UNITED WAY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY INC (EIN 95-2274801)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-11
IRS object ID: 202221319349306367
Schema version: 2020v4.2
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 G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-11T19:24:09-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET 13TH FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	952274801	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	2138086220	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1150 S OLIVE STREET SUITE T500	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELISE BUIK	PersonNm
Person Title	PRESIDENT AND CEO	PersonTitleTxt
Phone	2138086220	PhoneNum
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ELISE	PersonFirstNm
Person Last	BUIK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF GREATER LOS ANGELES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	ELISE BUIK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1150 S OLIVE STREET SUITE T500	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90015	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$84,904,979	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNITEDWAYLA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1962	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: (CONT. ON SCH. O) LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS.	ActivityOrMissionDesc
Voting Members Governing Body	37	VotingMembersGoverningBodyCnt
Voting Members Independent	37	VotingMembersIndependentCnt
Total Employee	102	TotalEmployeeCnt
Total Volunteers	50	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$57,856,988	PYContributionsGrantsAmt
CY Contributions Grants	$66,980,133	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$296,855	PYInvestmentIncomeAmt
CY Investment Income	$380,127	CYInvestmentIncomeAmt
PY Other Revenue	$1,508,380	PYOtherRevenueAmt
CY Other Revenue	$1,402,154	CYOtherRevenueAmt
PY Total Revenue	$59,662,223	PYTotalRevenueAmt
CY Total Revenue	$68,762,414	CYTotalRevenueAmt
PY Grants And Similar Paid	$34,096,996	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$23,798,297	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,930,250	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,733,927	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$111,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$167,206	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,401,954	CYTotalFundraisingExpenseAmt
PY Other Expenses	$10,971,620	PYOtherExpensesAmt
CY Other Expenses	$7,334,697	CYOtherExpensesAmt
PY Total Expenses	$55,109,866	PYTotalExpensesAmt
CY Total Expenses	$41,034,127	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,552,357	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$27,728,287	CYRevenuesLessExpensesAmt
Total Assets BOY	$63,354,445	TotalAssetsBOYAmt
Total Assets EOY	$90,203,286	TotalAssetsEOYAmt
Total Liabilities BOY	$21,941,514	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,327,242	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$41,412,931	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$75,876,044	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$12,349,057	ExpenseAmt
Grant	$6,850,806	GrantAmt
Desc	FROM OUR PROGRAM PERTAINING TO ACCESS TO HOUSING, OUR GOAL IS TO TURN THE BEST LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT COMPLEMENT THE REGION'S APPROACH TO THE CRISIS AT EVERY STEP: ON THE STREET, IN THE SHELTERS, AND EVEN WITH THE MISSING PIECE OF HOUSING CONSTRUCTION. SEE SCHEDULE O FOR FURTHER DETAILS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,520,190	ExpenseAmt
Grant	$843,346	GrantAmt
Desc	IN OUR ENDEAVORS TO IMPROVE EDUCATION, OUR GOAL IS TO CONTINUE TO SUPPORT OUR PARTNERS AND DEVELOP BEST PRACTICES IN HELPING OUR MOST VULNERABLE STUDENTS. WE SUPPORT BRIDGING THE DIGITAL DIVIDE TO ENSURE STUDENTS CAN LEARN AND THRIVE. WE AMPLIFY THE VOICES OF PARENTS AND STUDENTS (CLASS) AND CONTINUE TO SUPPORT OUR YOUNG CIVIC LEADERS (YCLP). SEE SCHEDULE O FOR FURTHER DETAILS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,689,487	ExpenseAmt
Grant	$4,820,610	GrantAmt
Desc	IN OUR WORK AIMED AT IMPROVING ECONOMIC MOBILITY, OUR GOAL IS TO CONTINUE TO COLLABORATE WITH OUR PARTNERS TO ENSURE OUR MOST VULNERABLE NEIGHBORS, INCLUDING PEOPLE NOT ELIGIBLE FOR FEDERAL BENEFITS, HAVE THE HELP THAT THEY NEED TO WEATHER THE ONGOING FINANCIAL CRISIS. WE WILL SPREAD THE WORD AS NEW TAX INITIATIVES ARE DIRECTED AT WORKING FAMILIES TO HELP THEM THRIVE. SEE SCHEDULE O FOR FURTHER DETAILS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$11,283,535	ExpenseAmt
Grant	$11,283,535	GrantAmt
Revenue	$186,155	RevenueAmt
Desc	OTHER PROGRAM SERVICES DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS: ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED $11,283,535 IN DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$11,283,535	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$11,283,535	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$186,155	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$33,842,269	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	0	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	0	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	Yes (1)	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	71	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	102	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	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
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	37	GoverningBodyVotingMembersCnt
Independent Voting Member	37	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LINING LEE RECENDEZ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2138086399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1150 S OLIVE STREET SUITE T500	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90015	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 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
LARRY JAMES
CHAIR	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
RUDY MEDINA
CORPORATE SECRETARY	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
BRIAN CULLINAN
BOARD MEMBER- PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
FRED ABDELNOUR
BOARD MEMBER - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
ADELE BERWANGER
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
CHRIS CAREY
BOARD MEMBER	5.00	0.00	Yes (X)		$0	$0	$0
ALEX MARTIN CHAVES
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
CAROLINE CHOE
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
LISA CLERI REALE
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
KEVIN DEMOFF
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
ELISABETH DICK
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
JANA WARING GREER
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
SANDRA HRNA
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
RON HERRERA
EX-OFFICIO	1.00	0.00	Yes (X)		$0	$0	$0
SACHI HAMAI
EX-OFFICIO - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
MARC HICKMAN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MARK HUTCHINS
BOARD MEMBER - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
KEVIN KIM
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
JOHN KULICH
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
STEWART KWOH
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
JANET LAMKIM
BOARD MEMBER - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
BRAD LARSEN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
LESLIE LASSITER
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
ROBYN LAWHON
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MICHAEL LAWSON
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MARK LOUCHHEIM
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
SEAN MCBURNEY
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
JULIE MILLER-PHIPPS
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
CAROLINE NAHAS
BOARD MEMBER - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
JERRY NEUMAN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
IRENE OH
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
LUIS PATINO
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MARK PHAIR
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
ERIK ROBINSON
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
