2014-04-21T13:27:10-07:00 2013-06-30 Stoltey & Associates PO Box 57 Los Olivos CA 93441 990 2012-07-01 951641968 UNITED WAY OF SANTA BARBARA COUNTY INC UNIT 8059658591 320 GUTIERREZ STREET SANTA BARBARA CA 93101 G PAUL DIDIER CFP 2014-04-21 true BRAD STOLTEY CPA P00241354 8056895880 X 2012 2015-11-30 17:44:51Z John T Hanna 320 GUTIERREZ STREET SANTA BARBARA CA 93101 3936295 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. 23 22 42 2000 0 4049569 3325083 0 147210 106807 130465 166004 4327244 3597894 879113 781825 0 1034629 1202767 0 113691 744432 785287 2658174 2769879 1669070 828015 10698611 11890748 3291534 3071669 7407077 8819079 Right here, right now, with the Power of Partnership, United Way is improvingthe lives of children, families, seniors and you.United Way of Santa Barbara County: 1. Multiplies donor impact: To achieve local community driven 10-year goals. 2. Accomplishes lasting change: Complex community goals demand innovative solutions. Our goal is to create long lasting changes that prevent problems from happening in the first place. 3. Focuses on Power of Partnership priorities: Helping local children, families and seniors with a focus on health, education and financial stability utilizing fund raising, advocacy and voluntarism. false false 2301249 781825 United Way of Santa Barbara County is not merely a fundraising agent, but acts as a unifying and multiplying force. We currently support sixteen education partnerships,seven financial stability partnerships,six health partnerships and twenty-two grants 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 stability, 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. - The primary goal of the Fun In The Sun 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/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 2,100 tax returns and generated more than $4,100,000 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 2013 saved users over $1.4 million.Some Voluntarism Examples: - In September we had 1,700 volunteers collaborate to deliver $250,000 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. 2301249 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 36 0 true 42 true false false false false false false false false 0 false false false false false false false false false false X 23 22 false false false false false false false true true false false true true true true true true true false false CA X X JERRY NEWTON 8059658591 320 E GUTIERREZ ST SANTA BARBARA CA 93101 JOHN WIGLE 1.00 0.00 X 0 0 0 RON WERFT 1.00 0.00 X 0 0 0 ANDREEA SERBAN 1.00 0.00 X 0 0 0 DAVID PRICHARD 1.00 0.00 X 0 0 0 MICHAEL NOLING 1.00 0.00 X 0 0 0 BOB MONTGOMERY 1.00 0.00 X 0 0 0 GEORGE LEIS 1.00 0.00 X 0 0 0 BLAS GARZA 1.00 0.00 X 0 0 0 HENRY DUBROFF 1.00 0.00 X 0 0 0 Cliff Lundberg 1.00 0.00 X 0 0 0 WILLIAM CURTIS 1.00 0.00 X 0 0 0 RON CORTEZ 1.00 0.00 X 0 0 0 LANCE CONNOR 1.00 0.00 X 0 0 0 DAVID CASH 1.00 0.00 X 0 0 0 THOMAS BRASHEARS 1.00 0.00 X 0 0 0 Joanne Funari 1.00 0.00 X 0 0 0 JAMES ARMSTRONG 1.00 0.00 X 0 0 0 RICK SCOTT 1.00 0.00 X X 0 0 0 G PAUL DIDIER CFP 40.00 0.00 X X 199000 0 33074 Tom Thomas 1.00 0.00 X X 0 0 0 DIANE B DOIRON CLU 1.00 0.00 X X 0 0 0 Joe Holland 1.00 0.00 X X 0 0 0 John T Hanna 1.00 0.00 X X 0 0 0 199000 33074 1 false true false 0 3325083 194759 3325083 0 183908 183908 0 0 0 139085 216186 -77101 -77101 -77101 288219 122215 166004 166004 0 0 0 3597894 -77101 349912 781825 781825 0 0 0 232074 195925 21450 14699 0 749864 633061 69309 47494 82205 69401 7598 5206 53461 45134 4941 3386 85163 71898 7871 5394 0 0 19000 16041 1756 1203 0 0 51347 43349 4746 3252 52397 44236 4842 