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UNITED WAY OF THE BAY AREA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF THE BAY AREA (EIN 94-1312348)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-14
IRS object ID
201440459349301339
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-14T13:03:28-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN910189318EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13121 WEST MARCH LANE SUITE 100AddressLine1
CitySTOCKTONCity
StateCAState
ZIP Code95219ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941312348EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF THE BAY AREABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone4158084300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST NO 1000AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94108ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOAN CATHERINE BRAUNName
TitleCFAOTitle
Phone4158084300Phone
Date Signed2014-02-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTRACY PAGLIAName
PTINP00366884PTIN
Phone2099556100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonANNE WILSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST NO 1000AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94108ZIPCode
FieldValueIRS element (for citing)
Gross Receipts41770189GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.UWBA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1922YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.ActivityOrMissionDescription
Nbr Voting Members Governing Body35NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees106TotalNbrEmployees
Total Nbr Volunteers10874TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year32748141ContributionsGrantsPriorYear
Contributions Grants Current Year38369472ContributionsGrantsCurrentYear
Program Service Revenue Prior Year390753ProgramServiceRevenuePriorYear
Program Service Revenue CY401418ProgramServiceRevenueCY
Investment Income Prior Year583826InvestmentIncomePriorYear
Investment Income Current Year674985InvestmentIncomeCurrentYear
Other Revenue Prior Year-3369OtherRevenuePriorYear
Other Revenue Current Year-191016OtherRevenueCurrentYear
Total Revenue Prior Year33719351TotalRevenuePriorYear
Total Revenue Current Year39254859TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year20954821GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY25886504GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year8925281SalariesEtcPriorYear
Salaries Etc Current Year8642692SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2703085TotalFundrsngExpCurrentYear
Other Expense Prior Year3870876OtherExpensePriorYear
Other Expenses Current Year4594905OtherExpensesCurrentYear
Total Expenses Prior Year33750978TotalExpensesPriorYear
Total Expenses Current Year39124101TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-31627RevenuesLessExpensesPriorYear
Revenues Less Expenses CY130758RevenuesLessExpensesCY
Total Assets BOY22688895TotalAssetsBOY
Total Assets EOY25333519TotalAssetsEOY
Total Liabilities BOY12260304TotalLiabilitiesBOY
Total Liabilities EOY11053476TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10428591NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY14280043NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense19567525Expense
Grants19567525Grants
Revenue391818Revenue
DescriptionGROSS FUNDS AWARDED/ALLOCATED TO AGENCIESDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense4408639Expense
Grants2494884Grants
Revenue0Revenue
DescriptionSPARKPOINT. UNITED WAY OF THE BAY AREA HAS OPENED TEN SPARKPOINT CENTERS, WITH AT LEAST ONE IN EACH OF THE SEVEN COUNTIES IT SERVES. THE SPARKPOINT CENTER OFFERS MULTIPLE SERVICES IN ONE LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY. EXAMPLES OF SERVICES INCLUDE JOB PLACEMENT, WORKFORCE DEVELOPMENT, CREDIT REPAIR, FINANCIAL EDUCATION AND COUNSELING, AND ACCESS TO PUBLIC BENEFITS LIKE HEALTH COVERAGE OR CHILD CARE. DURING THE FISCAL YEAR 2013 AND 2012 THE SPARKPOINT CENTERS SERVED MORE THAN 5,000 PEOPLE, AND 70% OF CLIENTS FOR WHOM WE HAVE EVALUATION DATA INCREASED THEIR INCOME, SAVINGS, AND/OR CREDIT SCORES; AND/OR REDUCED THEIR HOUSEHOLD DEBT. EACH SPARKPOINT CENTER IS DEVELOPED ORGANICALLY ACCORDINGLY TO LOCAL NEEDS AND ASSETS. PARTNER ORGANIZATIONS AT EACH SPARKPOINT PROVIDE SERVICES AND SHARE A COMMITMENT TO SEVEN CENTRAL CONCEPTS: (1) TO OFFER AN ARRAY OF SERVICES IN THREE AREAS - CREDIT, INCOME, AND ASSETS; (2) TO SEAMLESSLY INTEGRATE SERVICE DELIVERY, APPROPRIATELY "BUNDLED" AND SEQUENCED; (3) TO PROVIDE FINANCIAL COUNSELING FOR ALL CLIENTS AND MOTIVATE AND SUPPORT THEM WITH CULTURALLY COMPETENT STAFF; (4) TO PROMOTE AND PROVIDE ACCESS TO PUBLIC AND PRIVATE BENEFITS AND MAINSTREAM FINANCIAL SERVICES; (5) TO COMMIT TO CONTINUED ENGAGEMENT WITH CLIENTS OVER TWO-THREE YEARS; (6) TO EVALUATE, LEARN FROM AND SHARE DATA, SUPPORTED BY A USER-FRIENDLY IT SYSTEM THAT DEMONSTRATES RESULTS; AND (7) TO PROMOTE SPARKPOINT THROUGH THE POWER OF A COMMON BRAND AND MARKETING. THE PARTNERS HAVE ALSO COMMITTED TO PURSUE COMMON GOALS AND DEVELOP NEW INDICATORS TO MEASURE SUCCESS.EARN IT! KEEP IT! SAVE