UNITED WAY OF THE BAY AREA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE BAY AREA (EIN 94-1312348)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349311837
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:45:41-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941312348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE BAY AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4158084300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST 510 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEISHA BROWDER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4158084300 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY BAY AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEISHA BROWDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST 510 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,315,636 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWBA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 2500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,125,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,000,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $255,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $94,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$649,668 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,049,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $19,731,159 | PYTotalRevenueAmt |
| CY Total Revenue | $20,143,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,802,154 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,692,073 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,401,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,283,418 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $57,813 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,594 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,719,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,789,754 | PYOtherExpensesAmt |
| CY Other Expenses | $6,612,999 | CYOtherExpensesAmt |
| PY Total Expenses | $25,051,376 | PYTotalExpensesAmt |
| CY Total Expenses | $21,591,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,320,217 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,447,355 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,782,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,610,543 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,458,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,226,931 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,324,335 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,383,612 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,025,715 | ExpenseAmt |
| Grant | $1,534,375 | GrantAmt |
| Desc | FREE TAX HELP (FORMERLY KNOWN AS EARN IT! KEEP IT! SAVE IT!) UWBA FREE TAX HELP PROGRAM PROVIDES HIGH-QUALITY FREE TAX PREPARATION IN OUR EIGHT COUNTIES. UWBA WORKS CLOSELY WITH INTERNAL REVENUE SERVICE ("IRS") AND LOCAL VOLUNTEER INCOME TAX ASSISTANCE ("VITA") SITES. UWBA TYPICALLY HAS MORE THAN 100 TAX SITES MANAGED BY OUR COALITION LOCALLY. IN FISCAL YEAR 2024, MANY UWBA SITES WERE ABLE TO OPERATE WITH AN IN-PERSON COMPONENT AND SOME CONTINUED WITH A VIRTUAL OPTION THROUGH UWBA PARTNERSHIP WITH GETYOURREFUND.ORG. THIS YEAR, THE FREE TAX HELP COALITION PREPARED APPROXIMATELY 35,000 HOUSEHOLDS' RETURNS AND HELPED THEM CLAIM OVER $52 MILLION IN REFUNDS. UWBA AIMS TO SERVE A SIMILAR OR HIGHER NUMBER FOR THE NEXT TAX SEASON. UWBA ASSIST EARNED INCOME TAX CREDIT ("EITC")-ELIGIBLE FAMILIES IN CLAIMING LIFE-CHANGING TAX CREDITS BECAUSE THE EITC AND THE CHILD TAX CREDIT ("CTC") ARE CRITICAL POVERTY-FIGHTING TOOLS AS THESE INCOME TAX-BASED CREDITS ARE WELL RESEARCHED AND PROVEN TO BE THE MOST EFFECTIVE ANTI-POVERTY PROGRAM IN THE COUNTRY. UWBA HAS ALSO BEEN ABLE TO KEEP NEARLY ALL UWBA SITES OPEN, ENGAGING APPROXIMATELY 1,350 VOLUNTEERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,468,586 | ExpenseAmt |
| Grant | $1,800,000 | GrantAmt |
| Desc | SPARKPOINT: SPARKPOINT CENTERS WORK WITH FAMILIES TO MEET BASIC NEEDS, INCREASE INCOME, BUILD CREDIT, INCREASE SAVINGS, AND REDUCE DEBT THROUGH OFFERING BASIC NEEDS, CAREER, EDUCATIONAL, AND FINANCIAL SERVICES. SPARKPOINT PROVIDES FREE FINANCIAL COACHING TO WORK ONE-ON-ONE WITH CLIENTS BOTH VIRTUALLY AND IN PERSON TO RECOGNIZE BEHAVIORAL OUTCOMES, SET GOALS, BRAINSTORM STRATEGIES, AND DEVELOP REALISTIC ACTION PLANS TO MOVE PEOPLE TOWARD FINANCIAL PROSPERITY. SPARKPOINT CENTERS ALSO PROVIDE BASIC NEEDS SUPPORT, INCLUDING CONNECTING CLIENTS TO HOUSING AND FOOD RESOURCES AND BENEFITS SCREENING AND ADVOCACY. THROUGHOUT THE PANDEMIC, SPARKPOINT CENTERS MOVED TOWARD A HYBRID MODEL OF SERVICES TO MEET CLIENTS BOTH VIRTUALLY AND IN-PERSON TO BETTER SUPPORT ACCESS TO PUBLIC BENEFITS AND FINANCIAL COACHING SERVICES. IN FISCAL YEAR 2024, SPARKPOINT PROVIDED SERVICES TO APPROXIMATELY 27,300 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 12 SPARKPOINT CENTERS AND OVER 20 SERVICE LOCATIONS. MOST COMMUNITY MEMBERS SOUGHT OUT SPARKPOINT TO ACCESS SUPPORTIVE SERVICES RELATED TO FINANCIAL SERVICES AND GETTING HELP MEETING THEIR BASIC NEEDS. A TOTAL OF OVER 2,400 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 65% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT AND APPROXIMATELY 1,150 ENROLLED IN PUBLIC BENEFITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,682,661 | ExpenseAmt |
