UNITED WAY OF THE BAY AREA: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF THE BAY AREA (EIN 94-1312348)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-02-15
IRS object ID: 201810469349302201
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-02-15T15:26:05-06:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Moss Adams LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 Second Street Suite 900	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941312348	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	United Way of the Bay Area	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	4158084300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 Kearny St No 1000	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Joan Catherine Braun	PersonNm
Person Title	CFAO	PersonTitleTxt
Phone	4158084300	PhoneNum
Signature	2018-02-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Tracy S Paglia	PreparerPersonNm
PTIN	P00366884	PTIN
Phone	4159561500	PhoneNum
Preparation	2018-02-14	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.129.7.100	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-02-14	IPDt
IP Tm	12:31:59	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BE861C6778D90A5D3E7861ABDDE45BE6309F51A4	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Anne Wilson	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 Kearny St No 1000	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$46,381,377	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UWBA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1922	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	To be the catalyst that enables people to strengthen their communities by investing in one another.	ActivityOrMissionDesc
Voting Members Governing Body	37	VotingMembersGoverningBodyCnt
Voting Members Independent	37	VotingMembersIndependentCnt
Total Employee	90	TotalEmployeeCnt
Total Volunteers	3684	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$33,624,151	PYContributionsGrantsAmt
CY Contributions Grants	$43,337,952	CYContributionsGrantsAmt
PY Program Service Revenue	$437,484	PYProgramServiceRevenueAmt
CY Program Service Revenue	$692,981	CYProgramServiceRevenueAmt
PY Investment Income	$139,751	PYInvestmentIncomeAmt
CY Investment Income	$724,925	CYInvestmentIncomeAmt
PY Other Revenue	-$90,986	PYOtherRevenueAmt
CY Other Revenue	$176,612	CYOtherRevenueAmt
PY Total Revenue	$34,110,400	PYTotalRevenueAmt
CY Total Revenue	$44,932,470	CYTotalRevenueAmt
PY Grants And Similar Paid	$21,706,299	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$25,538,363	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,494,816	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,330,641	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,893,350	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,927,808	PYOtherExpensesAmt
CY Other Expenses	$5,583,850	CYOtherExpensesAmt
PY Total Expenses	$34,128,923	PYTotalExpensesAmt
CY Total Expenses	$39,452,854	CYTotalExpensesAmt
PY Revenues Less Expenses	-$18,523	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,479,616	CYRevenuesLessExpensesAmt
Total Assets BOY	$21,904,216	TotalAssetsBOYAmt
Total Assets EOY	$28,941,570	TotalAssetsEOYAmt
Total Liabilities BOY	$13,423,575	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,607,696	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$8,480,641	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,333,874	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	To be the catalyst that enables people to strengthen their communities by investing in one another.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$22,407,318	ExpenseAmt
Grant	$21,272,627	GrantAmt
Revenue	$692,981	RevenueAmt
Desc	Gross Funds Awarded/allocated to agencies	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,919,366	ExpenseAmt
Grant	$2,886,918	GrantAmt
Revenue	$0	RevenueAmt
Desc	Economic SuccessSparkPoint has served more than 24,000 individuals since launching SparkPoint Oakland in 2009, and 3,200 clients in the last year alone. More than 80% of our clients are seeing 5% or better progress on their income, savings, credit or debt; and more than 70% of our clients are seeing 30% or more progress.SparkPoint Centers offer an array of services in one convenient location for a person or family trying to move out of poverty, including financial coaching on budgeting and savings, credit and debt management, career or education counseling, screening for public benefits, and others./ SparkPoint aims to have clients move from poverty to economic success by (1) increasing income; (2) reducing debt; (3) increasing credit scores; and (4) increasing savings. The SparkPoint regional network includes more than 75 outstanding partner organizations across the Bay Area.Recently SparkPoint has expanded work into Community Colleges and Community Schools. SparkPoint in Community Schools takes a Two-Generation Approach to improve the immediate and long-term financial stability of parents while ensuring that children are healthy and supported at school. This disrupts the cycle of poverty so that entire families can succeed now and far into the future.SparkPoint also recognizes that a good education, marketable skills, and ood job are needed to lift someone out of poverty. Through the expansion into Community Colleges, centers align their strongest programmatic assets to improve the school to career pathway for low-income students. They ensure that students know more about available career and education options, including post-secondary job training and certificate and degree programs. SparkPoint ensures that students start and remain on a path toward a good job through wrap around support services. UWBA's strong relationships with major employers across various sectors, provide students with access to work based learning opportunities and jobs.FY17 Highlights include:-315 clients achieved self-sufficient income-717 clients achieved at least one element prosperity: self-sufficient income, 3 months savings, 700 credit score, no revolving debt-The regional network has placed 591 clients in jobs, and has an average hourly wage of $20.33Earn It! Keep It! Save It! (EKS) is a UWBA-led coalition of partners that prepares tax returns for free, ensuring low- to moderate-income families get the refunds and credits for which they are eligible. During the 2017 tax season, 2,800 volunteers prepared more than 72,200 returns and brought back over $75million in refunds. Additionally, $22 million of those refunds was in Earned Income Tax Credit (EITC). EITC goes to the poorest, most vulnerable Bay Area households and has been identified by poverty-fighting experts as one of the most effective programs nationally, lifting millions of people above the federal poverty level every year. Families use their refunds primarily to pay bills, rent, and to buy food or clothes. Through its tax preparation efforts, EKS provides resources to meet basic needs, which is critical to ending the cycle of poverty in the Bay Area. EKS has 200 locations in eight counties, several are located at SparkPoint Centers. In addition to preparing tax returns, EKS uses the tax preparation session as a moment to offer low-income families the opportunity to increase their savings.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,469,094	ExpenseAmt
Grant	$301,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	Jobs+United Way's Jobs+ program helps prepare low-income youth and young adults (age 16-24) to become the 21st century workforce for employers in San Francisco and across the Bay Area. Connecting business, government, schools, nonprofits and youth, Jobs+ helps young people get job training and work experience, plan career paths, and become motivated to finish high school and go on to college or postsecondary training. Jobs+ primary focus is Youth Jobs+, a partnership with San Francisco Mayor Ed Lee, community partners and employers. Since its inception as Summer Jobs+ in 2012, the initiative has served over 19,000 youth in San Francisco. Last year, 7,000 youth were serve a part of the Mayor's Summer Job Challenge in San Francisco alone. Within the next several years, Jobs+ expects to expand into more counties served by United Way Bay Area.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,742,689	ExpenseAmt