IT!. THE EARN IT! KEEP IT! SAVE IT! ("EKS") PROGRAM IS AVAILABLE AT EACH SPARKPOINT CENTER AND APPROXIMATELY 200 OTHER FREE TAX SITES ACROSS THE COUNTIES WE SERVE. EKS PROVIDES LOW TO MODERATE INCOME HOUSEHOLDS WITH FREE, QUALITY TAX RETURN PREPARATION AND ACCESS TO ASSET BUILDING OR INCOME SUPPORT RESOURCES SUCH AS PUBLIC BENEFITS, LOW OR NO COST BANK ACCOUNTS OR FINANCIAL EDUCATION. IRS-CERTIFIED VOLUNTEER TAX PREPARERS HELP INDIVIDUALS AND FAMILIES CLAIM THEIR MAXIMUM BENEFIT AND REFUND. EKS PARTNERED WITH HUNDREDS OF COMMUNITY ORGANIZATIONS AND OTHER FREE TAX PREPARATION PROVIDERS SUCH AS TAX-AID AND AARP TAX-AIDE TO PROCESS OVER 70,000 TAX RETURNS IN FISCAL YEAR 2013. EKS ALSO ENSURES ELIGIBLE TAXPAYERS CLAIM THE EARNED INCOME TAX CREDIT ("EITC") AND OTHER CREDITS OR REFUNDS, WHICH ON AVERAGE AMOUNT TO MORE THAN $1,000 PER HOUSEHOLD.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1092042Expense
Grants100000Grants
Revenue0Revenue
Description211. AS AN EASY-TO-REMEMBER PHONE NUMBER THAT CAN BE DIALED FROM LAND OR CELL PHONES, 211 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO ESSENTIAL SERVICES. 211 IS ALSO ACCESSIBLE ON THE INTERNET. 211 STRENGTHENS THE COMMUNITY BY ADDRESSING THE CHALLENGES PEOPLE FACE OBTAINING NEEDED HEALTH AND HUMAN SERVICES IN EVERYDAY LIFE AND IN TIMES OF PERSONAL CRISIS. IN TIMES OF DISASTER, 211 BECOMES AN ESSENTIAL PART OF OUR RESPONSE AND RECOVERY. TRAINED STAFF MAINTAIN AN UP-TO-DATE DATABASE OF PUBLIC AND PRIVATE NON-PROFIT RESOURCES TO MEET A WIDE RANGE OF NEEDS. 211 ALSO ANSWERS CALLS TWENTY-FOUR HOURS A DAY, SEVEN DAYS A WEEK, WITH THE ABILITY TO RESPOND IN THE CALLER'S LANGUAGE THROUGH BILINGUAL STAFF AND TELE-INTERPRETING SERVICES. UWBA RECEIVES PHONE CALLS FOR FIVE OF THE COUNTIES WE SERVE - MARIN, NAPA, SAN FRANCISCO, SAN MATEO, AND SOLANO - AND FUNDS THE LOCAL 211 SERVICE PROVIDER IN ALAMEDA AND CONTRA COSTA COUNTIES. IN FISCAL YEAR 2013, THE BAY AREA-WIDE SYSTEM TOOK NEARLY 200,000 CALLS, WITH ALMOST HALF OF THOSE FOR WHICH WE HAVE DEMOGRAPHIC DATA COMING FROM PEOPLE IN POVERTY. THE MAIN NEEDS PEOPLE CALLED ABOUT INCLUDED FOOD, SHELTER, EMPLOYMENT, AND OTHER SERVICES RELATED TO SURVIVING AND MOVING OUT OF POVERTY.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense7665984Expense
Grants3724095Grants
Revenue9600Revenue
DescriptionOTHER COMMUNITY PROGRAMS. CONTAINED IN THIS CATEGORY ARE THE COSTS OF NINE UWBA COMMUNITY PROGRAMS. THESE PROGRAMS TARGET AND SUPPORT BAY AREA COMMUNITIES TO MEET THEIR NEEDS ACROSS THE STATED ISSUE AREA. EXPENSES INCLUDE THE COSTS OF PROGRAM-DEDICATED STAFF, CONSULTANTS, AND GRANTS TO NONPROFIT ORGANIZATIONS THAT PROVIDE SERVICES TO THE COMMUNITY PURSUANT TO THE PROGRAMS' CRITERIA AND OBJECTIVES. EXAMPLES OF OTHER COMMUNITY SERVICE PROGRAMS ARE MATCHBRIDGE/SUMMER JOBS+, COMMUNITY SCHOOLS, AND CONDUCTING APPROPRIATE AND LEGAL PUBLIC POLICY ADVOCACY.MATCHBRIDGE / SUMMER JOBS+. MATCHBRIDGE CONTRIBUTES TO THE DEVELOPMENT OF SAN FRANCISCO'S WORKFORCE BY CONNECTING QUALIFIED YOUNG PEOPLE AGED 16 TO 24 TO ENTRY LEVEL JOBS AND INTERNSHIPS IN BUSINESS. MATCHBRIDGE FOCUSES ON EMPLOYMENT OPPORTUNITIES IN THE PRIVATE/PUBLIC SECTOR AND PARTNERS WITH EMPLOYERS, SCHOOLS AND LOCAL YOUTH-SERVING, COMMUNITY-BASED ORGANIZATIONS TO HELP ACHIEVE THE GOAL OF CREATING A WORKFORCE THAT IS PREPARED, EDUCATED, AND READY TO WORK IN 21ST CENTURY JOBS. UNITED WAY HAS BEEN NAMED THE CITY OF SAN FRANCISCO'S LEAD PARTNER IN THE SUMMER JOBS+ PROGRAM THAT SEEKS TO PROVIDE JOBS AND OTHER OPPORTUNITIES TO YOUNG PEOPLE DURING THE SUMMER AND YEAR ROUND. DURING SUMMER OF 2013 THE PARTNERS - UNITED WAY, THE MAYOR, CITY DEPARTMENTS, THE SCHOOL DISTRICT, PRIVATE EMPLOYERS, AND COMMUNITY ORGANIZATIONS - SUCCESSFULLY SERVED MORE THAN 6,000 YOUTH AND YOUNG ADULTS.COMMUNITY SCHOOLS. UNITED WAY PROMOTES AND SUPPORTS THE 'COMMUNITY SCHOOLS' STRATEGY, WHICH PLACES SERVICES FOR LOW-INCOME CHILDREN AND FAMILIES AT THE PUBLIC SCHOOLS THEY ATTEND. COMMUNITY SCHOOLS ARE PROVEN BY RESEARCH TO INCREASE ATTENDANCE AND ACADEMIC ACHIEVEMENT, AND TO IMPROVE FAMILIES' HEALTH AND WELL-BEING. UNITED WAY GIVES GRANTS TO EFFECTIVE COMMUNITY SCHOOLS ACROSS THE COUNTIES WE SERVE. WE ALSO WORK CLOSELY WITH SELECTED SCHOOLS AND DISTRICTS TO PLAN AND LAUNCH NEW COMMUNITY SCHOOLS PROGRAMS, AND PROVIDE TECHNICAL ASSISTANCE TO PEOPLE IN THE FIELD. IN THE FISCAL YEAR 2013 UNITED WAY CONNECTED OUR COMMUNITY SCHOOLS AND SPARKPOINT PROGRAMS BY PIONEERING AN INNOVATIVE VERSION OF A COMMUNITY SCHOOL THAT INCLUDES THE ECONOMIC SERVICES OFFERED AT A SPARKPOINT, AND THAT REFERS FAMILIES TO THEIR LOCAL SPARKPOINT CENTER. IN FISCAL YEAR 2013 THE COMMUNITY SCHOOLS THAT UNITED WAY FUNDS AND PARTNERS WITH SERVED MORE THAN 3,000 INDIVIDUALS.IN FY13 UNITED WAY OF THE BAY AREA WAS A ONE-TIME FISCAL SPONSOR FOR THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT, MIDDLE SCHOOL LEADERSHIP INITIATIVE. THE SALESFORCE FOUNDATION MADE A GRANT TO THAT INITIATIVE IN THE AMOUNT OF $ 2,765,101 WHICH IS INCLUDED AS GRANT EXPENSE IN SECTION 6D3.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp7665984TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt3724095TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev9600TotalOfOtherProgramServiceRev