REGINA ROSSALL
BOARD MEMBER - PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
MARIA SALINAS
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MARTHA SANTANA-CHIN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
NATALIE SCHILLING
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
FERN SHAW
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
JADE SHOPP
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
MICHAEL SILACCI
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
RENATA SIMRIL
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
STEVE TRUTNER
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
DOUGLAS TURK
BOARD MEMBER- PART YEAR	1.00	0.00	Yes (X)		$0	$0	$0
MICHELLE WROAN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
ELISE BUIK
PRESIDENT & CEO	50.00	0.00		Yes (X)	$451,128	$0	$197,846
LINING RECENDEZ
VP, FINANCE	50.00	0.00		Yes (X)	$194,233	$0	$49,431
TAULENE KAGAN
VP, MARKETING & COMMUNICATIONS	50.00	0.00			$207,283	$0	$50,581	Yes (X)
OSCAR CRUZ
CHIEF OPERATING OFFICER	50.00	0.00			$204,070	$0	$24,458	Yes (X)
CHRIS KO
MANAGING DIR; VP - IMPACT & STRATEGY (POST 1/2021)	50.00	0.00			$154,716	$0	$17,418	Yes (X)
THOMAS NEWMAN
SENIOR DIR - IMPACT INITIATIVES	50.00	0.00			$140,114	$0	$23,365		Yes (X)
DAVID TRAN
DIRECTOR, FINANCE	50.00	0.00			$140,800	$0	$16,047		Yes (X)
CHRISTIAN YANCEY
DIRECTOR, IMPACT COMM. & EVENTS	50.00	0.00			$129,837	$0	$11,968		Yes (X)
CARTER HEWGLEY
DIRECTOR, HOMELESSNESS INITIATIVES	50.00	0.00			$133,716	$0	$6,189		Yes (X)
BRIAN VASALLO
DIRECTOR, DIGITAL MARKETING	50.00	0.00			$118,867	$0	$17,363		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,874,764	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$414,666	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	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
SWELL CREATIVE GROUP (FUNDED BY GRANT)
304 S BROADWAY	LOS ANGELES	CA	90013	DIGITAL COMM. & DESIGN	$2,906,859
RALLY CAMPAIGNS
10474 SANTA MONICA BLVD SUITE 405	LOS ANGELES	CA	90025	COMMUNICATIONS & EVENTS	$773,568
VERITIMO
2420 HARLEM BLVD	ROCKFORD	IL	61103	IT MANAGEMENT	$486,591
MAL WARWICK ASSOCIATES
2550 NINTH STREET SUITE 103	BERKELEY	CA	94710	DIRECT MAIL & DIG. FUND.	$295,530
GOOD INFLUENCE CONSULTING
612 COLEMAN AVENUE	LOS ANGELES	CA	90042	RESEARCH, STRATEGIES	$186,619

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	12	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$633,714	FederatedCampaignsAmt
Government Grants	$2,931,840	GovernmentGrantsAmt
All Other Contributions	$63,414,579	AllOtherContributionsAmt
Noncash Contributions	$380,604	NoncashContributionsAmt
Total Contributions	$66,980,133	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$304,152	TotalRevenueColumnAmt
Exclusion	$304,152	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$767	TotalRevenueColumnAmt
Exclusion	$767	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$16,218,540	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$16,142,565	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$75,975	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,975	TotalRevenueColumnAmt
Exclusion	$75,975	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
ADMIN FEE AND EXPENSE	900099	$1,332,905	$186,155	$1,146,750
ALL OTHER REVENUE	900099	$68,482		$68,482

Field	Value	IRS element (for citing)
Other Revenue Total	$1,401,387	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$68,762,414	TotalRevenueColumnAmt
Related Or Exempt Func Income	$186,155	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,596,126	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$23,798,297	TotalAmt
Program Services	$23,798,297	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,487,081	TotalAmt
Program Services	$604,852	ProgramServicesAmt
Management And General	$511,842	ManagementAndGeneralAmt
Fundraising	$370,387	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,959,258	TotalAmt
Program Services	$3,477,197	ProgramServicesAmt
Management And General	$1,177,341	ManagementAndGeneralAmt
Fundraising	$1,304,720	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,226,244	TotalAmt
Program Services	$267,448	ProgramServicesAmt
Management And General	$608,673	ManagementAndGeneralAmt
Fundraising	$350,123	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$488,462	TotalAmt
Program Services	$274,953	ProgramServicesAmt
Management And General	$81,193	ManagementAndGeneralAmt
Fundraising	$132,316	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$572,882	TotalAmt
Program Services	$367,336	ProgramServicesAmt
Management And General	$76,624	ManagementAndGeneralAmt
Fundraising	$128,922	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$57,580	TotalAmt
Management And General	$57,580	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$9,889	TotalAmt
Management And General	$9,889	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$125,100	TotalAmt
Management And General	$125,100	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$726,705	TotalAmt
Program Services	$726,705	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$167,206	TotalAmt
Fundraising	$167,206	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,691	TotalAmt
Management And General	$9,691	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,956,639	TotalAmt
Program Services	$2,709,595	ProgramServicesAmt
Management And General	$143,945	ManagementAndGeneralAmt
Fundraising	$103,099	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$514,012	TotalAmt
Program Services	$188,960	ProgramServicesAmt
Management And General	$65,850	ManagementAndGeneralAmt
Fundraising	$259,202	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$273,814	TotalAmt
Program Services	$145,785	ProgramServicesAmt
Management And General	$76,056	ManagementAndGeneralAmt
Fundraising	$51,973	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$737,038	TotalAmt
Program Services	$340,010	ProgramServicesAmt
Management And General	$232,211	ManagementAndGeneralAmt
Fundraising	$164,817	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$857,600	TotalAmt
Program Services	$408,096	ProgramServicesAmt
Management And General	$283,021	ManagementAndGeneralAmt
Fundraising	$166,483	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$14,404	TotalAmt
Program Services	$6,501	ProgramServicesAmt
Management And General	$4,751	ManagementAndGeneralAmt
Fundraising	$3,152	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$59,433	TotalAmt
Program Services	$44,703	ProgramServicesAmt
Management And General	$9,214	ManagementAndGeneralAmt
Fundraising	$5,516	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,320	TotalAmt
Program Services	$4,287	ProgramServicesAmt
Management And General	$3,169	ManagementAndGeneralAmt
Fundraising	$1,864	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$377,330	TotalAmt
Program Services	$173,572	ProgramServicesAmt
Management And General	$128,292	ManagementAndGeneralAmt
Fundraising	$75,466	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$124,955	TotalAmt
Program Services	$57,479	ProgramServicesAmt
Management And General	$42,485	ManagementAndGeneralAmt
Fundraising	$24,991	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$107,632	TotalAmt
Program Services	$49,511	ProgramServicesAmt
Management And General	$36,595	ManagementAndGeneralAmt
Fundraising	$21,526	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS EXPENSES	Desc
Total	$373,555	TotalAmt
Program Services	$196,982	ProgramServicesAmt
Management And General	$106,382	ManagementAndGeneralAmt
Fundraising	$70,191	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$41,034,127	TotalAmt
Program Services	$33,842,269	ProgramServicesAmt
Management And General	$3,789,904	ManagementAndGeneralAmt
Fundraising	$3,401,954	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$38,373,311	BOYAmt
EOY	$44,135,929	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,390,039	BOYAmt
EOY	$57,305	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,195,487	BOYAmt
EOY	$12,162,511	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,326,036	BOYAmt
EOY	$987,332	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$128,508	BOYAmt
EOY	$213,820	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,026,067	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,561,549	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$589,474	BOYAmt
EOY	$464,518	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,932,898	BOYAmt
