UNITED WAY OF SANTA BARBARA COUNTY INC DAF sponsor
Cite this
Plain text UNITED WAY OF SANTA BARBARA COUNTY INC. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/united-way-of-santa-barbara-county-inc-951641968. Retrieved 2026-10-25.
APA furp.org. (n.d.). UNITED WAY OF SANTA BARBARA COUNTY INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 25, 2026, from https://furp.org/org/united-way-of-santa-barbara-county-inc-951641968
MLA “UNITED WAY OF SANTA BARBARA COUNTY INC.” furp.org, tax years 2012–2024, https://furp.org/org/united-way-of-santa-barbara-county-inc-951641968. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $4.4M · expenses $3.8M · assets $17.0M
- EIN
- 95-1641968
- Address
- 320 E GUTIERREZ ST, SANTA BARBARA, CA 93101-1707
- Website
- UNITEDWAYSB.ORG
- NTEE code
- T700
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 1953 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2016). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO ENRICH THE LIVES OF CHILDREN AND FAMILIES AND BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS AND PARTNERSHIPS THAT IMPROVE SCHOOL READINESS AND ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, AND CRISIS RESPONSE AND RECOVERY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Steve Ortiz | PRESIDENT & CEO/BOARD SECR | 2016-2024 | $404,283 | $2,381,434 | 7 |
| Nicole Blair | CHIEF FINANCIAL OFFICER | 2020-2024 | $152,345 | $714,948 | 1 |
| Rose Levy | DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT | 2024 | $116,639 | $116,639 | 1 |
| Frances Contreras | DIRECTOR OF PROGRAMS & PARTNERSHIPS | 2024 | $111,560 | $111,560 | 1 |
| G Paul Didier Cfp Mba (former) | SEC/CEO/PRES | 2012-2015 | $256,119 | $1,003,599 | 1 |
| Guy Paul Dider (former) | President & CEO | 2016 | $441,131 | $441,131 | 1 |
| Melinda Cabrera (former) | VICE PRESIDENT | 2021-2022 | $157,244 | $285,372 | 1 |
Officers and directors, no compensation reported
57 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Cliff Lundberg | CHAIR | 2012-2024 | 1 | $0 reported | 1 |
| Diane B Doiron | VICE CHAIR | 2020-2024 | 1 | $0 reported | 1 |
| Susan Hersberger | VICE CHAIR | 2016-2024 | 1 | $0 reported | 1 |
| Leo Hamill | TREASURER | 2015-2024 | 1 | $0 reported | 1 |
| Rick Scott | IMMEDIATE PAST CHAIR | 2012-2024 | 1 | $0 reported | 2 |
| Sue Birch | DIRECTOR | 2022-2024 | 1 | $0 reported | 2 |
| Lance Connor | DIRECTOR | 2012-2024 | 1 | $0 reported | 1 |
| Dustin Dodgin | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| David Flattery | DIRECTOR | 2014-2024 | 1 | $0 reported | 1 |
| Robert Hollman | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Alex Koper | DIRECTOR | 2014-2024 | 1 | $0 reported | 7 |
| Terri Maus-Nisich | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Art Merovick | DIRECTOR | 2019-2024 | 1 | $0 reported | 3 |
| Kevin Nelson | DIRECTOR | 2015-2024 | 1 | $0 reported | 2 |
| Patrice Ryan | DIRECTOR (7/1/24-12/31/24) | 2019-2024 | 1 | $0 reported | 4 |
| Clayton Coleman | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Alice Hampton | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Julie Heider-Gray | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Maryan Schall (former) | DIRECTOR (7/1/22-10/1/22) | 2016-2022 | 1 | $0 reported | 1 |
| Timothy K Armour (former) | DIRECTOR | 2022 | 1 | $0 reported | 1 |
| Shari Liu Fellows (former) | DIRECTOR | 2022 | 1 | $0 reported | 1 |
| David Prichard (former) | DIRECTOR | 2012-2021 | 1 | $0 reported | 2 |
| Terrance Holt (former) | DIRECTOR | 2019-2021 | 1 | $0 reported | 1 |
| Rosemary Mutton (former) | DIRECTOR | 2019-2021 | 1 | $0 reported | 1 |
| Diane B Doiron Clu (former) | VICE CHAIR | 2012-2019 | 1 | $0 reported | 1 |
| John Hanna (former) | IMMEDIATE PAST CHAIR | 2012-2019 | 1 | $0 reported | 1 |
| Michael Noling (former) | DIRECTOR | 2012-2019 | 1 | $0 reported | 1 |
| Mike Nissenson (former) | VICE CHAIR | 2013-2018 | 1 | $0 reported | 1 |
| Karim Kaderali (former) | DIRECTOR | 2017-2018 | 1 | $0 reported | 2 |
| Chuck Mertz (former) | DIRECTOR | 2015-2018 | 1 | $0 reported | 1 |
| Mike Noling (former) | DIRECTOR | 2013-2018 | 1 | $0 reported | 1 |
| Jim Brown Ph D (former) | Director | 2016-2017 | 1 | $0 reported | 1 |
| Bob Hollman (former) | Director | 2016-2017 | 1 | $0 reported | 1 |
| John Karbula Ph D (former) | Director | 2016 | 1 | $0 reported | 1 |
| Robert Montgomery (former) | Director | 2014-2016 | 1 | $0 reported | 1 |
| John Wigle (former) | Director | 2012-2016 | 1 | $0 reported | 1 |
| George Leis (former) | Director | 2012-2015 | 1 | $0 reported | 5 |
| Blas Garza (former) | Director | 2012-2015 | 1 | $0 reported | 1 |
| James Armstrong (former) | Director | 2012-2015 | 1 | $0 reported | 1 |
| Jim Brown (former) | Director | 2015 | 1 | $0 reported | 1 |
| John Karbula (former) | Director | 2013-2015 | 1 | $0 reported | 1 |
| Bob Montgomery (former) | Director | 2012-2015 | 1 | $0 reported | 1 |
| Ron Werft (former) | Director | 2012-2014 | 1 | $0 reported | 2 |
| Joe Holland (former) | VICE CHAIR | 2012-2014 | 1 | $0 reported | 1 |
| Henry Dubroff (former) | Director | 2012-2014 | 1 | $0 reported | 1 |
| Steven Byrd (former) | Director | 2014 | 1 | $0 reported | 1 |
| Pamela Lombardo (former) | Director | 2014 | 1 | $0 reported | 1 |
| Renee Grubb (former) | Director | 2013 | 1 | $0 reported | 3 |
| Lori Gaskin PhD (former) | Director | 2013 | 1 | $0 reported | 9 |
| Tom Thomas (former) | PAST Chairman | 2012-2013 | 1 | $0 reported | 2 |
| David Cash Ph D (former) | Director | 2013 | 1 | $0 reported | 1 |
| Joanne Funari (former) | Director | 2012 | 1 | $0 reported | 4 |
| Dr David Cash (former) | Director | 2012 | 1 | $0 reported | 2 |
| Andreea Serban (former) | Director | 2012 | 1 | $0 reported | 2 |
| William Curtis (former) | Director | 2012 | 1 | $0 reported | 1 |
| Ron Cortez (former) | Director | 2012 | 1 | $0 reported | 1 |
| Thomas Brashears (former) | Director | 2012 | 1 | $0 reported | 1 |
People by year
2024 · 22 people listed · 4 paid, $785K · 93 employees · 430 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR | 40 | $345,506 | $0 | $58,777 | $404,283 | 7 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER | 40 | $130,896 | $0 | $21,449 | $152,345 | 1 |
| ROSE LEVY | DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT | 40 | $109,339 | $0 | $7,300 | $116,639 | 1 |
| FRANCES CONTRERAS | DIRECTOR OF PROGRAMS & PARTNERSHIPS | 40 | $103,948 | $0 | $7,612 | $111,560 | 1 |
| CLIFF LUNDBERG | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE BIRCH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAYTON COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN DODGIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALICE HAMPTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE HEIDER-GRAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICE RYAN | DIRECTOR (7/1/24-12/31/24) | 1 | $0 | $0 | $0 | $0 | 4 |
2023 · 17 people listed · 2 paid, $525K · 98 employees · 777 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR | 40 | $313,402 | $0 | $55,351 | $368,753 | 7 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER | 40 | $134,676 | $0 | $21,551 | $156,227 | 1 |
| CLIFF LUNDBERG | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE BIRCH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN DODGIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICE RYAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2022 · 20 people listed · 3 paid, $643K · 93 employees · 777 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR | 40 | $286,065 | $0 | $51,968 | $338,033 | 7 |
| MELINDA CABRERA | VICE PRESIDENT | 40 | $138,364 | $0 | $18,880 | $157,244 | 1 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER | 40 | $126,608 | $0 | $20,897 | $147,505 | 1 |
| CLIFF LUNDBERG | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICE RYAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARYAN SCHALL | DIRECTOR (7/1/22-10/1/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| SUE BIRCH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY K ARMOUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI LIU FELLOWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 20 people listed · 3 paid, $565K · 78 employees · 322 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR | 40 | $250,879 | $0 | $46,769 | $297,648 | 7 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER | 40 | $120,329 | $0 | $19,340 | $139,669 | 1 |
| MELINDA CABRERA | VICE PRESIDENT | 40 | $112,019 | $0 | $16,109 | $128,128 | 1 |
| CLIFF LUNDBERG | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID PRICHARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROSEMARY MUTTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICE RYAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARYAN SCHALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 2 paid, $362K · 33 employees · 221 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECRETARY | 40 | $203,576 | $0 | $39,246 | $242,822 | 7 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER | 40 | $103,638 | $0 | $15,564 | $119,202 | 1 |
| CLIFF LUNDBERG | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID PRICHARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROSEMARY MUTTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICE RYAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARYAN SCHALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 20 people listed · 1 paid, $225K · 57 employees · 1,362 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/ BOARD SECRETARY | 40 | $190,282 | $0 | $34,911 | $225,193 | 7 |
| RICK SCOTT | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DIANE B DOIRON CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID PRICHARD | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| CLIFF LUNDBERG | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HANNA | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE HOLT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART MEROVICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROSEMARY MUTTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL NOLING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICE RYAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARYAN SCHALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 19 people listed · 1 paid, $201K · 61 employees · 1,562 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | SECRETARY & CEO | 40 | $165,223 | $0 | $35,425 | $200,648 | 7 |
