2026-04-07T11:03:39-05:00 2025-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2024-07-01 941669646 UNITED WAY OF THE WINE COUNTRY UNIT 7075284485 975 CORPORATE CENTER PKWY 160 SANTA ROSA CA 954075466 LISA CARRENO PRESIDENT/CEO 7075284485 2026-04-07 1 1 LOTASHA THOMAS P01225273 7075778806 2026-03-25 2024 2025-03-06 01:10:19Z LISA CARRENO 975 CORPORATE CENTER PKWY 160 SANTA ROSA CA 954075466 1693455 0 X WWW.UNITEDWAYWINECOUNTRY.ORG X 1967 CA TO IMPROVE FINANCIAL STABILITY FOR ALL FAMILIES THROUGHOUT OUR SERVICE AREA BY ACTIVATING LOCAL BUSINESSES, INSPIRING INDIVIDUAL INVESTMENT, ADVANCING COMMUNITY COLLABORATIVES, AND INFLUENCING PUBLIC POLICY. 9 9 8 199 0 0 1582420 1683904 51793 0 21593 9551 462 0 1656268 1693455 129068 169163 0 0 738393 818284 0 0 520466 1413568 1338285 2281029 2325732 -624761 -632277 2458308 1557758 1233020 964747 1225288 593011 THE MISSION OF THE UNITED WAY OF THE WINE COUNTRY IS TO IMPROVE FINANCIAL STABILITY FOR ALL FAMILIES THROUGHOUT OUR SERVICE AREA BY ACTIVATING LOCAL BUSINESSES, INSPIRING INDIVIDUAL INVESTMENT, ADVANCING COMMUNITY COLLABORATIVES, AND INFLUENCING PUBLIC POLICY. 0 0 624391 FUNDING FOR 211 SONOMA SUPPORTS FREE, CONFIDENTIAL, 24/7 INFORMATION AND REFERRAL SERVICES, AS WELL AS LIVESTAFF SOCIAL CARE COORDINATION THAT CONNECTS SONOMA COUNTY RESIDENTS WITH ESSENTIAL HEALTH, SOCIAL, AND DISASTERRELATED RESOURCES BY PHONE, BY TEXT AT 898211, AND ONLINE AT 211SONOMA.ORG. 211 SONOMA PROVIDES MULTILINGUAL SUPPORT AND REALTIME NAVIGATION TO THOUSANDS OF LOCAL SERVICES, HELPING MORE THAN 17,000 COMMUNITY MEMBERS ANNUALLY TO MEET BASIC NEEDS AND ACCESS STABILITY BUILDING OPPORTUNITIES. THE PROGRAM ALSO SERVES AS AN OFFICIAL COMMUNICATIONS PARTNER TO THE COUNTY OF SONOMA DEPARTMENT OF EMERGENCY MANAGEMENT, DELIVERING TIMELY, TRUSTED INFORMATION DURING DISASTERS, EXTREME WEATHER, AND OTHER EMERGENCIES. 578949 169163 FUNDING FOR EARN IT! KEEP IT! $AVE IT! FREE TAX ASSISTANCE DELIVERS A VOLUNTEER-DRIVEN TAX PREPARATION PROGRAM THAT HELPS LOW TO MODERATE-INCOME HOUSEHOLDS EARNING $79,000 OR LESS TO ACCESS THE FEDERAL AND STATE TAX CREDITS THEY'VE EARNED, INCLUDING THE CALEITC AND CHILD TAX CREDIT. THROUGH TRUSTED COMMUNITY PARTNERSHIPS AND TRAINED IRS-CERTIFIED PREPARERS, EKS PROVIDES ACCURATE, NO-COST FILING SERVICES THAT STRENGTHEN FAMILY FINANCIAL STABILITY AND ECONOMIC SECURITY FOR MORE THAN 6,000 HOUSEHOLDS ANNUALLY. THE PROGRAM BRINGS MORE THAN $13 MILLION BACK INTO THE LOCAL ECONOMY EACH YEAR BY ENSURING ELIGIBLE RESIDENTS SAVE ON PAID TAX PREPARERS AND RECEIVE THEIR FULL REFUNDS. 1203340 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X LISA CARRENO 7075284485 975 CORPORATE CENTER PARKWAY SUITE SANTA ROSA CA 95407 ROSEANNE IBARRA CHAIR 2.00 X X 0 0 0 KRYSTAL HUMPHREY TREASURER 2.00 X X 0 0 0 JOCELYN LIN SECRETARY 2.00 X X 0 0 0 ANGELA STRUCKMANN DIRECTOR, END 1/25 1.00 X 0 0 0 EMILY DEBACKER DIRECTOR 1.00 X 0 0 0 HENRI KOMRIJ PAST BOARD CHAIR 1.00 X 0 0 0 KEVIN JONES DIRECTOR 1.00 X 0 0 0 KRISTIN BERGER DIRECTOR 1.00 X 0 0 0 SOCORRO SHEILS DIRECTOR 1.00 X 0 0 0 TINA SHELDON IMMEDIATE PAST CHAIR 1.00 X 0 0 0 LISA CARRENO PRESIDENT & CEO 40.00 X 155296 0 25543 155296 0 25543 1 0 1 0 UNITED WAYS OF CALIFORNIA 1107 FAIR OAKS AVE 12 SOUTH PASADENA CA 91030 CONTRACTED SERVICES 313151 INTERFACE CHILDREN & FAMILY SERVICES 4001 MISSION OAKS BLVD I CAMARILLO CA 93012 2-1-1 SERVICES 109211 BDO USA LLP 600 THIRD AVENUE 3RD FLOOR NEW YORK NY 10016 ACCOUNTING SERVICES 103925 3 388142 530966 764796 1683904 9551 9551 1693455 0 0 9551 X 169163 169163 186881 37377 56064 93440 492455 261861 147736 82858 8739 6206 2533 83112 41590 25023 16499 47097 21194 14129 11774 168682 75907 50605 42170 743004 358770 209583 174651 72467 54350 18117 26004 11701 7803 6500 36896 16603 11069 9224 146609 65974 43983 36652 17956 