Grant	$1,077,818	GrantAmt
Revenue	$0	RevenueAmt
Desc	Other Programs like United Ways around the country, UWBA manages the local activities of the federal Emergency Food and Shelter Program (EFSP), which distributes federal funds to local programs that feed and provide shelter to people in need. In FY17 UWBA distributed approximately $1,572,000 to food and housing programs in 7 of our 8 Bay Area counties through the Emergency Food and Shelter ProgramLabor Community Services The long-standing Labor-United Way Partnership combines the power of more than 12.5 million working families and their communities toward a shared vision where all have the opportunity to reach their highest potential. Locally, UWBA's Labor Community Services program continued its essential role of assisting people in poverty through direct provision of community services and policy advocacy. In FY17, our labor liaisons in three counties (San Mateo, San Francisco, and Contra Costa) provided hardship assistance to over 800 individuals including housing, health, utilities, job access issues, and other emergencies. The liaisons also worked closely with United Way's other programs, helping to refer potential clients to EKS, 211 and SparkPoint. They focused on key issues such as strengthening the safety net for immigrant families, including co-hosting an immigrant worker rights training sponsored by the California Labor Federation, and in San Francisco providing one stop legal and wraparound services to immigrant union members and their families. Our labor liaison in San Mateo coordinated a pre-apprenticeship program in the construction sector that resulted in 95 apprenticeships and job placements. The labor liaison in Contra Costa ran an EKS site and filed over 160 tax returns.Public Policy United Way Bay Area recognizes that in order to achieve our goal of ending the cycle of poverty in our community, we must advance public policies that support our mission. UWBA's Public Policy team influences policy and engages in advocacy at all levels of government, at the federal and state levels, and locally in our eight-county service area (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, and Solano). In addition, we provide advocacy support to state and federal issues important to the United Way system. In FY17, we added housing to our policy agenda, endorsed bond measures in Alameda and Santa Clara counties, and organized phonebanks to educate voters on the measures and ask for their support both measures passed with 2/3 voter approval to generate $1.5 billion for affordable housing. On the issue of health, together with our coalition partners in Contra Costa County, we successfully advocated to expand Contra Costa CARES, a county health program that provides coverage to the uninsured adult population, including undocumented immigrants. The program will now be able to cover 4,400 uninsured adults in Contra Costa County. We achieved another key win for working families with a significant expansion of the California State Earned Income Tax Credit. Self-employed workers will now be eligible for the tax credit during next year's tax season, and the maximum income threshold for parents with two or more children will be lifted from $14,000 to $22,000/year.Finally, UWBA has formed a coalition called Rise Together, comprising nearly 300 leading institutions that have come together to cut poverty in half in the Bay Area by 2020. Launched by UWBA in 2012, Rise Together continues to stand out as a pivotal regional strategy through a collective impact approach. In the last four years, Rise Together has: given grants to local leaders and partnerships who are fighting poverty; selectively engaged on key policy issues; hosted major events to showcase the issues and solutions of poverty; and won an award from the National Association of Counties. UWBA serves as the backbone organization and helps the partners select and implement key initiatives. Partners include political and faith leaders, businesses, nonprofits, government, academia, media and others.211 Initiative211 is a free, easy-to-remember phone number and web resource that anyone can call for information and referral to resources. Last year, UWBA and its partner call centers in eight Bay Area counties responded to approximately144,000 calls. More than half of these requests came from those requesting help with poverty/basic needs issues such as food, jobs and shelter.In addition to daily information and referral, 211 is a critical resource for disasters. In recent years, 211 has been available for responses to an earthquake, floods, and major fires. We have launched a new guided search website and 2-way texting to increase accessibility.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,742,689	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,077,818	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$32,538,467	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	90	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	37	GoverningBodyVotingMembersCnt
Independent Voting Member	37	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Joan Catherine Braun	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4158084465	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 Kearny St 1000	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Allaire Kiwoba
Director at Large	0.10	Yes (X)	$0	$0	$0
Baker Margaret
Chair, Audit Committee	0.80	Yes (X)	$0	$0	$0
Blaylock Adam
Director at Large	1.00	Yes (X)	$0	$0	$0
Branch Michelle
Director at Large	2.00	Yes (X)	$0	$0	$0
Breber Pierre
Chair, Reg. Impact & Growth Council	0.50	Yes (X)	$0	$0	$0
Cerussi Richard
Chair, Public Policy Committee	0.50	Yes (X)	$0	$0	$0
Detweiler Charmaine
Treasurer	2.00	Yes (X)	$0	$0	$0	Yes (X)
Dillon Michael
Director at Large	0.30	Yes (X)	$0	$0	$0
Earley Jr Anthony
Director at Large	1.50	Yes (X)	$0	$0	$0
Eckhardt Michael
Director at Large	0.30	Yes (X)	$0	$0	$0
Foley Jim
Chair, Engagement Committee	0.80	Yes (X)	$0	$0	$0
Heacock David
Assistant Secretary	2.00	Yes (X)	$0	$0	$0	Yes (X)
Herbert III James
Director at Large	0.20	Yes (X)	$0	$0	$0
Johnson Kevin
Director at Large	0.20	Yes (X)	$0	$0	$0
Ko Amy
Director at Large	0.80	Yes (X)	$0	$0	$0
Lang Matthew
Director at Large	0.50	Yes (X)	$0	$0	$0
Laymon Joe
Director at Large	0.30	Yes (X)	$0	$0	$0
Lee Daniel
Director at Large	1.50	Yes (X)	$0	$0	$0
Leibowitz Tom
Director at Large	0.80	Yes (X)	$0	$0	$0
Lichtenstein Noah
Director at Large	0.50	Yes (X)	$0	$0	$0
Matuszak Gary
Vice Chair, Audit Committee	0.80	Yes (X)	$0	$0	$0
Miley Sandra
Director at Large	0.30	Yes (X)	$0	$0	$0
Mok Anna
Chair, Governance Committee	0.80	Yes (X)	$0	$0	$0
Needles Josh
Director at Large (Thru 4/30/17)	0.10	Yes (X)	$0	$0	$0
Olson James
Secretary	2.00	Yes (X)	$0	$0	$0	Yes (X)
Paulson Timothy
Labor Liaison	0.50	Yes (X)	$0	$0	$0
Peyton Ronald
Director at Large	0.80	Yes (X)	$0	$0	$0
Remstedt Lawrence
Director at Large	0.50	Yes (X)	$0	$0	$0
Rodriguez Raul
Director at Large	0.80	Yes (X)	$0	$0	$0
Rogers Matt
Director at Large	0.50	Yes (X)	$0	$0	$0
Sutherland Susan
Immediate Past Chair	0.50	Yes (X)	$0	$0	$0
Tennyson Sherry
Director at Large	0.30	Yes (X)	$0	$0	$0
Walker Robert
Director at Large	0.20	Yes (X)	$0	$0	$0
Walker Loretta
Chair	6.00	Yes (X)	$0	$0	$0	Yes (X)
Weinstein Laurie
Director at Large	0.50	Yes (X)	$0	$0	$0
Wilhelm Julia
Director at Large	0.50	Yes (X)	$0	$0	$0
Wohl Jeffrey
Gen. Counsel & Chief Ethics Officer	1.00	Yes (X)	$0	$0	$0	Yes (X)
Wymer Michele
Director at Large	0.20	Yes (X)	$0	$0	$0
Wilson Anne
Chief Executive Officer	55.00		$310,446	$0	$198,485	Yes (X)
