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UNITED WAY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY INC (EIN 95-2274801)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-08
IRS object ID
202521289349302742
Schema version
2023v6.0
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)
Return2025-05-08T14:05:27-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET SUITE 1600AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952274801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2138086220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 S FIGUEROA STREET SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELISE BUIKPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2138086220PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone6177237900PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF GREATER LOS ANGELESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerELISE BUIKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 S FIGUEROA STREET SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$247,248,356GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYLA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionWE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, (CONT. ON SCH. O) DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee86TotalEmployeeCnt
Total Volunteers610TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,559,498PYContributionsGrantsAmt
CY Contributions Grants$30,312,001CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,243,639PYInvestmentIncomeAmt
CY Investment Income$6,357,232CYInvestmentIncomeAmt
PY Other Revenue$1,603,970PYOtherRevenueAmt
CY Other Revenue$2,011,875CYOtherRevenueAmt
PY Total Revenue$47,407,107PYTotalRevenueAmt
CY Total Revenue$38,681,108CYTotalRevenueAmt
PY Grants And Similar Paid$27,551,024PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,318,136CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,535,852PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,469,262CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$177,350PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$357,488CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,704,340CYTotalFundraisingExpenseAmt
PY Other Expenses$8,543,895PYOtherExpensesAmt
CY Other Expenses$12,485,709CYOtherExpensesAmt
PY Total Expenses$44,808,121PYTotalExpensesAmt
CY Total Expenses$49,630,595CYTotalExpensesAmt
PY Revenues Less Expenses$2,598,986PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,949,487CYRevenuesLessExpensesAmt
Total Assets BOY$92,970,414TotalAssetsBOYAmt
Total Assets EOY$188,168,540TotalAssetsEOYAmt
Total Liabilities BOY$7,125,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$112,381,464TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,845,112NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,787,076NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,361,379ExpenseAmt
Grant$19,859,620GrantAmt
Revenue$563,503RevenueAmt
DescSUPPORTING PEOPLE IN CRISIS TAPPING INTO OUR COLLECTIVE ABILITY TO HELP, WE MULTIPLY CONTRIBUTIONS AND HARD WORK INTO IMMEDIATE RELIEF FOR NEIGHBORS WHO NEED FOOD, HOUSING, HEALTHCARE, AND FINANCIAL ASSISTANCE.WE ARE INVESTING TO SUSTAIN AND EXPAND ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING THE DAILY CRISIS OF POVERTY. WE HAVE: - SUPPORTED 22,214 HOUSEHOLDS WITH UTILITIES COSTS THROUGH UTILITIES ASSISTANCE PROGRAM & AN ESTIMATED 50,000 HOUSEHOLDS WERE PROVIDED FOOD ASSISTANCE THROUGH THE EMERGENCY FOOD AND SHELTER PROGRAM.(CONT. ON SCH. O)- THROUGH INVESTMENTS IN SHELTER IMPROVEMENT & DAYTIME SERVICES SITE IMPROVEMENTS AND OPERATIONAL ENHANCEMENTS WERE SUPPORTED AT 76 SHELTERS, SENIOR & DAYTIME CENTERS TO SUPPORT EXPANDED AND ENHANCED CARE TO THE OVER 15,000+ PEOPLE EXPERIENCING HOMELESSNESS THEY SERVE EACH YEAR.- IDENTIFIED AND INVESTED IN 92 LOCAL HOMELESS SERVICES AGENCIES WHO WERE AWARDED STAFF STIPENDS TO RETAIN KEY STAFF AND ORGANIZATIONAL INFRASTRUCTURE UPGRADES TO ENHANCE THEIR OPERATIONAL CAPACITY TO MANAGE ADMINISTRATION OF LOCAL PUBLIC SERVICE CONTRACTS UNDER THEIR COLLECTIVE MANAGEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,569,687ExpenseAmt
Grant$4,793,511GrantAmt
Revenue$0RevenueAmt
DescBUILDING SHARED PROSPERITYEVERY NEIGHBORHOOD IN L.A. IS FULL OF DREAMERS AND DOERS WHO HAVE A VISION FOR WHAT THEIR COMMUNITY COULD BE. THAT'S WHY WE WORK WITH LOCAL PARTNERS TO CREATE COMMUNITY-OWNED APPROACHES TO BUILDING WEALTH AND POWER THAT WILL CHANGE THE FUTURE FOR THIS GENERATION AND THE NEXT.WE ARE INVESTING FOR SHARED PROSPERITY EFFORTS THAT CREATE PATHWAYS OF OPPORTUNITY AND EQUITY ACROSS OUR REGION. WE HAVE:- THE AFFORDABLE HOUSING INITIATIVE HAS INVESTED IN 238 AFFORDABLE UNITS FINANCED AT 50% OF THE AVERAGE COST THIS LAST YEAR AND CONTINUES TO SCALE THAT PROGRAM THROUGH LACAHSA, THE HOUSING SOLUTIONS AGENCY WE HELPED CREATE. IT HAS THE POTENTIAL TO CREATE AN (CONT. ON SCH. O) IMPACTFUL SUPPLY OF AFFORDABLE HOUSING AND PREVENT HOMELESSNESS ACROSS OUR REGION.- THE COMMUNITY PROSPERITY INITIATIVE AIMS TO ENGAGE LOCAL COMMUNITY MEMBERS IN BUILDING AN ECONOMY THAT WORKS FOR THEM. OVER THE YEAR, OVER 500 RESIDENTS AND 20 LOCAL COMMUNITY-BASED PARTNERS WERE ENGAGED IN ASSET MAPPING AND PLANNING TO BEGIN BUILDING COMMUNITY ENTERPRISES ACROSS THREE NEIGHBORHOODS PICO UNION, NORTH LONG BEACH AND THE CITY OF SAN FERNANDO.- TO INCREASE COMPLETION AND TRANSFER RATES, OUR COMMUNITY COLLEGE SUCCESS INITIATIVE SUPPORTED 327 COMMUNITY COLLEGE STUDENTS THROUGH ORIENTATION/COLLEGE FAIRS, HARDSHIP FUNDS, MENTORSHIPS, AND TOOLKITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,665,005ExpenseAmt
Grant$3,665,005GrantAmt
Revenue$32,118RevenueAmt
DescUNITED WAY OF GREATER LOS ANGELES ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAY OR TO OTHER NONPROFIT ORGANIZATIONS. IN FISCAL YEAR 2023-2024, WE PROCESSED $3,665,005 IN DESIGNATIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$42,596,071TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee86EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLINING LEE RECENDEZPersonNm
Phone2138086399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 S FIGUEROA STREET SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LARRY JAMES
CHAIR - PART YEAR5.000.00Yes (X)Yes (X)$0$0$0
MARTHA SANTANA-CHIN
VICE CHAIR5.000.00Yes (X)Yes (X)$0$0$0
LISA CLERI REALE
CORPORATE SECRETARY5.000.00Yes (X)Yes (X)$0$0$0
EDGAR CAMPOS
BOARD MEMBER1.000.00Yes (X)$0$0$0
ALEX MARTIN CHAVES
BOARD MEMBER1.000.00Yes (X)$0$0$0
SCOTT COHEN
BOARD MEMBER1.000.00Yes (X)$0$0$0
KEVIN DEMOFF
BOARD MEMBER1.000.00Yes (X)$0$0$0
RUDY ESPINOZA
BOARD MEMBER1.000.00Yes (X)$0$0$0
KIM HARRINGTON
BOARD MEMBER1.000.00Yes (X)$0$0$0