Total Program Service Expense32734190TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109630NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees106NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members35NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOAN CATHERINE BRAUNBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4158084465TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1550 KEARNY ST 1000AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94108ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (46 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
BETH COBERT
IMMEDIATE PAST CHAIR1.00X000
JEFFREY WOHL
GENERAL COUNSEL/CHIEF ETHICS OFFICER0.80X000X
GWENDOLYN WONG
TREASURER0.80X000X
CHARLES CUSTER
SECRETARY0.80X000X
SUSAN SUTHERLAND
CHAIR OF THE BOARD5.00X000X
LORETTA WALKER
ASSISTANT SEC./CHAIR GOVERNANCE COMMITTEE1.00X000X
MARGARET BAKER
CHAIR AUDIT COMMITTEE0.80X000
SUSAN PORTUGAL
CHAIR COMMUNITY INVESTMENT COMMITTEE1.00X000
RONALD PEYTON
CHAIR DEVELOPMENT COMMITTEE0.80X000
TIMOTHY PAULSON
LABOR REPRESENTATIVE0.10X000
MICHELLE BANKS
DIRECTOR AT LARGE0.80X000
EDWARD BLAKEY
DIRECTOR AT LARGE0.30X000
MIKE DILLON
DIRECTOR AT LARGE0.20X000
MICHAEL DORSEY
DIRECTOR AT LARGE0.50X000
CASSIE DOYLE
DIRECTOR AT LARGE0.80X000
PATRICK DUTERTE
DIRECTOR AT LARGE0.20X000
LANCE FOX
DIRECTOR AT LARGE0.30X000
TODD GALLOWAY
DIRECTOR AT LARGE0.20X000
TIMOTHY GERAGHTY
DIRECTOR AT LARGE0.80X000
ANTHONY EARLEY
DIRECTOR AT LARGE0.80X000
SHELLEY KESSLER
DIRECTOR AT LARGE1.00X000
JOE LAYMON
DIRECTOR AT LARGE0.20X000
NOAH LICHTENSTEIN
DIRECTOR AT LARGE0.50X000
ARTHUR LOUIE
DIRECTOR AT LARGE0.30X000
ALFRED MOORE
DIRECTOR AT LARGE0.50X000
NISH NADARAJA
DIRECTOR AT LARGE0.50X000
JAMES OLSON
DIRECTOR AT LARGE0.30X000
TERRY SCHWAKOPF
DIRECTOR AT LARGE1.20X000
STEPHEN SEYMOUR
DIRECTOR AT LARGE0.20X000
REGINA STANBACK STROUD
DIRECTOR AT LARGE0.20X000
SHERRY TENNYSON
DIRECTOR AT LARGE0.50X000
ROBERT THOMPSON
DIRECTOR AT LARGE0.80X000
MICHAEL STEDMAN
DIRECTOR AT LARGE0.20X000
WILL WITHINGTON
DIRECTOR AT LARGE0.80X000
ARVAND SINHHU
DIRECTOR AT LARGE0.80X000
WILLIAM CROTEAU
DIRECTOR AT LARGE (THROUGH 7/2012)0.10X000
ANNE WILSON
CEO55.002862930326329X
ERIC MCDONNELL
COO55.00238479088699X
JOAN BRAUN
CFAO55.00161477029543X
STUART CANNING
CHIEF DEVELOPMENT OFFICER55.00197505018343X
LORNE NEEDLE
CHIEF COMMUNITY INVESTMENT OFFICER55.00171861029144X
SONALI JOSHI
SR. VP, STRATEGY & OPERATIONS37.5012822408190X
TSE MING TAM
VP, COMMUNITY INVESTMENT37.50109204024675X
JOHN SCHAVER
VP, INFORMATION TECHNOLOGY37.50110087029408X
LIDIYA KUKOVIC
VP, CONTROLLER37.50108100020443X
DEBRA REISENTHAL
VP, DEVELOPMENT37.5010488809815X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1616118TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation584589TotalOtherCompensation
Number Individuals GT100 K10NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events928800FundraisingEvents
Government Grants855141GovernmentGrants
All Other Contributions36585531AllOtherContributions
Noncash Contributions560429NoncashContributions
Total Contributions38369472TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PLEDGE PROCESSING FEES900099391818391818
OFFICE SPACE RENTAL90009996009600
FieldValueIRS element (for citing)
Total Program Service Revenue401418TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column330032TotalRevenueColumn
Exclusion$330,032ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2629267Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2267448Securities
Other16866Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities361819Securities
Other-16866Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column344953TotalRevenueColumn
Exclusion$344,953ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events40000GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events928800CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses231016FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-191016TotalRevenueColumn
Exclusion-$191,016ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column39254859TotalRevenueColumn
Related Or Exempt Function Income401418RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$483,969ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total25886504Total
Program Services25886504ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1226334Total
Program Services438313ProgramServices
Management And General543742ManagementAndGeneral
Fundraising244279Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total5247782Total
Program Services2920188ProgramServices
Management And General1271043ManagementAndGeneral
Fundraising1056551Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total602027Total
Program Services310087ProgramServices
Management And General169847ManagementAndGeneral
Fundraising122093Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1115476Total
Program Services567381ProgramServices
Management And General321499ManagementAndGeneral
Fundraising226596Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total451073Total
Program Services226354ProgramServices
