2018-11-14T12:52:32-08:00 2018-06-30 770581023 Stoltey & Associates 1330 Quarter Horse Trail Orcutt CA 93455 990 2017-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 Steve Ortiz Secretary/CEO 2018-11-14 true Brad A Stoltey P00241354 8056895880 X 2017 2019-02-21 02:37:17Z RICK SCOTT 320 GUTIERREZ STREET SANTA BARBARA CA 93103 6770852 false false X UNITEDWAYSB.ORG X 1923 CA RIGHT HERE, RIGHT NOW, WITH THE POWER OF PARTNERSHIP, UNITED WAY IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, SENIORS & YOU. SOLICITING CONTRIBUTIONS, VOLUNTEERS & PUBLIC OPINION FROM THE COMMUNITY & APPLYING THOSE RESOURCES TO GOALS FOR EDUCATION, FINANCIAL STABILITY & HEALTH. 20 21 63 1613 0 2661985 3461673 53103 368834 575542 86288 80055 3117107 4170373 203892 1760348 0 1507037 1312769 0 426567 959946 777286 2670875 3850403 446232 319970 12066636 13474617 991992 1665211 11074644 11809406 Right here, right now, with the power of partnership, United Way is improving the lives of children, families, seniors and you.United Way of Santa Barbara County VISION statement: "IN OUR COMMUNITY EVERYONE HAS A HOPEFUL FUTURE."UNITED WAY OF SANTA BARBARA COUNTY'S CORE VALUES: - CARING - INNOVATIVE - TRUSTWORTHY - LEADERSHIPTHE UNITED WAY OF SANTA BARBARA COUNTY, INC. (THE "ORGANIZATION"), IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION THAT HAS SERVED THE LOCAL COMMUNITY SINCE ITS FOUNDING IN 1923. THE ORGANIZATION SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, COMPANIES AND FOUNDATIONS DURING ITS ANNUAL FUNDRAISING CAMPAIGN AND THROUGH A VARIETY OF OTHER FUNDRAISING ACTIVITIES.THE ORGANIZATION INNOVATES AND WORKS SMARTER TO MAKE LIFE BETTER FOR THE CHILDREN, FAMILIES AND SENIORS IN THE SANTA BARBARA COMMUNITY. THE ORGANIZATION RESEARCHES BEST PRACTICES; PLANS CREATES AND MANAGES STRATEGIC PARTNERSHIPS WITH HUNDREDS OF LOCAL NONPROFITS AND ORGANIZTIONS TO CONNECT STRENGTHS, MULTIPLY false false 2690152 1760348 53103 Community Impact:United Way of Santa Barbara County utilizes a network of strategic partnerships with over 200 public and private partner organizations to provide comprehensive programming for nearly 25,000 Santa Barbara County residents annually. By collaborating with local volunteers, non-profit and public sector agencies, and community leaders, UWSBC brings together Santa Barbara County's best resources to empower local children, families, and seniors. United Ways efforts offer a continuum of integrated services in each of three community-identified focus areas (Education, Financial Empowerment, and Health) to help local community members from the day they are born until the final days of their life, and everywhere in between. Examples from United Ways signature programs include:United for Literacy United for Literacy has helped thousands of children, families, and seniors improve their literacy skills since 2009 through a continuum of services focusing on: 1) Parent engagement and early education, 2) Access to books, and 3) Online, high-tech, Common Core State Standards aligned, reading improvement. 10,000 students at 30 schools are improving literacy rates and college/career-readiness skills.Fun in the Sun Fun in the Sun is a national award-winning summer learning program that provides comprehensive academic and enrichment curriculum, as well as family support services, that work to reduce summer learning loss and narrow the achievement gap in financially and academically at-risk children (grades 3-12) and their families. Over the six week program, 300 youth improve their academic, behavioral, and social skills, instead of falling behind.Dolly Parton Imagination Library In order to provide local children and families with much-needed access to age-appropriate reading materials and begin literacy improvement at birth/early age, UWSBC partnered with the Dollywood