UNITED WAY OF SANTA CRUZ COUNTY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF SANTA CRUZ COUNTY (EIN 94-1422471)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-09
IRS object ID
201401299349301350
Schema version
2012v2.0
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)
Timestamp2014-05-09T08:18:03-07:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Walters & Kondrasheff CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11729 Seabright Ave Suite BAddressLine1
CitySanta CruzCity
StateCAState
ZIP Code95062ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941422471EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF SANTA CRUZ COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone8314795466Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14450 CAPITOLA ROADAddressLine1
CityCAPITOLACity
StateCAState
ZIP Code95010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARY L GOEKEName
TitleExecutive DirecTitle
Date Signed2013-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMax A WaltersName
PTINP00252071PTIN
Phone8314298617Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts3113563GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteWWW.UNITEDWAYSC.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1974YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionOUR 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees24TotalNbrEmployees
Total Nbr Volunteers5000TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1665641ContributionsGrantsPriorYear
Contributions Grants Current Year3011144ContributionsGrantsCurrentYear
Program Service Revenue Prior Year50475ProgramServiceRevenuePriorYear
Program Service Revenue CY1275ProgramServiceRevenueCY
Investment Income Prior Year10114InvestmentIncomePriorYear
Investment Income Current Year7738InvestmentIncomeCurrentYear
Other Revenue Prior Year63386OtherRevenuePriorYear
Other Revenue Current Year93406OtherRevenueCurrentYear
Total Revenue Prior Year1789616TotalRevenuePriorYear
Total Revenue Current Year3113563TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year421925GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY320000GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year739944SalariesEtcPriorYear
Salaries Etc Current Year1346477SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year251541TotalFundrsngExpCurrentYear
Other Expense Prior Year598918OtherExpensePriorYear
Other Expenses Current Year1358122OtherExpensesCurrentYear
Total Expenses Prior Year1760787TotalExpensesPriorYear
Total Expenses Current Year3024599TotalExpensesCurrentYear
Revenues Less Expenses Prior Year28829RevenuesLessExpensesPriorYear
Revenues Less Expenses CY88964RevenuesLessExpensesCY
Total Assets BOY1636963TotalAssetsBOY
Total Assets EOY1804714TotalAssetsEOY
Total Liabilities BOY1065555TotalLiabilitiesBOY
Total Liabilities EOY959061TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY571408NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY845653NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO MOBILIZE OUR COMMUNITY TO CREATE OPPORTUNITIES FOR A GOOD LIFE FOR ALL.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1301790Expense
DescriptionUnited 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense717781Expense
Grants325536Grants
DescriptionHEALTH CARE OUTREACH - Outreach to families about health insurance options for their uninsured children. Enroll children in Medical, Health Families or Healthy Kids Insurance.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense271444Expense
Grants271444Grants
DescriptionCAMPAIGN 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense2291015TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096111NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees24NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonACCOUNTING DEPARTMENTNamePerson
Telephone Number8314795466TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14450 CAPITOLA ROAD 106AddressLine1
CityCAPITOLACity
StateCAState
ZIP Code95010ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BRIAN SPECTOR
Director0.100.00X000
RON SLACK
Director0.100.00X000
FELIX ROBLES
Director0.100.00X000
BILL TYSSELING
Director0.100.00X000
MICHAEL WATKINS
Director0.100.00X000
STEVE SNODGRASS
Treasurer2.000.00X000X
SCOTT MACDONALD
VP RELATIONS2.000.00X000X
JIM WEST
Director0.100.00X000
NANETTE MICKIEWICZ
VP - CAMPAIGN2.000.00X000X
JACCI STERLING
Director0.100.00X000
MICHAEL TURPIN
Director0.100.00X000
TONEE PICARD
Secretary2.000.00X000X
ROBERT MURPHY
Director0.100.00X000
JULIE GIANNOTTA
Director0.100.00X000
JON DITLEVSEN
Director0.100.00X000
KRISTIN DITLEVSEN
Director0.100.00X000
JENNIFER JANES
Director0.100.00X000
KAREN SEMINGSON
Director0.100.00X000
ALAN MCKAY
VP - CAMPAIGN2.000.00X000X
DONNA MURPHY
President2.000.00X000X
TINA SHULL
Director0.100.00X000
MARY DAMM
Director2.000.00X000
PATRICK FOLEY
Director0.100.00X000
CAROLYN COLEMAN
Director0.100.00X000
AUDRA EARLE
Director0.100.00X000
SALLY ANDERSON
Director0.100.00X000
RICK HOFSTETTER
Director0.100.00X000
DAVID CALLIS
Director0.100.00X000
LISA CRIVELLO
Director0.100.00X000
JOHN LARSE
Director0.100.00X000
ALAN AMAN
Director0.100.00X000
MARIE CUBILLAS
Director0.100.00X000
ANGELA CLINE
FORMER CFO40.000.0010984200X
KAREN SULLIVAN
CFO40.000.00359100X
MARY L GOEKE
Executive Direc40.000.0011643000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org229863TotalReportableCompFromOrg
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants1729551GovernmentGrants
All Other Contributions1281593AllOtherContributions
Total Contributions3011144TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionFees for ServiceDescription
Business Code561000BusinessCode
Total Revenue Column1275TotalRevenueColumn
Related Or Exempt Function Income1275RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1275TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7738TotalRevenueColumn
Exclusion$7,738ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events93406GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column93406TotalRevenueColumn
Exclusion$93,406ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3113563TotalRevenueColumn
Related Or Exempt Function Income1275RelatedOrExemptFunctionIncome
Exclusion$101,144ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total320000Total
Program Services320000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total229862Total
Program Services157872ProgramServices
Management And General45429ManagementAndGeneral
Fundraising26561Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total752584Total
Program Services516882ProgramServices
Management And General148738ManagementAndGeneral