McDonnell Eric
Chief Operating Officer	55.00		$247,888	$0	$53,693	Yes (X)
Braun Joan
Chief Finance & Admin Officer	55.00		$192,787	$0	$40,632	Yes (X)
Nicely Kathleen
Chief Development Officer	37.50		$232,449	$0	$20,836		Yes (X)
Hyde Randy
Senior VP Marketing	37.50		$140,182	$0	$16,223			Yes (X)
Chamorro Amalia
VP, Community Investment	37.50		$108,346	$0	$23,158			Yes (X)
Kukovic Lidiya
VP, Controller	37.50		$117,531	$0	$24,662			Yes (X)
Schaver John
VP, Information Technology	37.50		$121,214	$0	$63,518			Yes (X)
Tam Tse Ming
VP, Community Investment	37.50		$168,866	$0	$24,063			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,639,709	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$465,270	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	10	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Interface Children Family Services
4001 Mission Oaks Blvd Ste I	Camarillo	CA	93012	Consulting Services	$713,133
LanXpert Corporation dba Intivix
605 Market Street Suite 410	San Francisco	CA	94105	IT Consulting	$177,256
Nelson Staffing
P O Box 49195	San Jose	CA	951619195	Temporary Employment Agency	$138,493
Japanese Community Youth Council
2012 Pine Street	San Francisco	CA	94115	Consulting Services	$128,479
Moss Adams LLP
P O Box 101822	Pasadena	CA	911891822	Accounting	$120,539

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Fundraising	$115,950	FundraisingAmt
Government Grants	$1,101,775	GovernmentGrantsAmt
All Other Contributions	$42,120,227	AllOtherContributionsAmt
Noncash Contributions	$545,137	NoncashContributionsAmt
Total Contributions	$43,337,952	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Pledge Processing Fees	900099	$448,850	$448,850
Consulting Fee Income	900099	$225,731	$225,731
Office Space Rental	900099	$18,400	$18,400

Field	Value	IRS element (for citing)
Total Program Service Revenue	$692,981	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$270,836	TotalRevenueColumnAmt
Exclusion	$270,836	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$143,163	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$143,163	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$143,163	TotalRevenueColumnAmt
Exclusion	$143,163	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,849,355	SecuritiesAmt
Other	$31,280	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,395,266	SecuritiesAmt
Other	$31,280	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$454,089	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$454,089	TotalRevenueColumnAmt
Exclusion	$454,089	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$55,810	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$115,950	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$22,361	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,449	TotalRevenueColumnAmt
Exclusion	$33,449	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,932,470	TotalRevenueColumnAmt
Related Or Exempt Func Income	$692,981	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$901,537	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$25,538,363	TotalAmt
Program Services	$25,538,363	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,058,362	TotalAmt
Program Services	$271,914	ProgramServicesAmt
Management And General	$529,489	ManagementAndGeneralAmt
Fundraising	$256,959	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,161,919	TotalAmt
Program Services	$2,864,026	ProgramServicesAmt
Management And General	$1,281,965	ManagementAndGeneralAmt
Fundraising	$1,015,928	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$584,949	TotalAmt
Program Services	$271,377	ProgramServicesAmt
Management And General	$195,353	ManagementAndGeneralAmt
Fundraising	$118,219	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,109,647	TotalAmt
Program Services	$575,933	ProgramServicesAmt
Management And General	$320,557	ManagementAndGeneralAmt
Fundraising	$213,157	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$415,764	TotalAmt
Program Services	$205,455	ProgramServicesAmt
Management And General	$130,489	ManagementAndGeneralAmt
Fundraising	$79,820	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$161,789	TotalAmt
Management And General	$161,789	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$75,623	TotalAmt
Management And General	$75,623	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,725,725	TotalAmt
Program Services	$1,095,602	ProgramServicesAmt
Management And General	$326,738	ManagementAndGeneralAmt
Fundraising	$303,385	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$374,291	TotalAmt
Program Services	$317,540	ProgramServicesAmt
Management And General	$31,609	ManagementAndGeneralAmt
Fundraising	$25,142	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$426,737	TotalAmt
Program Services	$104,370	ProgramServicesAmt
Management And General	$191,204	ManagementAndGeneralAmt
Fundraising	$131,163	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,501,026	TotalAmt
Program Services	$642,296	ProgramServicesAmt
Management And General	$458,413	ManagementAndGeneralAmt
Fundraising	$400,317	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$127,228	TotalAmt
Program Services	$74,793	ProgramServicesAmt
Management And General	$23,171	ManagementAndGeneralAmt
Fundraising	$29,264	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$486,572	TotalAmt
Program Services	$255,632	ProgramServicesAmt
Management And General	$92,331	ManagementAndGeneralAmt
Fundraising	$138,609	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$336,382	TotalAmt
Program Services	$139,699	ProgramServicesAmt
Management And General	$103,692	ManagementAndGeneralAmt
Fundraising	$92,991	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$358,029	TotalAmt
Program Services	$176,006	ProgramServicesAmt
Management And General	$95,786	ManagementAndGeneralAmt
Fundraising	$86,237	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,448	TotalAmt
Program Services	$5,461	ProgramServicesAmt
Management And General	$2,828	ManagementAndGeneralAmt
Fundraising	$2,159	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,452,854	TotalAmt
Program Services	$32,538,467	ProgramServicesAmt
Management And General	$4,021,037	ManagementAndGeneralAmt
Fundraising	$2,893,350	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$848,161	BOYAmt
EOY	$3,613,595	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$225,416	BOYAmt
EOY	$263,205	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$9,309,292	BOYAmt
EOY	$10,358,467	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$185,179	BOYAmt
EOY	$225,151	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,270,986	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,749,968	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$680,163	BOYAmt
EOY	$521,018	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,549,957	BOYAmt
EOY	$13,640,720	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$80,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$106,048	BOYAmt
EOY	$239,414	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,904,216	BOYAmt
EOY	$28,941,570	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,290,538	BOYAmt
EOY	$5,657,198	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,693,376	BOYAmt
EOY	$3,832,355	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$689,661	BOYAmt
EOY	$618,143	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,750,000	BOYAmt
EOY	$2,500,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,423,575	BOYAmt
EOY	$12,607,696	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$867,124	BOYAmt
EOY	$7,272,860	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,719,742	BOYAmt
EOY	$5,165,939	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,893,775	BOYAmt
EOY	$3,895,075	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,480,641	BOYAmt
EOY	$16,333,874	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,904,216	BOYAmt