MARC HICKMAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
DARLENE HOPKINS
BOARD MEMBER1.000.00Yes (X)$0$0$0
SANDRA HRNA
BOARD MEMBER1.000.00Yes (X)$0$0$0
ALICE JUAREZ
BOARD MEMBER1.000.00Yes (X)$0$0$0
STEFANIE KANE
BOARD MEMBER1.000.00Yes (X)$0$0$0
STEWART KWOH
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHAEL LAWSON
BOARD MEMBER1.000.00Yes (X)$0$0$0
IRENE OH
BOARD MEMBER1.000.00Yes (X)$0$0$0
RICHARD RAFFETTO
BOARD MEMBER - PART YEAR1.000.00Yes (X)$0$0$0
KAIA REIN-HOFFMAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHELLE RHONE-COLLINS
BOARD MEMBER1.000.00Yes (X)$0$0$0
ERIK ROBINSON
BOARD MEMBER1.000.00Yes (X)$0$0$0
MARIA SALINAS
BOARD MEMBER1.000.00Yes (X)$0$0$0
NATALIE SCHILLING
BOARD MEMBER - PART YEAR1.000.00Yes (X)$0$0$0
JADE SHOPP
BOARD MEMBER1.000.00Yes (X)$0$0$0
ANN SUGAI
BOARD MEMBER1.000.00Yes (X)$0$0$0
HAMED TAVAJOHI
BOARD MEMBER1.000.00Yes (X)$0$0$0
HASSAN WEBB
BOARD MEMBER1.000.00Yes (X)$0$0$0
YVONNE WHEELER
BOARD MEMBER1.000.00Yes (X)$0$0$0
JIM WHITE
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHELLE WROAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN YAMAMOTO
BOARD MEMBER1.000.00Yes (X)$0$0$0
AARON YOHNKE
BOARD MEMBER1.000.00Yes (X)$0$0$0
ELISE BUIK
PRESIDENT & CEO50.000.00Yes (X)$496,597$0$270,078
LINING RECENDEZ
VP, FINANCE50.000.00Yes (X)$234,457$0$61,123
TAULENE KAGAN
VP, SPEC. PROJ. & INIT. - PART YEAR50.000.00$206,937$0$52,187Yes (X)
CHRIS KO
VP, IMPACT & STRATEGY50.000.00$206,660$0$24,819Yes (X)
THOMAS NEWMAN
VP, PUBLIC AFFAIRS50.000.00$177,605$0$31,654Yes (X)
ERIN MORTON
VP, STRATEGIC PARTNERSHIPS50.000.00$187,988$0$10,805Yes (X)
DAVID TRAN
DIR., FINANCE & BUSINESS SOLUTION50.000.00$157,081$0$22,190Yes (X)
CRISTIAN YANCEY
DIR., MARKET. & ENGAGE. - PART YEAR50.000.00$153,133$0$21,847Yes (X)
XOCHITL FLORES
DIRECTOR, PEOPLE & CULTURE50.000.00$128,930$0$35,075Yes (X)
JASON RIFFE
DIR., HOUSING INITIATIVES50.000.00$130,179$0$12,343Yes (X)
MICHAEL DENNIS
DIR., COMM. ACTIVATION - PART YEAR50.000.00$128,152$0$11,543Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,207,719TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$553,664TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VOXPOP
8564 RUGBY DRIVEWEST HOLLYWOODCA90069PROGRAMMATIC DIGITAL COMM & DESIGN$580,381
SWELL CREATIVE GROUP
539 3/4 N COMMONWEALTH AVELOS ANGELESCA90004PROGRAMMATIC STRATEGY & COMMUNICATION$493,241
VERITIMO
1308 2ND STREET SW APT 3ROANOKEVA24016IT MANAGEMENT$481,680
MAL WARWICK DONORDITIGAL (MWD)
2550 9TH ST SUITE 103BERKELEYCA94710DIRECT MAIL$417,593
ESTRADA DARLEY MILLER GROUP (EDMG)
2581 ARVIA ST 2LOS ANGELESCA90065PROJECT MGMT & FACILITATION$182,141
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Government Grants$3,091,207GovernmentGrantsAmt
All Other Contributions$27,220,794AllOtherContributionsAmt
Noncash Contributions$402,452NoncashContributionsAmt
Total Contributions$30,312,001TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,926,086TotalRevenueColumnAmt
Exclusion$5,926,086ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$738TotalRevenueColumnAmt
Exclusion$738ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$208,998,394SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$208,567,248SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$431,146SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$431,146TotalRevenueColumnAmt
Exclusion$431,146ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
ADMIN FEE AND EXPENSE900099$1,135,885$32,118$1,103,767
AHI LOAN FEE INCOME522200$563,503$563,503
ALL OTHER REVENUE900099$311,749$311,749
FieldValueIRS element (for citing)
Other Revenue Total$2,011,137OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,681,108TotalRevenueColumnAmt
Related Or Exempt Func Income$595,621RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,773,486ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,318,136TotalAmt
Program Services$28,318,136ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,543,485TotalAmt
Program Services$683,847ProgramServicesAmt
Management And General$460,362ManagementAndGeneralAmt
Fundraising$399,276FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,556,797TotalAmt
Program Services$2,833,344ProgramServicesAmt
Management And General$983,206ManagementAndGeneralAmt
Fundraising$1,740,247FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$551,606TotalAmt
Program Services$228,205ProgramServicesAmt
Management And General$199,822ManagementAndGeneralAmt
Fundraising$123,579FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$426,479TotalAmt
Program Services$229,072ProgramServicesAmt
Management And General$65,086ManagementAndGeneralAmt
Fundraising$132,321FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$569,639TotalAmt
Program Services$372,288ProgramServicesAmt
Management And General$79,765ManagementAndGeneralAmt
Fundraising$117,586FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$380TotalAmt
Management And General$380ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$148,590TotalAmt
Management And General$148,590ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$55,050TotalAmt
Program Services$55,050ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$178,744TotalAmt
Fundraising$178,744FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$39,536TotalAmt
Management And General$39,536ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,350,656TotalAmt
Program Services$3,653,929ProgramServicesAmt
Management And General$381,528ManagementAndGeneralAmt
Fundraising$315,199FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$247,467TotalAmt
Program Services$154,268ProgramServicesAmt
Management And General$34,324ManagementAndGeneralAmt
Fundraising$58,875FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$201,940TotalAmt
Program Services$98,771ProgramServicesAmt
Management And General$56,774ManagementAndGeneralAmt
Fundraising$46,395FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$740,987TotalAmt
Program Services$317,086ProgramServicesAmt
Management And General$242,327ManagementAndGeneralAmt
Fundraising$181,574FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$902,882TotalAmt
Program Services$481,706ProgramServicesAmt
Management And General$260,565ManagementAndGeneralAmt
Fundraising$160,611FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$228,668TotalAmt
Program Services$111,155ProgramServicesAmt
Management And General$68,562ManagementAndGeneralAmt
Fundraising$48,951FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$148,801TotalAmt
Program Services$67,529ProgramServicesAmt
Management And General$39,672ManagementAndGeneralAmt
Fundraising$41,600FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,036,205TotalAmt
