2015-02-16T10:15:37-08:00 2014-06-30 Frank Miltenberger CPA 832 Van Dyck Court Sunnyvale CA 94087 990 2013-07-01 941422471 UNITED WAY OF SANTA CRUZ COUNTY UNIT 8314795466 4450 CAPITOLA ROAD CAPITOLA CA 95010 MARY L GOEKE Executive Director 2015-02-16 true Frank Miltenberger P00429558 4087121694 X 2013 2016-03-07 17:11:31Z 3286417 false false X WWW.UNITEDWAYSC.ORG X 1974 CA The 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. 29 29 30 5000 0 3011144 3173671 1275 1650 7738 4856 93406 54996 3113563 3235173 320000 340000 0 1346477 1472175 0 181832 1358122 1371495 3024599 3183670 88964 51503 1804714 1591084 959061 720362 845653 870722 X THE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO MOBILIZE OUR COMMUNITY TO CREATE OPPORTUNITIES FOR A GOOD LIFE FOR ALL. false false 1280286 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. 300000 300000 CAMPAIGN 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. 211134 HEALTH CARE OUTREACH - Outreach to families about health insurance options for their uninsured children. Enroll children in Medical, Health Families or Healthy Kids Insurance. 710310 40000 2501730 true true false false false false false false false false true false false false true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false true 64 0 false 30 true false false false false false false false false 0 false false false false false false false false false false X 29 29 true false false false false false false true false false false true true true true true true true true false X ACCOUNTING DEPARTMENT 8314795466 4450 CAPITOLA ROAD 106 CAPITOLA CA 95010 Henry Castaniada Director 0.00 0.00 X 0 0 0 ALAN AMAN Director 0.10 0.00 X 0 0 0 Adam Kraten Director 0.00 0.00 X 0 0 0 LISA CRIVELLO Secretary 0.10 0.00 X 0 0 0 Michael Milward Director 0.00 0.00 X 0 0 0 RICK HOFSTETTER Director 0.10 0.00 X 0 0 0 Jerry Muenzer Director 0.00 0.00 X 0 0 0 AUDRA EARLE Director 0.10 0.00 X 0 0 0 CAROLYN COLEMAN Director 0.10 0.00 X 0 0 0 PATRICK FOLEY Director 0.10 0.00 X 0 0 0 MARY DAMM Director 2.00 0.00 X 0 0 0 TINA SHULL Director 0.10 0.00 X 0 0 0 DONNA MURPHY President 2.00 0.00 X X 0 0 0 ALAN MCKAY VP - CAMPAIGN 2.00 0.00 X X 0 0 0 KAREN SEMINGSON Director 0.10 0.00 X 0 0 0 JENNIFER JANES Director 0.10 0.00 X 0 0 0 KRISTIN DITLEVSEN Director 0.10 0.00 X 0 0 0 JON DITLEVSEN Director 0.10 0.00 X 0 0 0 JULIE GIANNOTTA Director 0.10 0.00 X 0 0 0 ROBERT MURPHY Director 0.10 0.00 X 0 0 0 TONEE PICARD VP - Campaign 2.00 0.00 X X 0 0 0 John Larse Director 0.00 0.00 X 0 0 0 JACCI STERLING Director 0.10 0.00 X 0 0 0 Steve Snodgrass Treasurer 0.00 0.00 X X 0 0 0 MICHAEL WATKINS Director 0.10 0.00 X 0 0 0 BILL TYSSELING Director 0.10 0.00 X 0 0 0 FELIX ROBLES Director 0.10 0.00 X 0 0 0 RON SLACK Director 0.10 0.00 X 0 0 0 BRIAN SPECTOR Director 0.10 0.00 X 0 0 0 MARY L GOEKE Executive Direc 40.00 0.00 X 111078 0 0 KAREN SULLIVAN CFO 40.00 0.00 X 90000 0 0 201078 1 false false false 0 1775574 1398097 3173671 Fees for Service 561000 1650 1650 1650 4856 4856 0 0 0 0 106240 51244 54996 54996 0 0 0 3235173 1650 59852 340000 340000 0 0 0 201078 102647 81769 16662 0 868432 677392 123483 67557 85828 58492 22697 4639 228946 156028 60543 12375 87891 59898 23242 4751 0 0 0 0 0 0 0 0 0 0 0 106650 50004 40262 16384 0 0 0 0 0 7128 7128 7211 7211 PROFESSIONAL FEES 804276 708664 84637 10975 SUPPLIES 158749 140445 18267 37 STIPENDS 88447 88447 TRAVEL, TRAINING, CONFERENCES 80356 67726 8921 3709 118678 51987 21948 44743 3183670 2501730 500108 181832 140024 419958 523911 173403 1070020 924131 0 0 0 0 0 35848 45809 134072 112069 29131 22003 0 0 0 0 5780 5780 1804714 1591084 435742 181685 523319 538677 959061 720362 X 231681 159357 608972 706365 5000 5000 