| Grant | $284,670 | GrantAmt |
| Revenue | $72,800 | RevenueAmt |
| Desc | 211: 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UWBA 211 SERVES SAN FRANCISCO, SANTA CLARA, SAN MATEO, MARIN, NAPA AND SOLANO COUNTIES. IN FISCAL YEAR 2024, 211 ANSWERED APPROXIMATELY 43,600 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF APPROXIMATELY 94,000 REFERRALS TO A VARIETY OF RESOURCES TO ADDRESS THEIR NEEDS. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK IN OVER 150 LANGUAGES. THE NUMBER ONE NEED OF CALLERS IS HOUSING RELATED, AND SINCE 2023, 211 HAS SCREENED MORE THAN 18,000 CALLERS FOR HOUSING STABILITY TO ENSURE BAY AREA RESIDENTS CAN ACCESS EVERYTHING FROM SHELTER INFORMATION AND TENANTS' RIGHTS RESOURCES TO RENTAL ASSISTANCE AND SUPPORTIVE HOUSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,367,457 | ExpenseAmt |
| Grant | $2,073,028 | GrantAmt |
| Revenue | $21,621 | RevenueAmt |
| Desc | EMERGENCY FOOD & SHELTER PROGRAM ("EFSP"): EFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 40TH YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO THE FEDERAL EMERGENCY MANAGEMENT AGENCY ("FEMA"), WHICH WORKS WITH UNITED WAY WORLDWIDE AS THE FISCAL AGENT FOR THE PROGRAM. EFSP IS A UNIQUE PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE FEDERAL GOVERNMENT AND THE UNITED WAY SYSTEM. SINCE ITS INCEPTION, UWBA AND LOCAL BOARDS (LOCAL BOARDS ARE MANDATED LOCAL COMMITTEES THAT HAVE OVERSIGHT OF THE FEDERAL FUNDING) HAVE ALLOCATED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. FOR THIS MOST RECENT ROUND OF FUNDING, EFSP ALLOCATED APPROXIMATELY $2,444,000 TO AGENCIES IN EIGHT COUNTIES. APPROXIMATELY 172,000 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 105 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. WHILE THIS IS NOT FUNDING RAISED BY UWBA, IT IS VITAL THAT UWBA EXPERTISE AND RELATIONSHIPS ARE LEVERAGED TO SUPPORT OUR LOCAL FOOD AND SHELTER PROGRAMS.EMERGENCY ASSISTANCE NETWORK ("EAN"): EAN IS A COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. UWBA PROVIDED THE EAN AGENCIES A TOTAL OF $140,000 IN GRANTS TO SUPPORT THAT WORK, AS WELL AS PROVIDING IN-KIND CONVENING AND STAFF SUPPORT TO THE NETWORK. THIS YEAR THE EAN SERVED APPROXIMATELY 90,000 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED OVER $10 MILLION IN DIRECT ASSISTANCE AS A NETWORK. EAN AGENCIES ASSISTED APPROXIMATELY 3,800 HOUSEHOLDS (APPROXIMATELY 11,000 INDIVIDUALS) IN THE COMMUNITY SPECIFICALLY WITH HOUSING AND UTILITY ASSISTANCE.LABOR COMMUNITY SERVICES: THE LABOR COMMUNITY SERVICES PROGRAM IS A COMPREHENSIVE RESOURCE FOR WORKING FAMILIES. UWBA LABOR LIAISONS, PLACED WITH THREE LOCAL CENTRAL LABOR COUNCILS, PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. UWBA'S THREE LABOR COMMUNITY SERVICES STAFF SERVED APPROXIMATELY 950 HOUSEHOLDS (APPROXIMATELY 2,000 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS OR PROVIDED NAVIGATION SERVICES AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.YOUTH OPPORTUNITY PATHWAYS: YOUTH OPPORTUNITY PATHWAYS, A UWBA PROGRAM PROVIDES CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUNG PEOPLE AGED 14-28. THIS YEAR, UWBA CONTINUED TO PARTNER ACROSS THE REGION. THROUGH PARTNERSHIPS, WE PROVIDE YOUTH WITH MENTORSHIP, JOB READINESS ACTIVITIES, AND COLLEGE ACCESS SUPPORT. WE ENGAGED WITH 6 COMMUNITY PARTNERS, SERVING OVER 3,600 YOUTH. OVER 1200 YOUTH RECEIVED MENTORSHIP SERVICES, AND 915 ENROLLED IN FURTHER SKILLS TRAINING OR PARTICIPATED IN CAREER EXPLORATION EVENTS. 560 YOUTH PARTICIPATED IN INTERNSHIPS OR OTHER WORK-BASED LEARNING ACTIVITIES. WE HOSTED OUR ANNUAL COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 20 YOUTH IN THEIR COLLEGE APPLICATION JOURNEY. ADDITIONALLY, OUR SIGNATURE EVENT, ON TRACK, WAS HOSTED AT THE OAKLAND MUSEUM AND HAD 20 CORPORATE PARTNERS VOLUNTEER TO TABLE AND MENTOR YOUNG PEOPLE. HOUSING JUSTICE: UWBA CONTINUED SUPPORT OF OUR HOUSING JUSTICE GRANTEES. APPROXIMATELY $347,000 IN UWBA GRANTMAKING SERVED 2,000 INDIVIDUALS IN OVER 1,600 HOUSEHOLDS. WE CONTINUED OUR COMMUNITY AMBASSADOR GRANTMAKING EFFORTS, TRAINING AND SUPPORTING UWBA AMBASSADORS TO REVIEW APPLICATIONS AND AWARDS. THE AMBASSADORS LED A PROCESS TO GRANT $150,000 TO 8 GRANTEES. UWBA LAUNCHED A REGION-WIDE PUBLIC WILL-BUILDING CAMPAIGN, "LEARN, UNDERSTAND, ACT," TO ENGAGE AND ENCOURAGE PEOPLE TO ADVOCATE FOR LOCAL AND REGIONAL POLICY CHANGES THAT WILL INCREASE AFFORDABLE HOUSING IN THE BAY AREA. PUBLIC POLICY: UWBA RECOGNIZES THAT TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA'S MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. IN FISCAL YEAR 2024, UWBA LED 12 POLICY CAMPAIGNS AT THE REGIONAL AND LOCAL LEVELS FOCUSED ON INCREASING AVAILABILITY OF AFFORDABLE HOUSING AND EXPANDING TENANT PROTECTIONS FOR RENTERS. IN PARTNERSHIP WITH UNITED WAYS OF CALIFORNIA ("UWCA"), UWBA SERVED AS THE REGIONAL ADVOCACY COORDINATOR TO MOBILIZED UWBA, UNITED WAY WINE COUNTRY, UNITED WAY SANTA CRUZ, AND UNITED WAY MONTEREY TO MEET WITH STATE ELECTED OFFICIALS AND ADVOCATE FOR LIVING WAGES, HOUSING JUSTICE, TAX CREDITS, AND THE 211 HELPLINE. WE ALSO PARTNERED WITH CALIFORNIA COMMUNITY COLLEGES CHANCELLOR'S OFFICE TO CONDUCT A POLICY LANDSCAPE ANALYSIS AND EVALUATION OF THE IMPLEMENTATION OF BASIC NEEDS CENTERS IN COMMUNITY COLLEGES THROUGHOUT THE STATE. TOWARDS THE END OF THE YEAR, WE PARTNERED WITH CONGRESSMAN MULLIN TO HOLD AN EDUCATION EVENT HIGHLIGHTING THE SOCIAL IMPACTS OF THE FEDERAL POVERTY LINE ACT AND THE UWCA REAL COST MEASURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,367,457 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,073,028 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $21,621 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,544,419 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN KATAOKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158084300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 KEARNY ST 510 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MCCARTHY GIOIA | |||||||||