EOY	$31,763,176	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$418,692	BOYAmt
EOY	$418,695	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$63,354,445	BOYAmt
EOY	$90,203,286	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,410,863	BOYAmt
EOY	$2,240,605	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$8,192,863	BOYAmt
EOY	$9,000,180	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$418,692	BOYAmt
EOY	$418,695	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,919,096	BOYAmt
EOY	$2,667,762	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,941,514	BOYAmt
EOY	$14,327,242	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	$11,843,946	BOYAmt
EOY	$42,206,303	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,568,985	BOYAmt
EOY	$33,669,741	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$41,412,931	BOYAmt
EOY	$75,876,044	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$63,354,445	BOYAmt
EOY	$90,203,286	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$27,728,287	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,067,964	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,666,862	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	$65,244,901	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$45,378,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$57,990,208	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,856,988	CurrentTaxYearMinus1YearAmt
Current Tax Year	$66,980,133	CurrentTaxYearAmt
Total	$293,450,375	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$65,244,901	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$45,378,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$57,990,208	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,856,988	CurrentTaxYearMinus1YearAmt
Current Tax Year	$66,980,133	CurrentTaxYearAmt
Total	$293,450,375	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$35,714,468	SubstantialContributorsTotAmt
Public Support Total170	$257,735,907	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$392,387	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$271,853	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$318,073	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$290,572	CurrentTaxYearMinus1YearAmt
Current Tax Year	$304,919	CurrentTaxYearAmt
Total	$1,577,804	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$691,258	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,017,796	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,374,759	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,215,232	CurrentTaxYearAmt
Total	$4,299,045	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$299,327,224	TotalSupportAmt
Gross Receipts Rltd Activities	$2,228,382	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.86110	PublicSupportCY170Pct
Public Support PY170	0.81280	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

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	Yes (1)	MediaAdvertisementsInd
Media Advertisements	$80,745	MediaAdvertisementsAmt
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$80,761	MailingsMembersAmt
Publications Or Broadcast	Yes (1)	PublicationsOrBroadcastInd
Publications Or Broadcast	$155,395	PublicationsOrBroadcastAmt
Grants Other Organizations	Yes (1)	GrantsOtherOrganizationsInd
Grants Other Organizations	$120,000	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$320,481	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$188,982	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$946,364	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LOBBYING ACTIVITIES	FormAndLineReferenceDesc
Explanation	1C - THE ORGANIZATION USED PAID MEDIA ON THE INTERNET AS WELL AS IN PRINT AND OUTDOOR ADVERTISING TO BUILD SUPPORT FOR PERMANENT SOLUTIONS TO HOMELESSNESS (AS COMPARED TO TEMPORARY AND SHORT TERM FIXES). THESE PAID ADS DISCUSSED ACTIVE EFFORTS UNDERWAY ACROSS L.A. COUNTY, INCLUDING THE MEASURE J BALLOT MEASURE CAMPAIGN. 1D - THE ORGANIZATION CREATED AND AMPLIFIED DIGITAL TOOLS SUCH AS "CLICK TO EMAIL", WHICH WOULD ALLOW MEMBERS OF THE GENERAL PUBLIC TO SEND SPECIFIC EMAILS RELATED TO POLICY PRIORITIES AND LEGISLATION TO THE APPROPRIATE ELECTED OFFICIALS. THESE ACTIONS RELATE TO HOUSING AND HOMELESSNESS POLICIES AND LEGISLATION, INCLUDING THE MEASURE J BALLOT MEASURE CAMPAIGN. 1E - THE ORGANIZATION CREATED PRINT, VIDEO, AND DIGITAL CONTENT RELATED TO THE HOMELESSNESS AND HOUSING CRISIS IN ORDER TO INSPIRE MEMBERS OF THE PUBLIC TO TAKE ADVOCACY ACTIONS. LOBBYING FOR MORE FUNDING, AND ADVOCATING FOR CHANGES TO HOUSING POLICIES RELATED TO MEASURE J BALLOT MEASURE CAMPAIGN ARE TWO ADVOCACY ACTIONS THAT ARE CRITICAL TO THE MISSION AND VISION OF UNITED WAY L.A. 1F - THE ORGANIZATION PROVIDES GRANTS TO OTHER ORGANIZATIONS IN ORDER TO INCREASE THEIR CAPACITY TO BROADLY ENGAGE IN POLICY WORK. THIS INCLUDES DIRECT SUPPORT TO NON-CANDIDATE BALLOT MEASURE CAMPAIGNS, PUBLIC EDUCATION WORK FOR EXAMPLE, TALKING ABOUT THE CAUSES AND SOLUTIONS TO HOMELESSNESS, AS WELL AS, LOBBYING WORK LIKE ACTIVATING THEIR OWN SUPPORTERS AND MEMBERS TO CONTACT ELECTED OFFICIALS. 1G - STAFF MEMBERS AT UNITED WAY L.A. CREATED COMMUNICATION MATERIALS, BUILT COALITIONS, AND DIRECTED THESE EFFORTS TOWARDS SPECIFIC ELECTED OFFICIALS AND VOTERS IN THE CONTEXT OF MEASURE J, ALL IN PURSUIT OF POLICY CHANGE AND FUNDING INCREASES. 1H - MUCH OF THE ORGANIZATION'S WORK INVOLVES EDUCATING, INSPIRING, AND ORGANIZING MEMBERS OF THE PUBLIC. THE ORGANIZATION HELD 1-2 VIRTUAL EVENTS EVERY MONTH. THESE INCLUDE STORYTELLING EVENTS, WORKSHOPS, AND ADVOCACY OPPORTUNITIES. THESE EVENTS ARE A MIX OF PUBLIC EDUCATION THAT SHARES HUMAN INTEREST STORIES AND HOUSING AND HOMELESSNESS FACTS AND INFORMATION, AS WELL AS, CALLS TO ACTION AROUND SPECIFIC ADVOCACY OPPORTUNITIES.	ExplanationTxt

Schedule D IRS990ScheduleD

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,961,572	BeginningYearBalanceAmt
Investment Earnings Or Losses	$85,118	InvestmentEarningsOrLossesAmt
End Year Balance	$4,046,690	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,767,654	BeginningYearBalanceAmt
Investment Earnings Or Losses	$193,918	InvestmentEarningsOrLossesAmt
End Year Balance	$3,961,572	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,398,333	BeginningYearBalanceAmt
Contributions	$100,000	ContributionsAmt
Investment Earnings Or Losses	$269,321	InvestmentEarningsOrLossesAmt
End Year Balance	$3,767,654	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,955,135	BeginningYearBalanceAmt
Investment Earnings Or Losses	$443,198	InvestmentEarningsOrLossesAmt
End Year Balance	$3,398,333	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
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	$1,728,117	OtherCostOrOtherBasisAmt
Depreciation	$1,299,340	DepreciationAmt
Book Value	$428,777	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,123,524	OtherCostOrOtherBasisAmt
Depreciation	$1,123,524	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$174,426	OtherCostOrOtherBasisAmt
Depreciation	$138,685	DepreciationAmt
Book Value	$35,741	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$464,518	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
PENSION PLAN LIABILITY	$1,044,899
DEFERRED RENT AND LEASE INCENTIVE	$936,249
CAPITALIZED LEASE OBLIGATIONS	$39,994
OTHER POST RETIREMENT PLAN OBLIGATIONS	$646,620

Field	Value	IRS element (for citing)
Total Liability	$2,667,762	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$58,554,401	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,067,964	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$7,558	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$1,075,522	RevenueNotReportedAmt
Revenue Subtotal	$57,478,879	RevenueSubtotalAmt
Other Revenues Not Included	$11,283,535	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$11,283,535	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$68,762,414	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$29,758,150	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$7,558	DonatedServicesUseFcltsAmt
Expenses Not Reported	$7,558	ExpensesNotReportedAmt
Expenses Subtotal	$29,750,592	ExpensesSubtotalAmt
Other Expenses Not Included	$11,283,535	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$11,283,535	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$41,034,127	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 FINANCIAL STATEMENTS.