Program Services$4,032,561ProgramServicesAmt
Management And General$2,262ManagementAndGeneralAmt
Fundraising$1,382FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$347,210TotalAmt
Program Services$145,828ProgramServicesAmt
Management And General$124,996ManagementAndGeneralAmt
Fundraising$76,386FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$126,400TotalAmt
Program Services$53,088ProgramServicesAmt
Management And General$45,504ManagementAndGeneralAmt
Fundraising$27,808FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$122,663TotalAmt
Program Services$51,518ProgramServicesAmt
Management And General$44,159ManagementAndGeneralAmt
Fundraising$26,986FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROVISION FOR LOAN LOSS$621,122$621,122
MISCELLANEOUS EXPENSES$167,152$87,568$52,764$26,820

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$49,630,595TotalAmt
Program Services$42,596,071ProgramServicesAmt
Management And General$3,330,184ManagementAndGeneralAmt
Fundraising$3,704,340FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,058,770BOYAmt
EOY$14,790,793EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$30,190,989BOYAmt
EOY$63,601,027EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,511,116BOYAmt
EOY$2,974,460EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$768,564BOYAmt
EOY$751,319EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$47,670,395EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,400,762BOYAmt
EOY$1,746,780EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,945,573LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,849,699LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$222,274BOYAmt
EOY$95,874EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,442,921BOYAmt
EOY$41,137,927EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$963,341EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,450,000BOYAmt
EOY$3,406,566EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$925,018BOYAmt
EOY$11,030,058EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,970,414BOYAmt
EOY$188,168,540EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,882,051BOYAmt
EOY$2,924,407EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,427,786BOYAmt
EOY$2,960,530EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$418,695BOYAmt
EOY$418,695EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$94,907,792EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$10,045,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,361,770BOYAmt
EOY$1,125,040EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,125,302BOYAmt
EOY$112,381,464EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,275,526BOYAmt
EOY$43,061,676EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,569,586BOYAmt
EOY$32,725,400EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,845,112BOYAmt
EOY$75,787,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,970,414BOYAmt
EOY$188,168,540EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$10,949,487ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$417,335NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$474,116OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,856,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,980,133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,937,252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,559,498CurrentTaxYearMinus1YearAmt
Current Tax Year$30,312,001CurrentTaxYearAmt
Total$247,645,872TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,856,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,980,133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,937,252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,559,498CurrentTaxYearMinus1YearAmt
Current Tax Year$30,312,001CurrentTaxYearAmt
Total$247,645,872TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$48,771,064SubstantialContributorsTotAmt
Public Support Total170$198,874,808PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$290,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$304,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$457,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,254,375CurrentTaxYearMinus1YearAmt
Current Tax Year$5,926,824CurrentTaxYearAmt
Total$8,233,790TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,374,759CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,215,232CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,068,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,538,466CurrentTaxYearMinus1YearAmt
Current Tax Year$2,011,137CurrentTaxYearAmt
Total$7,207,594TotalAmt
FieldValueIRS element (for citing)
Total Support$263,087,256TotalSupportAmt
Gross Receipts Rltd Activities$1,102,153GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75590PublicSupportCY170Pct
Public Support PY1700.82500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$1,200,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$133,782DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$26,244OtherActivitiesAmt
Total Lobbying Expenditures$1,360,026TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LOBBYING ACTIVITIESFormAndLineReferenceDesc
Explanation1F - UNITED WAY PARTNERED WITH EXPERTS UNITED FOR HOMELESSNESS AND HOUSING SOLUTIONS, A COALITION OF NONPROFITS, AND THESE GRANTS WERE IN SUPPORT OF MEASURE A. MEASURE A IS A HOMELESSNESS SERVICES AND AFFORDABLE HOUSING BALLOT MEASURE, WHICH WAS PRESENTED TO THE CITIZENS OF LOS ANGELES COUNTY ON THE NOVEMBER 2024 BALLOT. MEASURE A ALLOWS SUPPORT FOR HOMELESS HOUSING AND SERVICES TO SUPPORT PEOPLE CURRENTLY EXPERIENCING HOMELESSNESS IN FINDING PERMANENT SOLUTIONS WHILE DOING EVEN MORE TO ADDRESS THE DRIVERS OF HOMELESSNESS IN LA COUNTY THROUGH AFFORDABLE HOUSING CONSTRUCTION, HOMELESSNESS PREVENTION, AND SUPPORT FOR VULNERABLE RENTERS. MEASURE A IS TO REPEAL AND REPLACE MEASURE H WHICH WAS SET TO EXPIRE IN 2027. AS A RESULT OF THESE EFFORTS AND SUPPORT, MEASURE A WAS APPROVED BY LOS ANGELES COUNTY VOTERS ON THE NOVEMBER 2024 BALLOT. 1G - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP PROVIDE STRATEGIC ADVICE AND OUTREACH SUPPORT TO THE ORGANIZATION. DIRECT CONTACT IN THIS TIME PERIOD WAS PRIMARILY RELATED TO THE NOVEMBER 2024 LOS ANGELES COUNTY BALLOT MEASURE. 1I - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES SPENT TIME ON ADVOCACY STRATEGY CREATION AND CONSENSUS BUILDING.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,901,454BeginningYearBalanceAmt
Contributions$300,000ContributionsAmt
Investment Earnings Or Losses$1,212,530InvestmentEarningsOrLossesAmt
End Year Balance$10,413,984EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,514,924BeginningYearBalanceAmt
