2017-02-14T16:42:56-06:00 2016-06-30 910189318 Moss Adams LLP 101 Second Street Suite 900 San Francisco CA 94105 990 2015-07-01 941312348 United Way of the Bay Area UNIT 4158084300 550 Kearny St No 1000 San Francisco CA 94108 Joan Catherine Braun CFAO 4158084300 2017-02-13 1 Tracy S Paglia P00366884 4159561500 2017-02-13 2015 2021-01-29 14:40:06Z Anne Wilson 550 Kearny St No 1000 San Francisco CA 94108 36385892 0 X WWW.UWBA.ORG X 1922 CA To be the catalyst that enables people to strengthen their communities by investing in one another. 31 31 95 7412 0 0 34165180 33624151 266648 437484 518424 139751 -108547 -90986 34841705 34110400 22601491 21706299 0 0 8837674 7494816 0 0 2393270 5022586 4927808 36461751 34128923 -1620046 -18523 22497273 21904216 11088658 13423575 11408615 8480641 X To be the catalyst that enables people to strengthen their communities by investing in one another. 0 0 18533963 18533963 437484 Gross Funds Awarded/allocated to agencies 4614973 2730854 0 ECONOMIC SUCCESS: SPARKPOINT HAS SERVED MORE THAN 23,000 INDIVIDUALS SINCE LAUNCHING SPARKPOINT OAKLAND IN 2009, AND 5,504 PEOPLE 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 SUCCEEDNOW AND FAR INTO THE FUTURE.SPARKPOINT ALSO RECOGNIZES THAT A GOOD EDUCATION, MARKETABLE SKILLS, AND A GOOD 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.FY16 HIGHLIGHTS INCLUDE:-371 CLIENTS ACHIEVED SELF-SUFFICIENT INCOME-861 CLIENTS ACHIEVED AT LEAST ONE ELEMENT OF FINANCIAL PROSPERITY: SELF-SUFFICIENT INCOME, 3 MONTHS SAVINGS, 700 CREDIT SCORE, NO REVOLVING DEBT-THE REGIONAL NETWORK HAS PLACED 579 CLIENTS IN JOBS, AND HAS AN AVERAGE HOURLY WAGE OF $16.82 EARN 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 2016 TAX SEASON, 3,028 VOLUNTEERS PREPARED MORE THAN 71,526 RETURNS AND BROUGHT BACK OVER $74.7 MILLION IN REFUNDS. ADDITIONALLY, $23.1 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 205 LOCATIONS IN SEVEN COUNTIES, 10 OF WHICH ARE LOCATED AT SPARKPOINT CENTERS. IN ADDITION TO PREPARING TAX RETURNS, EKS USES THE PROGRAM VISIT AS A MOMENT TO OFFER LOW-INCOME FAMILIES THE OPPORTUNITY TO INCREASE THEIR SAVINGS. 1500216 278000 0 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 and last year continued to expand services in Oakland and San Mateo counties. Last year, over 7,900 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 all eight counties served by United Way of the Bay Area. 3373028 163482 0 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 FY16 UWBA distributed more than $2 million in eight counties to agencies that provided more than 1.5 million meals and over 70,000 shelter nights.Labor 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 FY16, our labor liaisons in three counties (San Mateo, San Francisco, and Contra Costa) helped 575 Bay Area families receive direct hardship assistance with 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 and raising the minimum wage.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. Our primary policy focus is targeted at the local level in our seven-county service area (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, and Solano). In addition, we provide advocacy support to state and federal issues important to the United Way system. In FY16, our efforts supported the reauthorization of the federal Earned Income Tax Credit and California's adoption of its own State EITC - which supports the clients we serve through our Earn It! Keep It! Save It! free tax preparation program. Another key victory was achieved on children's health care, with the expansion of full-scope Medi-Cal services to all children under age 18, regardless of immigration status. After achieving these policy wins, we focused on the successful implementation of both new state programs. At the local level, we collaborated with labor and community partners to raise the minimum wage in the cities of El Cerrito and San Mateo.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 staffs the coalition 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 164,814 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, a tsunami, and major fires. Looking ahead UWBA plans to update 211's technology platform to make sure it is accessible to as many people in need as possible. 3373028 163482 0 28022180 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 95 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Joan Catherine Braun 4158084465 550 Kearny St 1000 San Francisco CA 94108 Susan Sutherland Immediate Past Chair 1.00 X X 0 0 0 Jeffrey Wohl General Counsel/Chief Ethics Officer 1.00 X X 0 0 0 Gwendolyn Wong Director at Large 0.30 X 0 0 0 James Olson Secretary 5.00 X X 0 0 0 Loretta Walker Chair of the Board 6.00 X X 0 0 0 Margaret Baker Chair, Audit Committee 0.80 X 0 0 0 Ronald Peyton Director at Large 0.30 X 0 0 0 Timothy Paulson Labor Representative 0.50 X 0 0 0 William Withington Chair, Public Policy Committee 0.80 X 0 0 0 Kiwoba Allaire Director at Large 0.30 X 0 0 0 Edward Blakey Director at Large 0.10 X 0 0 0 Charmaine Detweiler Treasurer 2.50 X X 0 0 0 Michael Dillon Director at Large 0.30 X 0 0 0 Anthony Earley Jr Director at Large 0.30 X 0 0 0 Lance Fox Director at Large 0.30 X 0 0 0 Peter Hultman Director at Large 0.10 X 0 0 0 Kevin Johnson Director at Large 0.10 X 0 0 0 Meredith Klausner Director at