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 $11,283,535.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MAL WARWICK ASSOCIATES	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2550 NINTH STREET SUITE 103	AddressLine1Txt
City	BERKELEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94710	ZIPCd

Field	Value	IRS element (for citing)
Activity	DIRECT MAIL	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$575,273	GrossReceiptsAmt
Retained By Contractor	$167,206	RetainedByContractorAmt
Net To Organization	$408,067	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$575,273	TotalGrossReceiptsAmt
Total Retained By Contractors	$167,206	TotalRetainedByContractorsAmt
Total Net To Organization	$408,067	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B	FormAndLineReferenceDesc
Explanation	THE FUNDRAISER WAS PAID $167,206 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. THE FUNDRAISER WAS ALSO PAID $120,631 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

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (75 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ALLIANCE FOR A BETTER COMMUNITY
1545 WILSHIRE BOULEVARD SUITE 700	LOS ANGELES	CA	90017	311760082	501(C)(3)	$45,000	EDUCATION
AMERICAN RED CROSS
11355 OHIO AVENUE	LOS ANGELES	CA	90025	530196605	501(C)(3)	$50,000	ECONOMIC MOBILITY
ANTELOPE VALLEY DOMESTIC VIOLENCE
PO BOX 2980	LANCASTER	CA	93539	953582588	501(C)(3)	$81,600	HOUSING
APLA HEALTH & WELLNESS
611 S KINGSLEY DR	LOS ANGELES	CA	90005	841661910	501(C)(3)	$22,222	HOUSING
ASCENCIA
1851 TYBURN STREET	GLENDALE	CA	91204	204233822	501(C)(3)	$29,222	HOUSING
BOYS & GIRLS CLUB OF THE LOS ANGELES HARBOR
1200 S CABRILLO AVENUE	SAN PEDRO	CA	90731	951661682	501(C)(3)	$48,300	EDUCATION
BOYS AND GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVD	LOS ANGELES	CA	90807	951643977	501(C)(3)	$10,000	EDUCATION
BRILLIANT CORNERS
527 W 7TH ST SUITE 1100	LOS ANGELES	CA	90014	562379862	501(C)(3)	$100,000	HOUSING
BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVD	LOS ANGELES	CA	90015	261254255	501(C)(3)	$75,000	ECONOMIC MOBILITY
CANGRESS DBA LA COMMUNITY ACTION NETWORK
838 E 6TH STREET	LOS ANGELES	CA	90021	020661629	501(C)(3)	$89,586	HOUSING
CENTER FOR POWERFUL PUBLIC SCHOOLS
350 SOUTH BIXEL STREET SUITE 180	LOS ANGELES	CA	90017	260326342	501(C)(3)	$45,000	EDUCATION
CENTRAL CITY COMMUNITY HEALTH CENTER
5970 S CENTRAL AVENUE	LOS ANGELES	CA	90011	954492570	501(C)(3)	$150,000	HOUSING
CENTRAL NEIGHBORHOOD HEALTH FOUNDATION
2707 SOUTH CENTRAL AVE STE 100	LOS ANGELES	CA	90011	752986675	501(C)(3)	$150,000	HOUSING
CHILD DEVELOPMENT INSTITUTE
7260 OWENSMOUTH AVENUE	CANOGA PARK	CA	91303	954545540	501(C)(3)	$13,760	HOUSING
CITY OF LOS ANGELES
200 N SPRING ST 3RD FLOOR	LOS ANGELES	CA	90012		501(C)(3)	$7,500	HOUSING
CLIFFORD BEERS HOUSING
11739 VICTORY BLVD	NORTH HOLLYWOOD	CA	91606	954485263	501(C)(3)	$75,000	HOUSING
COMMUNITIES IN SCHOOLS LA
2000 AVENUE OF STARS SUITE 803	LOS ANGELES	CA	90067	260404220	501(C)(3)	$35,000	EDUCATION
COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION
8101 S VERMONT AVENUE	LOS ANGELES	CA	90044	954298811	501(C)(3)	$105,214	ECONOMIC MOBILITY
COMMUNITY HEALTH ALLIANCE-PASADENA
1855 N FAIR OAKS AVENUE 2ND FLOOR	PASADENA	CA	91103	954536824	501(C)(3)	$30,000	HOUSING
COMMUNITY PARTNERS
1000 NORTH ALAMEDA ST SUITE 240	LOS ANGELES	CA	90012	954302067	501(C)(3)	$55,523	HOUSING/ECONOMIC MOBILITY
CORPORATION FOR SUPPORTIVE HOUSING
61 BROADWAY SUITE 2300	NEW YORK	NY	10006	133600232	501(C)(3)	$100,000	HOUSING
COUNTY OF LOS ANGELES
500 WEST TEMPLE STREET	LOS ANGELES	CA	90012	953510017	501(C)(3)	$169,500	ECONOMIC MOBILITY
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STREET	LOS ANGELES	CA	90013	311597223	501(C)(3)	$22,222	HOUSING
EAST LOS ANGELES COMMUNITY CORPORATION
2917 E 1ST ST SUITE 101	LOS ANGELES	CA	90033	954531076	501(C)(3)	$218,000	ECONOMIC MOBILITY
EAST VALLEY COMMUNITY HEALTH CENTER
420 S GLENDORA AVENUE	WEST COVINA	CA	91790	237068586	501(C)(3)	$88,000	HOUSING
EDUCATORS 4 EXCELLENCE
448 S HILL STREET	LOS ANGELES	CA	90013	273382030	501(C)(3)	$70,000	EDUCATION
EL CENTRO DE AYUDA
2130 E 1ST STREET SUITE 110	LOS ANGELES	CA	90033	954563348	501(C)(3)	$75,000	ECONOMIC MOBILITY
FAMILIES IN SCHOOLS
1545 WILSHIRE BOULEVARD SUITE 700	LOS ANGELES	CA	90017	954818894	501(C)(3)	$60,000	EDUCATION
FLYAWAYHOMES
2116 ARLINGTON AVENUE SUITE 100	LOS ANGELES	CA	90018	852005653	501(C)(3)	$75,000	HOUSING
GREATER LA FOUNDATION
9300 IMPERIAL HIGHWAY EC106	DOWNEY	CA	90242	474426889	501(C)(3)	$12,500	EDUCATION
HARBOR INTERFAITH SERVICES INC
670 W NINTH STREET	SAN PEDRO	CA	90731	330031099	501(C)(3)	$73,800	HOUSING
HEART OF LOS ANGELES YOUTH
2701 WILSHIRE BOULEVARD STE 100	LOS ANGELES	CA	90057	954397418	501(C)(3)	$40,000	EDUCATION
ILLUMINATION FOUNDATION
1091 N BATAVIA	ORANGE	CA	92867	711047686	501(C)(3)	$50,000	HOUSING
INNERCITY STRUGGLE
124 NORTH TOWNSEND AVENUE	LOS ANGELES	CA	90063	272133211	501(C)(3)	$45,000	EDUCATION
JWCH INSTITUTE INC
1910 W SUNSET BLVD STE 650	LOS ANGELES	CA	90026	952289916	501(C)(3)	$191,000	HOUSING
LA FAMILY HOUSING CORPORATION
7843 LANKERSHIM BOULEVARD	NORTH HOLLYWOOD	CA	91605	953920560	501(C)(3)	$532,400	HOUSING
LA CENTER FOR COMMUNITY LAW AND ACTION
1137 N WESTMORELAND AVE 16	LOS ANGELES	CA	90029	471909862	501(C)(3)	$50,000	ECONOMIC MOBILITY
LABOR COMMUNITY SERVICES
6004 MAYWOOD AVENUE	LOS ANGELES	CA	90255	954147259	501(C)(3)	$359,515	ECONOMIC MOBILITY
LAGRANT COMMUNICATIONS
600 WILSHIRE BLVD SUITE 1610	LOS ANGELES	CA	90071	954298799	501(C)(3)	$171,000	HOUSING
LIFT INC
1910 MAGNOLIA AVENUE	LOS ANGELES	CA	90007	522168409	501(C)(3)	$35,000	ECONOMIC MOBILITY