| RICK SCOTT | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DIANE B DOIRON CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE NISSENSON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CLIFF LUNDBERG | CFO | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HANNA | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LANCE CONNOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LEO HAMILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN HERSBERGER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HOLLMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARIM KADERALI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEX KOPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| TERRI MAUS-NISICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK MERTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN NELSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE NOLING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID PRICHARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARYAN SCHALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 21 people listed · 1 paid, $174K · 63 employees · 1,613 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Steve Ortiz | President and CEO | 40 | $144,436 | $0 | $29,094 | $173,530 | 7 |
| John T Hanna | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Diane B Doiron CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Nissenson | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | CFO | 1 | $0 | $0 | $0 | $0 | 2 |
| Steve Ortiz | Exec VP & COO | 40 | $0 | $0 | $0 | $0 | 7 |
| Jim Brown Ph D | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Lance Connor | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Flattery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Leo Hamill | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Susan Hersberger | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Bob Hollman | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Alex Koper | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Maus-Nisich | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chuck Mertz | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Kevin Nelson | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael Noling | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David A Prichard | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Maryan Schall | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karim Kaderali | Director | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 23 people listed · 2 paid, $572K · 65 employees · 1,814 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GUY PAUL DIDER | President & CEO | 40 | $190,996 | $0 | $250,135 | $441,131 | 1 |
| Steve Ortiz | Exec VP & COO | 40 | $106,149 | $0 | $24,375 | $130,524 | 7 |
| John T Hanna | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Nissenson | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| Diane B Doiron CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | CFO | 1 | $0 | $0 | $0 | $0 | 2 |
| Jim Brown Ph D | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Lance Connor | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Flattery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Leo Hamill | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Susan Hersberger | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Bob Hollman | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Karbula Ph D | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Alex Koper | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Maus-Nisich | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chuck Mertz | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Montgomery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Kevin Nelson | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael Noling | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David A Prichard | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Maryan Schall | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Wigle | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 21 people listed · 1 paid, $256K · 69 employees · 3,500 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| G PAUL DIDIER CFP MBA | SEC/CEO/PRES | 40 | $199,000 | $0 | $57,119 | $256,119 | 1 |
| John Wigle | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Diane B Doiron CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| John Hanna | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | CFO | 1 | $0 | $0 | $0 | $0 | 2 |
| David Flattery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Blas Garza | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| James Armstrong | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Brown | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Leo Hamill | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Karbula | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Alex Koper | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| George Leis | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Maus-Nisich | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chuck Mertz | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Bob Montgomery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Kevin Nelson | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Mike Noling | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Nissenson | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Prichard | Director | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 22 people listed · 1 paid, $268K · 70 employees · 3,500 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| G PAUL DIDIER CFP MBA | SEC/CEO/PRES | 40 | $199,000 | $0 | $69,474 | $268,474 | 1 |
| BLAS GARZA | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Holland | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON CLU | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | CFO | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES ARMSTRONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LANCE CONNOR | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRY DUBROFF | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN BYRD | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID FLATTERY | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HANNA | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN KARBULA PHD | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX KOPER | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| GEORGE LEIS | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| PAMELA LOMBARDO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT Montgomery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Noling | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Nissenson | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Prichard | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Ron Werft | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| John Wigle | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 22 people listed · 1 paid, $247K · 61 employees · 3,500 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| G PAUL DIDIER CFP | SEC/CEO/PRES | 40 | $203,014 | $0 | $43,918 | $246,932 | 1 |
| John T Hanna | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Holland | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANE B DOIRON CLU | 2ND VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom Thomas | PAST Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| RICK SCOTT | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES ARMSTRONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Cash Ph D | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Lance Connor | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Henry Dubroff | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Blas Garza | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Lori Gaskin | Director | 1 | $0 | $0 | $0 | $0 | 9 |
| Renee Grubb | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| John Karbula | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| George Leis | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Bob Montgomery | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Noling | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Nissenson | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Prichard | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Ron Werft | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| John Wigle | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 23 people listed · 1 paid, $232K · 42 employees · 2,000 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| G PAUL DIDIER CFP | SEC/CEO/PRES | 40 | $199,000 | $0 | $33,074 | $232,074 | 1 |
| JOHN WIGLE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| RON WERFT | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREEA SERBAN | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID PRICHARD | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL NOLING | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB MONTGOMERY | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE LEIS | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| BLAS GARZA | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRY DUBROFF | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cliff Lundberg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM CURTIS | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| RON CORTEZ | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LANCE CONNOR | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID CASH | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS BRASHEARS | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Joanne Funari | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| JAMES ARMSTRONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK SCOTT | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Tom Thomas | PAST Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| DIANE B DOIRON CLU | 2ND VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Holland | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| John T Hanna | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2022 · 1 contractor · $277K
| Name | Location | Service | Paid |
|---|---|---|---|
| FAMILY SERVICE AGENCY | SANTA BARBARA, CA | CONSULTING AND PROFESSIONAL SERVICES | $277,000 |
2021 · 1 contractor · $114K
| Name | Location | Service | Paid |
|---|---|---|---|
| ROMO AND ASSOCIATES | SANTA BARBARA, CA | CONSULTING | $114,155 |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2020 | $0 | $0 | 1 |
| 2010 | $75,000 | $0 | 1 |
Largest awards · 1 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2010 | Corporation for National and Community Service | Grant or other assistance | LEARN AND SERVE AMERICA INNOVATIVE COMMUNITY-BASED SERVICE-LEARNING PROGRAMS 94.018 | SUMMER OF SERVICE | $75,000 |