Large 0.10 X 0 0 0 Joe Laymon Director at Large 0.30 X 0 0 0 Noah Lichtenstein Director at Large 0.30 X 0 0 0 Anna Mok Chair, Governance Committee 5.00 X 0 0 0 Trent Rohrer Director at Large 0.10 X 0 0 0 Raul Rodriguez Director at Large 0.30 X 0 0 0 Matt Rogers Director at Large 1.00 X 0 0 0 Michael Stedman Director at Large 0.30 X 0 0 0 Sherry Tennyson EdD Director at Large 0.30 X 0 0 0 Robert Thompson Director at Large 0.50 X 0 0 0 Julia Wilhelm Director at Large 0.50 X 0 0 0 Josh Needles Director at Large 0.10 X 0 0 0 Thomas Leibowitz DIRECTOR AT LARGE 0.30 X 0 0 0 Pierre Breber Director at Large 0.50 X 0 0 0 Ralph Eberts Director at Large 0.50 X 0 0 0 Jim Foley Director at Large 0.10 X 0 0 0 Amy Ko Director at Large 0.30 X 0 0 0 Matthew Lang Director at Large 0.30 X 0 0 0 Lawrence Remstedt director at Large 0.50 X 0 0 0 Laurie Weinstein Director at Large 0.10 X 0 0 0 Anne Wilson CEO 55.00 X 304936 0 85623 Eric McDonnell COO 55.00 X 250922 0 44163 Joan Braun Chief Financial & Admin Officer 55.00 X 187044 0 38352 Tracey Heather VP, Development & Individual Giving 37.50 X 109608 0 16315 Tse Ming Tam VP, Community Investment 37.50 X 120708 0 31948 John Schaver VP, Information Technology 37.50 X 125614 0 44318 Lidiya Kukovic VP, Controller 37.50 X 117636 0 23285 Randy Hyde Sr. VP, Marketing 37.50 X 128518 0 15324 1344986 0 299328 10 0 1 0 Interface Children's Services 4001 Mission Oaks Blvd Suite I Camarillo CA 93012 CALL CENTER SERVICE 602596 LanExpert 605 Market Street Suite 410 San Francisco CA 94105 CONSULTING 125567 Moss Adams LLP 101 Second St suite 900 San Francisco CA 94105 Accounting 115683 3 403584 1311548 31909019 603572 33624151 Pledge Processing Fees 900099 331834 331834 Consulting Fee Income 900099 88850 88850 Office Space Rental 900099 16800 16800 437484 252516 252516 108284 0 108284 108284 108284 1916517 5999 2031282 3999 -114765 2000 -112765 -112765 40941 403584 240211 -199270 -199270 34110400 437484 0 48765 21706299 21706299 1044983 273457 640255 131271 4849006 2451797 1372619 1024590 184090 153356 -5414 36148 1025873 544488 290767 190618 390864 197693 122428 70743 1200 1200 137470 137470 53059 53059 1629193 1278536 217589 133068 198127 166274 11304 20549 557531 248066 188990 120475 1187021 503978 391535 291508 113253 55291 35914 22048 463501 155048 84462 223991 288990 126780 92795 69415 289650 156896 75221 57533 8813 4221 3279 1313 34128923 28022180 3713473 2393270 1333335 848161 115654 225416 8930961 9309292 74722 185179 2172455 1492292 815259 680163 11051918 10549957 175424 106048 22497273 21904216 4880404 7290538 2748193 2693376 706129 689661 2753932 2750000 11088658 13423575 X 4689443 867124 2826797 3719742 3892375 3893775 11408615 8480641 22497273 21904216 X -18523 -302362 -2607089 X 0 1 X 1 0 X 32748141 38339472 36845784 34157980 33624151 175715528 32748141 38339472 36845784 34157980 33624151 175715528 12654831 163060697 454635 330032 266236 276771 360800 1688474 177404002 1790749 0.91910 0.92690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9599 7229 16828 34112095 34128923 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48361 33451 42087 16828 140727 250000 250000 250000 250000 1000000 1500000 6172 10792 11124 9599 37687 34 0 1337036 0 1468405 0 11059 0 1 1 0 0 5022885 1400 -150974 199384 20867 4653060 5254646 1400 -12314 194752 26095 5022885 4794701 1000 840114 360534 20635 5254646 4345472 1000 164963 -283266 4794701 4687566 115298 457392 4345472 0.83700 0.16300 0 0 487907 201302 286605 664247 522226 142021 1020301 768764 251537 680163 X 15087586 -302362 1157117 240211 1094966 13992620 53059 20064721 20117780 34110400 18015560 1157117 2847300 4004417 14011143 53059 20064721 20117780 34128923 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, 2016. Part XI, Line 2d - Other Adjustments: Fundraising Expenses reclassified from expenses to revenue 240,211. Part XI, Line 4b - Other Adjustments: Donor Designated Pledges 20,064,721. Part XII, Line 2d - Other Adjustments: Fundraising Expenses reclassified from expenses to revenue 240,211. Uncollectible pledges 37,200. Pension related changes other than net periodic pension cost 2,569,889. Part XII, Line 4b - Other Adjustments: Donor Designated Pledges 20,064,721. Believe Event 204025 192725 11300 30075 23041 9853 SuperBowl 2016 207225 177584 29641 165199 12043 1 33275 33275 444525 403584 40941 195274 23041 21896 240211 -199270 1 Abode Services 40849 Fremont Boulevard Fremont CA 94538 943087060 501c3 6374 Designated by donor to agency for general operations ABS CBN Foundation 150 Shoreline Drive Redwood City CA 94065 943292281 501c3 7147 Designated by donor to agency for general operations Alameda County Community Food Bank Inc PO Box 2599 Oakland CA 94614 942960297 501c3 6115 Designated by donor to agency for general operations Alisa Ann Ruch Burn Foundation Northern California Office 4534 Mission Street Suite 5 San Francisco CA 94112 237162017 501c3 9505 Designated by donor to agency for general operations Alzheimers Association Northern California and Northern Nevada 2290 North First Street Suite 101 San Jose CA 95131 942897949 501c3 7975 Designated by donor to agency for general operations American Cancer Society Inc California Division Inc 71 Stevenson Street Suite 400 San Francisco CA 94105 131788491 501c3 12378 Designated by