Fundraising86964Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total82603Total
Program Services53883ProgramServices
Management And General20390ManagementAndGeneral
Fundraising8330Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total202361Total
Program Services132003ProgramServices
Management And General49952ManagementAndGeneral
Fundraising20406Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total79067Total
Program Services51577ProgramServices
Management And General19517ManagementAndGeneral
Fundraising7973Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total94401Total
Program Services33379ProgramServices
Management And General45678ManagementAndGeneral
Fundraising15344Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8285Total
Management And General8285ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6899Total
Program Services150ProgramServices
Management And General6749ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
SUPPLIES10920273767256209815
stipends162709162709
TRAVEL, TRAINING, CONFERENCES209482193275108545353
PROFESSIONAL FEES612912536519689097484

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total154232Total
Program Services58999ProgramServices
Management And General31922ManagementAndGeneral
Fundraising63311Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3024599Total
Program Services2291015ProgramServices
Management And General482043ManagementAndGeneral
Fundraising251541Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY73679BOY
EOY140024EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY572076BOY
EOY523911EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY942956BOY
EOY1070020EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY13107BOY
EOY35848EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis134072LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec104941LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY29365BOY
EOY29131EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5780BOY
EOY5780EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1636963BOY
EOY1804714EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY174849BOY
EOY435742EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY890706BOY
EOY523319EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1065555BOY
EOY959061EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY204575BOY
EOY231681EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY361833BOY
EOY608972EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5000BOY
EOY5000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY571408BOY
EOY845653EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1636963BOY
EOY1804714EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses88964ReconcilationRevenueExpenses
Reconcilation Prior Adjustment185281ReconcilationPriorAdjustment
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1754704CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1325003CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1502240CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1665502CurrentTaxYearMinus1Year
Current Tax Year3011144CurrentTaxYear
Total9258593Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1754704CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1325003CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1502240CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1665502CurrentTaxYearMinus1Year
Current Tax Year3011144CurrentTaxYear
Total9258593Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total1709258593PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years24825CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22875CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10961CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10114CurrentTaxYearMinus1Year
Current Tax Year7738CurrentTaxYear
Total76513Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years61623CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years48614CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years99421CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year113861CurrentTaxYearMinus1Year
Current Tax Year94681CurrentTaxYear
Total418200Total
FieldValueIRS element (for citing)
Total Support9753306TotalSupport
Public Support Pertcentage1700.94930PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94280PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis16773InvestmentCostOrOtherBasis
Depreciation5784Depreciation
Book Value10989BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis117299InvestmentCostOrOtherBasis
Depreciation99157Depreciation
Book Value18142BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings29131TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DESIGNATIONS PAYABLE$221,374
DEFERRED EXCHANGE TRANSACTIONS$21,945
ALLOCATIONS PAYABLE$280,000
FieldValueIRS element (for citing)
Total Of Amounts523319TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt3138563TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities25000DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99025000RevenueNotRptdF990
Revenue Subtotal3113563RevenueSubtotal
Total Revenue Per Form9903113563TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3049599TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities25000DonatedServicesUseOfFacilities
Expenses Not Rptd F99025000ExpensesNotRptdF990
Expenses Subtotal3024599ExpensesSubtotal
Total Expenses Per Form9903024599TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPart XIdentifier
Return ReferencePart X : FIN48 FootnoteReturnReference
ExplanationThe 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.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Golf TournamentNameOfEvent1
Gross Receipts Event162826GrossReceiptsEvent1
Gross Revenue Event162826GrossRevenueEvent1
Name Of Event2Direct MailNameOfEvent2
Gross Receipts Event216685GrossReceiptsEvent2
Gross Revenue Event216685GrossRevenueEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events13895GrossReceiptsOtherEvents
Gross Revenue Other Events13895GrossRevenueOtherEvents
Gross Receipts Total93406GrossReceiptsTotal
Gross Revenue Total Events93406GrossRevenueTotalEvents
Net Income Summary93406NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistance
SEE ATTACHED LIST
OCEAN STREETSANTA CRUZCA95062501(c)32800000
FAMILY SERVICE AGENCY
104 WALNUT AVE SUITE 208SANTA CRUZCA95060501(c)3400000
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants40TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierExplanationExplanation
Grantmaker's Description of How Grants are UsedTHE 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.