Trademarks
4 US trademarks, 3 live.
- United Way Of Santa Barbara County, Inc. 4 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| UNITED FOR FINANCIAL EMPOWERMENT SANTA BARBARA COUNTY | 88329451 | 2019-03-07 | Registered | TRTYRAP, file of 2026-04-03 |
| SMARTER SUMMERS · BRIGHTER FUTURES FUN IN THE SUN SANTA BARBARA COUNTY | 88063160 | 2018-08-02 | Registered | TRTYRAP, file of 2026-04-03 |
| UNITED FOR LITERACY SANTA BARBARA COUNTY | 88063136 | 2018-08-02 | Registered | TRTYRAP, file of 2026-04-03 |
| SANTA BARBARA COUNTY UNITED FOR LITERACY UNITED WAY | 86476548 | 2014-12-10 | Abandoned | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 5 grants to organizations · $285K
Listed grants add up to $285,094; the return's “grants paid” expense line says $471,033. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 1 grant to organizations · $30K
Listed grants add up to $30,000; the return's “grants paid” expense line says $604,528. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 3 grants to organizations · $67K
Listed grants add up to $66,784; the return's “grants paid” expense line says $13,482,564. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 6 grants to organizations · $523K
Listed grants add up to $522,683; the return's “grants paid” expense line says $17,120,795. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 29 grants to organizations · $2.4M
Listed grants add up to $2,406,001; the return's “grants paid” expense line says $12,390,871. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 14 grants to organizations · $586K
Listed grants add up to $586,446; the return's “grants paid” expense line says $1,951,581. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 9 grants to organizations · $103K
Listed grants add up to $103,272; the return's “grants paid” expense line says $349,181. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 25 grants to organizations · $903K
Listed grants add up to $903,136; the return's “grants paid” expense line says $1,760,348. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 4 grants to organizations · $39K
Listed grants add up to $38,800; the return's “grants paid” expense line says $203,892. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 11 grants to organizations · $106K
Listed grants add up to $106,154; the return's “grants paid” expense line says $200,011. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 10 grants to organizations · $85K
Listed grants add up to $84,741; the return's “grants paid” expense line says $1,016,903. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 11 grants to organizations · $197K
Listed grants add up to $196,710; the return's “grants paid” expense line says $781,825. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $4,365,267 | $3,801,248 | $16,959,684 | $16,394,873 | $2,915,265 | $626,018 | $579,560 | 93 | 430 |
| 2023 · Form 990 | ||||||||
| $3,719,909 | $3,905,838 | $16,708,347 | $15,987,490 | $3,516,531 | $12,834 | $550,208 | 98 | 777 |
| 2022 · Form 990 | ||||||||
| $17,013,451 | $16,831,184 | $16,096,957 | $15,419,037 | $17,007,040 | $31,725 | $502,470 | 93 | 777 |
| 2021 · Form 990 | ||||||||
| $21,862,789 | $20,084,913 | $15,549,253 | $14,415,426 | $20,225,553 | $137,387 | $466,792 | 78 | 322 |
| 2020 · Form 990 | ||||||||
| $15,674,650 | $14,955,107 | $16,928,815 | $16,173,511 | $14,349,051 | $168,905 | $411,430 | 33 | 221 |
| 2019 · Form 990 | ||||||||
| $5,706,396 | $4,414,353 | $14,836,796 | $13,773,502 | $5,147,561 | $231,590 | $196,026 | 57 | 1,362 |
| 2018 · Form 990 | ||||||||
| $2,636,141 | $2,694,479 | $13,067,366 | $12,237,395 | $2,310,266 | $156,947 | $177,145 | 61 | 1,562 |
| 2017 · Form 990 | ||||||||
| $4,170,373 | $3,850,403 | $13,474,617 | $11,809,406 | $3,461,673 | $53,103 | $173,530 | 63 | 1,613 |
| 2016 · Form 990 | ||||||||
| $3,117,107 | $2,670,875 | $12,066,636 | $11,074,644 | $2,661,985 | $0 | $571,655 | 65 | 1,814 |
| 2015 · Form 990 | ||||||||
| $2,044,937 | $2,421,718 | $11,371,132 | $10,077,839 | $1,783,278 | $0 | $256,119 | 69 | 3,500 |
| 2014 · Form 990 | ||||||||
| $2,326,952 | $2,420,249 | $12,747,968 | $11,121,256 | $1,929,394 | $0 | $268,474 | 70 | 3,500 |
| 2013 · Form 990 | ||||||||
| $3,044,313 | $3,211,612 | $12,177,909 | $9,171,663 | $2,545,240 | $0 | $246,932 | 61 | 3,500 |
| 2012 · Form 990 | ||||||||
| $3,597,894 | $2,769,879 | $11,890,748 | $8,819,079 | $3,325,083 | $0 | $232,074 | 42 | 2,000 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- COTTAGE HEALTH Santa Barbara, CA · 4 people in common (Alex Koper, Kevin Nelson, Patrice Ryan)
- SANTA BARBARA COTTAGE HOSPITAL Santa Barbara, CA · 3 people in common (Alex Koper, Patrice Ryan, Steve Ortiz)
- CANCER FOUNDATION OF SANTA BARBARA Santa Barbara, CA · 3 people in common (Art Merovick, Rick Scott, Sue Birch)
- GOLETA VALLEY COTTAGE HOSPITAL Santa Barbara, CA · 2 people in common (Alex Koper, Steve Ortiz)
- SANTA YNEZ VALLEY COTTAGE HOSPITAL INC Santa Barbara, CA · 2 people in common (Alex Koper, Steve Ortiz)
- SANTA BARBARA COTTAGE HOSPITAL FOUNDATION Santa Barbara, CA · 2 people in common (Alex Koper, Steve Ortiz)
- GOLETA VALLEY PROFESSIONAL BUILDINGS INC Santa Barbara, CA · 2 people in common (Alex Koper, Steve Ortiz)
- SANSUM CLINIC Santa Barbara, CA · 1 person in common (Art Merovick)
- CALM INC Santa Barbara, CA · 1 person in common (Patrice Ryan)
Funders of this organization
71 grantors reported grants to this organization, $9,712,661 in all, tax years 2009 to 2025; the 25 largest shown (all 71). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| SANTA BARBARA FOUNDATION | DAF sponsor | Exact | 2010-2024 | 86 | $2,401,033 | 2024 | $53,667 | show |
| UNITED WAY OF VENTURA COUNTY INC | Public charity | Exact | 2017-2018 | 2 | $1,167,924 | 2018 | $60,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2024 | 9 | $1,057,899 | 2024 | $48,950 | show |
| THE ZEGAR FAMILY FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY INC” | 2020-2024 | 5 | $706,923 | 2024 | $100,000 | show |