Management And General134425ManagementAndGeneral
Fundraising90294Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4302Total
Management And General4302ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total148855Total
Management And General148855ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total42621Total
Management And General42621ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1502604Total
Program Services980981ProgramServices
Management And General259536ManagementAndGeneral
Fundraising262087Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total360314Total
Program Services264286ProgramServices
Management And General24116ManagementAndGeneral
Fundraising71912Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total540757Total
Program Services282399ProgramServices
Management And General148388ManagementAndGeneral
Fundraising109970Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1075939Total
Program Services423114ProgramServices
Management And General314962ManagementAndGeneral
Fundraising337863Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total150119Total
Program Services90291ProgramServices
Management And General28524ManagementAndGeneral
Fundraising31304Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total106050Total
Program Services106050ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total284227Total
Program Services117954ProgramServices
Management And General79583ManagementAndGeneral
Fundraising86690Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total177390Total
Program Services91907ProgramServices
Management And General40915ManagementAndGeneral
Fundraising44568Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
UNCOLLECTIBLE PLEDGES134520134520
MOVING COSTS58762159942534917419

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8445Total
Program Services3032ProgramServices
Management And General3954ManagementAndGeneral
Fundraising1459Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total39124101Total
Program Services32734190ProgramServices
Management And General3686826ManagementAndGeneral
Fundraising2703085Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1396743BOY
EOY2229605EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY371455BOY
EOY623533EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY9011340BOY
EOY9638793EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY188354BOY
EOY530088EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1919725LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec811051LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY241863BOY
EOY1108674EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY11354430BOY
EOY11075805EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY124710BOY
EOY127021EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY22688895BOY
EOY25333519EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY9122827BOY
EOY7533004EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3060563BOY
EOY3121545EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY76914BOY
EOY398927EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12260304BOY
EOY11053476EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5249473BOY
EOY8298444EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1290143BOY
EOY2091624EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3888975BOY
EOY3889975EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10428591BOY
EOY14280043EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY22688895BOY
EOY25333519EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses130758ReconcilationRevenueExpenses
Reconciliation Unrealized Invest410062ReconciliationUnrealizedInvest
Reconcilation Other Changes3310632ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35658988CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33822506CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31958389CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year32748141CurrentTaxYearMinus1Year
Current Tax Year38369472CurrentTaxYear
Total172557496Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35658988CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33822506CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31958389CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year32748141CurrentTaxYearMinus1Year
Current Tax Year38369472CurrentTaxYear
Total172557496Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total7865669AmountsSubstContributorsTotal
Public Support Total170164691827PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years452718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years262795CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years484408CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year454635CurrentTaxYearMinus1Year
Current Tax Year330032CurrentTaxYear
Total1984588Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years25236CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years649558CurrentTaxYearMinus3Years
Total674794Total
FieldValueIRS element (for citing)
Total Support175216878TotalSupport
