UNITED WAY OF SANTA CRUZ COUNTY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF SANTA CRUZ COUNTY (EIN 94-1422471)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-10
IRS object ID
201710419349301331
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-10T12:45:25-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Frank Miltenberger CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1832 Van Dyck CourtAddressLine1Txt
CitySunnyvaleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941422471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF SANTA CRUZ COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone8314795466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14450 CAPITOLA ROADAddressLine1Txt
CityCAPITOLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY L GOEKEPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2017-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrank MiltenbergerPreparerPersonNm
PTINP00429558PTIN
Phone4087731454PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$3,750,286GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYSC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe mission of the United Way is to improve the lives of the people of Santa Cruz County by convening the community to identify and seek solutions to their needs and by efficiently raising funds for the human care programs we support...OUR MOST SIGNIFICANT ACTIVITY IS THE GO FOR HEALTH INITIATIVE, A COMMUNITY PARTNERSHIP THAT HAS SUCCESSFULLY REDUCED CHILDHOOD OBESITY BY CREATING POLICY AND ENVIRONMENT CHANGES GIVING CHILDREN MORE OPPORTUNITIES FOR HEALTHFUL EATING AND FUN, RIGOROUS PHYSICAL ACTIVITY.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers5000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,173,051PYContributionsGrantsAmt
CY Contributions Grants$3,548,283CYContributionsGrantsAmt
PY Program Service Revenue$1,950PYProgramServiceRevenueAmt
CY Program Service Revenue$1,850CYProgramServiceRevenueAmt
PY Investment Income$3,989PYInvestmentIncomeAmt
CY Investment Income$248CYInvestmentIncomeAmt
PY Other Revenue$126,872PYOtherRevenueAmt
CY Other Revenue$155,215CYOtherRevenueAmt
PY Total Revenue$3,305,862PYTotalRevenueAmt
CY Total Revenue$3,705,596CYTotalRevenueAmt
PY Grants And Similar Paid$415,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$304,355CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,830,198PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,794,348CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$324,439CYTotalFundraisingExpenseAmt
PY Other Expenses$1,505,972PYOtherExpensesAmt
CY Other Expenses$1,576,450CYOtherExpensesAmt
PY Total Expenses$3,751,170PYTotalExpensesAmt
CY Total Expenses$3,675,153CYTotalExpensesAmt
PY Revenues Less Expenses-$445,308PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,443CYRevenuesLessExpensesAmt
Total Assets BOY$1,369,370TotalAssetsBOYAmt
Total Assets EOY$1,215,837TotalAssetsEOYAmt
Total Liabilities BOY$1,014,956TotalLiabilitiesBOYAmt
Total Liabilities EOY$830,980TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$354,414NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$384,857NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO MOBILIZE OUR COMMUNITY TO CREATE OPPORTUNITIES FOR A GOOD LIFE FOR ALL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,366,295ExpenseAmt
DescUnited Way of SCC provides programs and administration solutions for First 5 of Santa Cruz County. First 5 Santa Cruz County improves the lives of children in the community who need the most support to make sure all children have the early experiences they need to succeed . First 5s priorities fall in three major goal areas: Children are Healthy; Children are Learning and Ready for School; Families are Strong; Services are Family Friendly.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$534,641ExpenseAmt