EOY	$28,941,570	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,479,616	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$706,895	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,666,722	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$38,319,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,845,784	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,157,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,543,169	CurrentTaxYearMinus1YearAmt
Current Tax Year	$43,337,952	CurrentTaxYearAmt
Total	$186,204,357	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$38,319,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,845,784	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,157,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,543,169	CurrentTaxYearMinus1YearAmt
Current Tax Year	$43,337,952	CurrentTaxYearAmt
Total	$186,204,357	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,692,626	SubstantialContributorsTotAmt
Public Support Total170	$175,511,731	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$330,032	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$266,236	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$276,771	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$360,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$413,999	CurrentTaxYearAmt
Total	$1,647,838	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$33,449	CurrentTaxYearAmt
Total	$33,449	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$187,885,644	TotalSupportAmt
Gross Receipts Rltd Activities	$2,092,977	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.93410	PublicSupportCY170Pct
Public Support PY170	0.91910	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$9,717	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$36,400	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$46,117	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$39,400,638	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$39,446,755	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$33,451	CurrentYearMinus3Amt
Current Year Minus2	$42,087	CurrentYearMinus2Amt
Current Year Minus1	$16,828	CurrentYearMinus1Amt
Current Year	$46,117	CurrentYearAmt
Total	$138,483	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$10,792	CurrentYearMinus3Amt
Current Year Minus2	$11,124	CurrentYearMinus2Amt
Current Year Minus1	$9,599	CurrentYearMinus1Amt
Current Year	$9,717	CurrentYearAmt
Total	$41,232	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	33	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	0	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$1,488,818	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$1,426,008	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$73,869	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$0	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,648,599	BeginningYearBalanceAmt
Contributions	$1,300	ContributionsAmt
Investment Earnings Or Losses	$630,428	InvestmentEarningsOrLossesAmt
Other Expenditures	$196,906	OtherExpendituresAmt
Administrative Expenses	$21,567	AdministrativeExpensesAmt
End Year Balance	$5,061,854	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,022,885	BeginningYearBalanceAmt
Contributions	$1,400	ContributionsAmt
Investment Earnings Or Losses	-$150,974	InvestmentEarningsOrLossesAmt
Other Expenditures	$199,384	OtherExpendituresAmt
Administrative Expenses	$20,867	AdministrativeExpensesAmt
End Year Balance	$4,653,060	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,254,646	BeginningYearBalanceAmt
Contributions	$1,400	ContributionsAmt
Investment Earnings Or Losses	-$12,314	InvestmentEarningsOrLossesAmt
Other Expenditures	$194,752	OtherExpendituresAmt
Administrative Expenses	$26,095	AdministrativeExpensesAmt
End Year Balance	$5,022,885	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,794,701	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	$840,114	InvestmentEarningsOrLossesAmt
Other Expenditures	$360,534	OtherExpendituresAmt
Administrative Expenses	$20,635	AdministrativeExpensesAmt
End Year Balance	$5,254,646	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,345,472	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	$164,963	InvestmentEarningsOrLossesAmt
Other Expenditures	-$283,266	OtherExpendituresAmt
End Year Balance	$4,794,701	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.76950	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23050	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$562,222	OtherCostOrOtherBasisAmt
Depreciation	$344,037	DepreciationAmt
Book Value	$218,185	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$178,068	OtherCostOrOtherBasisAmt
Depreciation	$131,106	DepreciationAmt
Book Value	$46,962	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,530,696	OtherCostOrOtherBasisAmt
Depreciation	$1,274,825	DepreciationAmt
Book Value	$255,871	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$521,018	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$25,356,355	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$706,895	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$883,656	DonatedServicesAndUseFcltsAmt
Other Revenue	$28,460	OtherRevenueAmt
Revenue Not Reported	$1,619,011	RevenueNotReportedAmt
Revenue Subtotal	$23,737,344	RevenueSubtotalAmt
Investment Expenses Not Incld	$75,623	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$21,119,503	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$21,195,126	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$44,932,470	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$21,413,284	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$883,656	DonatedServicesUseFcltsAmt
Other Expenses Included	$2,271,900	OtherExpensesIncludedAmt
Expenses Not Reported	$3,155,556	ExpensesNotReportedAmt
Expenses Subtotal	$18,257,728	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$75,623	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$21,119,503	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$21,195,126	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$39,452,854	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	ENDOWMENTS ARE USED FOR permanently or TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
Part X, Line 2:	UWBA is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code (IRC) and Section 23701d of the Revenue and Taxation Code except to the extent of unrelated business taxable income as defined under IRC sections 511 through 515. Since UWBA has no unrelated business taxable income, no provision for income taxes has been provided in these financial statements. UWBA has no unrecognized tax benefits or uncertain tax positions as of June 30, 2017.
Part XI, Line 2d - Other Adjustments:	Fundraising Expenses reclassified from expenses to revenue 22,361. UWBA inherited receivables from UWSV write off 6,099.
Part XI, Line 4b - Other Adjustments:	Donor Designated Pledges 21,119,503.
Part XII, Line 2d - Other Adjustments:	Fundraising Expenses reclassified from expenses to revenue 22,361. Uncollectible pledges 294,458. Pension related changes other than net periodic pension cost 1,955,081.
Part XII, Line 4b - Other Adjustments:	Donor Designated Pledges 21,119,503.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Believe Event	Event1Nm
Gross Receipts Event1	$115,950	GrossReceiptsEvent1Amt
Charitable Contri Event1	$115,950	CharitableContriEvent1Amt
Food And Beverage Event1	$260	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$8,326	OtherDirectExpensesEvent1Amt
Event2	Bay to Breakers	Event2Nm
Gross Receipts Event2	$55,810	GrossReceiptsEvent2Amt
Gross Revenue Event2	$55,810	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$13,775	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$171,760	GrossReceiptsTotalAmt
Charitable Contributions Tot	$115,950	CharitableContributionsTotAmt
Gross Revenue Total Events	$55,810	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$260	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$22,101	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$22,361	DirectExpenseSummaryEventsAmt