3319 82185 69384 7596 5205 183621 155020 16971 11630 13334 11257 1232 845 0 51153 43185 4728 3240 14666 12382 1355 929 0 17581 14843 1625 1113 49 41 5 3 15132 12775 1399 958 61061 52176 5270 3615 29011 24492 2681 1838 MISCELLANEOUS 5714 4824 528 362 ALLOWANCE FOR BAD DEBT 189036 189036 0 2769879 2301249 354939 113691 540883 921003 742399 1234546 494721 528002 0 0 0 0 0 63456 49427 2789004 2377783 457945 411221 4359368 4657149 1876116 1935698 0 0 2163723 2153702 10698611 11890748 117378 115379 1110433 990127 2063723 1966163 3291534 3071669 X 4732808 6101459 494721 528002 2179548 2189618 7407077 8819079 10698611 11890748 828015 583987 X false true X true false X 4016876 2686101 2810681 4049569 3325083 16888310 0 0 4016876 2686101 2810681 4049569 3325083 16888310 0 16888310 183279 47344 135150 123789 183908 673470 0 0 17561780 0.96170 0.96000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5837157 671592 601348 311384 6798713 4743670 1605786 -263944 248355 5837157 3922525 13103 1035660 227618 4743670 3727924 33398 435917 274714 3922525 162147 -1000910 267304 3727924 3727924 0.67790 0.32210 false false false 218000 218000 1331207 1219381 111826 752645 674051 78594 487152 484351 2801 411221 1935698 FUTURE INTERESTS 1966163 2153702 X 4181881 583987 583987 3597894 3597894 2769879 2769879 2769879 Part X 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), therefore no amounts for income taxes are reflected in the accompanying financial statements.In June 2006, the Financial Accounting Standards Board issued ASC 740-10 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), which prescribed a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The Organization has adopted ASC 740-10. There was no impact to the Organization's financial statements as a result of the implementation of ASC 740-10. Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. CHILDREN SERVICE PROGRAMS, COMMUNITY BASED PROGRAMS, BUILDING MAINTENANCE AND OPERATIONS. X X X X X X X false CA RED FEATHER BALL 288219 288219 15020 3495 49625 5725 48350 288219 288219 15020 3495 49625 5725 48350 122215 166004 true VISITING NURSES & HOSPICE CAR 222 E CANON PERDIDO SANTA BARBARA CA 93101 951641969 8438 0 COMMUNITY BASED PROGRAMS UNITED BOYS & GIRLS CLUB SB 5638 HOLLISTER AVENUE GOLETA CA 93117 237087814 39767 0 COMMUNITY BASED PROGRAMS SANTA BARBARA SCHOOL 720 SANTA BARBARA ST SANTA BARBARA CA 93101 300690985 GOVERNMENT 14929 0 SCHOOL PROGRAMS ISLA VISTA YOUTH PROJE 6842 Phelps Road GOLETA CA 93117 953007419 16700 0 COMMUNITY BASED PROGRAMS GIRLS INC - CARPINTER 5315 FOOTHILL ROAD CARPINTERIA CA 93013 237430292 46634 0 COMMUNITY BASED PROGRAMS GIRLS INC- GREATER SB PO BOX 236 SANTA BARBARA CA 93102 956006417 6737 0 COMMUNITY BASED PROGRAMS FRIENDSHIP DAY CARE CE 89 EUCALPTUS LANDE SANTA BARBARA CA 93108 953398938 13800 0 COMMUNITY BASED PROGRAMS FOODBANK OF SANTA BARBARA COU 4554 HOLLISTER SANTA BARBARA CA 93110 770169214 9787 0 FAMILY SERVICES AGENCY 123 W GUTIERREZ ST SANTA BARBARA CA 93101 951644031 24018 0 COMMUNITY BASED PROGRAMS COUNCIL ON ALCHOL & DR 232 E CANON PERDIDO SANTA BARBARA CA 93101 951878858 9400 0 COMMUNITY BASED PROGRAMS CATHOLIC CHARITIES 609 E HALEY SANTA BARBAR CA 93103 951690973 6500 0 COMMUNITY BASED PROGRAMS 10 1 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 175000 24000 16574 16500 232074 X 194759 EST FMV false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UPON REQUEST Form 990, Part VI, Line 15a 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 12c 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 11b 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.