donor to agency for general operations American Conservatory Theater 30 Grant Avenue 7th Floor San Francisco CA 94108 946135772 501c3 19908 Designated by donor to agency for general operations American Red Cross Bay Area Chapter 05503 1663 Market Street San Francisco CA 94103 530196605 501c3 58687 Designated by donor to agency for general operations ARC of San Francisco 1500 Howard Street San Francisco CA 94103 941415287 501c3 5675 Designated by donor to agency for general operations Artspan 934 Brannan Street San Francisco CA 94103 943148481 501c3 8800 Designated by donor to agency for general operations Asian Art Museum 200 Larkin Street San Francisco CA 94102 941704765 501c3 10500 Designated by donor to agency for general operations Avalon Academy 818 Mahler Road Burlingame CA 94010 201651912 501c3 12500 Designated by donor to agency for general operations Bay Area Discovery Museum 557 McReynolds Road Sausalito CA 94965 680033227 501c3 11600 Designated by donor to agency for general operations Bay Area Women's & Children's Center 318 Leavenworth Street San Francisco CA 94102 942722718 501c3 5208 Designated by donor to agency for general operations Benicia Education Foundation PO Box 1611 Benicia CA 94510 680173278 501c3 5006 Designated by donor to agency for general operations Berkeley Repertory Theatre 999 Harrison Street Berkeley CA 94710 941679756 501c3 40400 Designated by donor to agency for general operations Bishop O'Dowd High School 9500 Stearns Avenue Oakland CA 94605 501c3 23750 Designated by donor to agency for general operations Boy Scouts Marin Council 225 West End Ave San Rafael CA 94901 941156323 501c3 6300 Designated by donor to agency for general operations Boys & Girls Club Oakland PO Box 23203 Oakland CA 94623 941279794 501c3 7706 Designated by donor to agency for general operations Boys & Girls Club San Francisco 380 Fulton Street San Francisco CA 94102 941156608 501c3 6720 Designated by donor to agency for general operations Boys & Girls Clubs of America 1275 Peachtree Street NW Atlanta GA 30309 135562976 501c3 5970 Designated by donor to agency for general operations Branson School PO Box 887 Ross CA 94957 940338330 501c3 8500 Designated by donor to agency for general operations Breakthrough Collaborative PO Box 2892 San Francisco CA 94123 943140620 501c3 20000 Designated by donor to agency for general operations Bullis-Purissima Elementary School Fdn 102 West Portola Avenue Los Altos CA 94022 481298690 501c3 10000 Designated by donor to agency for general operations Cabrillo Education Foundation PO Box 354 Half Moon Bay CA 94019 942976402 501c3 10000 Designated by donor to agency for general operations Calguns Foundation 970 Reserve Drive Suite 133 Roseville CA 95678 262794094 501c3 8885 Designated by donor to agency for general operations Calico Center 524 Estudillo Ave San Leandro CA 94577 943256781 501c3 8600 Designated by donor to agency for general operations California State Parks Foundation 50 Francisco Street Suite 110 San Francisco CA 94133 941707583 501c3 5620 Designated by donor to agency for general operations Camp Taylor 5424 Pirrone Road Salida CA 95368 043709177 501c3 16951 Designated by donor to agency for general operations Cancer Prevention Institute California 2201 Walnut Avenue Suite 300 Fremont CA 94538 237427232 501c3 5417 Designated by donor to agency for general operations Canyon Creek Presbyterian Church 9015 S Gale Ridge Road San Ramon CA 94582 680152944 501c3 65000 Designated by donor to agency for general operations Carondelet High School 1133 Winton Drive Concord CA 94518 943333365 501c3 38700 Designated by donor to agency for general operations Cathedral School for Boys 1275 Sacramento St San Francisco CA 94108 941156846 501c3 39000 Designated by donor to agency for general operations Catholic Charities of Solano Inc 125 Corporate Place Ste A Vallejo CA 94590 465010936 501c3 5069 Designated by donor to agency for general operations Catholic Charities of the East Bay 433 Jefferson Street Oakland CA 94607 942677202 501c3 16395 Designated by donor to agency for general operations Catholic Charities san Francisco Marin and San Francisco 990 Eddy Street San Francisco CA 94109 941498472 501c3 6528 Designated by donor to agency for general operations Catholic Community of Pleasanton PO BOX 817 Pleasanton CA 94566 501c3 25000 Designated by donor to agency for general operations Children Now 1404 Franklin Street Suite 700 Oakland CA 94612 943059243 501c3 10639 Designated by donor to agency for general operations Childrens Creativity Museum 221 Fourth Street San Francisco CA 94103 943178735 501c3 25000 Designated by donor to agency for general operations Children's Hospital & Research Center Foundation PO Box 45339 San Francisco CA 94145 941657474 501c3 14317 Designated by donor to agency for general operations Childrens Hunger Fund 13931 Balboa Blvd Sylmar CA 91342 954335462 501c3 10000 Designated by donor to agency for general operations Christ Community Church of the Nazarene PO Box 1486 San Ramon CA 94583 237429068 501c3 13000 Designated by donor to agency for general operations Chronicle Season of Sharing Fund PO Box 44740 San Francisco CA 94144 943019992 501c3 100000 Designated by donor to agency for general operations Church of Jesus Christ LDS Corporation of the