| CALIFORNIA COMMUNITY FOUNDATION | DAF sponsor | Exact | 2009-2022 | 14 | $700,042 | 2022 | $40,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014-2024 | 11 | $633,650 | 2024 | $22,750 | show |
| UNITED WAY INC | Public charity | Exact | 2017-2019 | 3 | $345,000 | 2019 | $10,000 | show |
| WOOD-CLAEYSSENS FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2020-2022, 2024 | 4 | $325,000 | 2024 | $25,000 | show |
| WALTER J & HOLLY O THOMSON CHARITABLE FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY”, “UNITED WAY OF SANTA BARBARA COUNTY INC” | 2019-2025 | 7 | $190,000 | 2025 | $30,000 | show |
| ERRETT FISHER FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2022-2024 | 3 | $190,000 | 2024 | $90,000 | show |
| SANTA BARBARA COTTAGE HOSPITAL | Public charity | Exact | 2014-2015, 2017 | 3 | $175,000 | 2017 | $25,000 | show |
| TOWBES FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2020 | 1 | $160,955 | 2020 | $160,955 | show |
| MANITOU FUND | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY”, “UNITED WAY OF SANTA BARBARA COUNTY INC” | 2020, 2023-2024 | 3 | $150,000 | 2024 | $50,000 | show |
| SERGEY BRIN FAMILY FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY INC” | 2020 | 1 | $150,000 | 2020 | $150,000 | show |
| GOOD360 | Public charity | Exact | 2016 | 1 | $138,474 | 2016 | $138,474 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY”, “UNITED WAY OF SANTA BARBARA COUNTY INC” | 2012-2022 | 32 | $137,290 | 2022 | $22,500 | show |
| UNITED WAYS OF CALIFORNIA | Public charity | Exact | 2024 | 2 | $104,865 | 2024 | $104,865 | show |
| THE ALBERTSONS COMPANIES FOUNDATION | Public charity | Exact | 2020-2021, 2023 | 4 | $103,764 | 2023 | $20,000 | show |
| ROY & IDA EAGLE FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2018, 2020, 2022 | 3 | $95,000 | 2022 | $20,000 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020-2023 | 4 | $83,700 | 2023 | $6,000 | show |
| LOCAL INITIATIVES SUPPORT CORPORATION | Public charity | Exact | 2021-2022 | 2 | $70,329 | 2022 | $10,175 | show |
| MOSHER FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2022-2025 | 4 | $69,750 | 2025 | $56,500 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2020-2022, 2024 | 4 | $57,858 | 2024 | $13,623 | show |
| G A FOWLER FAMILY FOUNDATION | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2020 | 1 | $50,000 | 2020 | $50,000 | show |
| HERBERT & GERTRUDE LATKIN CHARITABLE FOUNDATION TR 043091 | Private foundation | Fuzzy filed as “UNITED WAY OF SANTA BARBARA COUNTY” | 2019-2024 | 6 | $32,000 | 2024 | $6,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| NORTHERN SANTA BARBARA COUNTY UNITED WAY INC | CA | T70 | $2,937,807 | $2,723,081 | Not reported | $115,680 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF SANTA CRUZ COUNTY | CA | T70 | $5,638,281 | $5,379,696 | PRESIDENT & CEO | $168,914 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF VENTURA COUNTY INC | CA | T70 | $2,329,407 | $2,439,528 | PRESIDENT & CEO | $149,274 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF SAN DIEGO COUNTY | CA | T70 | $5,525,576 | $6,320,585 | PRESIDENT & CEO | $289,763 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF MERCED COUNTY INC | CA | T70 | $6,496,223 | $4,351,118 | Chief Executive Officer | $121,110 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF MONTEREY COUNTY | CA | T70 | $4,136,682 | $4,011,881 | President & CEO | $209,606 | Same NTEE code T70, revenue within 2x, same state, similar name |
| UNITED WAY OF NORTHERN CALIFORNIA | CA | T70 | $5,165,263 | $4,802,438 | PRESIDENT AND CEO | $136,631 | Same NTEE code T70, revenue within 2x, same state |
| INLAND SOUTHERN CALIFORNIA UNITED WAY | CA | T70 | $6,077,252 | $8,244,932 | PRESIDENT/CEO | $298,637 | Same NTEE code T70, revenue within 2x, same state |
| JEWISH FEDERATION OF ORANGE COUNTY | CA | T70 | $4,719,188 | $4,566,375 | PRESIDENT & CHIEF EXECUTIVE OFFICER | $374,747 | Same NTEE code T70, revenue within 2x, same state |
| AMERICAS BEST CHARITIES | CA | T70 | $3,663,237 | $3,635,475 | President | $0 | Same NTEE code T70, revenue within 2x, same state |
| NORTHERN CALIFORNIA GRANTMAKERS | CA | T70 | $6,092,414 | $6,714,191 | President & CEO | $412,621 | Same NTEE code T70, revenue within 2x, same state |
| SANDSAR INC | CA | T70 | $4,225,844 | $2,869,722 | CEO | $285,400 | Same NTEE code T70, revenue within 2x, same state |
| COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND | CA | T70 | $3,125,075 | $3,251,372 | VICE PRESIDENT | $479,040 | Same NTEE code T70, revenue within 2x, same state |
| CALIFORNIA TAX EDUCATION COUNCIL | CA | T70 | $2,662,396 | $1,959,413 | Director | $0 | Same NTEE code T70, revenue within 2x, same state |
| UNITED WAY OF LAKE COUNTY INC | IL | T70 | $5,482,770 | $6,157,725 | PRESIDENT & CEO (THRU 03/2025) | $258,198 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF BROOME COUNTY INC | NY | T70 | $4,062,329 | $3,892,895 | EXECUTIVE DIRECTOR | $104,726 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF DOOR COUNTY INC | WI | T70 | $2,464,436 | $2,175,942 | EXECUTIVE DIRECTOR | $106,029 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF LARIMER COUNTY INC | CO | T70 | $6,251,866 | $7,258,704 | PRESIDENT/CEO | $152,900 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF WELD COUNTY INC | CO | T70 | $7,249,934 | $7,175,872 | CEO | $110,929 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF INDIAN RIVER COUNTY INC | FL | T70 | $5,676,980 | $5,333,449 | CHIEF EXECUTIVE OFFICER | $118,846 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF MARATHON COUNTY INC | WI | T70 | $3,634,535 | $3,470,777 | Executive Director | $127,286 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF DELAWARE COUNTY INC | OH | T70 | $3,004,832 | $2,978,043 | PRESIDENT | $188,299 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF DENTON COUNTY INC | TX | T70 | $3,127,712 | $2,928,913 | CEO | $161,702 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF RACINE COUNTY INC | WI | T70 | $5,188,238 | $5,195,877 | SECRETARY, PRESIDENT & CEO | $155,893 | Same NTEE code T70, revenue within 2x, similar name |