Net Income Summary	$33,449	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (172 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
10000 Degrees
781 Lincoln Ave Suite 140	San Rafael	CA	94901	953667812	501c3	$33,000	Program Grant to support Jobs+ services
Alameda County Social Services Agency
2000 San Pablo Ave	Oakland	CA	94612	946000501	501c3	$17,000	Program Grant to support Economic Success services
Allen Temple Vita Site
8501 International Blvd	Oakland	CA	94621	941747125	501c3	$6,500	Program Grant to support Economic Success services
Alum Rock Counseling Center Inc
777 N First Street Suite 444	San Jose	CA	95112	237367637	501c3	$18,000	Program Grant to support Other Community services
American Canyon Family Resource Center
3423 Broadway Ste D-1	American Canyon	CA	94503	364612853	501c3	$8,500	Program Grant to support Economic Success services
Amigos De Guadalupe Center
2004 E San Antonio Street	San Jose	CA	95116	770555838	501c3	$82,000	Program Grant to support Other Community services
Asian Pacific American Community Center
66 Raymond Ave	San Francisco	CA	94134	943357710	501c3	$6,500	Program Grant to support Economic Success services
Bay Area Community Resources
171 Carlos Drive	San Rafael	CA	94903	942346815	501c3	$20,000	Program Grant to support Other Community services
Bay Area Financial Resource Center
699 Serramonte Blvd Suite 232	Daly City	CA	94015	270920145	501c3	$7,500	Program Grant to support Economic Success services
Bay Area Legal Aid
1735 Telegraph Avenue	Oakland	CA	94612	941633136	501c3	$15,000	Program Grant to support Economic Success services
Benicia Community Action Council
480 Military East	Benicia	CA	94510	680294153	501c3	$6,000	Program Grant to support Economic Success services
Catholic Charities of Solano
125 Corporate Place Suite A	Vallejo	CA	94590	465010936	501c3	$7,500	Program Grant to support Economic Success services
Chabot Las Positas Community College District DBA Tri-Valley One-Stop Caree
6300 Village Parkway Suite 100	Dublin	CA	94568	237074515	501c3	$10,000	Program Grant to support Economic Success services
Children's Network of Solano County
2320 Courage Dr 107	Fairfield	CA	94533	680014506	501c3	$323,223	Program Grant to support Economic Success services
Chinese Newcomers Service Center
777 Stockton Street Suite 104	San Francisco	CA	94134	942152893	501c3	$15,000	Program Grant to support Economic Success services
City of South San Francisco
840 West Orange Avenue	South San Francisco	CA	94080	943191775	501c3	$9,000	Program Grant to support Economic Success services
Coastside Hope
PO Box 1089	El Granada	CA	94018	510199747	501c3	$6,500	Program Grant to support Economic Success services
Community Action Marin
29 Mary Street	San Rafael	CA	94901	946136365	501c3	$262,500	Program Grant to support Economic Success services
Community Child Care Coordinating Council (4Cs) of Alameda County
22351 City Center Dr Ste 100	Hayward	CA	94541	237218859	501c3	$11,000	Program Grant to support Economic Success services
Community Living Campaign
1370 Mission Street Suite 400	San Francisco	CA	94103	261697250	501c3	$229,555	Program Grant to support Other Community services
Community Services Agency Mountain View
204 Stierlin Rd	Mountain View	CA	94043	941422465	501c3	$80,000	Program Grant to support Other Community services
Community Youth Center of SF
1038 Post Street	San Francisco	CA	94109	941728818	501c3	$20,000	Program Grant to support Jobs+ services
CompassPoint Nonprofit Services
500 - 12th Street Suite 320	Oakland	CA	94607	931196632	501c3	$50,000	Program Grant to support Other Community services
Contra Costa Crisis Center
307 Lennon Lane	Walnut Creek	CA	94598	941747227	501c3	$65,000	Program Grant to support Other Community services
Dan Williams Foundation Inc
269S Beverly Drive 338	Beverly Hills	CA	90212	810746498	501c3	$50,000	Program Grant to support Other Community services
Driving Force Group Inc (Torrey Smith Family Fund)
1109 Park Street NW	Washington	DC	20002	454641567	501c3	$50,000	Program Grant to support Other Community services
Eagle Village Community Center Youth & Family
P O Box 10408	Oakland	CA	94610	270243681	501c3	$15,000	Program Grant to support Economic Success services
East Bay Asian Local Development Corporation
1825 San Pablo Avenue Suite 200	Oakland	CA	94612	510171851	501c3	$288,890	Program Grant to support Economic Success services
East Bay Works- Concord One Stop (Claudia Velasco)
271 Pheasant Circle	Concord	CA	94565	530995761	501c3	$15,000	Program Grant to support Economic Success services
Eden I and R Inc
570 B Street	Hayward	CA	94541	942339050	501c3	$50,000	Program Grant to support Other Community services
Fairfield Community VITA - City of Fairfield (Helia Moreno)
1000 Webster Street	Fairfield	CA	94533	636288320	501c3	$12,000	Program Grant to support Economic Success services
Foothill DeAnza Community College
12345 El Monte Drive	Los Altos	CA	94022	941597718	501c3	$23,333	Program Grant to support Other Community services
Fremont Family Resource Center Corporation
39155 Liberty Street Suite A110 PO	Fremont	CA	94537	943333831	501c3	$89,000	Program Grant to support Economic Success services	Box 5006
Hayward Area Recreation and Park District
1099 E Street	Hayward	CA	94541	946000728	501c3	$7,000	Program Grant to support Economic Success services
Homeless Prenatal Program
2500 18th St	San Francisco	CA	94110	943146280	501c3	$13,000	Program Grant to support Economic Success services
Kids in Common (a program of El Monte Planned Parenthood)
1691 The Alameda	San Jose	CA	95126	941583439	501c3	$23,333	Program Grant to support Other Community services
Lao Family Community Development Inc
1551 23rd Ave	Oakland	CA	94606	943115164	501c3	$17,000	Program Grant to support Economic Success services
Larkin Street Youth Services
134 Golden Gate Avenue	San Francisco	CA	94102	942917999	501c3	$20,000	Program Grant to support Other Community services
Mission Economic Development Agency
2301 Mission Street Suite 301	San Francisco	CA	94110	510187791	501c3	$174,200	Program Grant to support Economic Success services
Northeast Community Federal Credit Union
683 Clay Street	San Francisco	CA	94111	942891498	501c3	$15,000	Program Grant to support Economic Success services
On The Move
780 Lincoln Ave	Napa	CA	94558	753149095	501c3	$102,250	Program Grant to support Economic Success services
Pacifica Resource Center
1809 Palmetto Avenue	Pacifica	CA	94044	811496989	501c3	$5,500	Program Grant to support Economic Success services
Puertas Abiertas Community Resource Center
PO BOX 3009	Napa	CA	94559	203126333	501c3	$6,000	Program Grant to support Economic Success services
Redwood City School District
750 Bradford Street	Redwood City	CA	94063	943034018	501c3	$105,000	Program Grant to support Economic Success services
Renaissance Entrepreneurship Center
1848 Bay Road	East Palo Alto	CA	94303	942793122	501c3	$6,000	Program Grant to support Economic Success services
Richmond Community Foundation
1014 Florida Avenue Suite 200	Richmond	CA	94804	943337754	501c3	$773,725	Program Grant to support Economic Success services
Rubicon Programs Inc
2500 Bissell Avenue	Richmond	CA	94804	942301550	501c3	$8,000	Program Grant to support Economic Success services
Sacred Heart Community Services
1381 South First Street	San Jose	CA	95110	237179787	501c3	$193,250	Program Grant to support Economic Success services
Samaritan House
4031 Pacific Blvd	San Mateo	CA	94403	237416272	501c3	$7,500	Program Grant to support Economic Success services
San Antonio CDC
2228 E15th Street	Oakland	CA	94606	942675448	501c3	$20,000	Program Grant to support Economic Success services
San Francisco Housing Development Corporation
4439 Third Street	San Francisco	CA	94124	943090854	501c3	$12,000	Program Grant to support Economic Success services
San Jose Evergreen Community College District
40 South Market Street	San Jose	CA	95113	770100756	501c3	$75,000	Program Grant to support Economic Success services