| BOARD CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHNSON KEVIN | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MANZO PETE | |||||||||
| TREASURER, CHAIR FINANCE COMMITTEE | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHEN ALICE | |||||||||
| DIRECTOR, BOARD VICE CHAIR, CHAIR ADVANCEMENT COMM | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAFIA JOY | |||||||||
| DIRECTOR, CHAIR GOVERNANCE COMMITTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BASOCO-VILLARREAL ANISSA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOLARIA-SHIFRIN RUBY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRANCH MICHELLE | |||||||||
| DIRECTOR, CHAIR PUBLIC POLICY COMMITTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STREET ERIC | |||||||||
| DIRECTOR, CHAIR AUDIT COMMITTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GONZALEZ RUDY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIVKOVICH ALEXIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BREBER PIERRE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CABA OUSMANE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ZWICK KEVIN | |||||||||
| CHIEF EXECUTIVE OFFICER (THRU 02/24) | 37.50 | 0.00 | Yes (X) | $359,625 | $0 | $29,495 | |||
| BATSON KELLY | |||||||||
| INTERIM CEO (AS OF 02/24) | 37.50 | 0.00 | Yes (X) | $221,650 | $0 | $25,618 | |||
| KATAOKA BRIAN | |||||||||
| CHIEF FINANCIAL OFFICER | 37.50 | 0.00 | Yes (X) | $129,383 | $0 | $12,109 | |||
| BERINI CHRISTOPHER | |||||||||
| CHIEF ADVANCEMENT OFFICER | 37.50 | 0.00 | $300,631 | $0 | $29,765 | Yes (X) | |||
| RAMOS JOSE | |||||||||
| VICE PRESIDENT, MARKETING | 37.50 | 0.00 | $198,721 | $0 | $57,732 | Yes (X) | |||
| MARTIN CAROLINA | |||||||||
| VICE PRESIDENT, DEVELOPMENT | 37.50 | 0.00 | $198,721 | $0 | $46,797 | Yes (X) | |||
| ESCOBAR LAURA | |||||||||
| VICE PRESIDENT, SAFETY NET SERVICES | 37.50 | 0.00 | $161,466 | $0 | $45,767 | Yes (X) | |||
| HARDEN NICOLE | |||||||||
| VICE PRESIDENT, ECONOMIC SUCCESS | 37.50 | 0.00 | $159,643 | $0 | $27,774 | Yes (X) | |||
| BRISSENDEN-SMITHSARA ELIZABETH | |||||||||
| VICE PRESIDENT, EQUITY & STRATEGY | 37.50 | 0.00 | $157,737 | $0 | $20,684 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,887,577 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $295,741 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A2Z MEDIA GROUP LLC | |||||
| 1350 ARNOLD DRIVE STE 201 | MARTINEZ | CA | 94553 | MEDIA ADVERTISING | $396,318 |
| GALLAGHER BENEFIT SERVICES INC | |||||
| 2850 GOLF ROAD | ROLLING MEADOWS | IL | 60008 | PENSION SERVICES | $346,977 |
| SD MAYER & ASSOCIATES LLP | |||||
| 235 MONTGOMERY STREET 30TH FLOOR | SAN FRANCISCO | CA | 94104 | HR ADVISORY SERVICES | $225,095 |
| MOSS ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 91189 | TAX & AUDIT SERVICES | $197,515 |
| ALLEGIANCE FUNDRAISING LLC | |||||
| PO BOX 9132 | FARGO | ND | 581069132 | MARKETING & ANALYTICS | $192,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,894,368 | GovernmentGrantsAmt |
| All Other Contributions | $15,105,768 | AllOtherContributionsAmt |
| Noncash Contributions | $235,678 | NoncashContributionsAmt |
| Total Contributions | $19,000,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING FEE INCOME | 900099 | $72,800 | $72,800 |
| PLEDGE PROCESSING FEES | 900099 | $21,621 | $21,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $94,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410,753 | TotalRevenueColumnAmt |
| Exclusion | $410,753 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,810,326 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,171,907 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $638,419 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $638,419 | TotalRevenueColumnAmt |
| Exclusion | $638,419 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,143,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,421 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,049,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,692,073 | TotalAmt |
| Program Services | $5,692,073 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,812 | TotalAmt |
| Program Services | $291,234 | ProgramServicesAmt |
| Management And General | $504,781 | ManagementAndGeneralAmt |
| Fundraising | $308,797 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,278,416 | TotalAmt |
| Program Services | $4,631,544 | ProgramServicesAmt |
| Management And General | $527,843 | ManagementAndGeneralAmt |
| Fundraising | $1,119,029 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,296 | TotalAmt |