LOS ANGELES ALLIANCE FOR A NEW ECONOMY
464 LUCAS AVE SUITE 202	LOS ANGELES	CA	90017	954459427	501(C)(3)	$50,000	ECONOMIC MOBILITY
LOS ANGELES CHRISTIAN HEALTH CENTERS
202 W 1ST STREET SUITE 4-0435	LOS ANGELES	CA	90012	954315734	501(C)(3)	$113,222	HOUSING
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
634 S SPRING ST 11TH FLOOR	LOS ANGELES	CA	90014	741563270	501(C)(3)	$45,000	EDUCATION
NEW WAY OF LIFE REENTRY PROJECT
PO BOX 875288	LOS ANGELES	CA	90087	954782503	501(C)(3)	$75,784	ECONOMIC MOBILITY
NPH ACTION FUND
369 PINE ST SUITE 350	SAN FRANCISCO	CA	94104	833147694	501(C)(3)	$20,000	HOUSING
PARTNERSHIP FOR LA SCHOOLS
1055 WILSHIRE BLVD STE-1850	LOS ANGELES	CA	90017	261759681	501(C)(3)	$45,000	EDUCATION
PATH VENTURES
340 N MADISON AVENUE	LOS ANGELES	CA	90004	201892523	501(C)(3)	$75,000	HOUSING
PEOPLE ASSISTING THE HOMELESS (PATH) PARTNERS
340 N MADISON AVENUE	LOS ANGELES	CA	90004	953950196	501(C)(3)	$485,400	HOUSING
POMONA COMMUNITY FOUNDATION
101 WMISSION BLVD SUITE 110-400	POMONA	CA	91766	392073462	501(C)(3)	$50,000	ECONOMIC MOBILITY
PROYECTO PASTORAL
135 N MISSION ROAD	LOS ANGELES	CA	90033	953213958	501(C)(3)	$45,000	EDUCATION
PUBLIC HEALTH FOUNDATION ENTERPRISES DBA HELUNA HEALTH
13300 CROSSROADS PARKWAY NORTH	CITY OF INDUSTRY	CA	91746	952557063	501(C)(3)	$25,000	HOUSING
PUNK ROCK MARTHAS
5419 HOLLYWOOD BLVD	LOS ANGELES	CA	90027	471946319	501(C)(3)	$205,000	HOUSING
REIMAGINE LA
1150 S OLIVE ST	LOS ANGELES	CA	90015	852608482	501(C)(3)	$100,000	HOUSING
SBCC THRIVE LA
540 NORTH MARINE AVENUE	WILMINGTON	CA	90744	237360521	501(C)(3)	$83,300	EDUCATION
SELAH NEIGHBORHOOD HOMELESS COALITION
2658 GRIFFITH PARK BLVD UNIT 194	LOS ANGELES	CA	90039	832538392	501(C)(3)	$22,222	HOUSING
SKID ROW HOUSING TRUST
1317 EAST 7TH STREET	LOS ANGELES	CA	90021	954205316	501(C)(3)	$25,000	HOUSING
SOCIAL VENTURE PARTNERS
800 WILSHIRE BLVD STE 200	LOS ANGELES	CA	90017	510563566	501(C)(3)	$75,000	HOUSING
SOLA I CAN FOUNDATION
918 EAST 60TH STREET	LOS ANGELES	CA	90001	824698211	501(C)(3)	$80,000	ECONOMIC MOBILITY
SOUTHERN CALIFORNIA GRANTMAKERS
1000 N ALAMEDA STREET SUITE 230	LOS ANGELES	CA	90012	952831058	501(C)(3)	$51,000	HOUSING
SOUTHERN CALIFORNIA HEALTH & REHAB
2610 INDUSTRY WAY A	LYNWOOD	CA	90262	954482413	501(C)(3)	$150,000	HOUSING
SPECIAL SERVICES FOR GROUPS INC
905 EAST 8TH STREET	LOS ANGELES	CA	90021	951716914	501(C)(3)	$746,352	HOUSING
ST JOHN'S WELL CHILD & FAMILY CENTER
808 W 58TH STREET	LOS ANGELES	CA	90037	954067758	501(C)(3)	$25,000	HOUSING
ST JOSEPH CENTER
204 HAMPTON DRIVE	VENICE	CA	90291	953874381	501(C)(3)	$94,822	HOUSING
THE CENTER AT BLESSED SACRAMENT
6636 SELMA AVENUE	LOS ANGELES	CA	90028	203022534	501(C)(3)	$22,222	HOUSING
THE PEOPLE CONCERN
2116 ARLINGTON AVE STE 100	LOS ANGELES	CA	90018	956143865	501(C)(3)	$657,600	HOUSING
UNION STATION HOMELESS SERVICES
825 EAST ORANGE GROVE BLVD	PASADENA	CA	91104	953958741	501(C)(3)	$429,000	HOUSING
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVENUE 12	SOUTH PASADENA	CA	91030	941646369	501(C)(3)	$38,257	ECONOMIC MOBILITY
UNITE-LA INC
350 S BIXEL STREET SUITE 160	LOS ANGELES	CA	90017	820576380	501(C)(3)	$40,000	EDUCATION
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUS 3551	LOS ANGELES	CA	90089	951642394	501(C)(3)	$512,500	HOUSING	TROUSDALE PARKWAY STE 160
UPWARD BOUND HOUSE
1104 WASHINGTON AVE	SANTA MONICA	CA	90403	954288926	501(C)(3)	$122,222	HOUSING
URBAN COMMUNITY OUTREACH INC
241 CEDAR AVE	LONG BEACH	CA	90802	260589430	501(C)(3)	$41,000	HOUSING
VENICE COMMUNITY HOUSING CORPORATION
720 ROSE AVENUE	VENICE	CA	90291	954200761	501(C)(3)	$250,000	HOUSING
VENICE FAMILY CLINIC
604 ROSE AVENUE	VENICE	CA	90291	952769432	501(C)(3)	$50,000	HOUSING
YMCA METROPOLITAN LOS ANGELES
625 S NEW HAMPSHIRE AVE	LOS ANGELES	CA	90005	951644052	501(C)(3)	$48,300	EDUCATION
YWCA OF GREATER LOS ANGELES
1020 S OLIVE STREET 7TH FLOOR	LOS ANGELES	CA	90015	951652919	501(C)(3)	$156,417	ECONOMIC MOBILITY

Field	Value	IRS element (for citing)
Total501c3 Org	75	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	UNITED 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

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	Yes (1)	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 (7 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
ELISE BUIK
PRESIDENT & CEO	$355,571	$0	$74,475	$0	$21,082	$0	$165,993	$0	$31,853	$0	$648,974	$0	$17,733	$0
TAULENE KAGAN
VP, MARKETING & COMMUNICATIONS	$184,898	$0	$20,194	$0	$2,191	$0	$15,535	$0	$35,046	$0	$257,864	$0	$0	$0
LINING RECENDEZ
VP, FINANCE	$177,522	$0	$14,895	$0	$1,816	$0	$23,279	$0	$26,152	$0	$243,664	$0	$0	$0
OSCAR CRUZ
CHIEF OPERATING OFFICER	$191,059	$0	$11,378	$0	$1,633	$0	$7,894	$0	$16,564	$0	$228,528	$0	$0	$0
CHRIS KO
MANAGING DIR; VP - IMPACT & STRATEGY	$136,476	$0	$18,000	$0	$240	$0	$11,222	$0	$6,196	$0	$172,134	$0	$0	$0
THOMAS NEWMAN
SENIOR DIR - IMPACT INITIATIVES	$121,896	$0	$18,000	$0	$218	$0	$4,671	$0	$18,694	$0	$163,479	$0	$0	$0
DAVID TRAN
DIRECTOR, FINANCE	$134,560	$0	$6,000	$0	$240	$0	$4,883	$0	$11,164	$0	$156,847	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 4B

UNITED 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 2020 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2021 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $285,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $290,000 IN 2021 AND $305,000 IN 2022. 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 ENGAGED AN ACTUARY FIRM TO CALCULATE THE DISTRIBUTION AMOUNT. IN AUGUST 2020, $17,733 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2020 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 $75,921 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II.

