2015-04-29T11:36:09-07:00 2014-06-30 Stoltey & Associates PO Box 57 Los Olivos CA 93441 990 2013-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 G PAUL DIDIER CFP SEC/CEO/PRES 2015-04-29 true BRAD STOLTEY CPA P00241354 8056895880 X 2013 2016-02-25 16:41:14Z John T Hanna 320 GUTIERREZ STREET SANTA BARBARA CA 93101 5576040 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 61 3500 0 3325083 2545240 0 106807 369266 166004 129807 3597894 3044313 781825 1016903 0 1202767 1267522 0 266293 785287 927187 2769879 3211612 828015 -167299 11890748 12177909 3071669 3006246 8819079 9171663 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 statement:Everyone should have the opportunity to lead a good life. At the most basic level, people must have access to health care to ensure good health and, in order to learn, people of all ages must have opportunities designed to assist them in preparing to sustain themselves and their families. People deserve to have pathways for earning a decent living and building financial stability for their families.United Way of Santa Barbara County advances opportunities for people to lead successful lives by focusing on the three key building blocks of a good life: education, income and health. United Way builds a stronger community within public, private and non-profit sectors through community engagement, public policy advocacy, research and results-based funding.We strive to serve the whole community and assure all local residen false false 2484844 1016903 United Way of Santa Barbara County is not merely a fundraising agent, but 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 150 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, 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. - 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. - fun in the sun: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 2,600 tax returns and generated more than $5,200,000 in refunds for poor families through Santa Barbara High School and Housing Authority Volunteer Income Tax Assistance (VITA) program along with 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. We launched "My Healthy Child SB" website and pediatrician services,a searchable on-line directory of local services for parents and caregivers of 0-5 year olds. more than 30,000 uses in 2014 saved users over $1.7 million.Some Voluntarism Examples: - In September we had 1,500 volunteers collaborate to deliver $350,000 worth of assistance to 52 charitable improvement activities throughout our community during our annual "Day of Caring" event. We continued "www.volunteersbc.org" an on-line volunteer matching service, to increase the quality and quantity of local volunteers with more than 20,000 visitors per year. 2484844 true true false false false false false false false true true true false true false true true false false false false false false false true false false true false true false false false false false false false false false false false true false false false false false false false false false true 38 0 true 61 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 true false false true true true true true true true false false X X cindy young 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 John T Hanna Chairman 1.00 0.00 X X 0 0 0 Joe Holland 1ST VICE CHAIR 1.00 0.00 X X 0 0 0 DIANE B DOIRON CLU 2ND VICE CHAIR 1.00 0.00 X X 0 0 0 Tom Thomas PAST Chairman 1.00 0.00 X X 0 0 0 G PAUL DIDIER CFP SEC/CEO/PRES 40.00 0.00 X X 203014 0 43918 RICK SCOTT Treasurer 1.00 0.00 X X 0 0 0 JAMES ARMSTRONG Director 1.00 0.00 X 0 0 0 David Cash Ph D Director 1.00 0.00 X 0 0 0 Lance Connor Director 1.00 0.00 X 0 0 0 Henry Dubroff Director 1.00 0.00 X 0 0 0 Blas Garza Director 1.00 