DescCAMPAIGN ALLOCATIONS: PROVIDED FUNDING TO LOCAL PARTNER AGENCIES TO ACHIEVE RESULTS IN THE THREE GOAL AREAS THAT ARE ESSENTIAL TO CREATING OPPORTUNITIES FOR A GOOD LIFE FOR ALL: 1.) YOUTH WILL SUCCEED IN SCHOOL AND IN LIFE. 2.) FAMILIES WILL BE FINANCIALLY STABLE AND INDEPENDENT. 3.) RESIDENTS WILL ACHIEVE GOOD HEALTH.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$154,142ExpenseAmt
DescJOVENES SANOS - United Way of Santa Cruz County (UWSC) launched the Jvenes SANOS (Saludables, Actividades, Nutricines, Opcines, Sabudiria), a Watsonville-based youth advocacy project. Jvenes SANOS seeks to build awareness, skills and community involvement around the issue of obesity. Based on available research and their local community scans, Jvenes SANOS has identified three sectors, including markets, schools and city planning, that they believe will lead them to their ultimate goal of children in Watsonville being physically fit and well-nourished through healthy eating and regular physical activity.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$773,576TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$40,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,828,654TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document103IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee22EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonACCOUNTING DEPARTMENTPersonNm
Phone8314795466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14450 CAPITOLA ROAD 106AddressLine1Txt
CityCAPITOLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeInd
Henry Castaniada
Director0.100.00Yes (X)$0$0$0
ALAN AMAN
Director0.100.00Yes (X)$0$0$0
Adam Kraten
VP Campaign0.100.00Yes (X)$0$0$0Yes (X)
LISA CRIVELLO
Secretary0.100.00Yes (X)$0$0$0Yes (X)
Michael Milward
Director2.000.00Yes (X)$0$0$0
Aaron Johnston
Director0.100.00Yes (X)$0$0$0
Laurel Jones
Director0.100.00Yes (X)$0$0$0
AUDRA EARLE
Director0.100.00Yes (X)$0$0$0
Dennis Kidd
Director0.100.00Yes (X)$0$0$0
Laura Marcus
Director0.100.00Yes (X)$0$0$0
MARY DAMM
Director2.000.00Yes (X)$0$0$0
TINA SHULL
Director0.100.00Yes (X)$0$0$0
Dawn Mathes
Director0.100.00Yes (X)$0$0$0
Nanette Mickiewicz MD
Director0.100.00Yes (X)$0$0$0
KAREN SEMINGSON
Treasurer0.100.00Yes (X)$0$0$0Yes (X)
Heather Stiles
Director0.100.00Yes (X)$0$0$0
KRISTIN DITLEVSEN
Director0.100.00Yes (X)$0$0$0
JON DITLEVSEN
Director0.100.00Yes (X)$0$0$0
Keith Brant
Director0.100.00Yes (X)$0$0$0
Barbara White Thompson
Director0.100.00Yes (X)$0$0$0
TONEE PICARD
President2.000.00Yes (X)$0$0$0Yes (X)
John Larse
Director0.100.00Yes (X)$0$0$0
Maria Elena de la Garza
Director0.100.00Yes (X)$0$0$0
Fernando Giraldo
Director0.100.00Yes (X)$0$0$0
Beau Wilder
Director0.100.00Yes (X)$0$0$0
Greg Lukina
Director0.100.00Yes (X)$0$0$0
Chris Maffia
Director0.100.00Yes (X)$0$0$0
Donna Odryna
Director0.100.00Yes (X)$0$0$0
BILL TYSSELING
Director0.100.00Yes (X)$0$0$0
FELIX ROBLES
Director0.100.00Yes (X)$0$0$0
BRIAN SPECTOR
VP Agency Rel0.100.00Yes (X)$0$0$0Yes (X)
Mary L Goeke
Executive Dir.40.000.00$102,410$0$34,590Yes (X)
Keisha Frost
Assistant Executive Director40.000.00$80,582$0$27,217Yes (X)
Sarah Emmert
Directory of Community Organization40.000.00$64,639$0$21,832Yes (X)
Alan Beans
Director of Finance40.000.00$72,659$0$24,541Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$320,290TotalReportableCompFromOrgAmt
Total Other Compensation$108,180TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$2,127,027GovernmentGrantsAmt
All Other Contributions$1,421,256AllOtherContributionsAmt
Total Contributions$3,548,283TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFees for ServiceDesc
Business561000BusinessCd
Total Revenue Column$1,850TotalRevenueColumnAmt
Related Or Exempt Func Income$1,850RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,850TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$248TotalRevenueColumnAmt
Exclusion$248ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$199,905FundraisingGrossIncomeAmt
Fundraising Direct Expenses$44,690FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,215TotalRevenueColumnAmt
Exclusion$155,215ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,705,596TotalRevenueColumnAmt
Related Or Exempt Func Income$1,850RelatedOrExemptFuncIncomeAmt