San Mateo County Community College District - SparkPoint at Skyline College
3300 College Drive	San Bruno	CA	94066	943084147	501c3	$122,350	Program Grant to support Economic Success services
Self-Help Economic Development Inc
1330 Broadway Suite 604	Oakland	CA	94612	205330006	501c3	$15,000	Program Grant to support Economic Success services
SITSparkPoint
3105 Willow Pass Road 3	Bay Point	CA	94565	943337754	501c3	$7,000	Program Grant to support Economic Success services
Spanish Speaking Unity Council of Alameda County Inc
1900 Fruitvale Ave	Oakland	CA	94601	941670490	501c3	$10,000	Program Grant to support Economic Success services
St Josephs Family Center
7950 Church Street Suite A	Gilroy	CA	95020	030391775	501c3	$80,000	Program Grant to support Other Community services
Success Center San Francisco
375 Woodside Ave Bldg W-2	San Francisco	CA	94127	942844443	501c3	$17,500	Program Grant to support Jobs+ services
SunnyVale Community Services
725 Kiefer Rd	Sunnyvale	CA	94086	941713897	501c3	$82,000	Program Grant to support Other Community services
T&B Consultants dba Life OnTrak
69 Lincoln Blvd A216	Lincoln	CA	95648	453608301	501c3	$6,120	Program Grant to support Other Community services
The Salvation Army
359 North 4th Street	San Jose	CA	95112	941156347	501c3	$80,000	Program Grant to support Other Community services
The San Francisco Women's Centers Inc
3543 18th Street	San Francisco	CA	94110	941730620	501c3	$10,000	Program Grant to support Economic Success services
The Stride Center
1212 Broadway Suite 400	Oakland	CA	94612	943333571	501c3	$6,450	Program Grant to support Other Community services
The Youth Employment Partnership
2300 International Blvd	Oakland	CA	94601	942517075	501c3	$6,450	Program Grant to support Other Community services
Travis Credit Union
1 Travis Way	Vacaville	CA	95687	941242831	501c3	$8,000	Program Grant to support Economic Success services
Treasure Island Homeless Development Initiative
1 Avenue of the Palms Room 166	San Francisco	CA	94130	943280624	501c3	$7,500	Program Grant to support Economic Success services
Up Valley Family Centers of Napa County
1440 Spring St	Saint Helena	CA	94574	800023012	501c3	$15,000	Program Grant to support Economic Success services
West Valley Community Services
10104 Vista Drive	Cupertino	CA	95014	942211685	501c3	$128,333	Program Grant to support Other Community services
YMCA of San Francisco
50 California Street Suite 650	San Francisco	CA	94111	940997140	501c3	$20,000	Program Grant to support Jobs+ services
Young Community Developers Inc
1715 Yosemite Avenue	San Francisco	CA	94124	942187776	501c3	$22,700	Program Grant to support Jobs+ services
America's Best Local Charities
1100 Larkspur Landing Circle Ste	Larkspur	CA	94939	943042430	501c3	$63,256	Designated by donor to agency for general operations	340
Artspan
934 Brannan Street	San Francisco	CA	94103	943148481	501c3	$14,433	Designated by donor to agency for general operations
Asia Foundation
465 California Street 9th Floor	San Francisco	CA	94104	941191246	501c3	$10,000	Designated by donor to agency for general operations
Asian Art Museum
200 Larkin Street	San Francisco	CA	94102	941704765	501c3	$10,000	Designated by donor to agency for general operations
Avalon Academy
818 Mahler Road	Burlingame	CA	94010	201651912	501c3	$10,000	Designated by donor to agency for general operations
Bay Area Discovery Museum
557 McReynolds Road	Sausalito	CA	94965	680033227	501c3	$6,085	Designated by donor to agency for general operations
Bay Area Women's & Children's Center
318 Leavenworth Street	San Francisco	CA	94102	942722718	501c3	$6,900	Designated by donor to agency for general operations
Berkeley Repertory Theatre
999 Harrison Street	Berkeley	CA	94710	941679756	501c3	$40,349	Designated by donor to agency for general operations
Boy Scouts Marin Council
225 West End Ave	San Rafael	CA	94901	941156323	501c3	$5,509	Designated by donor to agency for general operations
Boys & Girls Club San Francisco
380 Fulton Street	San Francisco	CA	94102	941156608	501c3	$6,755	Designated by donor to agency for general operations
Branson School
PO Box 887	Ross	CA	94957	940338330	501c3	$10,500	Designated by donor to agency for general operations
Breakthrough Collaborative
180 Grand Avenue Suite 1225	Oakland	CA	94612	943140620	501c3	$27,500	Designated by donor to agency for general operations
Breast Cancer Alliance
48 Maple Avenue	Greenwich	CT	06830	061453500	501c3	$10,000	Designated by donor to agency for general operations
Canyon Creek Presbyterian Church
9015 S Gale Ridge Road	San Ramon	CA	94582	680152944	501c3	$6,088	Designated by donor to agency for general operations
Cathedral School for Boys
1275 Sacramento St	San Francisco	CA	94108	941156846	501c3	$31,500	Designated by donor to agency for general operations
Catholic Charities of Santa Clara County
2625 Zanker Road 200	San Jose	CA	95134	942762269	501c3	$8,330	Designated by donor to agency for general operations
Childrens Creativity Museum
221 Fourth Street	San Francisco	CA	94103	943178735	501c3	$10,000	Designated by donor to agency for general operations
Childrens Hunger Fund
13931 Balboa Blvd	Sylmar	CA	91342	954335462	501c3	$9,000	Designated by donor to agency for general operations
Church of Jesus Christ LDS Corporation
50 E North Temple Street	Salt Lake City	UT	84150	870234341	501c3	$6,295	Designated by donor to agency for general operations
Common Sense Media
650 Townsend Street Suite 375	San Francisco	CA	94103	412024986	501c3	$10,000	Designated by donor to agency for general operations
Community Child Care Council (4Cs)
22351 City Center Drive	Hayward	CA	94541	237218859	501c3	$6,305	Designated by donor to agency for general operations
Community Health Charities of California
1199 N Fairfax St Ste 600	Alexandria	VA	22314	136167225	501c3	$60,509	Designated by donor to agency for general operations
Compass Family Services
49 Powell Street 3rd Floor	San Francisco	CA	94102	941156622	501c3	$26,255	Designated by donor to agency for general operations
Conservation Corps North Bay
27 Larkspur St	San Rafael	CA	94901	942831592	501c3	$6,958	Designated by donor to agency for general operations
De La Salle High School
1130 Winton Dr Develpmnt Ofc	Concord	CA	94518	680311262	501c3	$10,699	Designated by donor to agency for general operations
Doctors Without Borders Headquarter
333 7th Avenue 2nd Floor	New York	NY	10016	133433452	501c3	$6,241	Designated by donor to agency for general operations
Drew School of San Francisco
2901 California	San Francisco	CA	94115	942219550	501c3	$6,000	Designated by donor to agency for general operations
EarthShare California
870 Market Street Suite 703	San Francisco	CA	94102	942840364	501c3	$14,348	Designated by donor to agency for general operations
Edgewood Center For Children & Families
1801 Vicente Street	San Francisco	CA	94116	941186168	501c3	$25,000	Designated by donor to agency for general operations
Embarcadero YMCA
50 California Street Suite 650	San Francisco	CA	94111	940997140	501c3	$7,000	Designated by donor to agency for general operations
Family House- San Francisco
540 Mission Bay Blvd North	San Francisco	CA	94158	942722663	501c3	$25,000	Designated by donor to agency for general operations
Fellowship of Christian Athletes Bay
PO Box 24308	San Jose	CA	95154	440610626	501c3	$5,193	Designated by donor to agency for general operations
Fire Associates of Santa Clara Valley
PO Box 494	Campbell	CA	95009	237087975	501c3	$5,483	Designated by donor to agency for general operations
Food Bank of Contra Costa & Solano
PO Box 6324	Concord	CA	94524	942418054	501c3	$11,109	Designated by donor to agency for general operations
Friends of San Francisco Animal Care
1200 15th Street	San Francisco	CA	94103	943371620	501c3	$11,532	Designated by donor to agency for general operations
Friends of the Urban Forest
1007 General Kennedy Ave Ste 1	San Francisco	CA	94129	942699528	501c3	$17,420	Designated by donor to agency for general operations
German American International School
