2018-05-01T09:28:11-07:00 2017-06-30 Stoltey & Associates 1330 Quarter Horse Trail Orcutt CA 93455 990 2016-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 Steve Ortiz Secretary/CEO 2018-05-01 true Brad A Stoltey P00241354 8056895880 X 2016 2021-01-29 14:40:06Z John T Hanna 320 GUTIERREZ STREET SANTA BARBARA CA 93101 4422207 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. 23 21 65 1814 0 1783278 2661985 0 165971 368834 95688 86288 2044937 3117107 183350 203892 0 1475100 1507037 1463 0 430565 761805 959946 2421718 2670875 -376781 446232 11371132 12066636 1293293 991992 10077839 11074644 X 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 1041978 203892 Community Impact:United for LiteracyUnited 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.United for Financial EmpowermentThe 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 3,100 low/moderate-income families and individuals built long-term financial stability through United for Financial Empowerment services.United for HealthThe 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, 60,000 local individuals and families received improved health care services through United Way programs and funded partner agencies. 603316 Education:Fun in the SunFun 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 LibraryIn 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 InstitutesKindergarten 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% 140331 Planning and Research:Our program staff attends current conferences and actively researches best practices that are proven to improve community programs and key demographics. USING INNOVATIVE TECHNOLOGIES & CUTTING EDGE TEACHER TECHNIQUES STUDENTS ARE ABLE TO IMPROVE READING COMPREHENSION, SPEED AND VOCABULARY, AND HELPS TO DETECT PROBLEMS WITH EYE MOVEMENT. AT THE REQUEST OF PRINCIPALS AND TEACHERS RESEARCH WAS CONDUCTED TO IDENTIFY HELP FOR K-3 AND VERY STRUGGLING READERS, LEXIA READING WAS IDENTIFIED AND TESTED. READING PLUS, ANOTHER COMPONENT OF UFL, IS A SILENT-READING ONLINE IMPROVEMENT PROGRAM FOR 3RD GRADERS THROUGH ADULTS. WITH SIGNIFICANT IMPROVEMENTS IN READING SKILLS AND SCORES, GRADUATION RATES WILL IMPROVE AS WELL AS STUDENTS' SELF-ESTEEM AND ATTITUDES TOWARD ACADEMICS.THE ORGANIZATION INNOVATES AND WORKS SMARTER TO MAKE LIFE BETTER FOR THE CHILDREN,FAMILIES AND SENIORS IN THE SANTA BARBARA COMMUNITY. THE ORGANIZATION RESEARCHESBEST PRACTICES; PLANS CREATES AND MANAGES STRATEGIC PARTNERSHIPS WITH HUNDREDS OFLOCAL NONPROFITS AND ORGANIZTIONS TO CONNECT STRENGTHS, MULTIPLY RESOURCES, ANDIMPLEMENT THE BEST PLANS AND PROGRAMS TO IMPROVE EDUCATION, HEALTH, AND FINANCIALEMPOWERMENT REPRESENTS THE TEN YEAR GOALS IDENTIFIED BY THOUSANDS OF COMMUNITYMEMBERS. 79737 1865362 true true false false false true false false false true true false false true true true false false false false false false false false true false false true false true false false false false false false false false false false false true false false false false false false false false false true 26 0 true 65 true false false false false false false true true false 0 false false false false false false false false false false X 23 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 John T Hanna Chair 1.00 0.00 X X 0 0 0 Mike Nissenson VICE 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 RICK SCOTT CFO 1.00 0.00 X X 0 0 0 Steve Ortiz Exec VP & COO 40.00 0.00 X X 106149 0 24375 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 GUY PAUL DIDER President & CEO 40.00 0.00 X X 190996 0 250135 John Karbula Ph D 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 Robert Montgomery 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 John Wigle Director 1.00 0.00 X 0 0 0 297145 274510 2 false true false 0 2661985 60038 2661985 0 137891 137891 