PART I, LINE 7

CERTAIN 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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	32	ContributionCnt
Noncash Contributions Rpt F990	$380,604	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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 RECEIVED IN COLUMN (B)	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4:	STATEMENT OF PURPOSE WHAT WE DO - MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY 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 IN THE AREAS OF HOUSING, EDUCATION AND ECONOMIC MOBILITY. UNITED WAY OF GREATER LOS ANGELES (UWGLA) FOCUSES ON THREE PILLARS THAT ARE CRITICAL TO ADDRESSING POVERTY: HOUSING SOLUTIONS, EDUCATIONAL EQUITY, AND ECONOMIC MOBILITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE THE NUMBER OF STUDENTS OF COLOR WHO GRADUATE FROM HIGH SCHOOL PREPARED FOR COLLEGE AND A CAREER. 2. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 3. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 4. REDUCE STREET AND CHRONIC HOMELESSNESS. 5. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 6. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 7. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 8. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. THE GLOBAL PANDEMIC CAUSED A SHIFT IN OUR EFFORTS, ENACTING QUICK RESPONSE SOLUTIONS AS THEY RELATE TO OUR THREE PILLARS. IN ADDITION TO THE NEEDS UWGLA HAS BEEN ADDRESSING, WE QUICKLY PIVOTED TO RESPOND BY: 1. MOBILIZING THE REGION TO DONATE AND DIRECT THOSE RESOURCES TO THE VULNERABLE POPULATIONS THAT NEED THEM MOST. PEOPLE ARE READY TO COME TO THE AID OF THE MOST VULNERABLE. WE CHANNEL THOSE EFFORTS TO SUPPORT PEOPLE LIVING OUTSIDE, LOW-WAGE WORKERS AT RISK OF BECOMING HOMELESS, AND LOW-INCOME STUDENTS AND THEIR FAMILIES. 2. PROBLEM-SOLVING THE GAPS IN OUR SYSTEMS. AS OUR PUBLIC AND PRIVATE SECTORS RESPOND, WE PARTNER WITH THEM TO REMOVE OBSTACLES AND BRING ABOUT POLICY CHANGE AND RESOURCES NEEDED TO FILL GAPS. 3. ADVOCATING FOR FEDERAL AND STATE RESOURCES TO GET TO THE MOST VULNERABLE POPULATIONS, MATCHING UP SHORT-TERM AND LONG-TERM NEEDS. UNITED WAY OF GREATER LOS ANGELES HAS ALWAYS BEEN A PLACE WHERE COMMUNITY-BASED ORGANIZATIONS AND ELECTED LEADERS COME TOGETHER TO DO THE MOST GOOD. 4. PROTECTING THE SAFETY AND RIGHTS OF PEOPLE LIVING OUTSIDE. WE ARE WORKING WITH PARTNERS TO BRING EVERYONE IN AS QUICKLY AND SAFELY AS POSSIBLE. FOR THOSE STILL OUTSIDE, WE ARE WORKING TO ENSURE THEIR HEALTH AND SAFETY AS WELL. SCALING SOLUTIONS IMPROVING POLICY AND DRIVING SYSTEMS CHANGE IS A CRITICAL PART OF THE WORK WE DO AT UNITED WAY. IN A REGION AS LARGE, COMPLEX AND FRAGMENTED AS LOS ANGELES COUNTY, SYSTEMS CHANGE IS THE ONLY WAY TO SCALE LONG-TERM SOLUTIONS THAT TRULY BREAK THE CYCLE OF POVERTY. WE ADVOCATE FOR AND INFLUENCE PUBLIC POLICY, DEMANDING SOLUTIONS THAT PROVIDE LASTING CHANGE AND WE MAKE LONG-TERM COMMITMENTS TO IMPLEMENTING THEM. WE ALSO RESEARCH SOCIAL PROBLEMS TO DELIVER DATA AND EVIDENCE-BASED SOLUTIONS THAT DEMONSTRATE REAL OUTCOMES. LEVERAGING PARTNERSHIPS SOLVING COMPLEX PROBLEMS LIKE POVERTY CAN'T BE DONE BY THE POWER OF ONE, ESPECIALLY IN THE WAKE OF THE PANDEMIC IT REQUIRES THE POWER OF MANY. THAT'S WHY WE FOCUS ON BRINGING PEOPLE TOGETHER TO WORK ON OUR REGION'S MOST DIFFICULT ISSUES. WE WORK ALONGSIDE WITH PUBLIC, PRIVATE AND NON-PROFIT SECTORS TO TACKLE THE ROOT CAUSES OF POVERTY, WHICH WERE FURTHER EXACERBATED WHEN BUSINESSES AND SCHOOLS BEGAN TO CLOSE IN MARCH OF 2020. WE BUILD ON PROGRAMS AND STRATEGIES THAT IMPACT AND INFLUENCE A GREATER NUMBER OF NEIGHBORS AND COMMUNITIES, ESPECIALLY THOSE MOST IMPACTED, WORKING TOGETHER TO ADDRESS THE IMMEDIATE NEEDS THAT SURFACED. MAKING COMMUNITY IMPACT THROUGH OUR GRANTS, WE INVEST IN LOCAL NONPROFITS AND PROGRAMS WHICH WILL HAVE THE GREATEST IMPACT IN REACHING OUR GOALS TO END POVERTY, EXPANDING THEIR RESOURCES TO MEET THE NEEDS OF THE MOST VULNERABLE PEOPLE IN OUR COMMUNITIES. WE ANNUALLY INVEST IN 150 HIGH-PERFORMING NONPROFIT PARTNERS ALIGNED WITH THE GOALS IN OUR THREE PILLARS, MUCH OF WHICH SHIFTED TO EXPAND SUPPORT TO NEW NONPROFIT PARTNERS. AS WE LOOK TOWARD AN EQUITABLE RECOVERY, WE WILL INVEST IN CAPACITY BUILDING FOR OUR PARTNERS, PROVIDE GRANTS TO ENSURE TRUSTED COMMUNITY ORGANIZATIONS ARE STABLE, AND PRIORITIZE GRANTMAKING TO ORGANIZATIONS THAT ARE LED BY AND SERVE BLACK, BROWN, AND INDIGENOUS COMMUNITIES. THIS IS A PIVOTAL MOMENT IN LOS ANGELES COUNTY TO RECOVER AND REBUILD, AND WE WANT TO PRIORITIZE OUR MOST VULNERABLE. RATHER THAN MAINTAINING INEFFECTIVE MODELS THAT DEEPEN RACIAL AND ECONOMIC INEQUITIES, WE HAVE AN OPPORTUNITY TO TRANSFORM. WE WANT TO CONTINUE MAKING BOLD INVESTMENTS IN EDUCATION, HOMELESS SERVICES, AND STABILITY FOR OUR WORKING FAMILIES.