| Program Services | $320,771 | ProgramServicesAmt |
| Management And General | $45,964 | ManagementAndGeneralAmt |
| Fundraising | $79,561 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,231 | TotalAmt |
| Program Services | $658,332 | ProgramServicesAmt |
| Management And General | $115,518 | ManagementAndGeneralAmt |
| Fundraising | $174,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,663 | TotalAmt |
| Program Services | $339,862 | ProgramServicesAmt |
| Management And General | $68,843 | ManagementAndGeneralAmt |
| Fundraising | $96,958 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,025 | TotalAmt |
| Management And General | $61,025 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,311 | TotalAmt |
| Management And General | $188,311 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342 | TotalAmt |
| Program Services | $2,342 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,594 | TotalAmt |
| Fundraising | $2,594 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,346 | TotalAmt |
| Management And General | $115,346 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,016,657 | TotalAmt |
| Program Services | $1,921,764 | ProgramServicesAmt |
| Management And General | $241,909 | ManagementAndGeneralAmt |
| Fundraising | $852,984 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,130 | TotalAmt |
| Program Services | $339,473 | ProgramServicesAmt |
| Management And General | $123 | ManagementAndGeneralAmt |
| Fundraising | $222,534 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,892 | TotalAmt |
| Program Services | $391,901 | ProgramServicesAmt |
| Management And General | $63,917 | ManagementAndGeneralAmt |
| Fundraising | $236,074 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,327 | TotalAmt |
| Program Services | $270,800 | ProgramServicesAmt |
| Management And General | $99,627 | ManagementAndGeneralAmt |
| Fundraising | $222,900 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,257 | TotalAmt |
| Program Services | $79,321 | ProgramServicesAmt |
| Management And General | $101,332 | ManagementAndGeneralAmt |
| Fundraising | $148,604 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,517 | TotalAmt |
| Program Services | $120,821 | ProgramServicesAmt |
| Management And General | $10,831 | ManagementAndGeneralAmt |
| Fundraising | $33,865 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,323 | TotalAmt |
| Program Services | $156,671 | ProgramServicesAmt |
| Management And General | $4,849 | ManagementAndGeneralAmt |
| Fundraising | $48,803 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,357 | TotalAmt |
| Program Services | $42,339 | ProgramServicesAmt |
| Management And General | $21,902 | ManagementAndGeneralAmt |
| Fundraising | $32,116 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,009 | TotalAmt |
| Program Services | $155,732 | ProgramServicesAmt |
| Management And General | $27,278 | ManagementAndGeneralAmt |
| Fundraising | $39,999 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,552 | TotalAmt |
| Program Services | $45,061 | ProgramServicesAmt |
| Management And General | $23,307 | ManagementAndGeneralAmt |
| Fundraising | $34,184 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,562 | TotalAmt |
| Management And General | $63,562 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PLEDGE PROCESSING | $101,092 | $44,420 | $22,978 | $33,694 |
| RECRUITMENT | $50,915 | $22,372 | $11,573 | $16,970 |
| MEMBERSHIP DUES | $20,183 | $8,621 | $4,688 | $6,874 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,202 | TotalAmt |
| Program Services | $8,965 | ProgramServicesAmt |
| Management And General | $1,642 | ManagementAndGeneralAmt |
| Fundraising | $8,595 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,591,084 | TotalAmt |
| Program Services | $15,544,419 | ProgramServicesAmt |
| Management And General | $2,327,149 | ManagementAndGeneralAmt |
| Fundraising | $3,719,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,858 | BOYAmt |
| EOY | $324,432 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,675 | BOYAmt |
| EOY | $220,675 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,155,810 | BOYAmt |
| EOY | $10,084,146 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,471 | BOYAmt |
| EOY | $11,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,057,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,817,620 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,859 | BOYAmt |
| EOY | $239,764 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,604,365 | BOYAmt |
| EOY | $17,410,826 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,817 | BOYAmt |
| EOY | $3,319,303 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,782,855 | BOYAmt |
| EOY | $31,610,543 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,836,565 | BOYAmt |
| EOY | $1,784,928 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,141 | BOYAmt |
| EOY | $983,590 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102 | BOYAmt |
| EOY | $3,330 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,712,712 | BOYAmt |
| EOY | $2,455,083 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,458,520 | BOYAmt |
| EOY | $5,226,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,276,209 | BOYAmt |