Gross Receipts From Admissions Etc2440251GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.93990PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94360PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOMEGeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals6172FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals42189FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals48361FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals39075740FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals39124101FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3164277CurrentYearMinus3
Current Year Minus2101675CurrentYearMinus2
Current Year Minus134458CurrentYearMinus1
Current Year48361CurrentYear
Total348771Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus31759CurrentYearMinus3
Current Year Minus237471CurrentYearMinus2
Current Year Minus114500CurrentYearMinus1
Current Year6172CurrentYear
Total59902Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held56NumberDAFsHeld
Number Funds Held0NumberFundsHeld
Donor Advised Contributions2462285DonorAdvisedContributions
Contrib To Funds And Other Accounts0ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds2426839GrantsPaidFromDonorFunds
Grants Funds And Other Accounts0GrantsFundsAndOtherAccounts
Aggregate DAF Value784166AggregateDAFValue
Aggregate Fund Value0AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes
Agent Trustee Etc0AgentTrusteeEtc
Included On FS0IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4345472BeginningOfYearBalance
Contributions1000Contributions
Investment Earnings Or Losses164963InvestmentEarningsOrLosses
Other Expenditures-283266OtherExpenditures
End Of Year Balance4794701EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4687566BeginningOfYearBalance
Investment Earnings Or Losses115298InvestmentEarningsOrLosses
Other Expenditures457392OtherExpenditures
End Of Year Balance4345472EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4049390BeginningOfYearBalance
Contributions13344Contributions
Investment Earnings Or Losses154089InvestmentEarningsOrLosses
Other Expenditures-470743OtherExpenditures
End Of Year Balance4687566EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3763716BeginningOfYearBalance
Investment Earnings Or Losses27875InvestmentEarningsOrLosses
Other Expenditures-257799OtherExpenditures
End Of Year Balance4049390EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4406300BeginningOfYearBalance
Investment Earnings Or Losses-142189InvestmentEarningsOrLosses
Other Expenditures500395OtherExpenditures
End Of Year Balance3763716EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.81130PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.18870TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis396095OtherCostOrOtherBasis
Depreciation22900Depreciation
Book Value373195BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis670744OtherCostOrOtherBasis
Depreciation365819Depreciation
Book Value304925BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis852886OtherCostOrOtherBasis
Depreciation422332Depreciation
Book Value430554BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1108674TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt21725324TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments410062NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities448380DonatedSrvcAndUseOfFacilities
Other Revenues3310632OtherRevenues
Revenue Not Rptd F9904169074RevenueNotRptdF990
Revenue Subtotal17556250RevenueSubtotal
Investment Expenses Not Included42621InvestmentExpensesNotIncluded
Other Revenues Not Included21655988OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt21698609RevenueNotRptdOnFinStmt
Total Revenue Per Form99039254859TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt17873872TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities448380DonatedServicesUseOfFacilities
Other Expenses Included231016OtherExpensesIncluded
Expenses Not Rptd F990679396ExpensesNotRptdF990
Expenses Subtotal17194476ExpensesSubtotal
Investment Expenses Not Included242621InvestmentExpensesNotIncluded2
Other Expenses Not Included21887004OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt21929625ExpensesNotRptdOnFinStmt
Total Expenses Per Form99039124101TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:UWBA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701D OF THE REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS NO 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, 2013. WITH FEW EXCEPTIONS, UWBA IS NO LONGER SUBJECT TO UNITED STATES FEDERAL OR STATE/LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2008.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 3,310,632.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 21,894,270. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 9,600. FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE -231,016. LOSS ON DISPOSAL OF FIXED ASSETS -16,866.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 231,016.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED PLEDGES 21,894,270. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 9,600. LOSS ON DISPOSAL OF FIXED ASSETS -16,866.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event1968800GrossReceiptsEvent1
