2016-12-06T09:38:43-08:00 2016-06-30 Stoltey & Associates PO Box 57 Los Olivos CA 93441 990 2015-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 G PAUL DIDIER CFP MBA SEC/CEO/PRES 2016-12-06 true BRAD STOLTEY CPA P00241354 8056895880 X 2015 2017-02-10 21:41:12Z John Wigle 320 GUTIERREZ STREET SANTA BARBARA CA 93101 2741018 false false X UNITEDWAYSB.ORG X 1923 CA RIGHT HERE, RIGHT NOW, WITH THE POWER OF PARTNERSHIP, UNITED WAY IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, SENIORS & YOU. SOLICITING CONTRIBUTIONS, VOLUNTEERS & PUBLIC OPINION FROM THE COMMUNITY & APPLYING THOSE RESOURCES TO GOALS FOR EDUCATION, FINANCIAL STABILITY & HEALTH. 22 21 69 3500 0 1929394 1783278 0 328962 165971 68596 95688 2326952 2044937 200011 183350 0 1553327 1475100 5450 1463 337835 661461 761805 2420249 2421718 -93297 -376781 12747968 11371132 1626712 1293293 11121256 10077839 Right here, right now, with the power of partnership, United Way is improving the lives of children, families, seniors and you.United Way of Santa Barbara County VISION statement: "IN OUR COMMUNITY EVERYONE HAS A HOPEFUL FUTURE."UNITED WAY OF SANTA BARBARA COUNTY'S CORE VALUES: - CARING - INNOVATIVE - TRUSTWORTHY - LEADERSHIPTHE UNITED WAY OF SANTA BARBARA COUNTY, INC. (THE "ORGANIZATION"), IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION THAT HAS SERVED THE LOCAL COMMUNITY SINCE ITS FOUNDING IN 1923. THE ORGANIZATION SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, COMPANIES AND FOUNDATIONS DURING ITS ANNUAL FUNDRAISING CAMPAIGN AND THROUGH A VARIETY OF OTHER FUNDRAISING ACTIVITIES.THE ORGANIZATION INNOVATES AND WORKS SMARTER TO MAKE LIFE BETTER FOR THE CHILDREN, FAMILIES AND SENIORS IN THE SANTA BARBARA COMMUNITY. THE ORGANIZATION RESEARCHES BEST PRACTICES; PLANS CREATES AND MANAGES STRATEGIC PARTNERSHIPS WITH HUNDREDS OF LOCAL NONPROFITS AND ORGANIZTIONS TO CONNECT STRENGTHS, MULTIPLY false false 1776390 183350 United Way of Santa Barbara County acts as a unifying and multiplying force. We currently support over 30 partnerships focused on education, financial empowerment and health and twenty-two grants that involve over 200 organizations focused on leveraging the results of these partnerships. United Way of Santa Barbara County produces results consistent with meeting its 2020 goals in education, financial empowerment, and health by using revenue from all sources, volunteer involvement, and advocacy for community improvement.Some Education Examples: - United for Literacy (UFL) is a county-wide initiative that was created through feedback from Santa Barbara community members about the extreme importance of education improvement. UFL provides a multi-pronged set of services and partnerships designed to improve high school graduation rates. - Born Learning, a part of United for Literacy, promotes awareness, education and action by providing new parents with resources, and information about utilizing every day moments as teachable moments. - Dolly Parton Imagination Library (DPIL) is another component of UFL. Provides brand new, AGE APPROPRIATE best practice books to families with children 0-5 years old. These books are mailed free of charge every month from birth to Kindergarten, along with parent education, in order to provide resources for future educational success. - TECHNOLOGY TOOLS & CUTTING EDGE TEACHER TECHNIQUES: Reading Plus, another component of UFL, is a silent-reading online improvement program for 3rd graders through adults. Using innovative technologies, students are able to improve reading comprehension, speed and vocabulary, and helps to detect problems with eye movement. At the request of principals and teachers research was conducted to identify help for K-3 and very struggling readers, Lexia Reading was identified and tested. With significant improvements in reading skills and scores, graduation