| EOY | $12,542,374 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,048,126 | BOYAmt |
| EOY | $13,841,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,324,335 | BOYAmt |
| EOY | $26,383,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,782,855 | BOYAmt |
| EOY | $31,610,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,447,355 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $554,039 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,047,407 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,542,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,856,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,294,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,125,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,000,136 | CurrentTaxYearAmt |
| Total | $130,819,786 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,542,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,856,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,294,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,125,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,000,136 | CurrentTaxYearAmt |
| Total | $130,819,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,641,434 | SubstantialContributorsTotAmt |
| Public Support Total170 | $111,178,352 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $689,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $975,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $873,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,753 | CurrentTaxYearAmt |
| Total | $3,688,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $134,508,206 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,735,095 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,342 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,342 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,588,742 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,591,084 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $900 | CurrentYearMinus3Amt |
| Current Year Minus1 | $26,038 | CurrentYearMinus1Amt |
| Current Year | $2,342 | CurrentYearAmt |
| Total | $29,280 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $900 | CurrentYearMinus3Amt |
| Total | $900 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $50,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $39,500 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,911,571 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $641,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,228 | OtherExpendituresAmt |
| End Year Balance | $6,320,306 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,280,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $514,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $883,951 | OtherExpendituresAmt |
| End Year Balance | $5,911,571 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,524,436 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $85,177 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $329,081 | OtherExpendituresAmt |
| End Year Balance | $6,280,532 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,060,888 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,731,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $241,941 | OtherExpendituresAmt |
| Administrative Expenses | $26,065 | AdministrativeExpensesAmt |
| End Year Balance | $6,524,436 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,252,820 | BeginningYearBalanceAmt |
| Contributions | -$967 | ContributionsAmt |
| Investment Earnings Or Losses | $10,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $177,972 | OtherExpendituresAmt |
| Administrative Expenses | $23,031 | AdministrativeExpensesAmt |
| End Year Balance | $5,060,888 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,171 | DepreciationAmt |
| Book Value | $40,959 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,684 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,678,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,479,765 | DepreciationAmt |
| Book Value | $198,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $239,764 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $1,028,020 |
| ROU ASSET | $2,291,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,319,303 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,439,856 |
| SPLIT INTEREST AGREEMENTS | $15,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,455,083 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,527,917 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $554,039 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $116,568 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$439,842 | OtherRevenueAmt |
| Revenue Not Reported | $230,765 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,297,152 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $115,346 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $731,231 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $846,577 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,143,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,468,640 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $116,568 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $607,565 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $724,133 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,744,507 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $115,346 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $731,231 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $846,577 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,591,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | DONOR DESIGNATIONS (OR "AGENCY TRANSACTIONS") CONSIST OF CONTRIBUTIONS THAT ARE DESIGNATED BY THE DONOR TO NONPROFIT ORGANIZATIONS OTHER THAN UWBA. THE DONOR DESIGNATIONS AND ALLOCATIONS PAYABLE IS REPORTED ON FORM 990, PART X, LINE 21. |