Foundation to provide the Dolly Parton Imagination Library. Over 1,100 enrolled students receive one new, expert-selected, age-appropriate book addressed to them each month from birth until their fifth birthday in order to jumpstart literacy activities at an early age and more effectively engage parents as their childs first teacher. Kindergarten Success Institutes Kindergarten Success Institutes improve classroom skills for 200 low-income 4-6 year olds who have little or no prior early educational experience. During the 4-6 week session (implemented before/after school and during the summer at 10 local sites), UWSBC provides best practice and research-based curriculum and credentialed teachers to help students master the social/emotional, language, motor and approach to learning skills that are essential to their future success in school. In 2016, participants improved their academic and social/emotional skills by 55%.United for Financial Empowerment The United for Financial Empowerment Partnership is a network of 13 nonprofit organizations, financial institutions, and 150 volunteers who are committed to helping Santa Barbara Countys lower-income residents build long-term financial stability. The partnership provides financial literacy education, access to affordable financial services, and Volunteer Income Tax Assistance. Last year, over 2,800 low/moderate-income families and individuals built long-term financial stability through United for Financial Empowerment services.United for Health The United for Health Partnership is a network of more than a dozen community agencies providing services to improve health outcomes and make healthcare more affordable in Santa Barbara County. Last year, through community partners and United Way services, 70,000 local individuals and families received improved health care services through United Way programs and funded partner agencies.Community Disaster Response: One of UWSBC's roles in times of disaster is to provide long-term financial relief efforts. For the Thomas Fire and resulting debris flow disasters, UWSBC partnered with UWVC to establish and manage the United Way Thomas Fire & Flood Fund. In Santa Barbara County, UWSBC distributed $1,958,000 to 421 households representing 1,200 individuals affected by the disasters, and 20 community organizations providing short- and long-term relief efforts. 410198 Planning and Allocation:UNITED WAY OF SANTA BARBARA COUNTY ACTS AS A UNIFYING AND MULTIPLYING FORCE. WECURRENTLY SUPPORT OVER 30 PARTNERSHIPS FOCUSED ON EDUCATION, FINANCIAL EMPOWERMENTAND HEALTH AND TWENTY-TWO GRANTS THAT INVOLVE OVER 200 ORGANIZATIONS FOCUSED ONLEVERAGING THE RESULTS OF THESE PARTNERSHIPS. UNITED WAY OF SANTA BARBARA COUNTYPRODUCES RESULTS CONSISTENT WITH MEETING ITS 2020 GOALS IN EDUCATION, FINANCIALEMPOWERMENT, AND HEALTH BY USING REVENUE FROM ALL SOURCES, VOLUNTEER INVOLVEMENT, AND ADVOCACY FOR COMMUNITY IMPROVEMENT.United Ways efforts offer a continuum of integrated services in each of three community-identified focus areas (Education, Financial Empowerment, and Health) to help local community members from the day they are born until the final days of their life, and everywhere in between. 3100350 true true false false false false false false false true true false false true true true false false false false false false false false true false false true true true false false false false false false false false false false false true false false false false false false false false true 27 0 true 63 true false false false false false false true true false 0 false false false false false false false false false false X 20 21 false false false false false false false true false false false true true true true true true true false false CA X X ACCOUNTANT 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 X John T