| UNITED WAY OF SOUTH SARASOTA COUNTY INC | FL | T70 | $2,408,045 | $3,220,687 | President CEO | $139,496 | Same NTEE code T70, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $3,801,248 spent · pay $2,119,372 · grants $471,033 · events $285,482
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,283,290 | $1,113,853 | $20,547 | $148,890 | 33.8% | |
| Pay: officers, directors, trustees, key employees | $579,560 | $482,282 | $49,533 | $47,745 | 15.2% | |
| Fees: other services | $330,317 | $272,490 | $6,346 | $51,481 | 8.7% | |
| Grants to US organizations and governments | $285,094 | $285,094 | - | - | 7.5% | |
| Office expenses | $248,638 | $214,523 | $19,683 | $14,432 | 6.5% | |
| Grants to US individuals | $185,939 | $185,939 | - | - | 4.9% | |
| Payroll taxes | $138,780 | $119,757 | $4,737 | $14,286 | 3.7% | |
| Information technology | $103,317 | $78,241 | $2,457 | $22,619 | 2.7% | |
| Travel | $87,508 | $74,109 | $4,309 | $9,090 | 2.3% | |
| Fees: investment management | $85,557 | - | $85,557 | - | 2.3% | |
| Pension plan contributions | $66,861 | $51,408 | $766 | $14,687 | 1.8% | |
| Advertising and promotion | $65,542 | $40,413 | $292 | $24,837 | 1.7% | |
| Conferences, conventions and meetings | $64,538 | $54,079 | $5,888 | $4,571 | 1.7% | |
| Occupancy | $61,367 | $45,851 | $5,242 | $10,274 | 1.6% | |
| Other employee benefits | $50,881 | $39,978 | $2,718 | $8,185 | 1.3% | |
| Depreciation and depletion | $39,591 | - | $39,591 | - | 1.0% | |
| Payments to affiliates | $37,219 | $22,331 | - | $14,888 | 1.0% | |
| Fees: accounting | $35,660 | - | $35,660 | - | 0.9% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $34,318 | - | $34,318 | - | 0.9% |
| Insurance | $17,271 | $5,262 | $12,009 | - | 0.5% | |
| Fundraising events Event | direct expenses; gross income $53,932 | $220,944 | reported apart | |||
| Total | $3,801,248 | 100% |
2023 · Form 990 · $3,905,838 spent · pay $2,011,701 · grants $604,528 · events $298,819
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,212,998 | $940,767 | $51,350 | $220,881 | 31.1% | |
| Grants to US individuals | $574,528 | $574,528 | - | - | 14.7% | |
| Pay: officers, directors, trustees, key employees | $550,208 | $436,912 | $74,547 | $38,749 | 14.1% | |
| Fees: other services | $401,586 | $338,299 | $37,716 | $25,571 | 10.3% | |
| Office expenses | $235,137 | $191,096 | $22,926 | $21,115 | 6.0% | |
| Payroll taxes | $123,623 | $96,164 | $8,581 | $18,878 | 3.2% | |
| Information technology | $98,016 | $75,849 | $2,197 | $19,970 | 2.5% | |
| Pension plan contributions | $84,982 | $49,519 | $6,735 | $28,728 | 2.2% | |
| Conferences, conventions and meetings | $84,113 | $52,402 | $2,968 | $28,743 | 2.2% | |
| Fees: investment management | $82,175 | - | $82,175 | - | 2.1% | |
| Travel | $71,659 | $63,334 | $7,124 | $1,201 | 1.8% | |
| Advertising and promotion | $71,413 | $39,517 | $1,198 | $30,698 | 1.8% | |
| Occupancy | $57,571 | $38,749 | $3,695 | $15,127 | 1.5% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $46,863 | - | $46,863 | - | 1.2% |
| Depreciation and depletion | $43,428 | - | $43,428 | - | 1.1% | |
| Fees: accounting | $42,875 | - | $42,875 | - | 1.1% | |
| Other employee benefits | $39,890 | $24,847 | $3,531 | $11,512 | 1.0% | |
| Payments to affiliates | $38,840 | $23,304 | - | $15,536 | 1.0% | |
| Grants to US organizations and governments | $30,000 | $30,000 | - | - | 0.8% | |
| Insurance | $13,830 | $9,520 | $4,310 | - | 0.4% | |
| Fees: legal | $2,103 | - | $2,103 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $36,984 | $214,706 | reported apart | |||
| Total | $3,905,838 | 100% |
2022 · Form 990 · $16,831,184 spent · pay $2,205,584 · grants $13,482,564 · events $326,079
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $13,414,093 | $13,414,093 | - | - | 79.7% | |
| Other salaries and wages | $1,415,338 | $1,172,003 | $44,890 | $198,445 | 8.4% | |
| Pay: officers, directors, trustees, key employees | $502,470 | $398,914 | $68,619 | $34,937 | 3.0% | |
| Office expenses | $248,639 | $189,458 | $33,178 | $26,003 | 1.5% | |
| Fees: other services | $214,477 | $174,480 | $7,137 | $32,860 | 1.3% | |
| Information technology | $190,039 | $161,940 | $7,100 | $20,999 | 1.1% | |
| Payroll taxes | $137,702 | $113,478 | $7,570 | $16,654 | 0.8% | |
| Other employee benefits | $82,754 | $55,554 | $8,136 | $19,064 | 0.5% | |
| Fees: investment management | $78,848 | - | $78,848 | - | 0.5% | |
| Advertising and promotion | $70,928 | $32,652 | $12,242 | $26,034 | 0.4% | |
| Grants to US organizations and governments | $68,471 | $68,471 | - | - | 0.4% | |
| Pension plan contributions | $67,320 | $38,856 | $5,388 | $23,076 | 0.4% | |
| Travel | $66,253 | $50,094 | $10,778 | $5,381 | 0.4% | |
| Occupancy | $65,620 | $36,232 | $7,256 | $22,132 | 0.4% | |
| Conferences, conventions and meetings | $62,263 | $47,210 | $9,499 | $5,554 | 0.4% | |
| Depreciation and depletion | $45,028 | - | $45,028 | - | 0.3% | |
| Fees: accounting | $33,782 | - | $33,782 | - | 0.2% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $28,340 | - | - | $28,340 | 0.2% |
| Payments to affiliates | $28,146 | $14,073 | - | $14,073 | 0.2% | |
| Insurance | $10,673 | $5,034 | $5,639 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $68,054 | $263,816 | reported apart | |||
| Total | $16,831,184 | 100% |
2021 · Form 990 · $20,084,913 spent · pay $1,850,061 · grants $17,120,795 · events $168,485
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $16,595,352 | $16,595,352 | - | - | 82.6% | |
| Other salaries and wages | $1,144,277 | $910,256 | $43,605 | $190,416 | 5.7% | |
| Grants to US organizations and governments | $525,443 | $525,443 | - | - | 2.6% | |
| Pay: officers, directors, trustees, key employees | $466,792 | $370,483 | $64,381 | $31,928 | 2.3% | |
