UNITED WAY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY INC (EIN 95-2274801)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202611279349303076
- Schema version
- 2024v5.5
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:50:23-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 1600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 515 S FIGUEROA STREET SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISE BUIK | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2138086220 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY 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 | 515 S FIGUEROA STREET SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,434,749 | 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 | WE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, (CONT. ON SCH. O) DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 1320 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,312,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,559,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,357,232 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,532,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,011,875 | PYOtherRevenueAmt |
| CY Other Revenue | $4,133,229 | CYOtherRevenueAmt |
| PY Total Revenue | $38,681,108 | PYTotalRevenueAmt |
| CY Total Revenue | $50,225,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,318,136 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,703,154 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,469,262 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,093,266 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $357,488 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $289,700 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,338,674 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,485,709 | PYOtherExpensesAmt |
| CY Other Expenses | $15,590,476 | CYOtherExpensesAmt |
| PY Total Expenses | $49,630,595 | PYTotalExpensesAmt |
| CY Total Expenses | $46,676,596 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,949,487 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,548,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,168,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,513,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $112,381,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,241,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,787,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,272,382 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,540,681 | ExpenseAmt |
| Grant | $14,878,624 | GrantAmt |
| Revenue | $1,634,837 | RevenueAmt |
| Desc | SUPPORTING PEOPLE IN CRISIS TAPPING INTO OUR COLLECTIVE ABILITY TO HELP, WE MULTIPLY CONTRIBUTIONS AND HARD WORK INTO IMMEDIATE RELIEF FOR NEIGHBORS WHO NEED FOOD, HOUSING, HEALTHCARE, AND FINANCIAL ASSISTANCE.WE ARE INVESTING TO SUSTAIN AND EXPAND ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING THE DAILY CRISIS OF POVERTY. WE HAVE:- SUPPORTED 17,969 HOUSEHOLDS RECEIVED UTILITIES ASSISTANCE & 281,574 MEALS WERE SERVED BY 168 ORGANIZATIONS UNDER EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) THIS PAST YEAR. THE LAST CONTRACTED PERIOD OF EFSP WILL END DEC 2025. WITH FEDERAL CHANGES THERE IS CURRENTLY NO CLEAR PLAN FOR THE CONTINUATION OF EFSP. (CONT. ON SCH. O)- COORDINATED INVESTMENTS IN SITE IMPROVEMENTS AND OPERATIONAL ENHANCEMENTS AT PLACES THAT SUPPORT HOUSEHOLDS WHO ARE UNHOUSED ANT AT-RISK OF HOMELESSNESS. IN THE LAST YEAR, 34 DAYTIME SITES AND 7 SENIOR CENTERS WERE FUNDED SHELTERS, AND AN ADDITIONAL SET OF 8 TARGETED SITES FOR LARGER INVESTMENT, WERE PROVIDED FUNDING FOR SITE IMPROVEMENTS AND OPERATIONAL ENHANCEMENTS IN ORDER TO BETTER SERVE 84K+ PEOPLE EXPERIENCING AND AT-RISK OF HOMELESSNESS. - LAUNCHED IN RESPONSE TO THE WILDFIRES TO RAISE FUNDS FOR DEPLOYMENT. TO DATE THERE HAVE BEEN 33 PARTNERS INVESTED IN ACROSS TWO PHASES OF GRANTMAKING TOTALING $2.725M. - LED EFFORTS TO PASS A LOCAL RESOURCE MEASURE TO SUPPORT HOMELESSNESS SOLUTIONS AND AFFORDABLE HOUSING IN NOVEMBER 2024 WHICH WE THEN HAVE BEEN ACTIVE IN SUPPORTING IMPLEMENTATION OF, INCLUDING COUNTYWIDE GOAL SETTING AND PROGRAM GUIDELINE DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,795,078 | ExpenseAmt |