Additional Supplemental InformationALLOCATIONS TO PARTNER PROGRAMS ($280,000):Santa Cruz Community Ventures - $14,285Family Service Agency of the Central Coast - $12,143Santa Cruz Community Counseling Center - $17,858 Volunteer Center - $17,858Y.M.C.A., Watsonville - $10,714Health Improvement Partnership - $7,143Big Brothers/Big Sisters - $7,143Walnut Avenue Women's Center - $5,000Santa Cruz AIDS Project - $3,572 Catholic Charities - $10,714Senior Network Services - $7,142Hospice of Santa Cruz County - $7,142 Hope Services - $12,143Boys & Girls Club - $5,357O'Neill Sea Odyssey - $3,572Seniors Council - $6,072Project Bike Trip - $3,572Women's Crisis Support - $6,785Community Action Board - $14,285Center for Community Advocacy - $3,572Homeless Services Center - $8,571County Office of Education - $8,571Dientes - $7,142Senior Citizens Legal Services - $5,572Advocacy, Inc - $3,572San Lorenzo Valley Unified School District - $10,000Cultural Council (SPECTRA) - $10,000 Pajaro Valley Unified School District - $10,000 Santa Cruz Gardens Elementary - $10,000 CASA of San Benito County - $5,000Girl Scouts - $2,800YMCA of San Benito County - $2,500Hollister Youth Alliance - $1,250San Benito County Arts Council - $1,500Emmaus House - $4,500Chamberlains Children Center - $3,500Del Mar Care Givers - $1,750Community Food Bank of SBC - $2,500Ag Against Hunger - $3,200Jovenes - $2,000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAudited Financial Statements are available on our website. All other governing documents are available upon request.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesA 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 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsCONFLICT OF INTEREST POLICY IS INCLUDED IN THE CODE OF ETHICS THAT PROVIDED TO ALL EMPLOYEES.
Form 990, Part VI, Line 11bForm 990, Part VI, Line 11b: Form 990 Review ProcessThe 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 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtFAMILY RELATIONSHIP, DIRECTORS KRISTEN DITLEVSEN AND JON DITLEVSEN
Form 990, Part III, Line 4dForm 990, Part III, Line 4d: Other Program Services DescriptionOTHER 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: TOGETHER FOR YOUTH: A COUNTYWIDE COLLABORATIVE THAT HAS OPERATED SINCE 1977. IT HAS SUCCESSFULLY REDUCED TEEN DRUG AND ALCOHOL USE BY MOBILIZING THE COMMUNITY TO BE AWARE AND ELIMINATE THE FACTORS THAT PUT YOUTH AT RISK OF DRUG AND ALCOHOL USE AND TO INCREASE OPPORTUNITIES FOR HEALTHY ALTERNATIVES. IN FY 2011-12 THE FOCUS OF THE TOWN HALL MEETINGS AND PUBLIC AWARENESS CAMPAIGNS WERE ON THE TWO MOST DESTRUCTIVE SUBSTANCES IN OUR COUNTY: ALCOHOL AND METHAMPHETAMINE. OTHER PROGRAM SERVICES 6: SANTA CRUZ COUNTY NON-PROFIT EFFECTIVENESS - THIS FUND MAKES GRANTS AVAILABLE TO NON-PROFIT ORGANIZATIONS TO HIRE CONSULTANTS TO ASSIST THEM WITH MERGERS, ADMINISTRATIVE CONSOLIDATIONS AND SHARED PROGRAMMING. 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. OTHER PROGRAM SERVICES 10: HOMELESS ACTION PARTNERSHIP - HAP IS A BROAD COMMUNITY WIDE ACTION TEAM TO IMPLEMENT A CONTINUUM OF CARE STRATEGY FOR RESOLVING HOMELESSNESS. THE HAP'S MISSION IS TO DEVELOP AND IMPLEMENT A COORDINATED SYSTEM OF HOUSING AND SERVICES FOR PREVENTING AND ENDING HOMELESSNESS IN SANTA CRUZ COUNTY. OTHER PROGRAM SERVICES 11: 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.

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