Charitable Contributions Event1928800CharitableContributionsEvent1
Gross Revenue Event140000GrossRevenueEvent1
Food And Beverage Event173494FoodAndBeverageEvent1
Entertainment Event12500EntertainmentEvent1
Other Direct Expenses Event1155022OtherDirectExpensesEvent1
Gross Receipts Total968800GrossReceiptsTotal
Charitable Contributions Total928800CharitableContributionsTotal
Gross Revenue Total Events40000GrossRevenueTotalEvents
Food And Beverage Total Events73494FoodAndBeverageTotalEvents
Entertainment Total Events2500EntertainmentTotalEvents
Other Direct Expenses Total Events155022OtherDirectExpensesTotalEvents
Direct Expense Summary Events231016DirectExpenseSummaryEvents
Net Income Summary-191016NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (225 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
SAN FRANCISCO ZOOLOGICAL SOCIETY
1 ZOO ROADSAN FRANCISCOCA94132941429538501(C)(3)7000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MOUNT TAMALPAIS SCHOOL
100 HARVARD AVEMILL VALLEYCA94941942356968501(C)(3)12500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
OAKLAND MUSEUM OF CALIFORNIA FOUNDATION
1000 OAK STREET DEVELOPMENTOAKLANDCA94607943094513501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BENTLEY SCHOOL-UPPER
1000 UPPER HAPPY VALLEY ROADLAFAYETTECA94549941700304501(C)(3)8100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVE STE 1SAN FRANCISCOCA94129942699528501(C)(3)5663DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
WELLSPRING CHURCH
1020 SERPENTINE LANE SUITE 100PLEASANTONCA94566501(C)(3)6000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SWORDS TO PLOWSHARES
1060 HOWARD STREETSAN FRANCISCOCA94103942260626501(C)(3)9665DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ALZHEIMERS ASSOCIATION NORTHERN CALIFORNIA AND NORTHERN NEVADA
1060 LA AVENIDA STREETMOUNTAIN VIEWCA94043942897949501(C)(3)9255DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
OMEGA BOYS CLUB
1060 TENNESSEE STEETSAN FRANCISCOCA94107943171846501(C)(3)7021DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
RAPHAEL HOUSE OF SAN FRANCISCO
1065 SUTTER STREETSAN FRANCISCOCA94109943141608501(C)(3)6500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ILLINOIS STATE UNIVERSITY FDN
1101 N MAIN STREETNORMALIL61790376025713501(C)(3)9000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
DE LA SALLE HIGH SCHOOL
1130 WINTON DR DEVELPMNT OFCCONCORDCA94518680311262501(C)(3)6734DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
COMMON CAUSE EDUCATION FUND
1133 19TH STREET NW 9TH FLOORWASHINGTONDC20036311705370501(C)(3)10100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CARONDELET HIGH SCHOOL
1133 WINTON DRIVECONCORDCA94518943333365501(C)(3)6340DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LARKIN STREET YOUTH SERVICES
1138 SUTTER STREETSAN FRANCISCOCA94109942917999501(C)(3)34429DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL
1200 15TH STREETSAN FRANCISCOCA94103943371620501(C)(3)9284DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
JEWISH COMMUNITY FEDERATION SFPENINSULAMARINSONOMA COUNTIES
121 STEUART STREET 7TH FLOORSAN FRANCISCOCA94105941156533501(C)(3)12040DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDREN NOW
1212 BROADWAY 530OAKLANDCA94612943059243501(C)(3)25000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SCHOOL OF THE MADELEINE
1225 MILVIA STREETBERKELEYCA94709942955397501(C)(3)15000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ST VINCENT DE PAUL SOCIETY SAN FRANCISCO
1237 VAN NESS AVENUE SUITE 200SAN FRANCISCOCA94109941571017501(C)(3)7223DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HARVARD UNIVERSITY OFFICE OF THE RECORDING SECRETARY
124 MT AUBURN STREETCAMBRIDGEMA02138530199180501(C)(3)23000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CATHOLIC SOCIAL SERVICE OF SOLANO COUNTY
125 CORPORATE PLACE STE AVALLEJOCA94590942576612501(C)(3)7492DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037521693387501(C)(3)5020DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
THE FATHERS HOUSE
126 PEABODY RDVACAVILLECA95687680408159501(C)(3)6431DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108941156846501(C)(3)11100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF
131 STEUART ST STE 400SAN FRANCISCOCA94105942581415501(C)(3)12780DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ON LOK SENIOR HEALTH SERVICES LIFEWAYS
1333 BUSH STREETSAN FRANCISCOCA94109942162549501(C)(3)23758DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ETERNITY MINDED MINISTRIES
1341 PARK STREETPASO ROBLESCA93446911913711501(C)(3)6970DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
KIPP FOUNDATION
135 MAIN STREET SUITE 1700SAN FRANCISCOCA94105943362724501(C)(3)16000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
TRIPS FOR KIDS
138 SUNNYSIDE AVENUEMILL VALLEYCA94941680159458501(C)(3)8373DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET SUITE 500OAKLANDCA94612205010766501(C)(3)26886DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
STAND FOR FAMILIES FREE OF VIOLENCE
1410 DANZIG PLAZA SUITE 200CONCORDCA94520942476576501(C)(3)8435DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CLEVELAND FOUNDATIONGOGATE FUND