475 Pope Street	Menlo Park	CA	94025	942998528	501c3	$10,000	Designated by donor to agency for general operations
Global Impact
PO Box 409616	Atlanta	GA	30384	521273585	501c3	$12,811	Designated by donor to agency for general operations
Hamilton Families
1631 Hayes Street	San Francisco	CA	94117	943055602	501c3	$40,225	Designated by donor to agency for general operations
Hamlin School
2120 Broadway	San Francisco	CA	94115	941393894	501c3	$10,000	Designated by donor to agency for general operations
Harvard College Fund
124 Mt Auburn Street	Cambridge	MA	02138	530199180	501c3	$10,000	Designated by donor to agency for general operations
Human Rights Campaign Foundation
1640 Rhode Island Avenue NW	Washington	DC	20036	521481896	501c3	$10,743	Designated by donor to agency for general operations
Jewish Family & Community Services
2484 Shattuck Ave 210	Berkeley	CA	94704	943250304	501c3	$5,340	Designated by donor to agency for general operations
JF Kapnek Charitable Trust
936 Dewing Avenue Suite E3	Lafayette	CA	94549	237165692	501c3	$10,000	Designated by donor to agency for general operations
Jubilee Christian Center
175 Nortech Parkway	San Jose	CA	95134	770195311	501c3	$7,895	Designated by donor to agency for general operations
Justice & Diversity Center of the Bar
301 Battery Street Third Floor	San Francisco	CA	94111	942931349	501c3	$5,050	Designated by donor to agency for general operations
KIPP Bay Area Schools
1404 Franklin Street Suite 500	Oakland	CA	94612	205010766	501c3	$5,585	Designated by donor to agency for general operations
KIPP Foundation
DEPT LA 24579	Pasadena	CA	91185	943362724	501c3	$10,134	Designated by donor to agency for general operations
KQED Inc
2601 Mariposa St	San Francisco	CA	94110	941241309	501c3	$7,063	Designated by donor to agency for general operations
La Casa de las Madres
1663 Mission Street Suite 225	San Francisco	CA	94103	942330864	501c3	$9,745	Designated by donor to agency for general operations
Larkin Street Youth Services
701 Sutter Street Suite 2	San Francisco	CA	94109	942917999	501c3	$15,322	Designated by donor to agency for general operations
Legal Aid At Work
180 Montgomery Street Suite 600	San Francisco	CA	94104	942783401	501c3	$5,634	Designated by donor to agency for general operations
Lick Wilmerding High School
755 Ocean Ave	San Francisco	CA	94112	941186156	501c3	$25,000	Designated by donor to agency for general operations
Loyola University New Orleans
6363 Saint Charles Avenue	New Orleans	LA	70118	720408946	501c3	$6,708	Designated by donor to agency for general operations
Make A Wish Foundation Greater Bay Area
55 Hawthorne Street 800	San Francisco	CA	94105	942958481	501c3	$7,932	Designated by donor to agency for general operations
Marin Academy
1600 Mission Ave	San Rafael	CA	94901	941186189	501c3	$10,000	Designated by donor to agency for general operations
Michael J Fox Foundation
Church Street Station	New York	NY	10163	134141945	501c3	$6,792	Designated by donor to agency for general operations
Moraga Educational Foundation
PO Box 34	Moraga	CA	94556	942791659	501c3	$6,200	Designated by donor to agency for general operations
Nebraska Writers Collective
9712 North 34th Street	Omaha	NE	68112	208109537	501c3	$7,092	Designated by donor to agency for general operations
Nueva School
6565 Skyline Blvd	Hillsborough	CA	94010	941633387	501c3	$19,288	Designated by donor to agency for general operations
Oakland Museum of California Foundation
1000 Oak Street Development	Oakland	CA	94607	943094513	501c3	$5,520	Designated by donor to agency for general operations
Olana Partnership
PO Box 199	Hudson	NY	12534	141828430	501c3	$23,970	Designated by donor to agency for general operations
Peninsula Humane Society & SPCA
1450 Rollins Road	Burlingame	CA	94010	941243665	501c3	$5,030	Designated by donor to agency for general operations
Pennsylvania Academy of Fine Arts
128 N Broad Street	Philadelphia	PA	19102	231352256	501c3	$50,000	Designated by donor to agency for general operations
Pi Kappa Alpha Educational Foundation
8347 West Range Cove	Memphis	TN	38125	626039877	501c3	$10,000	Designated by donor to agency for general operations
Planned Parenthood Foundation-Natl HQ
123 William Street 10th Floor	New York	NY	10038	131644147	501c3	$7,733	Designated by donor to agency for general operations
Planned Parenthood Northern California
2185 Pacheco Street	Concord	CA	94520	941575233	501c3	$23,845	Designated by donor to agency for general operations
Salvation Army Golden State Division
PO Box 193465	San Francisco	CA	94119	941156347	501c3	$6,277	Designated by donor to agency for general operations
San Francisco General Hospital Fdn
2789 25th Street Suite 2028	San Francisco	CA	94110	943189424	501c3	$10,000	Designated by donor to agency for general operations
San Francisco Marin Food Bank
900 Pennsylvania Ave	San Francisco	CA	94107	943041517	501c3	$12,067	Designated by donor to agency for general operations
San Francisco Opera Association
301 Van Ness Ave Dev Dept	San Francisco	CA	94102	940836240	501c3	$7,000	Designated by donor to agency for general operations
Santa Clara County Animal Shelter
12370 Murphy Avenue	San Martin	CA	95046	946000533	501c3	$12,460	Designated by donor to agency for general operations
Second Harvest Food Bank-Santa Clara and
750 Curtner Avenue	San Jose	CA	95125	942614101	501c3	$16,040	Designated by donor to agency for general operations
Shipley School
814 Yarrow Street	Bryn Mawr	PA	19010	231352677	501c3	$30,000	Designated by donor to agency for general operations
Smile Train Inc
41 Madison Avenue 28th Floor	New York	NY	10010	133661416	501c3	$5,978	Designated by donor to agency for general operations
St Jude Childrens Research Hospital
501 St Jude Place	Memphis	TN	38105	620646012	501c3	$8,932	Designated by donor to agency for general operations
Summer Search Foundation
101 Howard Street Suite 250	San Francisco	CA	94105	680200138	501c3	$26,767	Designated by donor to agency for general operations
Synapse School
3375 Edison Way	Menlo Park	CA	94025	460631841	501c3	$5,500	Designated by donor to agency for general operations
Trips for Kids
610 4th Street	San Rafael	CA	94901	680159458	501c3	$7,145	Designated by donor to agency for general operations
UC Santa Cruz Foundation
1156 High Street	Santa Cruz	CA	95064	237394590	501c3	$6,440	Designated by donor to agency for general operations
United Way California Capital Region
10389 Old Placerville Road	Sacramento	CA	95827	941225382	501c3	$6,768	Designated by donor to agency for general operations
United Way of Metropolitan Chicago
333 S Wabash 30th Floor	Chicago	IL	60604	300200478	501c3	$5,640	Designated by donor to agency for general operations
United Way of Salt Lake
257 East 200 South Suite 300	Salt Lake City	UT	84111	870227091	501c3	$13,718	Designated by donor to agency for general operations
United Way Southern Nevada
PO Box 30910	Las Vegas	NV	89173	880071328	501c3	$5,349	Designated by donor to agency for general operations
Urban School of San Francisco
1563 Page St	San Francisco	CA	94117	941622034	501c3	$15,000	Designated by donor to agency for general operations
Vanguard Charitable Endowment Program
PO Box 3075	Southeastern	PA	19398	232888152	501c3	$160,200	Designated by donor to agency for general operations
VMC Foundation
2400 Moorpark Avenue 207	San Jose	CA	95128	770187890	501c3	$6,564	Designated by donor to agency for general operations
Washington University School of Law
One Brookings Drive Campus Box 1082	Saint Louis	MO	63130	430653611	501c3	$5,500	Designated by donor to agency for general operations	1082
Watchtower Bible and Tract
25 Columbia Heights	Brooklyn	NY	11201	111857820	501c3	$5,080	Designated by donor to agency for general operations
Whitney Museum of American Art
99 Gansevoort Street	New York	NY	10014	131789318	501c3	$50,000	Designated by donor to agency for general operations
Zen Hospice Center
273 Page Street	San Francisco	CA	94102	943155375	501c3	$14,433	Designated by donor to agency for general operations
Union Congregational Church