Contributions$3,683,000ContributionsAmt
Investment Earnings Or Losses$703,530InvestmentEarningsOrLossesAmt
End Year Balance$8,901,454EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,222,243BeginningYearBalanceAmt
Investment Earnings Or Losses-$707,319InvestmentEarningsOrLossesAmt
End Year Balance$4,514,924EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,046,690BeginningYearBalanceAmt
Investment Earnings Or Losses$1,175,553InvestmentEarningsOrLossesAmt
End Year Balance$5,222,243EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,961,572BeginningYearBalanceAmt
Investment Earnings Or Losses$85,118InvestmentEarningsOrLossesAmt
End Year Balance$4,046,690EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,728,118OtherCostOrOtherBasisAmt
Depreciation$1,644,880DepreciationAmt
Book Value$83,238BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,020OtherCostOrOtherBasisAmt
Depreciation$91,266DepreciationAmt
Book Value$6,754BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,435OtherCostOrOtherBasisAmt
Depreciation$113,553DepreciationAmt
Book Value$5,882BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$95,874TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
RESTRICTED CASH$10,461,098
CUSTODIAN ASSET$418,695
RIGHT-OF-USE ASSET - OPERATING LEASE$150,265
FieldValueIRS element (for citing)
Total Book Value Other Assets$11,030,058TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OTHER POST RETIREMENT PLAN OBLIGATIONS$782,331
LEASE LIABILITY$342,709
FieldValueIRS element (for citing)
Total Liability$1,125,040TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,433,438TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$417,335NetUnrealizedGainsInvstAmt
Revenue Not Reported$417,335RevenueNotReportedAmt
Revenue Subtotal$35,016,103RevenueSubtotalAmt
Other Revenues Not Included$3,665,005OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,665,005RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$38,681,108TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$45,965,590TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$45,965,590ExpensesSubtotalAmt
Other Expenses Not Included$3,665,005OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,665,005ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$49,630,595TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:CUSTODIAN FUNDS ARE HELD BY UNITED WAY ON BEHALF OF OTHER ENTITIES AND ARE DISBURSED ONLY UPON INSTRUCTIONS FROM SUCH ENTITIES.
PART V, LINE 4:THE BOARD DESIGNATED ENDOWMENT FUND WAS SET UP TO INVEST FUNDS AND PROVIDE SECURITY TO THE FUTURE OPERATIONS OF UNITED WAY.
PART X, LINE 2:UNITED WAY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. UNITED WAY HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. UNITED WAY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNITED WAY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. AHI FUND II, LLC IS A DISREGARDED ENTITY AND ALL ACTIVITIES ARE TO BE INCLUDED IN THE UNITED WAY'S TAX FILINGS.
SCHEDULE D, PART XI, LINE 4D AND PART XII LINE 4D:ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS IN THE AMOUNT OF $3,665,005.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAL WARWICK (MWD)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 NINTH STREET SUITE 103AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
ActivityDIRECT MAILActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$310,573GrossReceiptsAmt
Retained By Contractor$178,744RetainedByContractorAmt
Net To Organization$131,829NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$310,573TotalGrossReceiptsAmt
Total Retained By Contractors$178,744TotalRetainedByContractorsAmt
Total Net To Organization$131,829TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B:FormAndLineReferenceDesc
ExplanationTHE FUNDRAISER WAS PAID $178,744 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. THE FUNDRAISER WAS ALSO PAID $60,894 FOR FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST AND OTHER REIMBURSABLE EXPENSES. FUNDRAISING EXPENSES WERE SEPARATELY IDENTIFIED ON INVOICES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (170 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
1736 FAMILY CRISIS CENTER
2116 ARLINGTON AVE STE 200LOS ANGELESCA90018953989251501(C)(3)$75,000$0CRISIS SOLUTIONS
A STEP TO FREEDOM
164 W 80TH STLOS ANGELESCA90003954704879501(C)(3)$100,830$0CRISIS SOLUTIONS
ABUNDANT BLESSINGS INC
2414 W 48TH STLOS ANGELESCA90043320595986501(C)(3)$75,000$0CRISIS SOLUTIONS
ABUNDANT HOUSING LA EDUCATION FUND
515 S FLOWER ST 18TH FLOORLOS ANGELESCA90071824616689501(C)(3)$70,000$0SHARED PROSPERITY
ACLU FOUNDATION OF SOUTHERN CALIFORNIA
1313 W 8TH STREETLOS ANGELESCA90017952673361501(C)(3)$25,000$0CRISIS SOLUTIONS
ACTIVE SAN GABRIEL VALLEY
10900 MULHALL STEL MONTECA91731852110415501(C)(3)$80,000$0SHARED PROSPERITY
AFFORDABLE LIVING FOR THE AGING
937 N FAIRFAX AVEWEST HOLLYWOODCA90046953301874501(C)(3)$80,535$0CRISIS SOLUTIONS
ALCOTT CENTER FOR MENTAL HEALTH SERVICES
1433 S ROBERTSON BLVDLOS ANGELESCA90035953392564501(C)(3)$70,295$0CRISIS SOLUTIONS
ALLIANCE FOR CALIFORNIANS FOR COMMUNITY EMPOWERMENT (ACCE)
3655 S GRAND AVE 250LOS ANGELESCA90007271487442501(C)(3)$215,298$0SHARED PROSPERITY
ANTELOPE VALLEY DOMESTIC VIOLENCE
PO BOX 2980LANCASTERCA93539953582588501(C)(3)$116,380$0CRISIS SOLUTIONS
ANTELOPE VALLEY PARTNERS FOR HEALTH (AVPH)
44226 10TH ST WESTLANCASTERCA93534470957404501(C)(3)$34,140$0CRISIS SOLUTIONS
ASCENCIA
1851 TYBURN STGLENDALECA91204204233822501(C)(3)$57,380$0CRISIS SOLUTIONS
ASIAN AMERICAN DRUG ABUSE PROGRAM INC
2900 CRENSHAW BLVDLOS ANGELESCA90016952848695501(C)(3)$14,760$0CRISIS SOLUTIONS
ASSURED LIFESTYLE HOUSING
840 APOLLO STEL SEGUNDOCA90245863959522501(C)(3)$99,325$0SHARED PROSPERITY
BIOI INC
3708 E 29TH ST 138BRYANTX77802843388523501(C)(3)$5,200$0ADMIN
BLACK WOMEN FOR WELLNESS
4340 11TH AVELOS ANGELESCA90008954624707501(C)(3)$75,000$0SHARED PROSPERITY
BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVDLOS ANGELESCA90015261254255501(C)(3)$160,500$0SHARED PROSPERITY
CANGRESS DBA LA COMMUNITY ACTION NETWORK
838 E 6TH STLOS ANGELESCA90021020661629501(C)(3)$75,000$0SHARED PROSPERITY
CATHOLIC CHARITIES OF LOS ANGELES
1531 JAMES M WOOD BLVDLOS ANGELESCA90015951690973501(C)(3)$441,500$0CRISIS SOLUTIONS
CENTER FOR NONPROFIT MANAGEMENT
1000 N ALAMEDA ST STE 250LOS ANGELESCA90012953357253501(C)(3)$161,387$0CRISIS SOLUTIONS
CENTRAL AMERICAN RESOURCE CENTER (CARECEN)
2845 W 7TH STLOS ANGELESCA90005953867724501(C)(3)$7,000$0SHARED PROSPERITY
CENTRAL CITY NEIGHBORHOOD PARTNERS
501 S BIXEL STLOS ANGELESCA90017954837709501(C)(3)$7,000$0SHARED PROSPERITY
CHRISTIAN OUTREACH APPEAL
515 E 3RD STLONG BEACHCA90802330008271501(C)(3)$150,000$0CRISIS SOLUTIONS