| PART V, LINE 4: | ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR. |
| PART X, LINE 2: | UWBA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION -439,842. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED PLEDGES 731,231. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PLEDGE WRITE OFFS 607,565. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED PLEDGES 731,231. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| RICHMOND COMMUNITY FOUNDATION | |||||||||
| 3260 BLUME DRIVE SUITE 110 | RICHMOND | CA | 94806 | 943337754 | 501(C)(3) | $745,000 | $0 | PROGRAM GRANT | |
| EAST BAY ASIAN LOCAL DEVELOPMENT CORP | |||||||||
| 1825 SAN PABLO AVE SUITE 200 | OAKLAND | CA | 94612 | 510171851 | 501(C)(3) | $348,342 | $0 | PROGRAM GRANT | |
| UNITED WAY OF THE WINE COUNTRY | |||||||||
| 975 CORPORATE CENTER PARKWAY SUITE | SANTA ROSA | CA | 95407 | 941669646 | 501(C)(3) | $322,502 | $0 | PROGRAM GRANT | 160 |
| CHILDREN'S NETWORK OF SOLANO COUNTY | |||||||||
| 827 MISSOURI STREET SUITE 5 | FARIFIELD | CA | 94533 | 680014506 | 501(C)(3) | $295,000 | $0 | PROGRAM GRANT | |
| IMAN NETWORK INC | |||||||||
| 2060 COOLIDGE DR | SANTA CLARA | CA | 95051 | 850911768 | 501(C)(3) | $195,008 | $0 | PROGRAM GRANT | |
| COMMUNITY ACTION MARIN | |||||||||
| 555 NORTHGATE DR 201 | SAN RAFAEL | CA | 94903 | 946136365 | 501(C)(3) | $191,000 | $0 | PROGRAM GRANT | |
| COMMUNITY LIVING CAMPAIGN | |||||||||
| 1663 MISSION STREET SUITE 525 | SAN FRANCISCO | CA | 94103 | 261697250 | 501(C)(3) | $133,822 | $0 | PROGRAM GRANT | |
| EDEN I AND R INC | |||||||||
| 570 B STREET | HAYWARD | CA | 94544 | 942339050 | 501(C)(3) | $129,835 | $0 | PROGRAM GRANT | |
| FREMONT FAMILY RESOURCE CENTER CORPORATION | |||||||||
| 39155 LIBERTY STREET SUITE A110 | FREMONT | CA | 94537 | 943333831 | 501(C)(3) | $129,500 | $0 | PROGRAM GRANT | |
| INTERFACE CHILDREN FAMILY SERVICES | |||||||||
| 4001 MISSION OAKS BLVD SUITE I | CAMARILLO | CA | 930125121 | 952944459 | 501(C)(3) | $129,184 | $0 | PROGRAM GRANT | |
| CONTRA COSTA CRISIS CENTER | |||||||||
| PO BOX 3364 | WALNUT CREEK | CA | 94598 | 941747227 | 501(C)(3) | $124,835 | $0 | PROGRAM GRANT | |
| ON THE MOVE | |||||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | 753149095 | 501(C)(3) | $101,803 | $0 | PROGRAM GRANT | |
| SAN FRANCISCO COMMUNITY AGENCIES RESPONDING TO DISASTER | |||||||||
| 1270 SANCHEZ STREET | SAN FRANCISCO | CA | 94114 | 453600883 | 501(C)(3) | $100,000 | $0 | PROGRAM GRANT | |
| SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT - SKYLINE COLLEGE | |||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | 943084147 | 501(C)(3) | $80,000 | $0 | PROGRAM GRANT | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | |||||||||
| 2301 MISSION STREET SUITE 301 | SAN FRANCISCO | CA | 94110 | 510187791 | 501(C)(3) | $73,000 | $0 | PROGRAM GRANT | |
| ALAMEDA COUNTY SOCIAL SVCS AGENCY | |||||||||
| 2000 SAN PABLO AVENUE 4TH FLOOR | OAKLAND | CA | 94612 | 946000501 | 501(C)(3) | $71,000 | $0 | PROGRAM GRANT | SUITE 445 |
| SAN ANTONIO COMMUNITY DEVELOPMENT CORP | |||||||||
| 2228 EAST 15TH STREET | OAKLAND | CA | 94606 | 942675448 | 501(C)(3) | $67,238 | $0 | PROGRAM GRANT | |
| COLLABORATING AGENCIES DISASTER RELIEF EFFORT (CADRE) | |||||||||
| 2731 NORTH FIRST STREET | SAN JOSE | CA | 95134 | 831035628 | 501(C)(3) | $66,250 | $0 | PROGRAM GRANT | |
| SACRED HEART COMMUNITY SERVICE | |||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | $65,000 | $0 | PROGRAM GRANT | |
| CHINESE NEWCOMERS SERVICE CENTER | |||||||||
| 777 STOCKTON STREET 104 | SAN FRANCISCO | CA | 94108 | 942152893 | 501(C)(3) | $64,500 | $0 | PROGRAM GRANT | |
| SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO | |||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | 943084147 | 501(C)(3) | $61,000 | $0 | PROGRAM GRANT | |
| THE UNITY COUNCIL OF ALAMEDA COUNTY INC | |||||||||
| 1900 FRUITVALE AVE SUITE 2A | OAKLAND | CA | 94601 | 941670490 | 501(C)(3) | $61,000 | $0 | PROGRAM GRANT | |
| WEST VALLEY COMMUNITY SERVICES | |||||||||
| 10104 VISTA DRIVE | CUPERTNO | CA | 95014 | 942211685 | 501(C)(3) | $60,000 | $0 | PROGRAM GRANT | |
| LAO FAMILY COMMUNITY DEVELOPMENT INC | |||||||||
| 2325 EAST 12TH STREET | OAKLAND | CA | 94601 | 943115164 | 501(C)(3) | $55,000 | $0 | PROGRAM GRANT | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||||
| 2625 ZANKER ROAD 200 | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | $45,000 | $0 | PROGRAM GRANT | |
| SIMPLIFY CT INC | |||||||||
| 14 RED ROSE CIRCLE | DARIEN | CT | 06820 | 851504162 | 501(C)(3) | $45,000 | $0 | PROGRAM GRANT | |
| CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT FOUNDATION | |||||||||