845653 870722 1804714 1591084 51503 -26434 X false true X true false X 1325003 1502240 1665502 3011144 3173671 10677560 0 0 1325003 1502240 1665502 3011144 3173671 10677560 0 10677560 22875 10961 10114 7738 4856 56544 0 48614 99421 113861 94681 107890 464467 11198571 0.95350 0.94930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16773 7458 9315 117299 104611 12688 22003 ALLOCATIONS PAYABLE 300000 DEFERRED EXCHANGE TRANSACTIONS 300 DEFERRED RENT 35764 DESIGNATIONS PAYABLE 202613 538677 X 3286417 51244 51244 3235173 3235173 3234914 51244 51244 3183670 3183670 Part X : FIN48 Footnote The Organization has implemented new accounting standards associated with uncertainty in income taxes. Accordingly, the Organization shall initially recognize the financial statement effects of a tax position when it is more-likely-than-not, based on the technical merits, that the position will be sustained upon examination. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special event exp netted against revenue $51244 Part XII, Line 2d: Other expenses and losses per audited F/S Special event exp netted against revenue $51244 X X X X X X X false Golf Tournament 64563 64563 15004 12016 San Benito Extravaganza 23855 23855 132 7645 2 14967 14967 4043 9148 103385 103385 19179 28809 47988 55397 true FAMILY SERVICE AGENCY 104 WALNUT AVE SUITE 208 SANTA CRUZ CA 95060 40000 0 SEE ATTACHED LIST SEE ATTACHED LIST VARIOUS CA 95062 300000 0 9999 0 Additional Supplemental Information ALLOCATIONS TO PARTNER PROGRAMS ($300,000):Encompass Community Services 21,429 Volunteer Center 21,165 Catholic Charities 20,632 YMCA Watsonville 14,715 Community Action Board 14,286 Santa Cruz Community Credit Union 14,285 Community Foundation of Santa Cruz County 13,755 Family Service Agency of of Central Coast 12,143 Hope Services 12,143 Arts Council of Santa Cruz County 10,000 Pajaro Middle School 10,000 San Lorezno Valley Unified School District 10,000 Santa Cruz Gardens Elementary 10,000 Seniors Council 9,878 Homeless Services Center 8,572 Santa Cruz Office of Education 8,571 Big Brothers Big Sisters 7,143 Dientes Community Dental Clinic 7,143 Hospice of Santa Cruz County 7,143 Senior Network Service 7,142 Women's Crisis Support - Defensa de Mujeres 6,785 Boys & Girls Club 5,357 Walnut Avenue Women's Center 5,000 Casa for San Benito County 5,000 Emmaus House 5,000 Advocacy, Inc. 4,572 Chamberlain's Children Center 4,000 Community Food Bank of SBC 4,000 Center for Community Advocacy 3,572 O'Neill Sea Odyssey 3,572 Boy Scouts of America 3,000 Girl Scouts of CA Central Coast 3,000 Ag Against Hunger 2,000 San Benito Arts Council 2,000 Catholic Charities Doicese of Monterey 1,000 Family Service Agency of the Central Coast 1,000 Jovenes de Antano 1,000 Grantmaker's Description of How Grants are Used THE 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. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: HEALTH CARE OUTREACH - Outreach to families about health insurance options for their uninsured children. Enroll children in Medical, Health Families or Healthy Kids Insurance. OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: 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 8: Various other community based programs. OTHER PROGRAM SERVICES 9: 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. Form 990, Part VI, Line 11b: Form 990 Review Process The 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 Conflicts CONFLICT 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 Employees A 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 Available Audited Financial Statements are available on our website. All other governing documents are available upon request.