President 50 E North Temple Street Salt Lake City UT 84150 870234341 501c3 28772 Designated by donor to agency for general operations City Church of San Francisco PO Box 641049 San Francisco CA 94164 501c3 18000 Designated by donor to agency for general operations City Team Ministries of San Francisco 164 6th Street San Francisco CA 94103 510163302 501c3 10200 Designated by donor to agency for general operations College Preparatory School Oakland 6100 Broadway Oakland CA 94618 941492272 501c3 12500 Designated by donor to agency for general operations Compass Family Services 49 Powell Street 3rd Floor San Francisco CA 94102 941156622 501c3 26500 Designated by donor to agency for general operations Conservation Corps North Bay 27 Larkspur St San Rafael CA 94901 942831592 501c3 7500 Designated by donor to agency for general operations Cornerstone Fellowship 348 W Canyons Pkwy Livermore CA 94551 943178882 501c3 13090 Designated by donor to agency for general operations De La Salle High School 1130 Winton Dr Develpmnt Ofc Concord CA 94518 680311262 501c3 12831 Designated by donor to agency for general operations Diabetic Youth Foundation 5167 Clayton Road Ste F Concord CA 94521 946003673 501c3 6290 Designated by donor to agency for general operations East Bay College Fund 2030 Fanklin Street Suite 210 Oakland CA 94612 542103707 501c3 6410 Designated by donor to agency for general operations East Bay Community Law Center 2921 Adeline Street Berkeley CA 94703 943042565 501c3 9666 Designated by donor to agency for general operations East Bay SPCA 8323 Baldwin St Oakland CA 94621 941322202 501c3 10500 Designated by donor to agency for general operations East Oakland Youth Development Center 8200 International Blvd Oakland CA 94621 237334590 501c3 11289 Designated by donor to agency for general operations Edgewood Center For Children & Families 1801 Vicente Street San Francisco CA 94116 941186168 501c3 19160 Designated by donor to agency for general operations Educational Foundation of Orinda 21 C Orinda Way 123 Orinda CA 94563 942623617 501c3 5600 Designated by donor to agency for general operations Embarcadero YMCA 50 California Street Suite 650 San Francisco CA 94111 940997140 501c3 5699 Designated by donor to agency for general operations Exploratorium Piers 15/17 San Francisco CA 94111 941696494 501c3 27000 Designated by donor to agency for general operations Families Helping Families 3101 Busch Drive Fairfield CA 94535 680148410 501c3 8221 Designated by donor to agency for general operations Family House- San Francisco 540 Mission Bay Blvd North San Francisco CA 94158 942722663 501c3 24396 Designated by donor to agency for general operations First Hebrew Congregation of Oakland Temple Sinai 2808 Summit Street Oakland CA 94609 501c3 25230 Designated by donor to agency for general operations First Place for Youth 426 17th Street Oakland CA 94612 943341034 501c3 8288 Designated by donor to agency for general operations Fisher House Foundation 111 Rockville Pike Suite 420 Rockville MD 20850 113158401 501c3 5530 Designated by donor to agency for general operations Food Bank of Contra Costa & Solano PO Box 6324 Concord CA 94524 942418054 501c3 74105 Designated by donor to agency for general operations Friends of San Francisco Animal Care and Control 1200 15th Street San Francisco CA 94103 943371620 501c3 7500 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 7800 Designated by donor to agency for general operations Girl Scouts of Northern California 1650 Harbor Bay Parkway Suite 100 Alameda CA 94502 941551410 501c3 6352 Designated by donor to agency for general operations Habitat for Humanity East BaySilicon Valley 2619 Broadway 205 Oakland CA 94612 943053687 501c3 9426 Designated by donor to agency for general operations Hamilton Family Center 1631 Hayes Street San Francisco CA 94117 943055602 501c3 21000 Designated by donor to agency for general operations Hamlin School 2120 Broadway San Francisco CA 94115 941393894 501c3 10000 Designated by donor to agency for general operations Head Royce School of Oakland 4315 Lincoln Avenue Oakland CA 94602 941518656 501c3 6000 Designated by donor to agency for general operations Human Rights Campaign Foundation 1640 Rhode Island Avenue NW Washington DC 20036 521481896 501c3 10000 Designated by donor to agency for general operations Jefferson University Hospital Office of Institutional Advancement 125 South 9th Street Suite 600 Philadelphia PA 19107 232829095 501c3 10000 Designated by donor to agency for general operations Jewish Family & Children's Services of the East Bay 2484 Shattuck Ave 210 Berkeley CA 94704 943250304 501c3 5800 Designated by donor to agency for general operations Justice & Diversity Center of the Bar Assn of San Francisco 301 Battery Street Third Floor San Francisco CA 94111 942931349 501c3 7199 Designated by donor to agency for general operations KEEN San Francisco PO Box 191321 San Francisco CA 94119 521767631 501c3 8400 Designated by donor to agency for general operations KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 943362724 501c3 10165 Designated by donor to agency for general operations La Casa de las Madres 1663 Mission Street Suite 225 San Francisco CA 94103 942330864 501c3 16088 Designated by donor to agency for general