| 25555 HESPERIAN BLVD | HAYWARD | CA | 94545 | 941670563 | 501(C)(3) | $40,000 | $0 | PROGRAM GRANT | |
| COMMUNITY AGENCY FOR RESOURCES ADVOCACY AND SERVICES (CARAS) | |||||||||
| 381-B FIRST STREET | GILROY | CA | 95020 | 452834101 | 501(C)(3) | $40,000 | $0 | PROGRAM GRANT | |
| SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT | |||||||||
| 40 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 770100756 | 501(C)(3) | $40,000 | $0 | PROGRAM GRANT | |
| EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY | |||||||||
| 360 14TH STREET 4TH FLOOR | OAKLAND | CA | 94612 | 943314108 | 501(C)(3) | $37,500 | $0 | PROGRAM GRANT | |
| SAN MATEO COUNTY CCD - CANADA COLLEGE | |||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | 943084147 | 501(C)(3) | $35,000 | $0 | PROGRAM GRANT | |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | |||||||||
| 1440 SPRING STREET | SAINT HELENA | CA | 94574 | 800023012 | 501(C)(3) | $35,000 | $0 | PROGRAM GRANT | |
| ST ANTHONY FOUNDATION | |||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 941513140 | 501(C)(3) | $30,000 | $0 | PROGRAM GRANT | |
| CANAL ALLIANCE | |||||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | 942832648 | 501(C)(3) | $29,983 | $0 | PROGRAM GRANT | |
| CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT | |||||||||
| 7600 DUBLIN BLVD 3RD FLOOR | DUBLIN | CA | 94568 | 941670563 | 501(C)(3) | $29,000 | $0 | PROGRAM GRANT | |
| CENTER FOR NEW MUSIC SAN FRANCISCO INC | |||||||||
| 55 TAYLOR ST | SAN FRANCISCO | CA | 94102 | 461228251 | 501(C)(3) | $28,143 | $0 | PROGRAM GRANT | |
| BAY AREA NEIGHBORS FOR AFFORDABLE HOUSING-2024 SPONSORED BY NPH ATION FUND | |||||||||
| 555 CAPITAL MALL SUITE 400 | SACRAMENTO | CA | 95814 | 934494029 | 501(C)(3) | $25,000 | $0 | PROGRAM GRANT | |
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||||
| 101 MONTGOMERY ST SUITE 1350 | SAN FRANCISCO | CA | 94104 | 521231931 | 501(C)(3) | $25,000 | $0 | PROGRAM GRANT | |
| NEW HAVEN UNIFIED SCHOOL DISTRICT | |||||||||
| 34200 ALVARADO-NILES ROAD | UNION CITY | CA | 94587 | 941717886 | 501(C)(3) | $25,000 | $0 | PROGRAM GRANT | |
| NPH ACTION FUND POLITICAL ISSUES COMMITTEE | |||||||||
| 49 STEVENSON STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | 833147694 | 501(C)(3) | $25,000 | $0 | PROGRAM GRANT | |
| SAN JOSE CONSERVATION CORPS | |||||||||
| 1560 BERGER DRIVE | SAN JOSE | CA | 95112 | 770155997 | 501(C)(3) | $25,000 | $0 | PROGRAM GRANT | |
| FILIPINO COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| 953 MISSION STREET SUITE 20 | SAN FRANCISCO | CA | 94103 | 812601416 | 501(C)(3) | $24,945 | $0 | PROGRAM GRANT | |
| CHINATOWN COMMUNITY DEVELOPMENT CENTER INC | |||||||||
| 615 GRANT AVE | SAN FRANCISCO | CA | 94108 | 942514053 | 501(C)(3) | $24,453 | $0 | PROGRAM GRANT | |
| BUILDING SKILLS PARTNERSHIP | |||||||||
| 828 W WASHINGTON BLVD | LOS ANGELES | CA | 90015 | 261254255 | 501(C)(3) | $22,500 | $0 | PROGRAM GRANT | |
| NORTHEAST COMMUNITY FEDERAL CREDIT UNION | |||||||||
| 127 WAVERLY PLACE | SAN FRANCISCO | CA | 94108 | 942891498 | 501(C)(3) | $22,500 | $0 | PROGRAM GRANT | |
| THE WOMEN'S BUILDING-SF WOMENS CENTER INC | |||||||||
| 3543 - 18TH STREET STE 8 | SAN FRANCISCO | CA | 94110 | 941730620 | 501(C)(3) | $22,000 | $0 | PROGRAM GRANT | |
| CITY COLLEGE OF SAN FRANCISCO | |||||||||
| 50 FRIDA KAHLO WAY SMITH HALL ROOM | SAN FRANCISCO | CA | 94112 | 941721925 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | 118 |
| COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW | |||||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | 941422465 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| COUNCIL OF COMMUNITY HOUSING ORGANIZATIONS (CCHO) | |||||||||
| 325 CLEMENTINA STREET | SAN FRANCISCO | CA | 94103 | 943102891 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| LIFEMOVES | |||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | 770160469 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| ONE TREASURE ISLAND | |||||||||
| 1 AVENUE OF THE PALMS ROOM 166 | SAN FRANCISCO | CA | 94130 | 943280624 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| SAN FRANCISCO STATE UNIVERSITY | |||||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | 931137247 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| SAN JOSE CITY COLLEGE | |||||||||
| 40 S MARKET ST | SAN JOSE | CA | 95113 | 770100756 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| ST JOSEPHS FAMILY CENTER | |||||||||
| 7950 CHURCH STREET SUITE A | GILROY | CA | 95020 | 030391775 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| SUNNYVALE COMMUNITY SERVICES | |||||||||
| 1160 KERN AVE | SUNNYVALE | CA | 940853907 | 941713897 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| THE SALVATION ARMY-SANTA CLARA COUNTY | |||||||||
| 359 NORTH 4TH ST | SAN JOSE | CA | 95112 | 941156347 | 501(C)(3) | $20,000 | $0 | PROGRAM GRANT | |
| COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA | |||||||||
| 22351 CITY CENTER DRIVE SUITE 100 | HAYWARD | CA | 94541 | 237218859 | 501(C)(3) | $16,000 | $0 | PROGRAM GRANT | |
| TRAVIS CREDIT UNION FOUNDATION | |||||||||
| PO BOX 1086 | VACAVILLE | CA | 95687 | 824159040 | 501(C)(3) | $16,000 | $0 | PROGRAM GRANT | |
| HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY | |||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 94403 | 943395945 | 501(C)(3) | $15,000 | $0 | PROGRAM GRANT | |