CITY OF GLENDORA
16 E FOOTHILL BLVDGLENDORACA91741956000715GOVERNMENT$150,000$0CRISIS SOLUTIONS
CITY OF MONTEREY PARK
320 W NEWMARK AVEMONTEREY PARKCA91754956000747GOVERNMENT$15,000$0CRISIS SOLUTIONS
CITY OF POMONA
505 S GAREY AVEPOMONACA91766956000764GOVERNMENT$150,000$0CRISIS SOLUTIONS
CLIMATE RESOLVE
525 S HEWITT STLOS ANGELESCA90013464736278501(C)(3)$50,000$0SHARED PROSPERITY
COALITION FOR HUMANE IMMIGRANT RIGHTS OF LA (CHIRLA)
2533 W 3RD ST STE 101LOS ANGELESCA90057954421521501(C)(3)$20,000$0CRISIS SOLUTIONS
COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT
3101 S GRAND AVELOS ANGELESCA90007202445113501(C)(3)$97,750$0CRISIS SOLUTIONS
COALITION TO ABOLISH SLAVERY & TRAFFICKING (CAST)
3580 WILSHIRE BLVD 900-37LOS ANGELESCA90010100008533501(C)(3)$75,000$0CRISIS SOLUTIONS
COMMUNITY PARTNERS
1000 N ALAMEDA ST STE 240LOS ANGELESCA90012954302067501(C)(3)$85,000$0SHARED PROSPERITY
CORO SOUTHERN CALIFORNIA
1000 N ALAMEDA ST STE 240LOS ANGELESCA90012954274561501(C)(3)$35,000$0CRISIS SOLUTIONS
COUNTY OF LOS ANGELES AGING AND DISABILITIES DEPARTMENT - COMM & SENIOR CE
510 S VERMONT AVE 11TH FLLOS ANGELESCA90020956000927GOVERNMENT$150,000$0CRISIS SOLUTIONS
COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVELOS ANGELESCA90027133391210501(C)(3)$75,000$0CRISIS SOLUTIONS
DEPAUL USA INC
PO BOX 756CHICAGOIL60657352338110501(C)(3)$183,635$0CRISIS SOLUTIONS, SHARED PROSPERITY
DIGNITY AND POWER NOW
3655 S GRAND AVE 260LOS ANGELESCA90007463064675501(C)(3)$20,000$0CRISIS SOLUTIONS
DO GOOD DANIELS FAMILY
611 W 9TH STSAN PEDROCA90731854077078501(C)(3)$95,635$0SHARED PROSPERITY
DOOR OF HOPE
221 E WALNUT STPASADENACA91101954044568501(C)(3)$30,335$0CRISIS SOLUTIONS
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STLOS ANGELESCA90013311597223501(C)(3)$210,000$0CRISIS SOLUTIONS
DREAM LIVE HOPE FOUNDATION
13216 CASIMIR AVEGARDENACA90249850504777501(C)(3)$90,100$0SHARED PROSPERITY
EASTMONT COMMUNITY CENTER
701 HOEFNER AVELOS ANGELESCA90022956221642501(C)(3)$225,000$0CRISIS SOLUTIONS
EAYIKES INC
3943 EAGLE ROCK BLVD 41LOS ANGELESCA90065462395125501(C)(3)$25,000$0CRISIS SOLUTIONS
EL CENTRO DE AYUDA
2130 E 1ST ST STE 110LOS ANGELESCA90033954563348501(C)(3)$160,500$0SHARED PROSPERITY
EPHESUS SEVENTH-DAY ADVENTIST CHURCH
7005 SOUTH WESTERN AVELOS ANGELESCA90047953500480501(C)(3)$20,000$0CRISIS SOLUTIONS
EPIDAURUS (DBA AMITY FOUNDATION OF CALIFORNIA)
PO BOX 3043TUSCONAZ85702770418201501(C)(3)$375,000$0CRISIS SOLUTIONS
EXPERTS UNITED FOR HOMELESSNESS AND HOUSING SOLUTIONS A COALITION OF NONPR
777 S FIGUEROA ST STE 4050LOS ANGELESCA90017934121026501(C)(4)$1,200,000$0CRISIS SOLUTIONS
FAIR OPPORTUNITY FOR CHANGE INC
637 E ALBERTONI ST SUITE 200CARSONCA90746371555574501(C)(3)$75,000$0CRISIS SOLUTIONS
FAMILY PROMISE OF THE SOUTH BAY
2930 EL DORADO STTORRANCECA90503452812002501(C)(3)$100,690$0CRISIS SOLUTIONS
FATHERS AND MOTHERS WHO CARE
10975 S VERMONT AVELOS ANGELESCA90044954648247501(C)(3)$86,050$0CRISIS SOLUTIONS
FINALLY FAMILY HOMES
PO BOX 55683VALENCIACA91385822879671501(C)(3)$95,635$0SHARED PROSPERITY
FINISH FIRST ACADEMY
5444 CRENSHAW BLVD STE 200LOS ANGELESCA90043815199729501(C)(3)$43,725$0CRISIS SOLUTIONS
FIRST TO SERVE
1017 W 50TH STLOS ANGELESCA90037912167028501(C)(3)$412,400$0CRISIS SOLUTIONS
FOOD FORWARD INC
7412 FULTON AVE 3NORTH HOLLYWOODCA91605900678872501(C)(3)$20,000$0CRISIS SOLUTIONS
FOUNDATION FOR LA COMMUNITY COLLEGE
770 WILSHIRE BLVD 9TH FLOORLOS ANGELESCA90017954106993501(C)(3)$50,000$0SHARED PROSPERITY
FREE FROM HARDSHIPS LA INC
6111 S GRAMERCY PLACE SUITE 4ALOS ANGELESCA90047851064249501(C)(3)$95,635$0SHARED PROSPERITY
GARMENT WORKERS CENTER
1250 S LOS ANGELES ST SUITE 213LOS ANGELESCA90015810622437501(C)(3)$15,000$0SHARED PROSPERITY
GOODWILL SOUTHERN CALIFORNIA
342 N SAN FERNANDO RDLOS ANGELESCA90031951641441501(C)(3)$20,000$0CRISIS SOLUTIONS
GP CARE PACKAGE & BLANKETS OF LOVE
2845 W 7TH STLOS ANGELESCA90005845014100501(C)(3)$10,000$0SHARED PROSPERITY
HABITAT FOR HUMANITY OF GREATER LOS ANGELES
8739 ARTESIA BLVDBELLFLOWERCA90706330416470501(C)(3)$20,000$0CRISIS SOLUTIONS
HARBOR INTERFAITH SERVICES INC
670 W 9TH STSAN PEDROCA90731330031099501(C)(3)$252,985$0CRISIS SOLUTIONS
HARVEST HOME INC
2118 WILSHIRE BLVD PMB 358SANTA MONICACA90403954079490501(C)(3)$90,100$0SHARED PROSPERITY
HAVEN HILLS INC
PO BOX 260CANOGA PARKCA91303953196247501(C)(3)$11,070$0CRISIS SOLUTIONS
HELP ME HELP YOU
620 W 16TH ST SUITE BLONG BEACHCA90813710898124501(C)(3)$42,080$0CRISIS SOLUTIONS
HELPLINE YOUTH COUNSELING
14181 TELEGRAPH ROADWHITTIERCA90604237113824501(C)(3)$104,520$0CRISIS SOLUTIONS
HILLSIDES
940 AVE 64PASADENACA91105951644002501(C)(3)$65,000$0CRISIS SOLUTIONS
HOLLIDAY'S HELPING HANDS FOUNDATION
17420 AVALON BLVD STE 101CARSONCA90746844400983501(C)(3)$95,295$0CRISIS SOLUTIONS
HOLLYWOOD SEVENTH DAY ADVENTIST CHURCH
1711 N VAN NESS AVELOS ANGELESCA90028956005961501(C)(3)$150,000$0CRISIS SOLUTIONS
HOMELESS HEALTHCARE LOS ANGELES
1282 W 2ND STLOS ANGELESCA90026954074970501(C)(3)$150,000$0CRISIS SOLUTIONS
HOPE OF THE VALLEY RESCUE MISSION (DBA HOPE THE MISSION)
PO BOX 7609MISSION HILLSCA91346272053273501(C)(3)$228,505$0CRISIS SOLUTIONS
HOUSE OF RUTH INC
PO BOX 459CLAREMONTCA91711953276033501(C)(3)$71,790$0CRISIS SOLUTIONS
HOUSING WORKS
121 N AVE 59LOS ANGELESCA90042030522656501(C)(3)$82,380$0CRISIS SOLUTIONS
INCLUSIVE ACTION FOR THE CITY
2900 E CESAR E CHAVEZLOS ANGELESCA90033270584113501(C)(3)$75,000$0SHARED PROSPERITY
INFORMATION AND REFERRAL FEDERATION OF LOS ANGELES COUNTY (DBA 211 LA)
526 W LAS TUNAS DRSAN GABRIELCA91776953510017501(C)(3)$106,365$0CRISIS SOLUTIONS
INNER CITY LAW CENTER
1309 E 7TH STREETLOS ANGELESCA90021953697572501(C)(3)$75,000$0SHARED PROSPERITY
INNERCITY STRUGGLE
3467 WHITTIER BLVDLOS ANGELESCA90023272133211501(C)(3)$20,000$0CRISIS SOLUTIONS
INTEGRATED RECOVERY NETWORK
2010 WILSHIRE BLVD 704LOS ANGELESCA90057273493736501(C)(3)$20,595$0CRISIS SOLUTIONS
INTERVAL HOUSE
6615 E PACIFIC COAST HWY STE 170LONG BEACHCA90803953389113501(C)(3)$87,915$0CRISIS SOLUTIONS
JENESSE CENTER INC
5601 W SLAUSON AVE STE 265CULVER CITYCA90230953652529501(C)(3)$75,000$0CRISIS SOLUTIONS
JEWISH FAMILY SERVICE OF LOS ANGELES
330 N FAIRFAX AVELOS ANGELESCA90036951691013501(C)(3)$50,000$0CRISIS SOLUTIONS
JOVENES INC
1208 PLEASANT AVELOS ANGELESCA90033954342434501(C)(3)$14,920$0CRISIS SOLUTIONS
JWCH INSTITUTE INC
5650 JILLSON STCOMMERCECA90040952289916501(C)(3)$154,980$0CRISIS SOLUTIONS
KINGDOM CAUSES INC (DBA CITY NET)
4508 ATLANTIC AVE 292LONG BEACHCA90807571162424501(C)(3)$72,435$0CRISIS SOLUTIONS
KOREAN IMMIGRANT WORKERS ADVOCATES
1053 S NEW HAMPSHIRE AVELOS ANGELESCA90020954392004501(C)(3)$100,000$0SHARED PROSPERITY
KOREATOWN YOUTH AND COMMUNITY CENTER INC