operations Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 942917999 501c3 21563 Designated by donor to agency for general operations Legal Aid Society Employment Law Center 180 Montgomery Street Suite 600 San Francisco CA 94104 942783401 501c3 7800 Designated by donor to agency for general operations Lick Wilmerding High School 755 Ocean Ave San Francisco CA 94112 941186156 501c3 25000 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 16376 Designated by donor to agency for general operations Marin Brain Injury Network 1132 Magnolia Avenue Larkspur CA 94939 680105213 501c3 5150 Designated by donor to agency for general operations Meals on Wheels Senior Outreach Services 1300 Civic Drive Walnut Creek CA 94596 680044205 501c3 6740 Designated by donor to agency for general operations MIT Sloan School of Management 77 Massachusetts Ave E60-300 Cambridge MA 02139 501c3 25965 Designated by donor to agency for general operations Monterey Bay Aquarium 886 Cannery Row Monterey CA 93940 942487469 501c3 10000 Designated by donor to agency for general operations Moraga Educational Foundation PO Box 34 Moraga CA 94556 942791659 501c3 8800 Designated by donor to agency for general operations Nueva School 6565 Skyline Blvd Hillsborough CA 94010 941633387 501c3 10000 Designated by donor to agency for general operations Oakland Museum of California Foundation 1000 Oak Street Development Oakland CA 94607 943094513 501c3 6040 Designated by donor to agency for general operations On Lok Inc 1333 Bush Street San Francisco CA 94109 943101464 501c3 9268 Designated by donor to agency for general operations OneJustice 433 California Street Suite 815 San Francisco CA 94104 942589423 501c3 7000 Designated by donor to agency for general operations Pennsylvania Academy of Fine Arts 128 N Broad Street Philadelphia PA 19102 231352256 501c3 10000 Designated by donor to agency for general operations Phi Kappa Psi Foundation 5395 Emerson Way Indianapolis IN 46226 366130655 501c3 30000 Designated by donor to agency for general operations Philadelphia Museum of Art PO Box 7646 Philadelphia PA 19101 231365388 501c3 10000 Designated by donor to agency for general operations Philippine International Aid 5226 Diamond Heights Blvd San Francisco CA 94131 943008383 501c3 6951 Designated by donor to agency for general operations Pi Kappa Alpha Educational Foundation 8347 West Range Cove Memphis TN 38125 626039877 501c3 10000 Designated by donor to agency for general operations Planned Parenthood Foundation-Natl HQ 434 West 33rd Street 12 New York NY 10001 131644147 501c3 7065 Designated by donor to agency for general operations Planned Parenthood Mar Monte 1746 The Alameda San Jose CA 95126 941583439 501c3 10000 Designated by donor to agency for general operations Planned Parenthood Northern California 2185 Pacheco Street Concord CA 94520 941575233 501c3 14161 Designated by donor to agency for general operations Pleasant Hill Adventist Academy 796 Grayson Road Pleasant Hill CA 94523 501c3 10211 Designated by donor to agency for general operations Public Advocates 131 Steuart Street Suite 300 San Francisco CA 94105 237103042 501c3 5600 Designated by donor to agency for general operations Redlands Community Foundation PO Box 8908 Redlands CA 92375 912143250 501c3 10504 Designated by donor to agency for general operations Royal Family Kids Camp Inc 3000 West MacArthur Boulevard 412 Santa Ana CA 92704 330380021 501c3 5596 Designated by donor to agency for general operations Salvation Army-East Bay & Marin County PO Box 348000 Sacramento CA 95834 941156347 501c3 10200 Designated by donor to agency for general operations Samaritan House 4031 Pacific Blvd San Mateo CA 94403 237416272 501c3 5812 Designated by donor to agency for general operations San Francisco AIDS Foundation 1035 Market Street Ste 400 San Francisco CA 94103 942927405 501c3 9190 Designated by donor to agency for general operations San Francisco Food Bank 900 Pennsylvania Ave San Francisco CA 94107 943041517 501c3 25514 Designated by donor to agency for general operations San Francisco General Hospital Fdn 2789 25th Street Suite 2028 San Francisco CA 94110 943189424 501c3 10360 Designated by donor to agency for general operations San Francisco Jazz Organization 201 Franklin Street San Francisco CA 94102 942990335 501c3 10000 Designated by donor to agency for general operations San Francisco SPCA 201 Alabama Street San Francisco CA 94103 940836580 501c3 8147 Designated by donor to agency for general operations Save the Children 501 Kings Hwy E Suite 400 Fairfield CT 06825 060726487 501c3 6250 Designated by donor to agency for general operations Second Harvest Food Bank-Santa Clara and San Mateo 750 Curtner Avenue San Jose CA 95125 942614101 501c3 5243 Designated by donor to agency for general operations Self Help for the Elderly 731 Sansome Street Suite 100 San Francisco CA 94111 941750717 501c3 11652 Designated by donor to agency for general operations SHELTER Inc of Contra Costa County 1815 Arnold Drive Martinez CA 94553 680117241 501c3 12876 Designated by donor to agency for general operations Shen Yun Performing Arts 140 Galley Hill Road Cuddebackville NY 12729 208812402 501c3 9000 Designated by donor to agency for general operations Smile Train Inc 41 Madison Avenue 28th Floor New York NY 10010 133661416 501c3 