Hanna Chair 1.00 0.00 X X 0 0 0 Diane B Doiron CLU VICE CHAIR 1.00 0.00 X X 0 0 0 Mike Nissenson VICE CHAIR 1.00 0.00 X X 0 0 0 RICK SCOTT CFO 1.00 0.00 X X 0 0 0 Steve Ortiz Exec VP & COO 40.00 0.00 X X 0 0 0 Jim Brown Ph D Director 1.00 0.00 X 0 0 0 Lance Connor Director 1.00 0.00 X 0 0 0 David Flattery Director 1.00 0.00 X 0 0 0 Leo Hamill Director 1.00 0.00 X 0 0 0 Susan Hersberger Director 1.00 0.00 X 0 0 0 Bob Hollman Director 1.00 0.00 X 0 0 0 Alex Koper Director 1.00 0.00 X 0 0 0 Cliff Lundberg Director 1.00 0.00 X 0 0 0 Terri Maus-Nisich Director 1.00 0.00 X 0 0 0 Chuck Mertz Director 1.00 0.00 X 0 0 0 Kevin Nelson Director 1.00 0.00 X 0 0 0 Michael Noling Director 1.00 0.00 X 0 0 0 David A Prichard Director 1.00 0.00 X 0 0 0 Maryan Schall Director 1.00 0.00 X 0 0 0 Karim Kaderali Director 1.00 0.00 X 0 0 0 Steve Ortiz President and CEO 40.00 0.00 X 144436 0 29094 144436 29094 1 false true false 0 3461673 29451 3461673 Licensing Fees 53103 53103 53103 201693 201693 0 0 5500 5500 5500 5500 2819008 2445159 373849 373849 373849 229875 155320 74555 74555 0 0 0 4170373 432452 276248 995620 995620 764728 764728 0 0 173530 57265 59000 57265 0 918833 720591 32287 165955 65980 55078 1215 9687 61220 43639 7095 10486 93206 68810 6683 17713 0 0 18000 18000 0 0 76922 76298 624 97296 57655 6661 32980 84756 46568 854 37334 42818 29838 3601 9379 52853 23642 7955 21256 0 46966 25550 5788 15628 28494 19538 4317 4639 0 79388 36573 6863 35952 0 27326 20976 3262 3088 30149 30149 5786 1004 4782 software licenses 126864 126864 ALLOWANCE FOR BAD DEBT 48602 48602 Printing and Publications 11066 6411 74 4581 0 3850403 3100350 323486 426567 95190 115532 700542 1761094 520592 448606 0 0 0 0 0 145192 182924 1863179 1511400 373177 351779 7899698 8102957 23036 0 0 0 2309209 2511725 12066636 13474617 141625 805541 139934 173026 63097 710433 623547 991992 1665211 X 5903524 5522630 1960502 3021158 3210618 3265618 11074644 11809406 12066636 13474617 X 319970 454163 -39371 X false true X true false X 2545240 1929394 1783278 2661985 3461673 12381570 0 0 2545240 1929394 1783278 2661985 3461673 12381570 0 12381570 138470 181600 111017 137891 201693 770671 0 0 13152241 1236666 0.94140 0.94210 X 9043776 102721 876070 475819 9546748 7731766 744070 804251 236311 9043776 9005929 -458698 815465 7731766 8942155 265535 210141 411902 9005929 6798713 25373 750280 383304 7191062 0.50780 0.34210 0.15010 false false false 218000 218000 1380445 1272635 107810 144806 135581 9225 119928 103184 16744 351779 asset held deferred comp plan 10448 INTEREST IN PERPETUAL TRUSTS 706403 Interest in Split Interest Agreements 1466100 2511725 obligations under def comp plan 10448 Obligations under split interest agreeme 613099 623547 X 4585165 454163 -39371 414792 4170373 4170373 3850403 3850403 3850403 Part V, Line 4: Intended uses of the endowment fund. CHILDREN SERVICE PROGRAMS, COMMUNITY BASED PROGRAMS, BUILDING MAINTENANCE AND OPERATIONS. Part X : FIN48 Footnote The Organization is exempt from taxes on income under Internal Revenue Code section 501(c)(3) and California Revenue and Taxation Code Section 23701(d), though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the IRC). The tax years ending 2015, 201, and 2017 are still open to audit for both federal and state purposes. Contributions to the organization are tax deductible to donors under Section 170 of the IRC. The organization is not classified as a private foundation. X X X X X X X false CA RED FEATHER BALL 229875 229875 5480 40856 15700 93284 229875 229875 5480 40856 15700 93284 155320 74555 true American Red Cross-Santa Barb 2707 State Street Santa Barbara CA 93105 530196605 501(c)(3) 25000 0 Thomas Fire and Flood Grant CALM 1236 Chapala St Santa Barbara CA 93101 237097910 501(c)(3) 15000 0 Thomas Fire and Flood Counseling Carpinteria Unified School Di 1400 N Linden