| PUENTE DE LA COSTA SUR | |||||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 371484262 | 501(C)(3) | $15,000 | $0 | PROGRAM GRANT | |
| SILICON VALLEY AT HOME | |||||||||
| 350 W JULIAN STREET BLDG 5 | SAN JOSE | CA | 95110 | 814755729 | 501(C)(3) | $15,000 | $0 | PROGRAM GRANT | |
| DEMONSTRATION GARDENS | |||||||||
| 245 HYDE STREET | SAN FRANCISCO | CA | 94102 | 833627141 | 501(C)(3) | $13,900 | $0 | PROGRAM GRANT | |
| TAX-AID | |||||||||
| 235 MONTGOMERY STREET SUITE 1155 | SAN FRANCISCO | CA | 94104 | 943062518 | 501(C)(3) | $13,500 | $0 | PROGRAM GRANT | |
| ASIAN PACIFIC AMERICAN COMMUNITY CENTER | |||||||||
| 66 RAYMOND AVENUE | SAN FRANCISCO | CA | 94134 | 943357710 | 501(C)(3) | $12,000 | $0 | PROGRAM GRANT | |
| URBAN LEAGUE OF GREATER SAN FRANCISCO BAY AREA | |||||||||
| 1221 BROADWAY LL48 | OAKLAND | CA | 94612 | 823809135 | 501(C)(3) | $11,550 | $0 | PROGRAM GRANT | |
| BILL WILSON CENTER | |||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | 942221849 | 501(C)(3) | $11,500 | $0 | PROGRAM GRANT | |
| RENAISSANCE ENTREPRENEURSHIP CENTER | |||||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | 942793122 | 501(C)(3) | $11,000 | $0 | PROGRAM GRANT | |
| BENICIA COMMUNITY ACTION COUNCIL | |||||||||
| 480 MILITARY EAST | BENICIA | CA | 94510 | 680294153 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| COASTSIDE HOPE | |||||||||
| 99 AVENUE ALHAMBRA | EL GRANADA | CA | 94018 | 510199747 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| NEW DOOR VENTURES | |||||||||
| 3221 - 20TH STREET | SAN FRANCISCO | CA | 94110 | 942780274 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| PACIFICA RESOURCE CENTER | |||||||||
| PO BOX 1397 | PACIFICA | CA | 94044 | 811496989 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| RUBICON PROGRAMS INC | |||||||||
| 2500 BISSELL AVENUE | RICHMOND | CA | 94804 | 942301550 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| SAMARITAN HOUSE | |||||||||
| 4031 PACIFIC BLVD 3RD FLOOR | SAN MATEO | CA | 94403 | 237416272 | 501(C)(3) | $10,000 | $0 | PROGRAM GRANT | |
| SAN FRANCISCO COMMUNITY EMPOWERMENT CTR | |||||||||
| 2875 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 204121042 | 501(C)(3) | $8,500 | $0 | PROGRAM GRANT | |
| HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) | |||||||||
| 1099 E STREET | HAYWARD | CA | 94541 | 946000728 | 501(C)(3) | $7,000 | $0 | PROGRAM GRANT | |
| YMCA OF SAN FRANCISCO | |||||||||
| 169 STEUART ST | SAN FRANCISCO | CA | 941051206 | 940997140 | 501(C)(3) | $7,000 | $0 | PROGRAM GRANT | |
| SFCASA | |||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | 943039028 | 501(C)(3) | $6,500 | $0 | PROGRAM GRANT | |
| BETA ALPHA PSI - SF STATE UNIVERSITY | |||||||||
| POBOX 27131 | SAN FRANCISCO | CA | 94127 | 237352194 | 501(C)(3) | $6,000 | $0 | PROGRAM GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)(3) ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZWICK KEVIN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER (THRU 02/24) | $310,325 | $0 | $47,500 | $0 | $1,800 | $0 | $16,941 | $0 | $12,554 | $0 | $389,120 | $0 | $0 | $0 |
| BERINI CHRISTOPHER | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $273,831 | $0 | $25,000 | $0 | $1,800 | $0 | $17,427 | $0 | $12,338 | $0 | $330,396 | $0 | $0 | $0 |
| RAMOS JOSE | ||||||||||||||
| VICE PRESIDENT, MARKETING | $196,921 | $0 | $0 | $0 | $1,800 | $0 | $11,815 | $0 | $45,917 | $0 | $256,453 | $0 | $0 | $0 |
| BATSON KELLY | ||||||||||||||
| INTERIM CEO (AS OF 02/24) | $207,565 | $0 | $12,285 | $0 | $1,800 | $0 | $12,945 | $0 | $12,673 | $0 | $247,268 | $0 | $0 | $0 |
| MARTIN CAROLINA | ||||||||||||||
| VICE PRESIDENT, DEVELOPMENT | $196,921 | $0 | $0 | $0 | $1,800 | $0 | $11,815 | $0 | $34,982 | $0 | $245,518 | $0 | $0 | $0 |
| ESCOBAR LAURA | ||||||||||||||
| VICE PRESIDENT, SAFETY NET SERVICES | $159,666 | $0 | $0 | $0 | $1,800 | $0 | $12,773 | $0 | $32,994 | $0 | $207,233 | $0 | $0 | $0 |
| HARDEN NICOLE | ||||||||||||||
| VICE PRESIDENT, ECONOMIC SUCCESS | $154,343 | $0 | $3,500 | $0 | $1,800 | $0 | $9,119 | $0 | $18,655 | $0 | $187,417 | $0 | $0 | $0 |
| BRISSENDEN-SMITHSARA ELIZABETH | ||||||||||||||
| VICE PRESIDENT, EQUITY & STRATEGY | $154,354 | $0 | $0 | $0 | $3,383 | $0 | $7,797 | $0 | $12,887 | $0 | $178,421 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,412 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE AT DONATION | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,883 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTERS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,383 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS A FINAL DRAFT OF FORM 990. THE RETURN IS DISTRIBUTED TO AND REVIEWED BY THE THE AUDIT COMMITTEE PRIOR TO DISTRIBUTING IT TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. AFTER THAT, THE FORM 990 IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 66,855. MANAGEMENT AND GENERAL EXPENSES 29,410. FUNDRAISING EXPENSES 82,433. TOTAL EXPENSES 178,698. CONSULTING: PROGRAM SERVICE EXPENSES 1,854,909. MANAGEMENT AND GENERAL EXPENSES 212,499. FUNDRAISING EXPENSES 770,551. TOTAL EXPENSES 2,837,959. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -439,842. PLEDGE WRITE OFFS -607,565. |