8978 4489 4489 3380 1521 1014 845 13404 6032 4021 3351 19257 8666 5777 4814 AFFILIATION DUES 32713 14721 9814 8178 OTHER 27614 12427 8283 6904 IN KIND EXPENSE 20100 20100 AWARDS & SPONSORSHIPS 10199 10199 2325732 1203340 601926 520466 222084 570909 402117 285584 1005316 199966 40168 33084 234974 200296 11750 34678 233999 0 542874 433537 2458308 1557758 436610 344165 796410 620582 1233020 964747 X 725288 285756 500000 307255 1225288 593011 2458308 1557758 -632277 0 X 0 0 0 X 2342849 2950411 2216282 1582420 1683904 10775866 2342849 2950411 2216282 1582420 1683904 10775866 6141 10769725 11760 4569 13590 21593 9551 61063 75484 12809 17288 462 106043 10942972 235322 0.98420 0.98590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148857 114179 34678 86117 86117 0 34678 SECURITY DEPOSIT 4000 OPERATING LEASE RIGHT OF USE ASSET 429537 433537 DESIGNATIONS PAYABLE 136276 OPERATING LEASE LIABILITY 484306 620582 1 NORTH COAST OPPORTUNITIES (NCO) 413 N STATE STREET UKIAH CA 95482 941671958 501(C)3 50000 0 EARN IT! KEEP IT! SAVE IT! SONOMA COUNTY ACTION NETWORK (CAP) 141 STONY CIRCLE SUITE 210 SANTA ROSA CA 95401 941648949 501(C)3 29270 0 EARN IT! KEEP IT! SAVE IT! NUESTRA ALLIANZA DE WILLITS 291 SCHOOL STREET SUITE 1 WILLITS CA 95490 043732550 501(C)3 21670 0 EARN IT! KEEP IT! SAVE IT! RED LATINX THE HUB 2455 BENNET VALLEY ROAD SUITE B314 SANTA ROSA CA 95404 852706759 501(C)3 19036 0 EARN IT! KEEP IT! SAVE IT! REDWOOD COMMUNITY ACTION AGENCY 904 G STREET EUREKA CA 95501 942646370 501(C)3 18629 0 EARN IT! KEEP IT! SAVE IT! RIVER TO COAST CHILDREN SERVICES 16300 FIRST STREET GUERNEVILLE CA 95446 942378459 501(C)3 11682 0 EARN IT! KEEP IT! SAVE IT! LA LUZ CENTER 17560 GREGER STREET SONOMA CA 95476 680228235 501(C)3 9459 0 EARN IT! KEEP IT! SAVE IT! OUR LADY OF GUADALUPE 8400 OLD REDWOOD HWY WINDSOR CA 95492 680351060 501(C)3 9417 0 EARN IT! KEEP IT! SAVE IT! 8 X X X 0 0 0 0 0 0 0 0 0 LISA CARRENO PRESIDENT & CEO 155296 0 0 0 0 0 9489 0 16054 0 180839 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS ESTABLISHED BY THE APPROVAL OF THE BOARD OF DIRECTORS, A COMPENSATION COMMITTEE AND DISCLOSED IN A WRITTEN EMPLOYMENT CONTRACT. LISA CARRENO PRESIDENT 5000 CHARGES FOR REGISTRATION/PARTICIPATION IN PROGRAMMING PRESENTED BY LOS CIEN SONOMA INCURRED BY LISA CARRENO WHO IS A BOARD MEMBER OF LOS CIEN. 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE AND BOARD FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RELIES ON SELF-DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A COMPENSATION SURVEY OR STUDY AND A COMPARISON OF OTHER NON-PROFIT ORGANIZATIONS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO, TOP MANAGEMENT AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION PROVIDES THE TAX RETURN AND FINANCIAL STATEMENTS ON THE WEBSITE. FORM 990, PART IX, LINE 11G IT CONTRACTOR: PROGRAM SERVICE EXPENSES 27,932. MANAGEMENT AND GENERAL EXPENSES 18,621. FUNDRAISING EXPENSES 15,518. TOTAL EXPENSES 62,071. HR: PROGRAM SERVICE EXPENSES 1,812. MANAGEMENT AND GENERAL EXPENSES 1,208. FUNDRAISING EXPENSES 1,006. TOTAL EXPENSES 4,026. FINANCE/CRM: PROGRAM SERVICE EXPENSES 16,683. MANAGEMENT AND GENERAL EXPENSES 11,122. FUNDRAISING EXPENSES 9,268. TOTAL EXPENSES 37,073. PROGRAM RELATED: PROGRAM SERVICE EXPENSES 257,968. MANAGEMENT AND GENERAL EXPENSES 142,379. FUNDRAISING EXPENSES 118,649. TOTAL EXPENSES 518,996. RESOURCE DEVELOPMENT: PROGRAM SERVICE EXPENSES 45,554. MANAGEMENT AND GENERAL EXPENSES 30,369. FUNDRAISING EXPENSES 25,308. TOTAL EXPENSES 101,231. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 6,581. MANAGEMENT AND GENERAL EXPENSES 4,390. FUNDRAISING EXPENSES 3,657. TOTAL EXPENSES 14,628. PAYROLL FEES: PROGRAM SERVICE EXPENSES 2,240. MANAGEMENT AND GENERAL EXPENSES 1,494. FUNDRAISING EXPENSES 1,245. TOTAL EXPENSES 4,979.