Exclusion$155,463ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$304,355TotalAmt
Program Services$304,355ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$102,410TotalAmt
Program Services$56,325ProgramServicesAmt
Management And General$35,844ManagementAndGeneralAmt
Fundraising$10,241FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,209,041TotalAmt
Program Services$808,042ProgramServicesAmt
Management And General$272,397ManagementAndGeneralAmt
Fundraising$128,602FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$104,916TotalAmt
Program Services$69,149ProgramServicesAmt
Management And General$24,660ManagementAndGeneralAmt
Fundraising$11,107FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$277,655TotalAmt
Program Services$211,464ProgramServicesAmt
Management And General$36,635ManagementAndGeneralAmt
Fundraising$29,556FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$100,326TotalAmt
Program Services$66,124ProgramServicesAmt
Management And General$23,581ManagementAndGeneralAmt
Fundraising$10,621FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$113,882TotalAmt
Program Services$63,597ProgramServicesAmt
Management And General$39,036ManagementAndGeneralAmt
Fundraising$11,249FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,425TotalAmt
Program Services$959ProgramServicesAmt
Management And General$377ManagementAndGeneralAmt
Fundraising$2,089FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,326TotalAmt
Program Services$2,871ProgramServicesAmt
Management And General$3,457ManagementAndGeneralAmt
Fundraising$998FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROFESSIONAL FEES$851,888$805,706$32,739$13,443
SUPPLIES$231,670$205,867$14,537$11,266
Printing and Publications$111,708$50,337$1,882$59,489
TRAVEL, TRAINING, CONFERENCES$107,514$89,489$11,539$6,486

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$149,037TotalAmt
Program Services$94,369ProgramServicesAmt
Management And General$25,376ManagementAndGeneralAmt
Fundraising$29,292FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,675,153TotalAmt
Program Services$2,828,654ProgramServicesAmt
Management And General$522,060ManagementAndGeneralAmt
Fundraising$324,439FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$215,947BOYAmt
EOY$146,474EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$134,639BOYAmt
EOY$55,557EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$966,576BOYAmt
EOY$973,878EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,771BOYAmt
EOY$24,052EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$133,317LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$122,721LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,657BOYAmt
EOY$10,596EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,780BOYAmt
EOY$5,280EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,369,370BOYAmt
EOY$1,215,837EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$308,426BOYAmt
EOY$315,424EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$706,530BOYAmt
EOY$515,556EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,014,956BOYAmt
EOY$830,980EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$169,825BOYAmt
EOY-$202,022EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$519,239BOYAmt
EOY$581,879EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$5,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$354,414BOYAmt
EOY$384,857EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,369,370BOYAmt
EOY$1,215,837EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,443ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,665,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,011,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,173,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,173,051CurrentTaxYearMinus1YearAmt
Current Tax Year$3,548,283CurrentTaxYearAmt
Total$14,571,651TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,665,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,011,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,173,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,173,051CurrentTaxYearMinus1YearAmt