6140 Designated by donor to agency for general operations SPARK Larkspur Schools Foundation 230 Doherty Drive Larkspur CA 94939 942934350 501c3 5150 Designated by donor to agency for general operations SPCA of Solano County PO Box 356 Vacaville CA 95696 942607843 501c3 5478 Designated by donor to agency for general operations St Alberts Priory 5890 Birch Court Oakland CA 94618 501c3 5014 Designated by donor to agency for general operations St Dominics Catholic Church 2390 Bush Street San Francisco CA 94115 501c3 11352 Designated by donor to agency for general operations St Dominics Church 475 East I Street Benicia CA 94510 501c3 5485 Designated by donor to agency for general operations St Francis Episcopal Church 399 San Fernando Way San Francisco CA 94127 941508873 501c3 7500 Designated by donor to agency for general operations St Jude Childrens Research Hospital 501 St Jude Place Memphis TN 38105 620646012 501c3 28658 Designated by donor to agency for general operations St Mary-Virgin Episcopal Church 2325 Union Street San Francisco CA 94123 501c3 6000 Designated by donor to agency for general operations St Anthony Foundation 150 Golden Gate Avenue San Francisco CA 94102 941513140 501c3 25144 Designated by donor to agency for general operations St James Antiochian Orthodox Church 925 South Melrose Street Placentia CA 92870 501c3 5382 Designated by donor to agency for general operations Stanford University PO Box 20466 Stanford CA 94309 941156365 501c3 15525 Designated by donor to agency for general operations Summer Search Foundation 101 Howard Street Suite 250 San Francisco CA 94105 680200138 501c3 14200 Designated by donor to agency for general operations Syracuse University-NY 820 Comctock Avenue Suite 100 Syracuse NY 13244 150532081 501c3 25000 Designated by donor to agency for general operations Teach for America Bay Area PO Box 398296 San Francisco CA 94139 133541913 501c3 5500 Designated by donor to agency for general operations The Fathers House 126 Peabody Road Vacaville CA 95687 680408159 501c3 8597 Designated by donor to agency for general operations Tony La Russa's Animal Rescue Foundation 2890 Mitchell Drive Walnut Creek CA 94598 680240341 501c3 5458 Designated by donor to agency for general operations Tri Valley Haven For Women Inc PO Box 2190 Livermore CA 94551 942462357 501c3 11249 Designated by donor to agency for general operations Trips for Kids 610 4th Street San Rafael CA 94901 680159458 501c3 8392 Designated by donor to agency for general operations Trustees of University of Pennsylvania The Penn Fund 3451 Walnut Street Philadelphia PA 19104 231352685 501c3 5500 Designated by donor to agency for general operations UC RegentsUC Santa Barbara Development Office Santa Barbara CA 93106 237314834 501c3 10000 Designated by donor to agency for general operations UC Santa Cruz Foundation 1156 High Street Santa Cruz CA 95064 237394590 501c3 6200 Designated by donor to agency for general operations Union Congregational Church 51 Woodland Road Apt 1 Attention Robe Cape Elizabeth ME 04107 501c3 10000 Designated by donor to agency for general operations United Way Monterey County 60 Garden Court Suite 350 Monterey CA 93940 941322169 501c3 5386 Designated by donor to agency for general operations United Way of the Wine Country 975 Corporate Center Parkway Suite 160 Santa Rosa CA 95407 941669646 501c3 7098 Designated by donor to agency for general operations United Way Silicon Valley 1400 Parkmoor Avenue Suite 250 San Jose CA 95126 941450153 501c3 42301 Designated by donor to agency for general operations United Way Southern Nevada PO Box 30910 Las Vegas NV 89173 880071328 501c3 6216 Designated by donor to agency for general operations Urban School of San Francisco 1563 Page St San Francisco CA 94117 941622034 501c3 25000 Designated by donor to agency for general operations Vanguard Charitable Endowment Program PO Box 3075 Southeastern PA 19398 232888152 501c3 188240 Designated by donor to agency for general operations Watchtower Bible and Tract Society of Pennsylvania 25 Columbia Heights Brooklyn NY 11201 111857820 501c3 6851 Designated by donor to agency for general operations Western Center on Law & Poverty 3701 Wilshire Blvd Ste 208 Los Angeles CA 90010 952897721 501c3 5680 Designated by donor to agency for general operations Whitney Museum of American Art 99 Gansevoort Street New York NY 10014 131789318 501c3 35000 Designated by donor to agency for general operations Wounded Warrior Project PO Box 758517 Topeka KS 66675 202370934 501c3 22415 Designated by donor to agency for general operations Yale Law School Fund PO Box 2038 New Haven CT 06521 060646973 501c3 7500 Designated by donor to agency for general operations YMCA of San Francisco 50 California Street Suite 650 San Francisco CA 94111 940997140 501c3 11874 Designated by donor to agency for general operations Zen Hospice Center 273 Page Street San Francisco CA 94102 943155375 501c3 7500 Designated by donor to agency for general operations Contra Costa Crisis Center 307 Lennon Lane Walnut Creek CA 94598 941747227 501c3 69167 Program Grant to support 2-1-1 Initiative services Eden I&R Inc 570 B Street Hayward CA 94541 942339050 501c3 50000 Program Grant to support 2-1-1 Initiative services United Way Silicon Valley 1400 Parkmoor Avenue Suite 250 