FORM 990, PART III, LINE 4A:	PROGRAM SERVICE ACTIVITY - ENDING HOMELESS THROUGH HOUSING STABILITY GOAL CREATE AND SUSTAIN AN END TO HOMELESSNESS OUR WORK AND RESULTS MORE THAN 66,000 MEN, WOMEN, CHILDREN AND VETERANS DO NOT HAVE A SAFE PLACE TO SLEEP AT NIGHT. UNITED WAY OF GREATER LOS ANGELES WORKS TO ENSURE SAFE, STABLE AND AFFORDABLE NEIGHBORHOODS FOR ANGELENOS TO CALL HOME. UNITED WAY IS TURNING THE LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT HELP OUR NEIGHBORS EXPERIENCING HOMELESSNESS AND LIGHT THE PATH OUT OF THE HOUSING CRISIS FOR ALL. KEY EFFORTS INCLUDE A COMPREHENSIVE PLAN TO ADDRESS UNSHELTERED HOMELESSNESS THROUGH THE STREET STRATEGY FOR L.A. COUNTY, IMMEDIATE AND LONG-TERM HEALTHCARE THROUGH THE HEALTH PATHWAYS EXPANSION GRANTS, AND A SPECIAL FOCUS ON ENDING HOMELESSNESS AMONG SENIORS AND OLDER ADULTS. - THE HEALTH PATHWAYS EXPANSION PROVIDED HEALTHCARE SERVICES TO 23 PROJECT ROOMKEY SITES, SERVING OVER 2,864 PATIENTS. - THE PROJECT ALSO SUPPORTED MORE THAN 3,492 CARE CONTACTS THROUGH 16 FEDERALLY QUALIFIED HEALTH CENTER GRANTEES THROUGHOUT THE COUNTY. A SECOND PROJECT IN THIS TIME PERIOD WAS THE ORGANIZATION'S WORK TO SUPPORT THE PASSAGE OF MEASURE J, A LOS ANGELES COUNTY BALLOT MEASURE THAT MANDATES AT LEAST 10% OF THE COUNTY'S ANNUAL UNRESTRICTED REVENUES ARE SPENT ON ALTERNATIVES TO INCARCERATION AND INVESTMENT IN UNDER RESOURCED COMMUNITIES. THE NEXUS BETWEEN OUR WORK TO END HOMELESSNESS AND THIS MEASURE WAS CLEAR - THE REVOLVING DOOR BETWEEN COUNTY JAIL AND SAFETY NETS SYSTEMS AND HOMELESSNESS IS WELL DOCUMENTED. UWGLA HELPED TO LEAD THE LOCAL BALLOT MEASURE ELECTORAL CAMPAIGN AND SPECIFICALLY SUPPORTED WITH FUNDRAISING, COALITION DEVELOPMENT, COMMUNICATIONS TACTICS. HOUSING NOT ONLY ENDS HOMELESSNESS, IT PREVENTS IT. THE LEADING DRIVER OF HOMELESSNESS IS A LACK OF AFFORDABLE HOUSING, AND LA COUNTY LOST NEARLY 200,000 UNITS THAT RENT FOR LESS THAN $1,000 PER MONTH IN THE LAST DECADE. AS A RESULT, NEARLY ONE-THIRD OF LA RENTERS SPEND MORE THAN HALF THEIR INCOME ON HOUSING WITH THIS BURDEN MOST HEAVILY FALLING ON BLACK AND LATINX RESIDENTS: 67% OF BLACK RESIDENTS AND 62% OF LATINX RESIDENTS ARE RENTERS. ACCELERATING PERMANENT SUPPORTIVE HOUSING COMPETITION (APSH) BRINGS BOLD MODELS TO SCALE. IN SPRING 2019, UNITED WAY OF GREATER LOS ANGELES AWARDED $5 MILLION IN GRANTS TO 16 BOLD PROJECTS THROUGH APSH. BY STRATEGICALLY ALIGNING AWARDS BETWEEN BOTH COUNTY AND CITY OF LOS ANGELES EFFORTS, UWGLA WAS ABLE TO MAXIMIZE OUR IMPACT. FIRST, L.A. COUNTY'S HOUSING INNOVATION CHALLENGE BROUGHT NUMEROUS NEW DESIGNS AND CREATIVE CONCEPTS TO LIGHT. APSH HELPED BRIDGE PUBLIC OPPORTUNITIES, SUPPORTING DEVELOPERS IN FURTHERING CREATIVE CONCEPTS. IN TURN, FUNDS HELPED DEVELOP CONCEPTS INTO INCREASINGLY EFFECTIVE AND ACHIEVABLE BUILDING DESIGNS, ALLOWING GRANTEES TO APPLY TO THE CITY OF LOS ANGELES'S HHH HOUSING CHALLENGE FOR CONSTRUCTION FUNDS. STATS: 16 DEVELOPERS RECEIVED AWARDS FOR APSH PROJECTS WITH AN ESTIMATED 1400 SUPPORTIVE TO BE CONSTRUCTED OVER THE NEXT SEVERAL YEARS.
FORM 990, PART III, LINE 4B:	PROGRAM SERVICE ACTIVITY - HELPING STUDENTS GRADUATE AND PREPARE FOR COLLEGE AND THE WORKFORCE GOAL INCREASE HIGH SCHOOL GRADUATION RATES, ENSURING ALL STUDENTS GRADUATE, PREPARED FOR COLLEGE AND CAREER OUR WORK AND RESULTS THE PANDEMIC EXACERBATED EXISTING CHALLENGES FOR LOW INCOME STUDENTS AND THEIR FAMILIES INCLUDING EDUCATIONAL OPPORTUNITIES. ON AVERAGE, LATINX AND BLACK STUDENTS AT LAUSD WERE LESS ACTIVE IN ONLINE CLASSES WITH 67% OF BLACK AND LATINX MIDDLE SCHOOLERS ACTIVE IN ONLINE SCHOOLING COMPARED TO 88-89% OF THEIR WHITE AND ASIAN PEERS. THE VIRTUAL MODEL ILLUMINATED THE INEQUITIES FACING OUR MOST VULNERABLE STUDENTS, RANGING FROM LACK OF INTERNET, ADEQUATE TECHNOLOGY EQUIPMENT, MANAGING SIBLINGS AND HOUSEHOLDS WHILE PARENTS WERE WORKING AND ISOLATION AND FEAR DUE TO THE PANDEMICS EFFECTS ON THEIR FAMILIES. UWGLA FOCUSED ON SUPPORTING PARTNER ORGANIZATIONS TO MEET THE IMMEDIATE AND LONG TERM NEEDS OF STUDENTS AND PARENTS TO HELP BRIDGE THE DIGITAL DIVIDE WITH LEARNING AND RESOURCES OF SUPPORT THROUGH OUR TRANSFORMED INITIATIVE. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC RESULTING IN DIRECT RELIEF IN MENTAL HEALTH, SELF CARE, FAMILY WELL-BEING AND ACADEMIC SUPPORT. THE PANDEMIC BROUGHT ADDITIONAL CHALLENGES TO THE FAMILY FROM JOB LOSS, TO TEMPORARY DISPLACEMENT, LOSS OF POSSESSIONS AND EVEN THE LOSS OF A FAMILY MEMBER DUE TO COVID-19. GILDA'S FAMILY RECEIVED BOTH EMOTIONAL AND ECONOMIC SUPPORT THROUGH GROCERY GIFT CARDS, ESSENTIAL ITEMS, RENTAL ADVOCACY, MENTAL HEALTH SUPPORT AND MOST IMPORTANTLY A CARING RELATIONSHIP WITH HOLA STAFF. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC. TRANSFORMED HELPED HOLA ESTABLISH ITS FAMILY SERVICES DEPARTMENT THAT RECOGNIZES THAT STUDENTS NEED STABILITY IN ORDER TO HAVE ACADEMIC SUCCESS AND PROVIDED SUPPORT TO HUNDREDS OF FAMILIES LIKE GILDA'S. ADDITIONAL EDUCATION PARTNERS LIKE COMMUNITIES IN SCHOOLS LOS ANGELES ALSO PIVOTED THEIR WORK TO PROVIDE DIRECT RELIEF TO STUDENTS AND THEIR FAMILIES. - OVERALL TRANSFORMED GRANTEES WORKED DIRECTLY WITH OVER 40,000 STUDENTS, FAMILIES, AND TEACHERS TO ADDRESS THE UNIQUE CHALLENGES FACED DURING THE PANDEMIC. - LEARNING PODS PROVIDED MORE THAN 250 WILMINGTON STUDENTS WITH SAFE SPACES TO LEARN WHERE STUDENTS COULD LOG ON TO DO THEIR SCHOOL WORK, GET TUTORING AND HAVE HOT MEALS.