| Grant | $3,422,447 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BUILDING SHARED PROSPERITYEVERY NEIGHBORHOOD IN L.A. IS FULL OF DREAMERS AND DOERS WHO HAVE A VISION FOR WHAT THEIR COMMUNITY COULD BE. THAT'S WHY WE WORK WITH LOCAL PARTNERS TO CREATE COMMUNITY-OWNED APPROACHES TO BUILDING WEALTH AND POWER THAT WILL CHANGE THE FUTURE FOR THIS GENERATION AND THE NEXT.WE ARE INVESTING FOR SHARED PROSPERITY EFFORTS THAT CREATE PATHWAYS OF OPPORTUNITY AND EQUITY ACROSS OUR REGION. WE HAVE:- THE AFFORDABLE HOUSING INITIATIVE HAS INVESTED IN 374 AFFORDABLE UNITS FINANCED AT 50% OF THE AVERAGE COST THIS LAST YEAR AND CONTINUES TO SCALE THAT PROGRAM THROUGH LACAHSA, THE HOUSING SOLUTIONS AGENCY WE HELPED CREATE. IT HAS THE POTENTIAL TO CREATE AN (CONT. ON SCH. O) IMPACTFUL SUPPLY OF AFFORDABLE HOUSING AND PREVENT HOMELESSNESS ACROSS OUR REGION.- THE COMMUNITY PROSPERITY INITIATIVE AIMS TO ENGAGE LOCAL COMMUNITY MEMBERS IN BUILDING AN ECONOMY THAT WORKS FOR THEM. OVER THE YEAR, OVER COMMUNITY PROJECT DESIGN WORK WAS COMPLETED ACROSS OF NORTH LONG BEACH, ASSET MAPPING IN FINAL STAGES IN CITY OF SAN FERNANDO, AND WILLOWBROOK, ADDING TO THE EFFORTS IN PICO UNION. A PROSPERITY FUND WAS LAUNCHED WHICH INVESTED IN 12 PROJECTS. EARLY ROUND PROJECTS HAVE ALREADY REPORTED IMPACTING 330+ SMALL BUSINESSES AND MICROENTREPRENUERS THROUGH THEIR EFFORTS. - TO INCREASE COMPLETION AND TRANSFER RATES, SUPPORTED 479 STUDENTS THROUGH WAY2SUCCESS COMMUNITY COLLEGE RESOURCE FAIR, MENTORSHIP PROGRAM, STUDENT SUCCESS FUNDS, AND DISTRIBUTED 6100 COPIES OF OUR 2ND ANNUAL TOOL KIT FOCUSED ON DUAL ENROLLMENT WITH LBCCD, LBUSD, CAMPAIGN FOR COLLEGE OPPORTUNITY, ED TRUST WEST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,402,083 | ExpenseAmt |
| Grant | $3,402,083 | GrantAmt |
| Revenue | $51,062 | RevenueAmt |
| Desc | UNITED WAY OF GREATER LOS ANGELES ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAY OR TO OTHER NONPROFIT ORGANIZATIONS. IN FISCAL YEAR 2024-2025, WE PROCESSED $3,402,083 IN DESIGNATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $39,737,842 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 83 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINING LEE RECENDEZ | PersonNm |
| Phone | 2138086399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FIGUEROA STREET SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|---|
| MARTHA SANTANA-CHIN | |||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IRENE OH | |||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN YAMAMOTO | |||||||||
| CORPORATE SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDGAR CAMPOS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX MARTIN CHAVES | |||||||||
| 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 | |||
| SCOTT COHEN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN DEMOFF | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TED DUNN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDY ESPINOZA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM HARRINGTON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HEADRICK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC HICKMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DARLENE HOPKINS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA HRNA | |||||||||
| BOARD MEMBER - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE JUAREZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEFANIE KANE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEWART KWOH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE LIVESAY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAIA REIN-HOFFMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE RHONE-COLLINS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK ROBINSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA SALINAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SUGAI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAMED TAVAJOHI | |||||||||