3727 W 6TH ST STE300LOS ANGELESCA90020953779389501(C)(3)$89,760$0SHARED PROSPERITY
LA DEFENSA
PO BOX 889385LOS ANGELESCA90088943153687501(C)(3)$20,000$0CRISIS SOLUTIONS
LA FAMILY HOUSING CORPORATION
7843 LANKERSHIM BLVDNORTH HOLLYWOODCA91605953920560501(C)(3)$445,000$0CRISIS SOLUTIONS
LA FORWARD INSTITUTE
1672 FEDERAL AVE 5LOS ANGELESCA90025872728708501(C)(3)$100,000$0SHARED PROSPERITY
LA GLOBAL CARE
4300 LONG BEACH BLVD SUITE 340LONG BEACHCA90807814654070501(C)(3)$415,315$0CRISIS SOLUTIONS
LA VOICE
3660 WILSHIRE BLVD STE 602LOS ANGELESCA90010954781974501(C)(3)$50,000$0SHARED PROSPERITY
LABOR COMMUNITY SERVICES
2130 W JAMES M WOOD BLVDLOS ANGELESCA90006954147259501(C)(3)$150,000$0ADMIN
LIFT INC
1910 MAGNOLIA AVE STE 404LOS ANGELESCA90007522168409501(C)(3)$12,000$0SHARED PROSPERITY
LINC HOUSING CORPORATION
3590 ELM AVELONG BEACHCA90807330578620501(C)(3)$74,750$0CRISIS SOLUTIONS
LONG BEACH CENTER FOR ECONOMIC INCLUSION
6509 GUNDRY AVELONG BEACHCA90805844693859501(C)(3)$10,000$0SHARED PROSPERITY
LONG BEACH FORWARD
425 ATLANTIC AVELONG BEACHCA90802851047927501(C)(3)$20,000$0CRISIS SOLUTIONS
LOS ANGELES CHRISTIAN HEALTH CENTERS
315 W 9TH ST SUITE 950LOS ANGELESCA90015954315734501(C)(3)$75,000$0CRISIS SOLUTIONS
LOS ANGELES CITY COLLEGE FOUNDATION
855 N VERMONTLOS ANGELESCA90029956207819501(C)(3)$48,690$0CRISIS SOLUTIONS
LOS ANGELES HOUSE OF RUTH
PO BOX 33288LOS ANGELESCA90033953411454501(C)(3)$35,175$0CRISIS SOLUTIONS
LOS ANGELES LGBT CENTER
1118 N MCCADDEN PLACELOS ANGELESCA90038953567895501(C)(3)$176,000$0CRISIS SOLUTIONS
LOS ANGELES TRADE TECHNICAL COLLEGE FOUNDATION
400 W WASHINGTON BLVDLOS ANGELESCA90015957582353501(C)(3)$25,000$0SHARED PROSPERITY
LTSC COMMUNITY DEVELOPMENT CORPORATION
231 E 3RD ST STE G106LOS ANGELESCA90013954444102501(C)(3)$175,000$0SHARED PROSPERITY
LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
999 TOWN COUNTRY RD STE 100ORANGECA92868952225798501(C)(3)$25,277$0CRISIS SOLUTIONS
MDG ASSOCIATES LLC
10722 ARROW ROUTE STE 822RANCHO CUCAMONGACA91730842657160$10,000$0CRISIS SOLUTIONS
MEASURE OF HEARTS FOUNDATION
5777 W CENTURY BLVD 1110LOS ANGELESCA90045861870388501(C)(3)$90,100$0SHARED PROSPERITY
MEN TAKING OVER REFORMING SOCIETY INC
3019 S GRAND AVELOS ANGELESCA90007814968942501(C)(3)$25,830$0CRISIS SOLUTIONS
MENTAL HEALTH AMERICA OF LOS ANGELES
3533 E BROADWAY STE 200LONG BEACHCA90803951881491501(C)(3)$160,350$0CRISIS SOLUTIONS
MF PLACE INC (DBA MY FRIEND'S PLACE)
5850 HOLLYWOOD BLVDLOS ANGELESCA90028954834034501(C)(3)$155,000$0CRISIS SOLUTIONS
NATIONAL HEALTH FOUNDATION
515 S FIGUEROA ST STE 1300LOS ANGELESCA90071237314808501(C)(3)$181,020$0CRISIS SOLUTIONS
NEW DIRECTIONS INC
1103 WILSHIRE BLVD VA BUILDING 116LOS ANGELESCA90073954242745501(C)(3)$91,605$0CRISIS SOLUTIONS
NOHO HOME ALLIANCE
11031 CAMARILLO STNORTH HOLLYWOODCA91602824768699501(C)(3)$222,545$0CRISIS SOLUTIONS
ONEGENERATION
17400 VICTORY BLVDVAN NUYSCA91406954066979501(C)(3)$123,200$0CRISIS SOLUTIONS
OPEN ARMS COMMUNITY SERVICES (DBA KINGDOWN CAUSES BELLFLOWER)
16429 BELLFLOWER BLVDBELLFLOWERCA90706954849998501(C)(3)$27,140$0CRISIS SOLUTIONS
OPEN ARMS FOOD PANTRY AND COMMUNITY RESOURCE CENTER
2010 W 62ND ST 140LOS ANGELESCA90047831054330501(C)(3)$75,000$0CRISIS SOLUTIONS
OPEN ARMS TEMPORARY LIVING
PO BOX 561323LOS ANGELESCA90056811843957501(C)(3)$90,100$0SHARED PROSPERITY
OUR COMMUNITY LA
PO BOX 676PACIFIC PALISADESCA90272273782128501(C)(3)$90,100$0SHARED PROSPERITY
PAVING THE WAY FOUNDATION
44818 FERN AVE SUITE 105LANCASTERCA93534010852709501(C)(3)$18,450$0CRISIS SOLUTIONS
PEOPLE ASSISTING THE HOMELESS (PATH)
340 N MADISON AVENUELOS ANGELESCA90004953950196501(C)(3)$169,000$0CRISIS SOLUTIONS, SHARED PROSPERITY
PICO UNION PROJECT
1153 VALENCIA STLOS ANGELESCA90015812010806501(C)(3)$62,000$0SHARED PROSPERITY
POSITIVE OUTLOOK HOUSING CORP
800 N ACACIA AVECOMPTONCA90220953797112501(C)(3)$39,760$0CRISIS SOLUTIONS
PROJECT JOY INC
5022 W AVE N 10232PALMDALECA93551472796137501(C)(3)$51,750$0CRISIS SOLUTIONS
PROYECTO PASTORAL
135 N MISSION RDLOS ANGELESCA90033953213958501(C)(3)$38,500$0CRISIS SOLUTIONS
PUBLIC COUNSEL
610 S ARDMORE AVELOS ANGELESCA90005237105149501(C)(3)$140,000$0SHARED PROSPERITY
PUENTE LATINO ASSOCIATE
6691 MYRTLE AVELONG BEACHCA90805825226008501(C)(3)$13,500$0SHARED PROSPERITY
RAINBOW SERVICES LTD
453 W 7TH STSAN PEDROCA90731953855705501(C)(3)$84,015$0CRISIS SOLUTIONS
RESEDA BLVD CHURCH OF CHRIST
7806 RESEDA BLVDRESEDACA91335954057523501(C)(3)$90,100$0SHARED PROSPERITY
SAFE PLACE FOR YOUTH (SPY)
2471 LINCOLN BLVDVENICECA90291841802637501(C)(3)$256,605$0CRISIS SOLUTIONS, SHARED PROSPERITY
SAN FERNANDO VALLEY COMMUNITY MENTAL HEALTH CENTER
16360 ROSCOE BLVD 2ND FLOORVAN NUYSCA91406956194487501(C)(3)$259,935$0CRISIS SOLUTIONS
SANTA CLARITA COMMUNITY DEVELOPMENT CORPORATION (DBA BRIDGE TO HOME)
23754 NEWHALL AVENEWHALLCA91321954587823501(C)(3)$111,722$0CRISIS SOLUTIONS
SEED HOUSE PROJECT
138 N BRAND BLVD STE200 207GLENDALECA91203463562349501(C)(3)$90,100$0SHARED PROSPERITY
SHELTER PARTNERSHIP INC
520 S GRAND AVE STE 655LOS ANGELESCA90071953976214501(C)(3)$16,605$0CRISIS SOLUTIONS
SILVERLAKE PRESBYTERIAN CHURCH (DBA SILVERLAKE COMMUNITY CHURCH)
2930 HYPERION AVELOS ANGELESCA90027951890763501(C)(3)$136,700$0CRISIS SOLUTIONS
SINGLE ROOM OCCUPANCY HOUSING CORPORATION
1055 W 7TH ST STE 3250LOS ANGELESCA90017953909215501(C)(3)$117,035$0CRISIS SOLUTIONS
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (SEE) INC
23564 CALABASAS RD STE 201CALABASASCA91302954116679501(C)(3)$32,000$0SHARED PROSPERITY
SOCIAL JUSTICE LEARNING INSTITUTE
600 CENTINELA AVEINGLEWOODCA90302263413373501(C)(3)$120,000$0SHARED PROSPERITY
SOCIAL SERVICES AT BLESSED SACRAMENT INC (DBA THE CENTER IN HOLLYWOOD)
6636 SELMA AVELOS ANGELESCA90028203022534501(C)(3)$225,000$0CRISIS SOLUTIONS
SOUTHERN CALIFORNIA ASSOCIATION OF NONPROFIT HOUSING (SCANPH)
340 E 2ND ST STE 406LOS ANGELESCA90012954019655501(C)(3)$50,000$0SHARED PROSPERITY
SSG-HOPICS (SPECIAL SERVICES FOR GROUPS)
905 E 8TH STREETLOS ANGELESCA90021951716914501(C)(3)$447,730$0CRISIS SOLUTIONS
ST BARNABAS SENIOR CENTER OF LOS ANGELES
675 S CARONDELET STLOS ANGELESCA90057951641435501(C)(3)$150,000$0CRISIS SOLUTIONS
ST FRANCIS CENTER
1835 S HOPE STLOS ANGELESCA90015954479271501(C)(3)$150,000$0CRISIS SOLUTIONS
ST JAMES' IN-THE-CITY EPISCOPAL CHURCH (DBA ST JAMES EPISCOPAL CHURCH SOUP
3903 WILSHIRE BLVDLOS ANGELESCA90048951643357501(C)(3)$150,000$0CRISIS SOLUTIONS
ST JOSEPH CENTER
204 HAMPTON DRVENICECA90291953874381501(C)(3)$227,970$0CRISIS SOLUTIONS, SHARED PROSPERITY
STEP UP ON SECOND STREET INC
1328 2ND STSANTA MONICACA90401954109386501(C)(3)$100,830$0CRISIS SOLUTIONS
STRATEGIC ACTIONS FOR A JUST ECONOMY
152 W 32ND STLOS ANGELESCA90007931226092501(C)(3)$75,000$0SHARED PROSPERITY