0.00 X 0 0 0 Lori Gaskin Director 1.00 0.00 X 0 0 0 Renee Grubb Director 1.00 0.00 X 0 0 0 John Karbula 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 Bob Montgomery 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 Ron Werft Director 1.00 0.00 X 0 0 0 John Wigle Director 1.00 0.00 X 0 0 0 203014 43918 1 false true false 0 2545240 194080 2545240 0 138470 138470 0 0 0 2636590 2405794 230796 230796 230796 255740 125933 129807 129807 0 0 0 3044313 230796 268277 1016903 1016903 0 0 0 246932 123466 61733 61733 0 794969 647531 66270 81168 82628 66144 248 16236 47832 38290 143 9399 95161 76176 285 18700 236 189 1 46 1500 1500 15697 15697 0 0 55911 55911 101909 99358 372 2179 64901 51953 195 12753 229172 203847 764 24561 15497 12405 46 3046 0 42438 33972 127 8339 9537 7634 29 1874 0 19362 15499 58 3805 360 288 1 71 23179 18555 70 4554 60742 48624 182 11936 27545 22050 83 5412 ALLOWANCE FOR BAD DEBT 256753 256753 MISCELLANEOUS 2448 1960 7 481 0 3211612 2484844 460475 266293 921003 994835 1234546 670296 528002 410959 0 0 0 0 0 49427 130386 2875563 2438713 411221 436850 4657149 5785305 1935698 1693986 0 0 2153702 2055292 11890748 12177909 115379 128691 990127 909802 1966163 1967753 3071669 3006246 X 6101459 6491116 528002 490929 2189618 2189618 8819079 9171663 11890748 12177909 -167299 519883 X false true X true false X 2686101 2810681 4049569 3325083 2545240 15416674 0 0 2686101 2810681 4049569 3325083 2545240 15416674 0 15416674 47344 135150 123789 183908 138470 628661 0 0 16045335 0.96080 0.96170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6798713 25373 750280 383304 7191062 5837157 671592 601348 311384 6798713 4743670 1605786 -263944 248355 5837157 3922525 13103 1035660 227618 4743670 33398 435917 274714 3922525 3922525 0.70000 0.30000 false false false 218000 218000 1364484 1241874 122610 805927 711366 94561 487152 485473 1679 436850 1693986 FUTURE INTERESTS 1967753 2055292 X 3564196 519883 519883 3044313 3044313 3211612 3211612 3211612 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 2011, 2012, and 2013 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 255740 255740 5000 33580 3800 83553 255740 255740 5000 33580 3800 83553 125933 129807 true CARPINTERIA UNIFIED SCHOOL 1400 LINDEN AVENUE CARPINTERIA CA 93103 956101195 GOVT 6523 0 COMMUNITY BASED PROGRAMS CATHOLIC CHARITIES 609 E HALEY SANTA BARBAR CA 93103 951690973 501(C)(3) 9675 0 COMMUNITY BASED PROGRAMS COUNCIL ON ALCHOL & DR 232 E CANON PERDIDO SANTA BARBARA CA 93101 951878858 501(C)(3) 10000 0 COMMUNITY BASED PROGRAMS FOODBANK OF SANTA BARBARA COU 4554 HOLLISTER SANTA BARBARA CA 93110 770169214 501(C)(3) 7000 0 COMMUNITY BASED PROGRAMS FRIENDSHIP DAY CARE CE 89 EUCALPTUS LANDE SANTA BARBARA CA 93108 953398938 501(C)(3) 11500 0 COMMUNITY BASED PROGRAMS GIRLS INC- GREATER SB PO BOX 236 SANTA BARBARA CA 93102 956006417 501(C)(3) 8500 0 COMMUNITY BASED PROGRAMS HARDING ELEMENTARY SCHOOL 1625 ROBBINS STREET SANTA BARBARA CA 93101 770069325 GOVT 7000 0 COMMUNITY BASED PROGRAMS ISLA VISTA YOUTH PROJE 6842 Phelps Road GOLETA CA 93117 953007419 501(C)(3) 5043 0 COMMUNITY BASED PROGRAMS MCKINLEY ELEMENTARY SCHOOL 350 LOMA ALTA DRIVE SANTA BARBARA CA 93101 770069325 GOVT 7000 0 COMMUNITY BASED PROGRAMS VISITING NURSES & HOSPICE CAR 222 E CANON PERDIDO SANTA BARBARA CA 93101 951641969 501(C)(3) 12500 0 COMMUNITY BASED PROGRAMS 10 0 Grantmaker's Description of How Grants are Used ONCE A YEAR EACH GRANT RECIPIENT MUST COMPLETE A REPORT ON HOW FUNDS WERE USED. X X X X X false false false false false false false false false false G PAUL DIDIER CFP SEC/CEO/PRES 175000 28014 24718 19200 246932 X 146860 est fmv X 30900 est fmv X misc 16320 est fmv false false false 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