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United Way Silicon Valley: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
United Way Silicon Valley (EIN 94-1450153)
Tax period
2016-07-01 to 2016-07-01
Filed
2017-04-07
IRS object ID
201740979349200429
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-07T17:33:02-05:00ReturnTs
Tax Period End2016-07-01TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Adams LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 Second Street Suite 900AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941450153EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Way Silicon ValleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone4083454300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 Parkmoor Ave No 250AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoan Catherine BraunPersonNm
Person TitleCFAOPersonTitleTxt
Phone4083454300PhoneNum
Signature2017-03-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTracy S PagliaPreparerPersonNm
PTINP00366884PTIN
Phone4159561500PhoneNum
Preparation2017-03-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-06IPDt
IP Tm19:45:10IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id1E541D35D5B166A2996A0A66337EB1E6C83B35C8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.uwsv.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$0GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Total Revenue$0TotalRevenueAmt
Total Expenses$0TotalExpensesAmt
Excess Or Deficit For Year$0ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$4,565,316NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$4,565,316OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$3,159,061BOYAmt
EOY$0EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$79,557BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,828,027BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,066,645BOYAmt
EOY$0EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,501,329BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$4,565,316BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeADVANCING THE COMMON GOOD CREATING OPPORTUNITIES FOR BETTER LIVES FOR ALL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomNoneDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kailesh Karavadra
Board Chair0.00$0$0$0
Gregory Rowley
Treasurer0.00$0$0$0
Agnes Lewis
Secretary0.00$0$0$0
Rich Cerussi
Board Member0.00$0$0$0
Dave Couture
Board Member0.00$0$0$0
Michael Eckhardt
Board Member0.00$0$0$0
Anne Ehresman
board Member0.00$0$0$0
Gilbert Sangari
board Member0.00$0$0$0
Jessica Garcia-Kohl
Board Member0.00$0$0$0
Dave Heacock
Board Member0.00$0$0$0
Liz Sills
Board Member0.00$0$0$0
Nate Morris
Board Member0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joan Catherine BraunBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 Parkmoor Ave 250AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Phone4158084465PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

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$14,652,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,758,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,568,593CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,470,370CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$49,450,437TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,652,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,758,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,568,593CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,470,370CurrentTaxYearMinus1YearAmt
Total$49,450,437TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,300,895SubstantialContributorsTotAmt
Public Support Total170$44,149,542PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$101,717CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,947CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,116CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$209,735TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,489CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,909CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,445CurrentTaxYearMinus1YearAmt
Total$814,555TotalAmt
FieldValueIRS element (for citing)
Total Support$50,474,727TotalSupportAmt
Gross Receipts Rltd Activities$1,348,533GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87470PublicSupportCY170Pct
Public Support PY1700.90270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10, Explanation of Other Income:Other Income - 2012 Amount: $ 762,489. 2013 Amount: $ 712. 2014 Amount: $ 32,909. 2015 Amount: $ 18,445. 2016 Amount: $ 0.
Part II, Short Year Explanation:Effective 07/01/2016, United Way Silicon Valley merged into United Way of the Bay Area.

Schedule C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$846,108CurrentYearMinus3Amt
Current Year Minus2$776,261CurrentYearMinus2Amt
Current Year Minus1$579,369CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$2,201,738TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,302,607LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$8,148CurrentYearMinus3Amt
Current Year Minus2$8,832CurrentYearMinus2Amt
Current Year$0CurrentYearAmt
Total$16,980TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$211,527CurrentYearMinus3Amt
Current Year Minus2$194,065CurrentYearMinus2Amt
Current Year Minus1$144,842CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$550,434TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$825,651GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$6,959CurrentYearMinus3Amt
Current Year Minus2$5,578CurrentYearMinus2Amt
Current Year$0CurrentYearAmt
Total$12,537TotalAmt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (6 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
United Way of the Bay Area
Savings and temporary cash investments2016-07-01$824,388BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
United Way of the Bay Area
Pledges and grants receivable, net2016-07-01$2,334,673BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
United Way of the Bay Area
Prepaid expenses2016-07-01$43,515BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
United Way of the Bay Area
Land, building and equipment2016-07-01$79,557BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
United Way of the Bay Area
Investments2016-07-01$2,167,918BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
United Way of the Bay Area
Other assets2016-07-01$616,594BOOK VALUE941312348550 Kearny St 1000San FranciscoCA94108501(c)(3)
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of Successor0EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities Paid0LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 20 - Other Changes in Net AssetsDescription: Distribution OF NET ASSETS TO United Way of the Bay Area. Amount: -4,565,316.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Prepaid expenses & deferred charges. Beg. of Year Amount: 43,515. End of Year Amount: 0. Description: SVCF Investment pool - Long-term Growth Pool. Beg. of Year Amount: 2,167,918. End of Year Amount: 0. Description: Long-Term in-kind Rent Receivable. Beg. of Year Amount: 551,934. End of Year Amount: 0. Description: Deposits. Beg. of Year Amount: 21,656. End of Year Amount: 0. Description: Other Assets. Beg. of Year Amount: 43,004. End of Year Amount: 0.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: Accounts Payable. Beg. of Year Amount: 171,932. End of Year Amount: 0. Description: Grants Payable. Beg. of Year Amount: 1,329,397. End of Year Amount: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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