TDD SUPPORTIVE LIVING INC
4604 S VICTORIA AVEVIEW PARKCA90043830946699501(C)(3)$91,945$0SHARED PROSPERITY
TESTIMONIAL COMMUNITY LOVE CENTER
5721 S WESTERN AVELOS ANGELESCA90062954376926501(C)(3)$25,415$0CRISIS SOLUTIONS
THE CATALYST FOUNDATION
547 WEST LANCASTER BLVDLANCASTERCA93534770357456501(C)(3)$59,000$0CRISIS SOLUTIONS
THE FID GROUP (DBA FRIENDS IN DEED)
444 E WASHINGTON BLVDPASADENACA91104951644608501(C)(3)$38,000$0CRISIS SOLUTIONS
THE FOUNDATION FOR ECONOMIC DEMOCRACY
291 NIETO AVELONG BEACHCA90803810869372501(C)(3)$95,000$0SHARED PROSPERITY
THE MIDNIGHT MISSION
601 S SAN PEDRO STLOS ANGELESCA90014951691293501(C)(3)$97,140$0CRISIS SOLUTIONS
THE PEOPLE CONCERN
2116 ARLINGTON AVE STE 100LOS ANGELESCA90018956143865501(C)(3)$392,715$0CRISIS SOLUTIONS
THE SALVATION ARMY A CALIFORNIA CORPORATION
16941 KEEGAN AVECARSONCA90746941156347501(C)(3)$319,500$0CRISIS SOLUTIONS, SHARED PROSPERITY
THE SHAW COMMUNITY TRANSFORMATION CORPORATION (DBA CREATING JUSTICE LA)
900 N ALAMEDA ST UNIT 862005LOS ANGELESCA90086010804429501(C)(3)$25,000$0CRISIS SOLUTIONS
THE VILLAGE FAMILY SERVICES
6736 LAUREL CANYONNORTH HOLLYWOODCA91606954625826501(C)(3)$199,035$0CRISIS SOLUTIONS
THE WHOLE CHILD-MENTAL HEALTH & HOUSING
10155 COLIMA RDWHITTIERCA90603952031148501(C)(3)$168,450$0CRISIS SOLUTIONS
TINY'S VILLAGE
PO BOX 1124INGLEWOODCA90308850563589501(C)(3)$91,945$0SHARED PROSPERITY
TRUST SOUTH LA
4331 S MAIN STLOS ANGELESCA90037421687057501(C)(3)$100,000$0SHARED PROSPERITY
TURNING POINT DRUG AND ALCOHOL EDUCATION PROGRAM
3756 SANTA ROSALIA DR STE 617LOS ANGELESCA90008264464781501(C)(3)$32,380$0CRISIS SOLUTIONS
UNCLE DAVE'S HOUSING
844 W 78TH STLOS ANGELESCA90044453272845501(C)(3)$25,000$0CRISIS SOLUTIONS
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104953958741501(C)(3)$327,490$0CRISIS SOLUTIONS
UNITED STATES VETERANS INITIATIVE
800 W 6TH ST SUITE 1505LOS ANGELESCA90017354382752501(C)(3)$230,535$0CRISIS SOLUTIONS
UNSEEN FACES FOUNDATION INC
5757 W CENTURY BLVD STE 700-61LOS ANGELESCA90045833605201501(C)(3)$71,785$0CRISIS SOLUTIONS
UPWARD BOUND HOUSE
1104 WASHINGTON AVENUESANTA MONICACA90403954288926501(C)(3)$75,000$0CRISIS SOLUTIONS
URBAN ALCHEMY SAFE SLEEP VIILLAGE
1035 MARKET STSAN FRANCISCOCA94103825408579501(C)(3)$16,605$0CRISIS SOLUTIONS
VENICE COMMUNITY HOUSING CORPORATION
200 LINCOLN BLVDVENICECA90291954200761501(C)(3)$184,225$0CRISIS SOLUTIONS, SHARED PROSPERITY
VETERAN SOCIAL SERVICE INC
231 E 25TH STLOS ANGELESCA90011832172065501(C)(3)$78,690$0CRISIS SOLUTIONS
VIDA MOBILE CLINIC
10718 WHITE OAK AVE 4GRANADA HILLSCA91344814209248501(C)(3)$7,380$0CRISIS SOLUTIONS
VOLUNTEERS OF AMERICA OF LOS ANGELES
3600 WILSHIRE BLVD 1500LOS ANGELESCA90010951691330501(C)(3)$75,000$0CRISIS SOLUTIONS
WEINGART CENTER ASSOCIATION
566 S SAN PEDRO STLOS ANGELESCA90013956054617501(C)(3)$75,000$0CRISIS SOLUTIONS
WHITTIER AREA FIRST DAY OF COALITION
12426 WHITTIER BLVDWHITTIERCA90602951141844501(C)(3)$86,070$0CRISIS SOLUTIONS
WILLOWBROOK INCLUSION NETWORK
1228 E 124TH STLOS ANGELESCA90059821937392501(C)(3)$37,500$0SHARED PROSPERITY
YMCA OF METROPOLITAN LOS ANGELES - MID VALLEY BRANCH
4301 W 3RD STLOS ANGELESCA90020951644052501(C)(3)$90,100$0SHARED PROSPERITY
FieldValueIRS element (for citing)
Total501c3 Org168Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUNITED WAY WORKS TO MONITOR ALL INVESTMENTS MADE THROUGH GRANTS IN ALIGNMENT WITH FUNDING USE AND PROJECT DESIGN. ALL GRANTS HAVE DEFINED SCOPES OF WORK, ESTABLISHED IN CONTRACTS, WHICH CLEARLY IDENTIFY ANY REQUIREMENTS FOR REPORTING AND PARTICIPATION IN EVALUATION PROCESSES. REQUIREMENTS ARE DETERMINED BASED ON THE PURPOSE OF THE GRANT, SIZE OF AWARD, PROJECT TIMELINE, AND OTHER FACTORS. WHERE INTERIM AND FINAL REPORTS ARE REQUIRED DATA AND NARRATIVE RESPONSES ARE COLLECTED AND REVIEWED BY STAFF TO UNDERSTAND PROJECT PROGRESS, CHALLENGES, AND IMPACT. WHERE RELEVANT, ORGANIZATIONAL FINANCIAL DOCUMENTATION AND EXPENSE REPORTING IS COLLECTED AND REVIEWED BY STAFF AND CHALLENGES ARE ADDRESSED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELISE BUIK
PRESIDENT & CEO$384,322$0$95,063$0$17,212$0$231,275$0$38,803$0$766,675$0$14,032$0
LINING RECENDEZ
VP, FINANCE$202,208$0$25,119$0$7,130$0$37,340$0$23,783$0$295,580$0$0$0
TAULENE KAGAN
VP, SPEC. PROJ. & INIT. - PART YEAR$153,454$0$19,081$0$34,402$0$21,080$0$31,107$0$259,124$0$0$0
CHRIS KO
VP, IMPACT & STRATEGY$182,882$0$17,399$0$6,379$0$18,115$0$6,704$0$231,479$0$0$0
THOMAS NEWMAN
VP, PUBLIC AFFAIRS$155,954$0$15,356$0$6,295$0$10,421$0$21,233$0$209,259$0$0$0
ERIN MORTON
VP, STRATEGIC PARTNERSHIPS$166,051$0$15,600$0$6,337$0$3,566$0$7,239$0$198,793$0$0$0
DAVID TRAN
DIR., FINANCE & BUSINESS SOLUTION$140,790$0$16,000$0$291$0$9,664$0$12,526$0$179,271$0$0$0
CRISTIAN YANCEY
DIR., MARKET. & ENGAGE. - PART YEAR$134,465$0$0$0$18,668$0$10,641$0$11,206$0$174,980$0$0$0
XOCHITL FLORES
DIRECTOR, PEOPLE & CULTURE$125,299$0$3,000$0$631$0$19,328$0$15,747$0$164,005$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BUNITED WAY OF GREATER LOS ANGELES ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR ITS CURRENT CEO AND PRESIDENT, ELISE BUIK, AFTER SHE WAS HIRED IN 2005. THIS PLAN WAS APPROVED BY THE BOARD IN JULY 2008 AND $25,000 WAS FUNDED TO A RABBI TRUST IN DECEMBER 2008. SUBSEQUENTLY ADDITIONAL AMOUNT WAS FUNDED ANNUALLY BASED ON AN ACTUARIAL CALCULATION FOR EXPECTED PAYMENT OBLIGATIONS. THIS PLAN IS ALSO KNOWN AS A BENEFIT RESTORATION PLAN (BRP) AS THE PURPOSE OF THE PLAN IS INTENDED TO "RESTORE" BENEFITS LOST TO AN EMPLOYEE UNDER A TAX-QUALIFIED DEFINED BENEFIT PLAN (E.G., PENSION PLAN) DUE TO INTERNAL REVENUE CODE LIMITS (E.G., LIMITS ON COVERED COMPENSATION, MAXIMUM BENEFIT). FOR CALENDAR YEAR 2023 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2024 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $330,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $345,000 IN 2024 AND $350,000 IN 2025. IN ACCORDANCE WITH THE PLAN DOCUMENT, MS. BUIK MET A VESTING REQUIREMENT THAT WAS ESTABLISHED AS A RETENTION TOOL THAT WOULD TRIGGER A DISTRIBUTION UPON AGE 55; SHE BECAME 100% VESTED IN JANUARY 2019. CONSEQUENTLY, SHE SHOULD RECEIVE AN ANNUAL DISTRIBUTION FROM THIS BRP PLAN. UNITED WAY OF GREATER LOS ANGELES ENGAGE AN ACTUARY FIRM TO CALCULATE THE DISTRIBUTION AMOUNT. IN AUGUST 2023, $14,032 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2023 W2, AND IT WAS INCLUDED IN "OTHER REPORTABLE COMPENSATION" COLUMN B (III) ON SCHEDULE J, PART II. THIS ENTIRE AMOUNT WAS ALSO REPORTED AS A DEFERRED COMPENSATION IN FORM 990 FROM PRIOR YEARS AND IT WAS REPORTED IN THIS YEAR'S FORM 990 IN COLUMN F, SCHEDULE J, PART II. THE $72,302 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II.