1422 EUCLID AVENUE SUITE 1300CLEVELANDOH44115340714588501(C)(3)6000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ASSEMBLIES OF GOD USA
1445 N BOONEVILLE AVENUESPRINGFIELDMO65802440577787501(C)(3)5020DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
VALLEY BIBLE CHURCH
1477 WILLOW AVENUEHERCULESCA94547942208487501(C)(3)14040DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102941513140501(C)(3)10568DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SUSAN G KOMEN BREAST CANCER FOUNDATION SAN FRANCISCO AFFILIATE
150 POST STREET SUITE 755SAN FRANCISCOCA94108943047626501(C)(3)44262DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ABS CBN FOUNDATION
150 SHORELINE DRIVEREDWOOD CITYCA94065943292281501(C)(3)6069DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ARC OF SAN FRANCISCO
1500 HOWARD STREETSAN FRANCISCOCA94103941415287501(C)(3)9739DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE STSAN FRANCISCOCA94117941622034501(C)(3)10100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
UNIVERSITY CORPORATION SAN FRANCISCO STATE
1600 HOLLOWAY AVENUE ROOM 361SAN FRANCISCOCA94132941384645501(C)(3)9428DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CITY TEAM MINISTRIES OF SAN FRANCISCO
164 6TH STREETSAN FRANCISCOCA94103510163302501(C)(3)8400DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE NWWASHINGTONDC20036521481896501(C)(3)10504DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
AMERICAN RED CROSS BAY AREA CHAPTER
1663 MARKET STREETSAN FRANCISCOCA94103943045430501(C)(3)83672DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
IMMIGRANT LEGAL RESOURCE CENTER
1663 MISSION ST 602SAN FRANCISCOCA94103942939540501(C)(3)7250DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
AIDS LEGAL REFERRAL PANEL
1663 MISSION STREET STE 500SAN FRANCISCOCA94103943111738501(C)(3)10019DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LA CASA DE LAS MADRES
1663 MISSION STREET SUITE 225SAN FRANCISCOCA94103942330864501(C)(3)23246DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ROBERT A TOIGO FOUNDATION
180 GRAND AVENUE SUITE 450OAKLANDCA94612133565420501(C)(3)5400DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CATHOLIC CHARITIES CYO
180 HOWARD STREET SUITE 100SAN FRANCISCOCA94105941498472501(C)(3)5135DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LEGAL AID SOCIETY- EMPLOYMENT LAW CENTER
180 MONTGOMERY STREET SUITE 600SAN FRANCISCOCA94104942783401501(C)(3)27755DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDRENS DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110942870828501(C)(3)10250DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
INNVISION SHELTER NETWORK
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KENTFIELD SCHOOL FOUNDATION
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SECOND HARVEST FOOD BANK-SANTA CLARA AND SAN MATEO
750 CURTNER AVESAN JOSECA95125942614101501(C)(3)6385DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
VALLEY CHRISTIAN CHURCH
7500 INSPIRATION DRIVEDUBLINCA94568501(C)(3)20016DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
LICK WILMERDING HIGH SCHOOL
755 OCEAN AVESAN FRANCISCOCA94112941186156501(C)(3)15000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ASSOCIATED PARENT CLUBS OF PIEDMONT
760 MAGNOLIA AVENUEOAKLANDCA94611942960998501(C)(3)15850DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
ALAMEDA COUNTY COMMUNITY FOOD BANK INC
7900 EDGEWATER DRIVEOAKLANDCA94621942960297501(C)(3)15574DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SEVENTH DAY ADVENTIST OF PLEASANT HILL
800 GRAYSON ROADPLEASANT HILLCA94523501(C)(3)7269DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
JUNIOR STATESMEN FOUNDATION
800 SOUTH CLAREMONT STREET SUITESAN MATEOCA94402946050452501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS202
ASIAN HEALTH SERVICES
818 WEBSTER STREETOAKLANDCA94607942235908501(C)(3)8459DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SYRACUSE UNIVERSITY-NY
820 COMSTOCK AVENUE SUITE 100SYRACUSENY13244150532081501(C)(3)25500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
EAST OAKLAND YOUTH DEVELOPMENT CENTER
8200 INTERNATIONAL BLVDOAKLANDCA94621237334590501(C)(3)7608DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
EAST BAY SPCA
8323 BALDWIN STOAKLANDCA94621941322202501(C)(3)17017DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
PI KAPPA ALPHA EDUCATIONAL FOUNDATION
8347 WEST RANGE COVEMEMPHISTN38125626039877501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107943041517501(C)(3)39557DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHRONICLE SEASON OF SHARING FUND
901 MISSION STREETSAN FRANCISCOCA94144943019992501(C)(3)35000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
NEW AMERICA FOUNDATION
921 11TH STREET SUITE 901SACRAMENTOCA95814522096845501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BENICIA EDUCATION FOUNDATION
940 ADAMS STREET SUITE ABENICIACA94510680173278501(C)(3)8168DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUE AT 7TH STREETNEW YORKNY10021131789318501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MENLO PARK PRESBYTERIAN CHURCH