0 0 0 1376576 1145633 230943 230943 230943 245755 159467 86288 86288 0 0 0 3117107 230943 224179 203892 203892 0 0 0 571655 285828 142914 142913 0 582039 559685 23363 -1009 117651 88117 15063 14471 124008 92226 16529 15253 111684 82246 15701 13737 0 0 18350 15850 2500 0 0 68581 68581 102755 64885 9472 28398 75810 28149 10312 37349 79418 56553 8822 14043 31171 13195 8371 9605 0 46949 26439 7573 12937 39486 21238 12037 6211 0 74758 24807 10938 39013 0 22262 17719 1874 2669 34432 27000 3510 3922 4658 1638 3020 software licenses 265386 265386 ALLOWANCE FOR BAD DEBT 74264 74264 Printing and Publications 21666 6359 1018 14289 0 2670875 1865362 374948 430565 603877 95190 676188 700542 621877 520592 0 0 0 0 0 197049 145192 1854428 1481251 385018 373177 4967919 7899698 1477294 23036 0 0 2441910 2309209 11371132 12066636 201875 141625 234573 139934 856845 710433 1293293 991992 X 5631244 5903524 1735977 1960502 2710618 3210618 10077839 11074644 11371132 12066636 X 446232 536862 13711 X false true X true false X 3325083 2545240 1929394 1783278 2661985 12244980 0 0 3325083 2545240 1929394 1783278 2661985 12244980 0 12244980 183908 138470 181600 111017 137891 752886 0 0 12997866 0.94210 0.94860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50055 true true 7731766 744070 804251 236311 9043776 9005929 -458698 815465 7731766 8942155 265535 210141 411902 9005929 6798713 25373 750280 383304 7191062 5837157 671592 601348 311384 6798713 0.50600 0.35500 0.13900 false false false 218000 218000 1371694 1259763 111931 144806 123149 21657 119928 98339 21589 373177 asset held deferred comp plan 1906 ASSETS HELD UNDER CHARITABLE GIFT ANNUIT 822800 ASSETS HELD UNDER IRREVOC CRT 199637 ASSETS HELD UNDER POOLED INCOME FUND 335290 INTEREST IN CRT 241705 INTEREST IN PERPETUAL TRUSTS 707871 2309209 OBLIGATIONS UNDER CGA 325665 OBLIGATIONS UNDER CRT 125959 obligations under def comp plan 1906 OBLIGATIONS UNDER POOLED INCOME FUNDS 256903 710433 X 3667680 536862 13711 550573 3117107 3117107 2670875 2670875 2670875 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 2014, 2015, and 2016 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. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 change in value of crt's $-15777 change in value of perpetual trusts $29488 X X X X X X X false CA RED FEATHER BALL 245755 245755 25273 51079 5200 77915 245755 245755 25273 51079 5200 77915 159467 86288 true Franklin Elementary School 1111 E Mason St SANTA BARBAR CA 93103 300690985 5450 0 COMMUNITY BASED PROGRAMS FRIENDSHIP DAY CARE CE 89 EUCALPTUS LANDE SANTA BARBARA CA 93108 953398938 10500 0 COMMUNITY BASED PROGRAMS ISLA VISTA YOUTH PROJE 6842 Phelps Road GOLETA CA 93117 953007419 15350 0 COMMUNITY BASED PROGRAMS Minneapolis Foundation 800 IDS Center 80 South Eig Minneapolis MN 55402 416029402 7500 0 COMMUNITY BASED PROGRAMS 3 1 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 GUY PAUL DIDER President & CEO 174996 16000 240220 9915 441131 X 31964 EST FMV X 4 28074 EST FMV false true false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Community Impact:United for LiteracyUnited 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.United for Financial EmpowermentThe 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 3,100 low/moderate-income families and individuals built long-term financial stability through United for Financial Empowerment services.United for HealthThe 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, 60,000 local individuals and families received improved health care services through United Way programs and funded partner agencies. 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 = -$0 Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN PERPETUAL TRUSTS = $29488 Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN VALUE OF CRT = -$15777