PART I, LINE 7CERTAIN MEMBERS OF THE EXECUTIVE TEAM MET THE CRITERIA TO RECEIVE BONUSES BASED ON THEIR SCORECARD RESULTS. THE SCORECARD WAS APPROVED BY THE BOARD AT THE BEGINNING OF FISCAL YEAR, AND THE RESULTS WERE APPROVED BY THE BOARD EVERY JULY AFTER THE YEAR END. THESE BONUSES WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B (II).

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$402,452NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4:STATEMENT OF PURPOSE WHAT WE DO MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY AND TOWARDS PROSPERITY BY: 1. MONITORING DATA 2. INVESTING FUNDS 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE 4. FOCUSING ON SHORT AND LONG-TERM SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS. OUR APPROACH MEETS THE NEEDS OF TODAY AND CREATES A BETTER TOMORROW THROUGH TWO KEY STRATEGIES: SUPPORTING PEOPLE IN CRISIS AND BUILDING SHARED PROSPERITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 2. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 3. REDUCE STREET AND CHRONIC HOMELESSNESS. 4. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 5. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 6. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 7. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY.
FORM 990, PART VI, SECTION B, LINE 11BONCE THE FORM 990 HAS BEEN COMPLETED BY STAFF AND REVIEWED BY PROFESSIONAL TAX PREPARERS, THE DOCUMENT WAS SENT ELECTRONICALLY IN APRIL 2025 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 8, 2025. THE COMMITTEE THEN REVIEWED AND ACCEPTED THE DOCUMENT. THE FORM 990 WAS THEN SENT ELECTRONICALLY TO EACH BOARD MEMBER. THE FORM 990 IS SCHEDULED TO BE FILED BY MAY 15, 2025.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, BOARD MEMBERS AND MEMBERS OF CERTAIN COMMITTEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND A QUESTIONNAIRE THAT ELICITS RESPONSES TO A VARIETY OF QUESTIONS RELATED TO ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST IN THEIR ROLE. THE QUESTIONNAIRES ARE REVIEWED, AND ANY POTENTIAL CONFLICTS ARE DISCUSSED AND FURTHER DOCUMENTED. IN THE VERY LIMITED NUMBER OF CASES WHERE A BOARD MEMBER OF THE FIRMS THAT THEY REPRESENT ARE PAID FOR SERVICES, THE BOARD APPROVES THE POTENTIAL CONFLICT OF INTEREST. IN THE CASES WHERE A BOARD MEMBER HAS A RELATIONSHIP WITH AN ORGANIZATION THAT RECEIVES GRANT FUNDING FROM UNITED WAY, THE BOARD MEMBER RECUSES HERSELF/HIMSELF FROM ANY DISCUSSIONS RELATED TO THE POTENTIAL CONFLICT OF INTEREST. STAFF RECEIVE AND SIGN THE SAME POLICY AND QUESTIONNAIRE ANNUALLY AS WELL.
FORM 990, PART VI, SECTION B, LINE 15THE HUMAN RESOURCES COMMITTEE, OF THE BOARD OF UNITED WAY OF GREATER LOS ANGELES, AIMS TO FULLY DISCLOSE THE COMPENSATION PAID OUT IN AN OPEN AND TRANSPARENT MANNER WHICH IS CONSISTENT WITH BEST PRACTICES AND APPLICABLE REGULATORY REQUIREMENTS, AND ESTABLISHES A "REBUTTABLE PRESUMPTION" OF REASONABLENESS. TO THAT END, THIS REPORT PROVIDES INFORMATION ON UNITED WAY OF GREATER LOS ANGELES' GOVERNANCE AND OVERSIGHT OF EXECUTIVE COMPENSATION AND GENERAL COMPENSATION PHILOSOPHY. GENERAL COMPENSATION PHILOSOPHY THE PRIMARY OBJECTIVE OF UWGLA'S COMPENSATION POLICY IS TO PROVIDE REASONABLE AND COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES TO EXECUTIVES, CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: - PROVIDE BASE COMPENSATION AT THE MEDIAN OF THE LOCAL MARKET; OR NATIONAL MARKET DEPENDING ON THE NATURE OF THE EXECUTIVE POSITION - PROVIDE TOTAL COMPENSATION POTENTIAL IN A RANGE BETWEEN 25TH TO 75TH PERCENTILE THROUGH ITS VARIABLE PERFORMANCE PAY PLAN, DEPENDING ON THE NATURE AND EXPERIENCE OF THE EXECUTIVE POSITION - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES - PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS - BALANCE THE NEED TO BE COMPETITIVE WITHIN THE LIMITS OF AVAILABLE FINANCIAL RESOURCES - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - ENSURE THAT PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION, IS CONSISTENT, AND FREE OF DISCRIMINATION IN ORDER TO REINFORCE PAY-FOR-PERFORMANCE AND TO ENSURE A FOCUS ON THE UWGLA MISSION, THE HUMAN RESOURCES COMMITTEE (HR COMMITTEE) BELIEVES A PORTION OF EXECUTIVE COMPENSATION SHOULD BE VARIABLE AND TIED TO PERFORMANCE. AS SUCH, THE HR COMMITTEE HAS INSTITUTED A PERFORMANCE PAY PLAN WHICH PROVIDES THE CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS THE OPPORTUNITY TO EARN PERFORMANCE AWARDS BASED ON SUCCESSFULLY PRODUCING THE RESULTS DETERMINED ANNUALLY IN UWGLA'S PERFORMANCE SCORECARD. THE ANNUAL GOALS WHICH FORM THE SCORECARD ARE TIED DIRECTLY TO OUR MISSION AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FIRM TO REVIEW CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS' COMPENSATION TO ENSURE THE COMPENSATION PROGRAMS AND LEVELS REFLECT THE COMMITTEE'S COMMITMENT TO ALIGN COMPENSATION WITH ORGANIZATION GOALS, OBJECTIVES, AND PERFORMANCE. IN THOSE YEARS WHERE AN INDEPENDENT CONSULTANT IS NOT ENGAGED, THE HUMAN RESOURCES COMMITTEE RELIES ON GENERAL MARKET CONDITIONS TO MAKE ANY CHANGES TO THE EXECUTIVE COMPENSATION PROGRAM. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL AND ADJUSTMENTS TO THIS COMPENSATION AND BENEFITS, INCLUDING INCENTIVE OR PERFORMANCE PAY AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS.
FORM 990, PART VI, SECTION C, LINE 19ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. WE MAKE OUR CONFLICT OF INTEREST POLICY AND BYLAWS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G:OTHER FEES INCLUDE BANK AND CREDIT PROCESSING FEES FOR OUR AFFORDABLE HOUSING INITIATIVE PROJECT, DIGITAL COMMUNICATIONS ON OUR ADVOCACY WORK, EVENTS, PRODUCTIONS, COMMUNICATIONS, STRATEGIC PLANNING AND OTHER PROFESSIONAL FEES RELATED TO OUR PROGRAMMATIC WORK. MAJORITY OF THESE EXPENSES ARE FUNDED BY VARIOUS GRANTS.
FORM 990, PART XI, LINE 9:CHANGE IN ADDITIONAL PENSION LIABILITY UNITED WAY HAS A DEFINED BENEFIT, NONCONTRIBUTORY PENSION PLAN COVERING SUBSTANTIALLY ALL OF ITS REGULAR EMPLOYEES. ACCOUNTING STANDARDS CODIFICATION TOPIC 715 REQUIRES EMPLOYERS TO RECOGNIZE NON-CASH PERIODIC PENSION EXPENSE, CHANGES IN THE OVERFUNDED STATUS AND ACTUARIAL VALUATION OF THE PLAN IN THE YEAR IN WHICH THE EXPENSE AND CHANGES OCCUR THROUGH CHANGES IN NET ASSETS. THAT AMOUNT WAS $474,116 IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AHI FUND II LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 S FIGUEROA ST SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPROMOTES THE DEVELOPMENT AND MAINTENANCE OF HOUSING IN LOS ANGELES COUNTY.PrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$3,395,457TotalIncomeAmt
End Of Year Assets$103,950,181EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY INCBusinessNameLine1Txt