Avenue Carpinteria CA 93013 9200 0 17-18 KSI Carp Unifd Cold Springs School 2243 Sycamore Canyon Santa Barbara CA 93108 953717748 501(c)(3) 15000 0 Thomas Fire and Flood Easy Lift Transportation 53 Cass Place Suite D Goleta CA 93117 953642272 501(c)(3) 15000 0 Thomas Fire and Flood Transportatio Family Service Agency 123 West Gutierrez Street SANTA BARBAR CA 93101 951644031 501(c)(3) 35000 0 FSA Case Mgmnt Fire/Flood Fund Family Service Agency 123 West Gutierrez Street Santa Barbara CA 93101 951644031 501(c)(3) 21491 0 Thomas Fire and Flood Counseling an Family Service Agency 123 West Gutierrez Street Santa Barbara CA 93101 951644031 501(c)(3) 70000 0 So Cal Wildfire and Flood Foodbank of SB County 4554 Hollister Avenue Santa Barbara CA 93110 770169214 501(c)(3) 100000 0 Food Distribution Foodbank of SB County 4554 Hollister Avenue Santa Barbara CA 93110 770169214 501(c)(3) 35000 0 So Cal Wildfire and Flood Friendship Adult Day Care Cen 89 Eucalyptus Lane SANTA BARBARA CA 93108 953398938 501(c)(3) 15000 0 Thomas Fire and Flood Future Leaders of America PO Box 51637 Oxnard CA 93031 770071036 501(c)(3) 70000 0 So Cal Wildfire and Flood Habitat for Humanity SB PO Box 176 Goleta CA 93116 770518264 501(c)(3) 50000 0 Thomas Fire and Flood Home Cleanup Habitat for Humanity Santa Ba PO Box 176 Goleta CA 93116 770518264 501(c)(3) 30000 0 Habitat for Humanity project Hospice of Santa Barbara 2050 Alameda Padre Serra Sui Santa Barbara CA 93103 770009462 501(c)(3) 20000 0 Thomas Fire and Flood Counseling Jewish Federation of Greater 524 Chapala Street Santa Barbara CA 93101 237354759 501(c)(3) 20000 0 Thomas Fire and Flood Counseling National Disaster Search Dog 501 E Ojai Avenue Ojai CA 93023 770412509 501(c)(3) 18000 0 Thomas Fire and Flood Emergency Ser Salvation Army Santa Barbara PO Box 6190 Santa Barbara CA 93160 222406433 501(c)(3) 50000 0 So Cal Wildfire and Flood Santa Barbara Neighborhood Cl 915 North Milpas Street 2 Santa Barbara CA 93103 770496382 501(c)(3) 40000 0 So Cal Wildfire and Flood Santa Barbara Neighborhood Cl 915 North Milpas Street 2 Santa Barbara CA 93103 770496382 501(c)(3) 7945 0 Thomas Fire and Flood Health Servic United Boys & Girls Club PO Box 1485 Santa Barbara CA 93102 237087814 501(c)(3) 24000 0 Thomas Fire & Flood Alt. Care Unity Shoppe Inc 1219 State Street Santa Barbara CA 93101 770391064 501(c)(3) 100000 0 Thomas Fire and Flood Case Manageme Unity Shoppe Inc 1219 State Street Santa Barbara CA 93101 770391064 501(c)(3) 35000 0 So Cal Wildfire and Flood Visiting Nurse and Hospice Ca 509 E Montecito St Suite 2 Santa Barbara CA 93101 951641969 501(c)(3) 7500 0 Thomas Fire and Flood Health Servic Womens Economic Ventures 333 S Salinas Street Santa Barbara CA 93103 953674624 501(c)(3) 75000 0 Thomas Fire and Flood Support 25 0 Fire and Flood support 411 764728 Grantmaker's Description of How Grants are Used AT THE CONCLUSION OF THE GRANT CYCLE EACH RECIPIENT MUST SUBMIT A REPORT DOCUMENTING WHO THE FUNDS BENEFITED AND HOW. X X X X X false true false false false false false false false false Steve Ortiz President and CEO 144436 25396 3698 173530 29451 EST FMV X 6 21774 EST FMV false true false Form 990, Part VI, Line 11b: Form 990 Review Process THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE before filing. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUAL CONFLICT OF INTEREST STATEMENTS INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST ARE REQUIRED FROM EACH MEMBER OF THE BOARD. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE RECOMMENDS THE COMPENSATION TO THE FULL BOARD FOR APPROVAL. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UPON REQUEST Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN PERPETUAL TRUSTS = -$1467 Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN VALUE OF Split Interest Agreements = -$37904