Current Tax Year$3,548,283CurrentTaxYearAmt
Total$14,571,651TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$14,571,651PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,738CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,989CurrentTaxYearMinus1YearAmt
Current Tax Year$248CurrentTaxYearAmt
Total$26,945TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,890CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,822CurrentTaxYearMinus1YearAmt
Current Tax Year$157,065CurrentTaxYearAmt
Total$602,319TotalAmt
FieldValueIRS element (for citing)
Total Support$15,200,915TotalSupportAmt
Public Support CY1700.95860PublicSupportCY170Pct
Public Support PY1700.95560PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$16,773InvestmentCostOrOtherBasisAmt
Depreciation$10,806DepreciationAmt
Book Value$5,967BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$116,544InvestmentCostOrOtherBasisAmt
Depreciation$111,915DepreciationAmt
Book Value$4,629BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,596TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ALLOCATIONS PAYABLE$250,250
DEFERRED RENT$55,201
DESIGNATIONS PAYABLE$210,105
FieldValueIRS element (for citing)
Total Liability$515,556TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,705,596TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,705,596RevenueSubtotalAmt
Total Revenue Per Form990$3,705,596TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,675,153TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,675,153ExpensesSubtotalAmt
Total Expenses Per Form990$3,675,153TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Kickoff and Victory PartiesEvent1Nm
Gross Receipts Event1$52,782GrossReceiptsEvent1Amt
Gross Revenue Event1$52,782GrossRevenueEvent1Amt
Other Direct Expenses Event1$24,619OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$41,873GrossReceiptsEvent2Amt
Gross Revenue Event2$41,873GrossRevenueEvent2Amt
Other Direct Expenses Event2$14,296OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$105,250GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$105,250GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$5,775OthDirectExpnssOtherEventsAmt
Gross Receipts Total$199,905GrossReceiptsTotalAmt
Gross Revenue Total Events$199,905GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$44,690OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,690DirectExpenseSummaryEventsAmt
Net Income Summary$155,215NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
FAMILY SERVICE ASSOCIATION
104 WALNUT AVE SUITE 208SANTA CRUZCA95060$40,000$0
SEE ATTACHED LIST
SEE ATTACHED LISTVARIOUSCA95062$264,355$0
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Additional Supplemental InformationAllocations to Partner Programs total $264,355: United Way of Santa Cruz County - 211 program $9,755 Aztecas Youth Soccer c/o United Way of Santa Cruz County $5,000 Big Brothers Big Sisters-Santa Cruz $5,000 Boys & Girls Club of Santa Cruz $5,000 Community Action Board $5,000 Community Action Board $5,000 CASA - Santa Cruz $5,000 Catholic Charities Seaside $7,500 Community Bridges $5,000 Dientes Community Dental Clinic $7,500 Digital Nest $7,500 Diversity Center $2,500 Ecology Action $5,000 Family Service Agency $10,000 First 5 of Santa Cruz County $5,000 Homeless Services Center $7,500 Hospice of Santa Cruz County $5,000 Long Term Care Ombudsman $2,500 Pajaro Valley Community Health Trsust $7,500 Pajaro Valley Shelter Services $6,000 Santa Cruz County Office of Education $5,000 Senior's Council . $4,500 Senior's Council $4,500 Volunteer Center $4,000 Walnut Avenue Women's Center $4,000 Central Coast YMCA $5,000 Youth NOW $5,000 Community Foundation of San Benito $14,100 Casa - San Benito $6,500 Girl Scouts $4,500 Boy Scouts $4,500 Seniors Council $4,500 SBC Arts Council $4,500 Chamberlain's Children Center $5,500 Community Food Bank $4,500 Ag Against Hunger $2,500 Advocacy, Inc $2,500 Suicide Prevention Svcs $2,500 Hope Svcs $6,500 Emmaus House $6,500 Catholic Charities $1,500 Jovenes de Antano $3,500 El Sistema Santa Cruz $10,000 Kidpower $10,000 Salud y Carino $10,000 Santa Cruz Children's Museum of Discovery $10,000