950 SANTA CRUZ AVEMENLO PARKCA94025501(C)(3)13100DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BISHOP O'DOWD HIGH SCHOOL
9500 STEARNS AVENUEOAKLANDCA94605OAKLAND UNIFIED24250DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
JOURNEY CHURCH OF SAN FRANCISCO
965 MISSION STREET SUITE 514SAN FRANCISCOCA94103501(C)(3)6000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SEVEN HILLS SCHOOL
975 N SAN CARLOS DRIVEWALNUT CREEKCA94598941628213501(C)(3)8700DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHINATOWN COMMUNITY CHILDRENS CENTER
979 CLAY STREETSAN FRANCISCOCA94108237126354501(C)(3)5200DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
SUSTAINABLE CONSERVATION
98 BATTERY STREET SUITE 302SAN FRANCISCOCA94111943232437501(C)(3)10500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BERKELEY REPERTORY THEATRE
999 HARRISON STREETBERKELEYCA94710941679756501(C)(3)13500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HALF MOON BAY HIGH SCHOOL CABRILLO UNIFIED SCHOOL DISTRICT
LEWIS FOSTER DRIVEHALF MOON BAYCA94019CABRILLO UNIFIED10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
PIEDMONT EDUCATIONAL FOUNDATION
PO BOX 11192PIEDMONTCA94611946426176501(C)(3)7000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
BUILDON
PO BOX 16741STAMFORDCT06905223128648501(C)(3)7500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
OLANA PARTNERSHIP
PO BOX 199HUDSONNY12534141828430501(C)(3)107500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
YALE LAW SCHOOL FUND
PO BOX 2038NEW HAVENCT06521060646973501(C)(3)5500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
KEEN SAN FRANCISCO KIDS ENJOY EXERCISE NOW
PO BOX 223GUALALACA95445521767631501(C)(3)8750DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CHILDRENS MUSEUM OF THE EAST END
PO BOX 316BRIDGEHAMPTONNY11932113431939501(C)(3)10000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
MORAGA EDUCATIONAL FOUNDATION
PO BOX 34MORAGACA94556942791659501(C)(3)18000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
CABRILLO EDUCATION FOUNDATION
PO BOX 354HALF MOON BAYCA94019942976402501(C)(3)52000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
AMERICAN RED CROSS DISASTER RELIEF FUND
PO BOX 37295WASHINGTONDC20013530196605501(C)(3)5765DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HUMANE SOCIETY OF NAPA COUNTY
PO BOX 695NAPACA94559237315010501(C)(3)7500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
EXPLORATORIUM
PIERS 15/17SAN FRANCISCOCA94111941696494501(C)(3)17000DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
HARVARD BUSINESS SCHOOL DEVELOPMENT OFFICE
TEELE HALL SOLDIERS FIELDBOSTONMA02163042103580501(C)(3)13500DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants225TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ANNE WILSON
CEO27712500091680323799025300612622000
ERIC MCDONNELL
COO22767601008307200668280218710327178000
JOAN BRAUN
CFAO1542630471802496097150198280191020000
STUART CANNING
CHIEF DEVELOPMENT OFFICER1906150565301237068170115260215848000
LORNE NEEDLE
CHIEF COMMUNITY INVESTMENT OFFICER170287079014950104560186880201005000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4ADEBRA REISENTHAL, VP OF DEVELOPMENT, RECEIVED SEVERANCE PAY OF $67,500, IN APRIL, 2012. THIS PAYMENT IS REPORTED IN THE INDIVIDUAL'S TOTAL REPORTABLE COMPENSATION ON 990, PART VII.
PART IIISCHEDULE J, PART II, COLUMN C: THE IRS DEFINES OTHER COMPENSATION (COLUMN C) AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. THREE CURRENT DIRECTORS, OFFICERS OR KEY EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN - THE CEO, COO AND VP, IT. FOR UWBA'S PURPOSES, BOTH THE COMPANY PORTION OF THE CEO'S 401K EXPENSES ($19,082) AS WELL AS THE ANNUAL ACTUARIAL VALUE OF THE NOW FROZEN DEFINED BENEFIT PLAN ($304,717), HAVE BEEN INCLUDED TO ARRIVE AT $323,799.SUPPLEMENTAL INFORMATION

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions29NumberOfContributions
Noncash Contribs Rptd F990560429NoncashContribsRptdF990
Method Of Determining RevenuesPROCEEDS FROM SALEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VOLUNTEERSFORM 990, PART I, LINE 6VOLUNTEER 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 B, LINE 11CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE UP TO A WEEK TO RESPOND WITH QUESTIONS AND PRESENT CONCERNS. AFTER THAT, THE 990 IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 AND ADMINISTRATIVE 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 15PROCESS 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, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19THE 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.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 9:CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 3,310,632.
AUDIT COMMITTEE AND OVERSIGHTFORM 990, PART XII, LINE 2CTHERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM PRIOR YEAR.
UNITED WAY STANDARD OVERHEAD CALCULATIONFORM 990, PART VIII AND PART IXMANAGEMENT AND GENERAL EXPENSES $3,686,826 FUNDRAISING EXPENSES $2,703,085 }}}}}}}}}} TOTAL SUPPORT SERVICES EXPENSES $6,389,911 TOTAL REVENUE $39,254,859 OVERHEAD PERCENTAGE 16.28%