| Fees: other services | $234,806 | $193,605 | $5,841 | $35,360 | 1.2% | |
| Information technology | $207,309 | $186,474 | $3,241 | $17,594 | 1.0% | |
| Office expenses | $185,204 | $143,616 | $12,185 | $29,403 | 0.9% | |
| Payroll taxes | $121,248 | $100,246 | $6,563 | $14,439 | 0.6% | |
| Fees: investment management | $96,461 | - | $96,461 | - | 0.5% | |
| Pension plan contributions | $75,270 | $43,688 | $6,812 | $24,770 | 0.4% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $75,031 | - | $75,031 | - | 0.4% |
| Payments to affiliates | $60,633 | $27,987 | $1,226 | $31,420 | 0.3% | |
| Occupancy | $48,175 | $26,248 | $7,131 | $14,796 | 0.2% | |
| Advertising and promotion | $43,608 | $29,204 | $1,255 | $13,149 | 0.2% | |
| Fees: accounting | $43,400 | - | $43,400 | - | 0.2% | |
| Other employee benefits | $42,474 | $27,776 | $4,185 | $10,513 | 0.2% | |
| Conferences, conventions and meetings | $41,636 | $26,022 | $3,758 | $11,856 | 0.2% | |
| Depreciation and depletion | $38,578 | - | $38,578 | - | 0.2% | |
| Travel | $28,333 | $20,208 | $6,175 | $1,950 | 0.1% | |
| Insurance | $10,883 | $5,603 | $5,280 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $23,304 | $126,849 | reported apart | |||
| Total | $20,084,913 | 100% |
2020 · Form 990 · $14,955,107 spent · pay $1,573,336 · grants $12,390,871 · events $15,367
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $9,946,895 | $9,946,895 | - | - | 66.5% | |
| Grants to US organizations and governments | $2,443,976 | $2,443,976 | - | - | 16.3% | |
| Other salaries and wages | $936,103 | $698,104 | $39,370 | $198,629 | 6.3% | |
| Pay: officers, directors, trustees, key employees | $411,430 | $329,144 | $53,332 | $28,954 | 2.8% | |
| Information technology | $249,600 | $228,752 | $3,942 | $16,906 | 1.7% | |
| Fees: other services | $220,738 | $180,770 | $7,680 | $32,288 | 1.5% | |
| Office expenses | $115,047 | $82,759 | $13,701 | $18,587 | 0.8% | |
| Payroll taxes | $98,356 | $77,103 | $5,524 | $15,729 | 0.7% | |
| Fees: investment management | $88,808 | - | $88,808 | - | 0.6% | |
| Pension plan contributions | $87,578 | $57,592 | $3,871 | $26,115 | 0.6% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $63,007 | - | $63,007 | - | 0.4% |
| Advertising and promotion | $53,525 | $35,967 | $1,349 | $16,209 | 0.4% | |
| Payments to affiliates | $44,119 | $20,900 | $2,319 | $20,900 | 0.3% | |
| Depreciation and depletion | $42,715 | - | $42,715 | - | 0.3% | |
| Fees: accounting | $42,200 | - | $42,200 | - | 0.3% | |
| Occupancy | $40,938 | $23,160 | $5,087 | $12,691 | 0.3% | |
| Other employee benefits | $39,869 | $27,674 | $2,363 | $9,832 | 0.3% | |
| Insurance | $11,522 | $6,345 | $5,177 | - | 0.1% | |
| Conferences, conventions and meetings | $10,937 | $9,146 | $455 | $1,336 | 0.1% | |
| Travel | $7,744 | $1,804 | $5,590 | $350 | 0.1% | |
| Fundraising events Event | direct expenses; gross income $0 | $4,430 | reported apart | |||
| Total | $14,955,107 | 100% |
2019 · Form 990 · $4,414,353 spent · pay $1,364,831 · grants $1,951,581 · events $217,335
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $1,326,686 | $1,326,686 | - | - | 30.1% | |
| Other salaries and wages | $904,088 | $650,623 | $62,589 | $190,876 | 20.5% | |
| Grants to US organizations and governments | $624,895 | $624,895 | - | - | 14.2% | |
| Information technology | $321,474 | $298,466 | $5,181 | $17,827 | 7.3% | |
| Pay: officers, directors, trustees, key employees | $196,026 | $141,784 | $34,639 | $19,603 | 4.4% | |
| Fees: other services | $193,581 | $138,825 | $7,977 | $46,779 | 4.4% | |
| Office expenses | $133,563 | $98,246 | $13,796 | $21,521 | 3.0% | |
| Pension plan contributions | $120,447 | $79,225 | $13,170 | $28,052 | 2.7% | |
| Payroll taxes | $86,998 | $63,958 | $7,272 | $15,768 | 2.0% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $76,247 | - | $76,247 | - | 1.7% |
| Fees: investment management | $74,590 | - | $74,590 | - | 1.7% | |
| Travel | $72,451 | $62,953 | $5,593 | $3,905 | 1.6% | |
| Advertising and promotion | $60,423 | $39,527 | $1,644 | $19,252 | 1.4% | |
| Other employee benefits | $57,272 | $37,671 | $6,263 | $13,338 | 1.3% | |
| Occupancy | $50,671 | $27,642 | $5,996 | $17,033 | 1.1% | |
| Depreciation and depletion | $32,501 | - | $32,501 | - | 0.7% | |
| Conferences, conventions and meetings | $26,118 | $19,009 | $2,133 | $4,976 | 0.6% | |
| Payments to affiliates | $25,863 | $10,920 | $4,924 | $10,019 | 0.6% | |
| Fees: accounting | $18,750 | - | $18,750 | - | 0.4% | |
| Insurance | $10,662 | $5,293 | $5,369 | - | 0.2% | |
| Fees: legal | $1,047 | - | $1,047 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $45,675 | $191,217 | reported apart | |||
| Total | $4,414,353 | 100% |
2018 · Form 990 · $2,694,479 spent · pay $1,353,259 · grants $349,181 · events $234,545
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $907,223 | $638,312 | $66,746 | $202,165 | 33.7% | |
| Information technology | $227,377 | $203,740 | $5,872 | $17,765 | 8.4% | |
| Office expenses | $197,951 | $170,583 | $5,443 | $21,925 | 7.3% | |
| Grants to US individuals | $192,970 | $192,970 | - | - | 7.2% | |
| Pay: officers, directors, trustees, key employees | $177,145 | $123,844 | $35,534 | $17,767 | 6.6% | |
| Grants to US organizations and governments | $156,211 | $156,211 | - | - | 5.8% | |
| Fees: other services | $106,848 | $58,730 | $15,892 | $32,226 | 4.0% | |
| Pension plan contributions | $95,578 | $67,178 | $19,385 | $9,015 | 3.5% | |
| Payroll taxes | $91,751 | $64,488 | $18,609 | $8,654 | 3.4% | |
| Other employee benefits | $81,562 | $57,326 | $16,543 | $7,693 | 3.0% | |
| Fees: investment management | $80,403 | - | $80,403 | - | 3.0% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $71,282 | - | - | $71,282 | 2.6% |
| Conferences, conventions and meetings | $70,506 | $57,544 | $4,299 | $8,663 | 2.6% | |
| Advertising and promotion | $58,415 | $26,929 | $2,369 | $29,117 | 2.2% | |