51 Woodland Road Apt 1 Attention	Cape Elizabeth	ME	04107		501c3	$10,000	Designated by donor to agency for general operations	Robe
St Mary Catholic Church
2051 Mt Diablo Blvd	Walnut Creek	CA	94596		501c3	$6,350	Designated by donor to agency for general operations
St Mary-Virgin Episcopal Church
2325 Union Street	San Francisco	CA	94123		501c3	$5,100	Designated by donor to agency for general operations
St Albert's Priory
5890 Birch Court	Oakland	CA	94618		501c3	$10,152	Designated by donor to agency for general operations
Miramonte High School Booster Club
750 Moraga Way	Orinda	CA	94563		501c3	$17,183	Designated by donor to agency for general operations
MIT Sloan School of Management
77 Massachusetts Ave E60-300	Cambridge	MA	02139		501c3	$25,000	Designated by donor to agency for general operations
Lake Tahoe School
995 Tahoe Blvd	Incline Village	NV	89451		501c3	$5,250	Designated by donor to agency for general operations
First Hebrew Congregation of Oakland
2808 Summit Street	OAkland	CA	94609		501c3	$25,000	Designated by donor to agency for general operations
City Church of San Francisco
PO Box 641049	san Francisco	CA	94164		501c3	$6,875	Designated by donor to agency for general operations
LifeMoves
181 Constitution Dr	Menlo Park	CA	94025	770160469	501c3	$70,500	Program Grant to support Other Community services
Harvard Business School
Teele Hall 230 Western Avenue	Boston	MA	02163		501c3	$101,581	Designated by donor to agency for general operations

Field	Value	IRS element (for citing)
Total501c3 Org	172	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	Funding allocated to agencies as directed by donors: United Way of the Bay Area responsibly fulfills donor intent, including requests to fund specific nonprofits that meet the IRS qualifications of a tax exempt charitable organization under section 170(c). Eligible organizations are also required to be in compliance with the spirit and intent of the USA PATRIOT Act and other counter terrorism laws. Allocations and Re-grants to Partners: United Way of the Bay Area partners with other 501(c)3 organizations/partners to support its mission in various program areas. Grant proposals are evaluated on the basis of their alignment with UWBA's strategic plan as well as the agency's ability to demonstrate high standards in fiscal and programmatic operations and overall organizational strength.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Wilson Anne
Chief Executive Officer	$300,545	$0	$0	$0	$9,901	$0	$157,155	$0	$41,330	$0	$508,931	$0	$0	$0
McDonnell Eric
Chief Operating Officer	$246,612	$0	$51	$0	$1,225	$0	$36,042	$0	$17,651	$0	$301,581	$0	$0	$0
Braun Joan
Chief Finance & Admin Officer	$185,394	$0	$51	$0	$7,342	$0	$11,692	$0	$28,940	$0	$233,419	$0	$0	$0
Nicely Kathleen
Chief Development Officer	$231,113	$0	$51	$0	$1,285	$0	$11,644	$0	$9,192	$0	$253,285	$0	$0	$0
Hyde Randy
Senior VP Marketing	$138,893	$0	$51	$0	$1,238	$0	$7,095	$0	$9,128	$0	$156,405	$0	$0	$0
Schaver John
VP, Information Technology	$119,151	$0	$1,054	$0	$1,009	$0	$37,628	$0	$25,890	$0	$184,732	$0	$0	$0
Tam Tse Ming
VP, Community Investment	$108,139	$0	$0	$0	$60,727	$0	$7,637	$0	$16,426	$0	$192,929	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 4a

Tse Ming Tam, VP of Community Impact Team, was paid a severance of $56,517. Position was eliminated.

Schedule J, Part II, Column C:

THE IRS DEFINES OTHER COMPENSATION (COLUMN C) AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. THREE CURRENT DIRECTORS, OFFICERS OR KEY EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN THE CEO, COO AND VP, IT. FOR UWBA'S PURPOSES, BOTH THE COMPANY PORTION OF THE CEO'S 401K EXPENSES ($21,200) AS WELL AS THE ANNUAL ACTUARIAL VALUE OF THE NOW FROZEN DEFINED BENEFIT PLAN ($135,955), HAVE BEEN INCLUDED TO ARRIVE AT $157,155.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	37	ContributionCnt
Noncash Contributions Rpt F990	$529,387	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Proceeds from Sale	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$18,820	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MS Surfaces	1	$12,800	FMV
Yes (X)	Credit Cards for SparkPoint Centers	1	$2,950	fMV

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 6	Volunteers Volunteer number includes volunteers who provide direct service to United Way of the Bay Area as board members, volunteer tax preparers, fundraisers and campaign coordinators, advocacy and public policy volunteers, and volunteers in other United Way of the Bay Area programs, as well as volunteer matching referrals that match and mobilize volunteers strategically to meet identified community needs.
Form 990, Part VI, Section A, line 1	Executive Committee is empowered with limitations to take action on behalf of the Board between its regularly scheduled meetings.
Form 990, Part VI, Section B, line 11b	CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE 5-7 days TO RESPOND WITH QUESTIONS AND PRESENT CONCERNS. AFTER THAT, THE 990 IS SUBMITTED TO THE IRS.
Form 990, Part VI, Section B, line 12c	The UWBA is committed to the highest standards of ethical compliance. Our Corporate Compliance policy, our Code of Ethical Conduct, and our Conflict of Interest policy are posted on our intranet and on our organization's public facing web site. Taken together, they outline the expectations the UWBA has of its employees, volunteers, and representatives. The Conflict of Interest policy contains specific injunctions against any practice or act which conflicts with or appears to conflict with the interests of the UWBA, both on and off the job. It goes on to explicitly state that no employee, volunteer, or representative shall use her/his position or influence or information to which they have access to as a result of their association or any assets or resources of the UWBA for her/his own personal gain, for trading or for the improper benefit of others. The policy prohibits performing compensated services for or having a beneficial interest in, or being substantially obligated to (or a similar relationship for any family member or close relative), any of UWBA's suppliers of goods or services or any other organization doing business with UWBA unless such fact has been properly disclosed to UWBA's CEO and to UWBA's Board, and such relationship has been specifically approved by the Board on the basis of a full disclosure of the facts. The Code of Ethical Conduct specifically requires the reporting of violations and the protection of those who report violations. Our Corporate Compliance policy lays out a clearly defined process for employees and volunteers to follow in order to disclose any reasonable belief that another employee or volunteer has violated legal or internal policy standards, whether in the workplace or otherwise as part of UWBA's activities. Included in that procedure is a report to be made to the Board annually regarding items brought to the attention of the Corporate Compliance Taskforce, the results of the investigation the Taskforce did, and the steps taken to address the concerns raised, if steps were merited. The Taskforce is composed of the Chief Executive Officer, the Chief Operating Officer, the Chief Financial and Administrative Officer, and the Chief Ethics Officer. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. It also has a policy of reviewing the policies on a periodic basis.
Form 990, Part VI, Section B, line 15	PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
Form 990, Part VI, Section C, line 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST.
Form 990, Part XI, line 9:	uncollectible pledges -294,458. Change in Pension Liability in Excess of Intangible Pension Assets 1,955,081. UWBA inherited receivables from UWSV write off 6,099.
Form 990, Part VIII and Part IX	UNITED WAY STANDARD OVERHEAD CALCULATION MANAGEMENT AND GENERAL EXPENSES - $4,021,037 FUNDRAISING EXPENSES - $2,893,350 TOTAL SUPPORT SERVICES EXPENSES - $6,914,387 TOTAL REVENUE - $44,938,569 OVERHEAD PERCENTAGE - 15.39%