Grantmaker's Description of How Grants are UsedTHE UNITED WAY OF SANTA CRUZ COUNTY'S FUND DISTRIBUTION PLAN IS BASED ON A THREE YEAR FUNDING CYCLE. EVERY THREE YEARS, OUR AGENCY RELATIONS COMMITTEE REVIEWS OUR FUNDING STRATEGY AND WITH THE ASSISTANCE OF THE SANTA CRUZ COUNTY COMMUNITY ASSESSMENT PROJECT (WWW.SANTACRUZCOUNTYCAP.ORG), THEY DETERMINE IN WHAT AREAS OF THE COMMUNITY THEY WOULD LIKE TO FOCUS OUR RESOURCES. AT THIS POINT, ORGANIZATIONS ARE BOTH RECRUITED AS WELL AS SOLICITED THROUGH AN RFP PROCESS FOR POSSIBLE FUNDING.OUR THREE GOAL AREAS ARE: 1.) OUR YOUTH WILL SUCCEED IN SCHOOL AND IN LIFE. 2.) OUR FAMILIES WILL BE FINANCIALLY STABLE AND INDEPENDENT. 3.) OUR RESIDENTS WILL ACHIEVE GOOD HEALTH.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Childrens Network - This group, appointed by the Santa Cruz County Board of Supervisors works to coordinate and improve services to children accross education, government agencies and non-profit health and human services organizations. OTHER PROGRAM SERVICES 5: Various other community based programs. OTHER PROGRAM SERVICES 6: 2-1-1 IS A CENTRALIZED CLEARINGHOUSE FOR THE PUBLIC TO GET INFORMATION ON HEALTH AND HUMAN SERVICES. CALLERS CAN USE THE EASY-TO-REMEMBER, TOOL-FREE NUMBER, 2-1-1, WHERE A TRAINED SPECIALIST WILL MATCH NEEDS TO LOCAL SERVICES. OR YOU CAN SEARCH THE ONLINE DIRECTORY AT WWW.2-1-1SANTACRUZCOUNTY.COM. IN TIMES OF DISASTER, 2-1-1 PROVIDES UP-TO-DATE INFORMATION ON ROAD CLOSURES, EVACUATION SITES AND TEMPORARY SHELTER, RELIEVING THE BURDEN ON 9-1-1. OTHER PROGRAM SERVICES 7: HOMELESS ACTION PARTNERSHIP - HAP IS A BROAD COMMUNITY WIDE ACTION TEAM TO IMPLEMENT A CONTINUUM OF CARE STRATEGY FOR RESOLVING HOMELESSNESS. THE HAP'S MISSION IS TO DEVELOP AND IMPLEMENT A COORDINATED SYSTEM OF HOUSING AND SERVICES FOR PREVENTING AND ENDING HOMELESSNESS IN SANTA CRUZ COUNTY. OTHER PROGRAM SERVICES 8: United Way of SCC provides programs and administration solutions for First 5 of Santa Cruz County. First 5 Santa Cruz County improves the lives of children in the community who need the most support to make sure all children have the early experiences they need to succeed . First 5s priorities fall in three major goal areas: Children are Healthy; Children are Learning and Ready for School; Families are Strong; Services are Family Friendly. OTHER PROGRAM SERVICES 9: JOVENES SANOS - United Way of Santa Cruz County (UWSC) launched the Jvenes SANOS (Saludables, Actividades, Nutricines, Opcines, Sabudiria), a Watsonville-based youth advocacy project. Jvenes SANOS seeks to build awareness, skills and community involvement around the issue of obesity. Based on available research and their local community scans, Jvenes SANOS has identified three sectors, including markets, schools and city planning, that they believe will lead them to their ultimate goal of children in Watsonville being physically fit and well-nourished through healthy eating and regular physical activity. OTHER PROGRAM SERVICES 10: Other charitable activities
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 990 is initially reviewed by the Director of Finance, then the Executive Director, and finally a review is conducted with a board member upon signing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsCONFLICT OF INTEREST POLICY IS INCLUDED IN THE CODE OF ETHICS THAT PROVIDED TO ALL EMPLOYEES.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesA SALARY SURVEY IS COMPLETED AGAINST ALL POSITIONS WITH SALARY RANGES. THE PERSONNEL COMMITTEE APPROVES AND THEN THE BOARD APPROVES THE PAY SCALES - THE ORGANIZATION HAS SEVEN STEPS IN EACH POSITION. EVERYONE IS REVIEWED ANNUALLY AND CAN RECEIVE AN UP TO 6% INCREASE. THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAudited Financial Statements are available on our website. All other governing documents are available upon request.

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