| Occupancy | $50,536 | $27,872 | $5,674 | $16,990 | 1.9% | |
| Travel | $39,568 | $29,355 | $5,472 | $4,741 | 1.5% | |
| Depreciation and depletion | $29,665 | - | $29,665 | - | 1.1% | |
| Payments to affiliates | $27,816 | $20,579 | $4,208 | $3,029 | 1.0% | |
| Fees: accounting | $20,000 | - | $20,000 | - | 0.7% | |
| Insurance | $9,204 | $2,788 | $6,416 | - | 0.3% | |
| Fees: legal | $2,468 | $1,745 | $723 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $47,475 | $164,039 | reported apart | |||
| Total | $2,694,479 | 100% |
2017 · Form 990 · $3,850,403 spent · pay $1,312,769 · grants $1,760,348 · events $234,708
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $995,620 | $995,620 | - | - | 25.9% | |
| Other salaries and wages | $918,833 | $720,591 | $32,287 | $165,955 | 23.9% | |
| Grants to US individuals | $764,728 | $764,728 | - | - | 19.9% | |
| Pay: officers, directors, trustees, key employees | $173,530 | $57,265 | $59,000 | $57,265 | 4.5% | |
| Other (as described) | software licenses | $126,864 | $126,864 | - | - | 3.3% |
| Fees: other services | $97,296 | $57,655 | $6,661 | $32,980 | 2.5% | |
| Payroll taxes | $93,206 | $68,810 | $6,683 | $17,713 | 2.4% | |
| Advertising and promotion | $84,756 | $46,568 | $854 | $37,334 | 2.2% | |
| Conferences, conventions and meetings | $79,388 | $36,573 | $6,863 | $35,952 | 2.1% | |
| Fees: investment management | $76,922 | - | $76,298 | $624 | 2.0% | |
| Pension plan contributions | $65,980 | $55,078 | $1,215 | $9,687 | 1.7% | |
| Other employee benefits | $61,220 | $43,639 | $7,095 | $10,486 | 1.6% | |
| Information technology | $52,853 | $23,642 | $7,955 | $21,256 | 1.4% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $48,602 | - | $48,602 | - | 1.3% |
| Occupancy | $46,966 | $25,550 | $5,788 | $15,628 | 1.2% | |
| Office expenses | $42,818 | $29,838 | $3,601 | $9,379 | 1.1% | |
| Depreciation and depletion | $30,149 | - | $30,149 | - | 0.8% | |
| Travel | $28,494 | $19,538 | $4,317 | $4,639 | 0.7% | |
| Payments to affiliates | $27,326 | $20,976 | $3,262 | $3,088 | 0.7% | |
| Fees: accounting | $18,000 | - | $18,000 | - | 0.5% | |
| Other (as described) | Printing and Publications | $11,066 | $6,411 | $74 | $4,581 | 0.3% |
| Insurance | $5,786 | $1,004 | $4,782 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $229,875 | $155,320 | reported apart | |||
| Total | $3,850,403 | 100% |
2016 · Form 990 · $2,670,875 spent · pay $1,507,037 · grants $203,892 · events $234,225
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $582,039 | $559,685 | $23,363 | -$1,009 | 21.8% | |
| Pay: officers, directors, trustees, key employees | $571,655 | $285,828 | $142,914 | $142,913 | 21.4% | |
| Other (as described) | software licenses | $265,386 | $265,386 | - | - | 9.9% |
| Grants to US organizations and governments | $203,892 | $203,892 | - | - | 7.6% | |
| Other employee benefits | $124,008 | $92,226 | $16,529 | $15,253 | 4.6% | |
| Pension plan contributions | $117,651 | $88,117 | $15,063 | $14,471 | 4.4% | |
| Payroll taxes | $111,684 | $82,246 | $15,701 | $13,737 | 4.2% | |
| Fees: other services | $102,755 | $64,885 | $9,472 | $28,398 | 3.8% | |
| Office expenses | $79,418 | $56,553 | $8,822 | $14,043 | 3.0% | |
| Advertising and promotion | $75,810 | $28,149 | $10,312 | $37,349 | 2.8% | |
| Conferences, conventions and meetings | $74,758 | $24,807 | $10,938 | $39,013 | 2.8% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $74,264 | - | - | $74,264 | 2.8% |
| Fees: investment management | $68,581 | - | $68,581 | - | 2.6% | |
| Occupancy | $46,949 | $26,439 | $7,573 | $12,937 | 1.8% | |
| Travel | $39,486 | $21,238 | $12,037 | $6,211 | 1.5% | |
| Depreciation and depletion | $34,432 | $27,000 | $3,510 | $3,922 | 1.3% | |
| Information technology | $31,171 | $13,195 | $8,371 | $9,605 | 1.2% | |
| Payments to affiliates | $22,262 | $17,719 | $1,874 | $2,669 | 0.8% | |
| Other (as described) | Printing and Publications | $21,666 | $6,359 | $1,018 | $14,289 | 0.8% |
| Fees: accounting | $18,350 | - | $15,850 | $2,500 | 0.7% | |
| Insurance | $4,658 | $1,638 | $3,020 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $245,755 | $159,467 | reported apart | |||
| Total | $2,670,875 | 100% |
2015 · Form 990 · $2,421,718 spent · pay $1,475,100 · grants $183,350 · events $205,936
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $866,297 | $755,278 | $36,990 | $74,029 | 35.8% | |
| Pay: officers, directors, trustees, key employees | $256,119 | $128,060 | $64,030 | $64,029 | 10.6% | |
| Grants to US organizations and governments | $183,350 | $183,350 | - | - | 7.6% | |
| Other employee benefits | $132,068 | $83,442 | $20,568 | $28,058 | 5.5% | |
| Fees: other services | $128,835 | $104,551 | $15,592 | $8,692 | 5.3% | |
| Pension plan contributions | $116,586 | $85,303 | $19,994 | $11,289 | 4.8% | |
| Other (as described) | software licenses | $115,987 | $114,165 | $692 | $1,130 | 4.8% |
| Advertising and promotion | $109,356 | $35,617 | $17,440 | $56,299 | 4.5% | |
| Payroll taxes | $104,030 | $81,871 | $9,363 | $12,796 | 4.3% | |
| Conferences, conventions and meetings | $62,594 | $40,789 | $8,243 | $13,562 | 2.6% | |
| Information technology | $61,735 | $32,422 | $15,933 | $13,380 | 2.5% | |
| Fees: investment management | $51,557 | - | $51,557 | - | 2.1% | |
| Office expenses | $46,084 | $30,499 | $7,252 | $8,333 | 1.9% | |
| Depreciation and depletion | $34,222 | $27,000 | $3,300 | $3,922 | 1.4% | |
| Occupancy | $33,060 | $24,221 | $4,232 | $4,607 | 1.4% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $29,016 | - | - | $29,016 | 1.2% |
| Travel | $27,056 | $21,675 | $3,052 | $2,329 | 1.1% | |
| Payments to affiliates | $20,885 | $16,292 | $2,150 | $2,443 | 0.9% | |
| Insurance | $19,764 | $11,855 | $6,659 | $1,250 | 0.8% | |
| Fees: legal | $11,654 | - | $10,446 | $1,208 | 0.5% | |
| Fees: accounting | $10,000 | - | $10,000 | - | 0.4% | |
| Fees: professional fundraisers | $1,463 | - | - | $1,463 | 0.1% | |