rates will improve as well as students' self-esteem and attitudes toward academics. - Stride Academy is our current choice for online math intervention and improvement. All these technology tools have been redesigned to be common core state standard compliant. - Our Kindergarten Success Institutes (KSI) program completed its 17th year of operation. This past year we delivered our KSI program to nine schools with 25 students per school. Qualified students are 4 years old with no pre-school experience. They are immersed into our four week intensive program where they learn letters, shapes, colors, numbers and appropriate kindergarten behaviors and confidence by the beginning of the school year. - fun in the sun (FITS): The primary goal of the program is to reverse summer learning loss and eliminate our community's achievement gap between low-income students and their middle & upper income peers. Fun In The Sun does this by using the best researched services and ideas from over 200 national public and private organizations and services. In fact, Fun in the Sun was named 2012 National Award of Excellence in Summer learning Award Winner by the National Summer Learning Association/an affiliate of johns hopkins university.Some Financial Stability Examples: - Financial Stability Partnerships provide free tax assistance and financial literacy classes to low income families. We have added financial literacy training for low income children and their parents through our "Fun In The Sun" program. We also completed more than 3,100 tax returns and generated more than $3,200,000 in refunds for poor families through partnerships with Santa Barbara High School, Housing Authority and others. our Volunteer Income Tax Assistance (VITA) program has more than twenty community partners including five banks. Outcomes based upon growth in bank account usage, retirement accounts, college/career planning accounts, budgeting usage, and other long-term financial asset building tools.Some Health Examples: - Health improvements include partnerships aimed at low cost prescription medicine, health services and children's health insurance. THIS PAST YEAR, OVER 200,000 LOCAL FAMILIES RECEIVED IMPROVEd HEALTH CARE SERVICES.Some Voluntarism Examples: - In September we had 1,300 volunteers collaborate to deliver $350,000 worth of assistance to 49 charitable improvement activities throughout our community during our annual "Day of Caring" event. We continued "www.volunteersb.org" an on-line volunteer matching service, to increase the quality and quantity of local volunteers with more than 20,000 visitors per year. 1776390 true true false false false true false false false true true true false true true true false false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false true 32 0 true 69 true false false false false false false true true false 0 false false false false false false false false false false X 22 21 false false false false false false false true false false false true true true true true true true false false CA X X cindy young 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 John Wigle Chair 1.00 0.00 X X 0 0 0 Diane B Doiron CLU VICE CHAIR 1.00 0.00 X X 0 0 0 John Hanna VICE CHAIR 1.00 0.00 X X 0 0 0 RICK SCOTT CFO 1.00 0.00 X X 0 0 0 G PAUL DIDIER CFP MBA SEC/CEO/PRES 40.00 0.00 X X 199000 0 57119 David Flattery Director 1.00 0.00 X 0 0 0 Blas Garza Director 1.00 0.00 X 0 0 0 James Armstrong Director 1.00 0.00 X 0 0 0 Jim Brown Director 1.00 0.00 X 0 0 0 David Flattery Director 1.00 0.00 X 0 0 0 Leo Hamill Director 1.00 0.00 X 0 0 0 John Karbula Director 1.00 0.00 X 0 0 0 Alex Koper Director 1.00 0.00 X 0 0 0 George Leis Director 1.00 0.00 X 0 0 0 Cliff Lundberg Director 1.00 0.00 X 0 0 0 Terri Maus-Nisich Director 1.00 0.00 X 0 0 0 Chuck Mertz Director 1.00 0.00 X 0 0 0 Bob Montgomery Director 1.00 0.00 X 0 0 