FORM 990, PART III, LINE 4C:	PROGRAM SERVICE ACTIVITY - ENSURING ECONOMIC MOBILITY THROUGH JOBS AND FINANCIAL COACHING. GOAL BREAK THE CYCLE OF INTERGENERATION POVERTY. OUR WORK AND RESULTS UNITED WAY OF GREATER LOS ANGELES AIMS TO CREATE A MORE INCLUSIVE AND FAIR ECONOMY. THIS INCLUDES EQUAL ACCESS TO FUNDING, OPPORTUNITY TO BE ENTREPRENEURIAL, AND SUPPORTIVE ENTRY INTO CURRENT AND EMERGING INDUSTRIES. IN LA COUNTY, 60% OF BLACK HOUSEHOLDS AND OVER 70% OF LATINX HOUSEHOLDS REPORTED EXPERIENCING "SERIOUS FINANCIAL PROBLEMS" DURING THE PANDEMIC. TO HELP FAMILIES STABILIZE AND BREAK THE CYCLE OF INTERGENERATIONAL POVERTY, UNITED WAY CONTINUES TO PROVIDE DIRECT RELIEF THROUGH RENTAL AND UTILITIES ASSISTANCE TO KEEP PEOPLE IN THEIR HOMES. PROGRAMS LIKE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PUT MONEY BACK IN THE POCKETS OF WORKING FAMILIES BY UNLOCKING TAX CREDITS. LAST YEAR, WE SUPPORTED UNITED WAYS OF CALIFORNIA IN THEIR EFFORTS TO EXPAND THE CALIFORNIA EARNED INCOME TAX CREDIT (CALEITC) AND ENACT THE YOUNG CHILD TAX CREDIT TO HELP CALIFORNIA FAMILIES FINANCIALLY RECOVER FROM THE PANDEMIC. FAMILIES LIKE ANA'S MAY QUALIFY FOR UP TO $10,000 FROM THESE TAX CREDITS. UWGLA PARTNERS WITH TRUSTED, COMMUNITY-BASED ORGANIZATIONS LIKE MAOF AND EL CENTRO DE AYUDA TO HELP INDIVIDUALS AND FAMILIES TO SUBMIT THEIR TAX RETURNS BOTH IN PERSON AND VIRTUALLY. THROUGHOUT THE PAST TWO YEARS, UWGLA HAS TAKEN THIS WORK EVEN FURTHER TO HELP IDENTIFY, TRAIN, AND PROVIDE STIPENDS TO LOS ANGELES CITY COLLEGE STUDENT VOLUNTEERS TO HELP WITH TAX SEASON. THE PROGRAM FOCUSES ON RECRUITING FIRST-GENERATION STUDENTS, DREAMERS, AND MULTILINGUAL VOLUNTEERS TO HELP SERVE DIVERSE POPULATIONS THROUGHOUT THE REGION. STATS: THE EFFORTS OF UWGLA'S VITA VOLUNTEERS HELPED OUR PARTNERS CONNECT MORE FAMILIES WITH TAX PREPARATION SERVICES, A SMALL FRACTION OF THE LARGE IMPACT VITA HAS ON WORKING FAMILIES: - 17 VOLUNTEERS PERFORMED 485 HOURS OF TAX PREP SERVICES IN PARTNERSHIP WITH 7 ORGANIZATIONS. - APPROXIMATELY 970 TAX RETURNS WERE FILED WITH AN AVERAGE RETURN OF $1,842 TO CLIENTS WITH A ROUGHLY $1.78 MILLION IN REFUNDS CLAIMED OVERALL.
FORM 990, PART VI, SECTION B, LINE 11B	ONCE THE FORM 990 HAS BEEN COMPLETED BY STAFF AND REVIEWED BY PROFESSIONAL TAX PREPARERS, THE DOCUMENT WAS SENT ELECTRONICALLY IN APRIL 2022 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 14, 2022. 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 16, 2022.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, 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. EMPLOYEES RECEIVE AND SIGN THE SAME POLICY AND QUESTIONNAIRE.
FORM 990, PART VI, SECTION B, LINE 15	THE 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 IN A RANGE BETWEEN 25TH TO 50TH PERCENTILE OF THE LOCAL MARKET, OR NATIONAL MARKET DEPENDING ON THE NATURE AND EXPERIENCE 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 OF CREATING PATHWAYS OUT OF POVERTY AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FORM 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 19	ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. WE ALSO MAKE OUR CONFLICT OF INTEREST POLICY AND BYLAWS AVAILABLE UPON REQUEST.
FORM 990, PART VIII:	UNITED WAY APPLIED FOR AND RECEIVED A PAYCHECK PROTECTION PROGRAM (PPP) LOAN IN THE AMOUNT OF $1,388,700 ON APRIL 30, 2020. THE PPP IS A FEDERAL PROGRAM INITIATED UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITIES ACT AND ADMINISTERED BY THE SMALL BUSINESS ASSOCIATION (SBA) DESIGNED AS A DIRECT INCENTIVE FOR EMPLOYERS WITH FEWER THAN 500 EMPLOYEES TO KEEP THEIR EMPLOYEES ON THE PAYROLL DURING THE COVID-19 PANDEMIC. SBA WILL FORGIVE LOANS IF ALL EMPLOYEE RETENTION CRITERIA ARE MET, AND THE FUNDS ARE USED FOR ELIGIBLE EXPENSES. THE MEASUREMENT PERIOD FOR CALCULATING FORGIVENESS ENDED ON OCTOBER 15, 2020 FOR UNITED WAY. UNITED WAY APPLIED FOR LOAN FORGIVENESS AND RECEIVED A NOTIFICATION LETTER IN JUNE 2020 STATING THAT THE LOAN WAS APPROVED FOR FULL FORGIVENESS BY THE SBA. THEREFORE, THE ENTIRE LOAN AMOUNT OF $1,388,700 WAS RELEASED FROM NOTE PAYABLE AND RECORDED AS GRANT REVENUE IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THIS AMOUNT WAS ALSO DISCLOSED ON THE STATEMENT OF CASH FLOWS FOR A SIGNIFICANT NONCASH TRANSACTION. THIS AMOUNT IS REPORTED ON THE 2020 FORM PART VIII, LINE 1E.
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 $5,666,862 IN THE CURRENT YEAR.
COVID-19 DISCLOSURE	IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A NOVEL CORONAVIRUS (COVID-19) AS A PANDEMIC, WHICH CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES. THE SPREAD OF COVID-19 HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SIGNIFICANT UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES. UNITED WAY CANNOT REASONABLY ESTIMATE THE LENGTH AND SEVERITY OF THIS PANDEMIC, BUT THE ORGANIZATION CURRENTLY ANTICIPATES A DECLINE IN ANNUAL WORKPLACE CAMPAIGN GIVING AND AN INCREASE IN UNCOLLECTIBLE PLEDGES OVER THE NEXT FEW YEARS.