| Fundraising events Event | direct expenses; gross income $239,030 | $143,342 | reported apart | |||
| Total | $2,421,718 | 100% |
2014 · Form 990 · $2,420,249 spent · pay $1,553,327 · grants $200,011 · events $205,167
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $988,709 | $889,713 | $56,104 | $42,892 | 40.9% | |
| Pay: officers, directors, trustees, key employees | $268,474 | $134,237 | $67,119 | $67,118 | 11.1% | |
| Grants to US organizations and governments | $200,011 | $200,011 | - | - | 8.3% | |
| Advertising and promotion | $125,459 | $82,886 | $8,829 | $33,744 | 5.2% | |
| Payroll taxes | $113,961 | $99,308 | $7,322 | $7,331 | 4.7% | |
| Pension plan contributions | $102,021 | $74,294 | $25,977 | $1,750 | 4.2% | |
| Fees: other services | $95,023 | $69,556 | $18,896 | $6,571 | 3.9% | |
| Office expenses | $83,033 | $57,196 | $12,743 | $13,094 | 3.4% | |
| Other employee benefits | $80,162 | $56,209 | $15,225 | $8,728 | 3.3% | |
| Fees: investment management | $80,080 | - | $80,080 | - | 3.3% | |
| Other (as described) | subscriptions | $72,868 | $71,477 | $487 | $904 | 3.0% |
| Conferences, conventions and meetings | $66,100 | $59,563 | $6,537 | - | 2.7% | |
| Occupancy | $53,927 | $36,611 | $8,963 | $8,353 | 2.2% | |
| Depreciation and depletion | $42,113 | $31,903 | $5,212 | $4,998 | 1.7% | |
| Travel | $38,062 | $27,692 | $7,043 | $3,327 | 1.6% | |
| Information technology | $33,007 | $21,976 | $5,276 | $5,755 | 1.4% | |
| Payments to affiliates | $17,099 | $13,561 | $1,588 | $1,950 | 0.7% | |
| Fees: accounting | $15,500 | - | $15,500 | - | 0.6% | |
| Interest | $7,048 | $4,463 | $1,738 | $847 | 0.3% | |
| Fees: professional fundraisers | $5,450 | - | - | $5,450 | 0.2% | |
| Insurance | $4,662 | $2,320 | $1,249 | $1,093 | 0.2% | |
| Fees: legal | $1,369 | - | $1,369 | - | 0.1% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | -$73,889 | - | - | -$73,889 | -3.1% |
| Fundraising events Event | direct expenses; gross income $207,663 | $139,067 | reported apart | |||
| Total | $2,420,249 | 100% |
2013 · Form 990 · $3,211,612 spent · pay $1,267,522 · grants $1,016,903 · events $145,295
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,016,903 | $1,016,903 | - | - | 31.7% | |
| Other salaries and wages | $794,969 | $647,531 | $66,270 | $81,168 | 24.8% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $256,753 | - | $256,753 | - | 8.0% |
| Pay: officers, directors, trustees, key employees | $246,932 | $123,466 | $61,733 | $61,733 | 7.7% | |
| Office expenses | $229,172 | $203,847 | $764 | $24,561 | 7.1% | |
| Fees: other services | $101,909 | $99,358 | $372 | $2,179 | 3.2% | |
| Payroll taxes | $95,161 | $76,176 | $285 | $18,700 | 3.0% | |
| Pension plan contributions | $82,628 | $66,144 | $248 | $16,236 | 2.6% | |
| Advertising and promotion | $64,901 | $51,953 | $195 | $12,753 | 2.0% | |
| Depreciation and depletion | $60,742 | $48,624 | $182 | $11,936 | 1.9% | |
| Fees: investment management | $55,911 | - | $55,911 | - | 1.7% | |
| Other employee benefits | $47,832 | $38,290 | $143 | $9,399 | 1.5% | |
| Occupancy | $42,438 | $33,972 | $127 | $8,339 | 1.3% | |
| Insurance | $27,545 | $22,050 | $83 | $5,412 | 0.9% | |
| Payments to affiliates | $23,179 | $18,555 | $70 | $4,554 | 0.7% | |
| Conferences, conventions and meetings | $19,362 | $15,499 | $58 | $3,805 | 0.6% | |
| Fees: accounting | $15,697 | - | $15,697 | - | 0.5% | |
| Information technology | $15,497 | $12,405 | $46 | $3,046 | 0.5% | |
| Travel | $9,537 | $7,634 | $29 | $1,874 | 0.3% | |
| Other (as described) | MISCELLANEOUS | $2,448 | $1,960 | $7 | $481 | 0.1% |
| Fees: legal | $1,500 | - | $1,500 | - | 0.0% | |
| Interest | $360 | $288 | $1 | $71 | 0.0% | |
| Fees: management | $236 | $189 | $1 | $46 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $255,740 | $125,933 | reported apart | |||
| Total | $3,211,612 | 100% |
2012 · Form 990 · $2,769,879 spent · pay $1,202,767 · grants $781,825 · events $139,796
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $781,825 | $781,825 | - | - | 28.2% | |
| Other salaries and wages | $749,864 | $633,061 | $69,309 | $47,494 | 27.1% | |
| Pay: officers, directors, trustees, key employees | $232,074 | $195,925 | $21,450 | $14,699 | 8.4% | |
| Other (as described) | ALLOWANCE FOR BAD DEBT | $189,036 | - | $189,036 | - | 6.8% |
| Office expenses | $183,621 | $155,020 | $16,971 | $11,630 | 6.6% | |
| Payroll taxes | $85,163 | $71,898 | $7,871 | $5,394 | 3.1% | |
| Pension plan contributions | $82,205 | $69,401 | $7,598 | $5,206 | 3.0% | |
| Advertising and promotion | $82,185 | $69,384 | $7,596 | $5,205 | 3.0% | |
| Depreciation and depletion | $61,061 | $52,176 | $5,270 | $3,615 | 2.2% | |
| Other employee benefits | $53,461 | $45,134 | $4,941 | $3,386 | 1.9% | |
| Fees: other services | $52,397 | $44,236 | $4,842 | $3,319 | 1.9% | |
| Fees: investment management | $51,347 | $43,349 | $4,746 | $3,252 | 1.9% | |
| Occupancy | $51,153 | $43,185 | $4,728 | $3,240 | 1.8% | |
| Insurance | $29,011 | $24,492 | $2,681 | $1,838 | 1.0% | |
| Fees: accounting | $19,000 | $16,041 | $1,756 | $1,203 | 0.7% | |
| Conferences, conventions and meetings | $17,581 | $14,843 | $1,625 | $1,113 | 0.6% | |
| Payments to affiliates | $15,132 | $12,775 | $1,399 | $958 | 0.5% | |
| Travel | $14,666 | $12,382 | $1,355 | $929 | 0.5% | |
| Information technology | $13,334 | $11,257 | $1,232 | $845 | 0.5% | |
| Other (as described) | MISCELLANEOUS | $5,714 | $4,824 | $528 | $362 | 0.2% |
| Interest | $49 | $41 | $5 | $3 | 0.0% | |
| Fundraising events Event | direct expenses; gross income - | $122,215 | reported apart | |||
| Total | $2,769,879 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2016 · Form 990 | ||||||||
| Yes | - | - | - | - | - | - | $50,055 | - |
| 2015 · Form 990 | ||||||||
| Yes | 1 | - | $25,500 | $50,055 | - | - | - | - |
| 2014 · Form 990 | ||||||||
| Yes | 2 | - | $31,530 | $137,872 | - | - | - | - |
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