1.00 X 0 0 0 Michael K Kallhoff Former President & CEO 40.00 X 124584 0 6828 124584 0 6828 1 0 0 0 0 340205 10159551 10499756 Contract Administration Fees 900099 94080 94080 Donor Designated Fees 900099 52153 52153 Event Revenue 900099 44000 44000 Fundraising Fee 900099 16890 16890 207123 13751 13751 27496 27184 312 312 312 Other income 900099 7384 7384 7384 10728326 228570 0 0 7199368 7199368 146830 102781 14683 29366 642069 461113 50209 130747 107861 75503 10786 21572 58324 29162 19830 9332 37339 26137 3734 7468 88929 62250 8893 17786 177612 154523 15393 7696 150545 143075 2490 4980 42323 29626 4232 8465 86689 60682 8669 17338 29004 20303 2900 5801 5987 4191 599 1197 6960 4872 696 1392 21751 15226 2175 4350 Affiliation dues 32782 22948 3278 6556 Awards & sponsorships 25158 17610 2516 5032 Bank fees 14054 9838 1405 2811 Communications 7837 5486 784 1567 4776 3341 480 955 8886198 8448035 153752 284411 204542 218883 806810 2552206 608478 475484 28690 33520 201125 192787 15299 8338 981128 1216873 2644947 4505304 119831 129072 353011 363332 472842 492404 X 2172105 4012900 2172105 4012900 2644947 4505304 1842128 -1333 0 X 0 1 X 1 0 X 3081501 2240136 3079864 2910824 10499756 21812081 3081501 2240136 3079864 2910824 10499756 21812081 21812081 5519 4341 6208 7518 13751 37337 28211 7384 35595 21885013 294552 0.99670 0.99610 X 201125 192787 8338 8338 Security deposit 4000 Long-term CD investments 1212873 1216873 X 10148392 -1332 137471 136139 10012253 716073 716073 10728326 8307596 137471 137471 8170125 716073 716073 8886198 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 716,073. Part XII, Line 4b - Other Adjustments: Donor Designations 716,073. 1 Catholic Charities Diocese of Santa Rosa PO Box 4900 Santa Rosa CA 95402 942479393 501(C)(3) 82360 Savings & Credit-Ready. 211 Sonoma 143 Stony Circle STE 100 Santa Rosa CA 95401 941751375 501(C)(3) 70000 General support & Earn It! Keep It! Save It! 211 Humboldt 1707 E Street STE 2 Eureka CA 95501 946107605 501(C)(3) 3500 General support & Earn It! Keep It! Save It! Center for Well-Being 101 Brookwood Ave STE A Santa Rosa CA 95404 931144835 501(C)(3) 74600 It's Up to Us. CTE Foundation 1030 Apollo Way STE 200 Santa Rosa CA 95407 465607272 501(C)(3) 5000 Little Free Libraries Program. Children's Museum of Sonoma County 1835 W Steele Ln Santa Rosa CA 95403 203496878 501(C)(3) 4000 School readiness backpacks North Coast Opportunities 413 N State St Ukiah CA 95482 941671958 501(C)(3) 82000 Schools of Hope & and Earn It! Keep It! Save It! Extended Childcare 1745 Copperhill Parkway 5 Santa Rosa CA 95403 942526630 501(C)(3) 200000 Fire recovery & rebuild Riebli Extended Childcare Santa Rosa City Schools 211 Ridgway Avenue Santa Rosa CA 95401 680180139 501(C)(3) 429000 Fire recovery for school district. Bennet Valley Union School District-Yulupa Elementary 2250 Mesquite Drive Santa Rosa CA 95405 900722033 501(C)(3) 2000 Schools of Hope. 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. 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. Late filed return due to CCH Software outage.