San Jose CA 95126 941450153 501c3 198000 Program Grant to support 2-1-1 Initiative services & Economic Success Children and Family Policy Center 505 5th Avenue Ste 404 Des Moines IA 50309 421378567 501c3 25000 Program Grant to support Community Schools services Community Initiatives 354 Pine Street Suite 700 San Francisco CA 94104 943255070 501c3 20000 Program Grant to support Community Schools services Redwood City School District 750 Bradford Street Redwood City CA 94063 943034018 501c3 121400 Program Grant to support Community Schools services San Francisco Study Center 944 Market Street Ste 701 San Francisco CA 94102 942138883 501c3 20000 Program Grant to support Community Schools services Fighting Back Partnership 505 Santa Clara Street Third Floor Vallejo CA 94590 680298092 501c3 42000 Program Grant to support Economic Success & Community School services On the Move 780 Lincoln Avenue Napa CA 94559 753149095 501c3 85000 Program Grant to support Economic Success & Community School services Mission Economic Development Agency 2301 Mission Street Suite 301 San Francisco CA 94110 510187791 501c3 172500 Program Grant to support Economic Success & Jobs+ services Alameda County Social Services Agency 2000 San Pablo Ave Fourth Fl Ste 445 Oakland CA 94612 946000501 501c3 15000 Program Grant to support Economic Success services Allen Temple Baptist Church 8501 International Blvd Oakland CA 94621 941747125 501c3 6500 Program Grant to support Economic Success services American Canyon Family Resource Center 3423 Broadway St Suite D1 American Canyon CA 94503 364612853 501c3 125500 Program Grant to support Economic Success services American Canyon Family Resource Center 3423 Broadway St Suite D1 American Canyon CA 94503 364612853 501c3 5500 Program Grant to support Economic Success services Bay Area Financial Resource Center 699 Serramonte Blvd 232 Daly City CA 94015 270920145 501c3 7000 Program Grant to support Economic Success services Brighter Beginnings 2213 Buchanan Rd 103 Antioch CA 94531 942949749 501c3 6000 Program Grant to support Economic Success services Catholic Charities of Solano Inc 125 Corporate Place Suite A Vallejo CA 94590 465010936 501c3 6000 Program Grant to support Economic Success services Chabot Las-Positas Community College District 6300 Village Parkway Suite 100 Dublin CA 94568 237074515 501c3 6000 Program Grant to support Economic Success services Children's Network of Solano County 2320 Courage Dr 107 Fairfield CA 94533 680014506 501c3 301223 Program Grant to support Economic Success services Chinese Newcomers Service Center 777 Stockton St Ste 104 San Francisco CA 94108 942152893 501c3 10000 Program Grant to support Economic Success services City of Fairfield 1000 Webster Street Fairfield CA 94533 501c3 8500 Program Grant to support Economic Success services City of Vacaville 660 Merchant Street Vacaville CA 95688 946000447 501c3 7500 Program Grant to support Economic Success services Coastside Hope PO Box 1089 El Granada CA 94018 510199747 501c3 5500 Program Grant to support Economic Success services Community Action Marin 29 Mary Street San Rafael CA 94901 946136365 501c3 12000 Program Grant to support Economic Success services Community Child Care Council (4C's) of Alameda County 22351 City Center Dr Ste 100 Hayward CA 94541 237218859 501c3 10000 Program Grant to support Economic Success services Community Resources for Independent Living 439 A Street Hayward CA 94541 942598873 501c3 6000 Program Grant to support Economic Success services Eagle Village Community Center Youth & Family P O Box 10408 Oakland CA 94610 270243681 501c3 26000 Program Grant to support Economic Success services East Bay Asian Local Development Corporation 1825 San Pablo Ave Suite 200 Oakland CA 94612 510171851 501c3 31131 Program Grant to support Economic Success services East Bay Asian Local Development Corporation 1825 San Pablo Ave Suite 200 Oakland CA 94612 510171851 501c3 15000 Program Grant to support Economic Success services Fremont Family Resource Center Corporation 39155 Liberty Street Suite A110 PO Box 5006 Fremont CA 94537 943333831 501c3 17000 Program Grant to support Economic Success services Fremont Family Resource Center Corporation 39155 Liberty Street Suite A110 PO Box 5006 Fremont CA 94537 943333831 501c3 18000 Program Grant to support Economic Success services Hayward Area Recreation and Park District 1099 E Street Hayward CA 94541 946000728 501c3 7000 Program Grant to support Economic Success services Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 943146280 501c3 14000 Program Grant to support Economic Success services Lao Family Community Development Inc 1551 23RD AVE Oakland CA 94601 943115164 501c3 204593 Program Grant to support Economic Success services Lao Family Community Development Inc 1551 23RD AVE Oakland CA 94601 943115164 501c3 15000 Program Grant to support Economic Success services Mission Economic Development Agency 2301 Mission Street Suite 301 San Francisco CA 94110 510187791 501c3 15000 Program Grant to support Economic Success services Monument Impact 1760 Clayton Road Concord CA 94520 943370919 501c3 14000 Program Grant to support Economic Success services Northeast Community Federal Credit Union 683 Clay Street San Francisco CA 94111 942891498 501c3 10000 Program Grant