0 Kevin Nelson Director 1.00 0.00 X 0 0 0 Mike Noling Director 1.00 0.00 X 0 0 0 Mike Nissenson Director 1.00 0.00 X 0 0 0 David Prichard Director 1.00 0.00 X 0 0 0 199000 57119 1 false true false 0 1783278 21123 1783278 0 111017 111017 0 0 0 607693 552739 54954 54954 54954 239030 143342 95688 95688 0 0 0 2044937 54954 206705 183350 183350 0 0 0 256119 128060 64030 64029 0 866297 755278 36990 74029 116586 85303 19994 11289 132068 83442 20568 28058 104030 81871 9363 12796 0 11654 10446 1208 10000 10000 0 1463 1463 51557 51557 128835 104551 15592 8692 109356 35617 17440 56299 46084 30499 7252 8333 61735 32422 15933 13380 0 33060 24221 4232 4607 27056 21675 3052 2329 0 62594 40789 8243 13562 0 20885 16292 2150 2443 34222 27000 3300 3922 19764 11855 6659 1250 software licenses 115987 114165 692 1130 ALLOWANCE FOR BAD DEBT 29016 29016 0 2421718 1776390 307493 337835 542774 603877 698474 676188 807893 621877 0 0 0 0 0 138245 197049 1865375 1480357 378587 385018 5580638 4967919 1880487 1477294 0 0 2720870 2441910 12747968 11371132 567856 201875 340001 234573 718855 856845 1626712 1293293 X 6366551 5631244 1840624 1735977 2914081 2710618 11121256 10077839 12747968 11371132 X -376781 -463173 -203463 X false true X true false X 4049569 3325083 2545240 1929394 1783278 13632564 0 0 4049569 3325083 2545240 1929394 1783278 13632564 0 13632564 123789 183908 138470 181600 111017 738784 0 0 14371348 0.94860 0.95050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 25500 50055 true true 9005929 -458698 815465 7731766 8942155 265535 210141 411902 9005929 6798713 25373 750280 383304 7191062 5837157 671592 601348 311384 6798713 4743670 1605786 -263944 248355 5837157 0.51000 0.35000 0.14000 false false false 218000 218000 1360464 1246984 113480 178346 138933 39413 108565 94440 14125 385018 1477294 asset held deferred comp plan 192982 ASSETS HELD UNDER CHARITABLE GIFT ANNUIT 874144 ASSETS HELD UNDER IRREVOC CRT 90795 ASSETS HELD UNDER POOLED INCOME FUND 323077 INTEREST IN CRT 282529 INTEREST IN PERPETUAL TRUSTS 678383 OTHER RECEIVABLE 2441910 OBLIGATIONS UNDER CGA 342850 OBLIGATIONS UNDER CRT 79274 obligations under def comp plan 192982 OBLIGATIONS UNDER POOLED INCOME FUNDS 241739 856845 X 1378301 -463173 -203463 -666636 2044937 2044937 2421718 2421718 2421718 Part V, Line 4: Intended uses of the endowment fund. CHILDREN SERVICE PROGRAMS, COMMUNITY BASED PROGRAMS, BUILDING MAINTENANCE AND OPERATIONS. Part X : FIN48 Footnote The Organization is exempt from taxes on income under Internal Revenue Code section 501(c)(3) and California Revenue and Taxation Code Section 23701(d), though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the IRC). The tax years ending 2013, 2014, and 2015 are still open to audit for both federal and state purposes. Contributions to the organization are tax deductible to donors under Section 170 of the IRC. The organization is not classified as a private foundation. X X X X X X X false CA RED FEATHER BALL 239030 239030 5500 42146 95696 239030 239030 5500 42146 95696 143342 95688 X X X X X false true false false false false false false false false G PAUL DIDIER CFP MBA SEC/CEO/PRES 175000 24000 38804 18315 256119 Form 990, Part VI, Line 11b: Form 990 Review Process THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE before filing. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUAL CONFLICT OF INTEREST STATEMENTS INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST ARE REQUIRED FROM EACH MEMBER OF THE BOARD. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE RECOMMENDS THE COMPENSATION TO THE FULL BOARD FOR APPROVAL. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UPON REQUEST Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN VALUE OF ENDOWMENT TRUST = -$157383 Other Changes In Net Assets Or Fund Balances - Other Decreases change in value of perpetual trusts = -$46080