to support Economic Success services On the Move 780 Lincoln Avenue Napa CA 94559 753149095 501c3 6500 Program Grant to support Economic Success services Operation Hope Inc 707 Wilshire Blvd Suite 3030 Los Angeles CA 90017 954378084 501c3 33167 Program Grant to support Economic Success services Project Read-South San Francisco Public Library 840 West Orange Avenue South San Francisco CA 94080 943191775 501c3 9000 Program Grant to support Economic Success services Richmond Community Foundation 1014 Florida Avenue Suite 200 Richmond CA 94804 943337754 501c3 822125 Program Grant to support Economic Success services Rubicon Programs Inc 101 Broadway Richmond CA 94804 942301550 501c3 6000 Program Grant to support Economic Success services Samaritan House 4031 Pacific Blvd San Mateo CA 94403 237416272 501c3 6000 Program Grant to support Economic Success services San Antonio Community Development Corporation 2228 E 15th Street Oakland CA 94606 942675448 501c3 18000 Program Grant to support Economic Success services San Mateo County Community College District-College of San Mateo 3401 CSM Drive San Mateo CA 94402 943084147 501c3 133167 Program Grant to support Economic Success services San Mateo County Community College District-College of San Mateo 3401 CSM Drive San Mateo CA 94402 943084147 501c3 7500 Program Grant to support Economic Success services San Mateo County Community College District-Skyline College 3300 College Drive San Bruno CA 94066 943084147 501c3 6000 Program Grant to support Economic Success services Self-Help Economic Development Inc 1330 Broadway Suite 604 Oakland CA 94612 205330006 501c3 10000 Program Grant to support Economic Success services Spanish Speaking Unity Council of Alameda County Inc 1900 Fruitvale Ave Ste 2A Oakland CA 94601 941670490 501c3 8500 Program Grant to support Economic Success services SparkPoint ECC Bay Point Works 3105 Willow Pass Road 3 Bay Point CA 94565 943337754 501c3 7000 Program Grant to support Economic Success services Tax-Aid 55 New Montgomery Street Suite 500 San Francisco CA 94105 943062518 501c3 25000 Program Grant to support Economic Success services Tax-Aid 55 New Montgomery Street Suite 500 San Francisco CA 94105 943062518 501c3 17500 Program Grant to support Economic Success services The San Francisco Womens Centers 3543 18th Street San Francisco CA 94110 941730620 501c3 7500 Program Grant to support Economic Success services UpValley Family Centers 1440 Spring St St Helena CA 94574 800023012 501c3 12500 Program Grant to support Economic Success services 10000 Degrees 781 Lincoln Ave Suite 140 San Rafael CA 94901 953667812 501c3 33000 Program Grant to support Jobs+ services Bay Area Community Resources 171 Carlos Drive San Rafael CA 94903 942346815 501c3 45000 Program Grant to support Jobs+ services City of Oakland 250 Frank H Ogawa Plaza Oakland CA 94612 946000384 501c3 90000 Program Grant to support Jobs+ services Community Youth Center of SF 1038 Post Street San Francisco CA 94109 941728818 501c3 45000 Program Grant to support Jobs+ services Lavender Youth Recreation and Info Center 127 Collingwood Street San Francisco CA 94114 943227296 501c3 20000 Program Grant to support Jobs+ services Success Center San Francisco 375 Woodside Ave Bldg W-2 San Francisco CA 94127 942844443 501c3 45000 Program Grant to support Jobs+ services Urban Strategies Council Inc 1720 Broadway 2nd Floor Oakland CA 94612 943044453 501c3 35000 Program Grant to support Jobs+ services YMCA of San Francisco 50 California Street Suite 650 San Francisco CA 94111 940997140 501c3 60000 Program Grant to support Jobs+ services Young Community Developers Inc 1715 Yosemite Avenue San Francisco CA 94124 942187776 501c3 45000 Program Grant to support Jobs+ services Community Action Marin 29 Mary Street San Rafael CA 94901 946136365 501c3 252500 Program Grant to support Other Community services San Francisco Bay Area Labor Foundation 1188 Franklin Street Suite 203 San Francisco CA 94109 942687066 501c3 12500 Program Grant to support other Community services 219 0 Part I, Line 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 Anne Wilson CEO 294303 0 0 0 10633 0 46695 0 38928 0 390559 0 0 0 Eric McDonnell COO 242086 0 51 0 8785 0 26378 0 17785 0 295085 0 0 0 Joan Braun Chief Financial & Admin Officer 183390 0 51 0 3603 0 11395 0 26957 0 225396 0 0 0 Tse Ming Tam VP, Community Investment 118167 0 54 0 2487 0 7975 0 23973 0 152656 0 0 0 John Schaver VP, Information Technology 115532 0 54 0 10028 0 20200 0 24118 0 169932 0 0 0 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 ($25,495), HAVE BEEN INCLUDED TO ARRIVE AT $46,695. X 24 530708 Proceeds from Sale X 1 28000 FMV X SuperBowl 50 Beverages, Equpments and labor 1 71685 FMV X program supplies 1 1179 fMV 0 0 0 0 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 11 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 UP TO A WEEK 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: Change in Pension Liability in Excess of Intangible Pension Assets -2,569,889. uncollectible pledges -37,200. Form 990, Part VIII and Part IX UNITED WAY STANDARD OVERHEAD CALCULATION MANAGEMENT AND GENERAL EXPENSES - $3,713,473 FUNDRAISING EXPENSES - 2,393,270 TOTAL SUPPORT SERVICES EXPENSES - $6,106,743 TOTAL REVENUE - $34,110,400 OVERHEAD PERCENTAGE - 17.90%