| BOARD MEMBER. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HASSAN WEBBE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE WHEELER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM WHITE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE WROAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON YOHNKE | |||||||||
| BOARD MEMBER - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISE BUIK | |||||||||
| PRESIDENT & CEO | 50.00 | 0.00 | Yes (X) | $512,413 | $0 | $479,649 | |||
| LINING RECENDEZ | |||||||||
| VP, FINANCE | 50.00 | 0.00 | Yes (X) | $254,186 | $0 | $70,186 | |||
| CHRIS KO | |||||||||
| VP, IMPACT & STRATEGY | 50.00 | 0.00 | $224,271 | $0 | $25,437 | Yes (X) | |||
| THOMAS NEWMAN | |||||||||
| VP, PUBLIC AFFAIRS | 50.00 | 0.00 | $198,176 | $0 | $33,450 | Yes (X) | |||
| ERIN MORTON | |||||||||
| VP, STRATEGIC PARTNERSHIPS | 50.00 | 0.00 | $195,000 | $0 | $14,224 | Yes (X) | |||
| DAVID TRAN | |||||||||
| DIR., FINANCE & BUSINESS SOLUTIONS | 50.00 | 0.00 | $154,379 | $0 | $29,072 | Yes (X) | |||
| XOCHITL FLORES | |||||||||
| DIRECTOR, PEOPLE & CULTURE | 50.00 | 0.00 | $138,011 | $0 | $38,077 | Yes (X) | |||
| SHANNON BIGGS | |||||||||
| DIRECTOR OF TALENT & STRATEGY | 50.00 | 0.00 | $141,702 | $0 | $17,333 | Yes (X) | |||
| EMILY BRADLEY | |||||||||
| DIR., STRATEGIC INVST | 50.00 | 0.00 | $131,532 | $0 | $15,862 | Yes (X) | |||
| HAZEL LOPEZ | |||||||||
| DIR., CRISIS SOULTIONS | 50.00 | 0.00 | $136,332 | $0 | $10,161 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,086,002 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $733,451 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| NM MARKETING | |||||
| 6332 SCALEA CT | PLAMDALE | CA | 93552 | ADVOCACY COMMUNICATION & MAILINGS | $742,288 |
| SLAY EVENT MGMT & CONS | |||||
| 1215 W IMPERIAL HIGHWAY SUITE 102 | BREA | CA | 92821 | EVENTS MANAGEMENT | $705,885 |
| KPMG | |||||
| 550 SOUTH HOPE ST SUITE 1500 | LOS ANGELES | CA | 90071 | RES. ANALYSIS ON HOMELESS SEC. WORKFORCE | $595,000 |
| VERITIMO | |||||
| PO BOX 110 | REDWAY | CA | 95560 | IT MANAGEMENT | $486,002 |
| VOXPOP | |||||
| 8564 RUGBY DR | WEST HOLLYWOOD | CA | 90069 | PROGRAMMATIC DIGITAL COMM & DESIGN | $445,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,564,558 | FederatedCampaignsAmt |
| Government Grants | $1,582,635 | GovernmentGrantsAmt |
| All Other Contributions | $34,411,978 | AllOtherContributionsAmt |
| Noncash Contributions | $417,705 | NoncashContributionsAmt |
| Total Contributions | $37,559,171 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,557,871 | TotalRevenueColumnAmt |
| Exclusion | $8,557,871 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265 | TotalRevenueColumnAmt |
| Exclusion | $265 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,184,478 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,209,742 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,264 | TotalRevenueColumnAmt |
| Exclusion | -$25,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMIN FEE AND EXPENSE | 900099 | $2,407,548 | $51,062 | $2,356,486 |
| AHI LOAN FEE INCOME | 522200 | $1,634,837 | $1,634,837 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,579 | TotalRevenueColumnAmt |
| Exclusion | $90,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,132,964 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,225,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,685,899 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,979,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,703,154 | TotalAmt |
| Program Services | $21,703,154 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,150 | TotalAmt |
| Program Services | $578,667 | ProgramServicesAmt |
| Management And General | $425,335 | ManagementAndGeneralAmt |
| Fundraising | $380,148 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,196,294 | TotalAmt |
| Program Services | $3,437,191 | ProgramServicesAmt |
| Management And General | $1,082,917 | ManagementAndGeneralAmt |
| Fundraising | $1,676,186 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,127 | TotalAmt |
| Program Services | $239,069 | ProgramServicesAmt |
| Management And General | $239,870 | ManagementAndGeneralAmt |
| Fundraising | $128,188 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,844 | TotalAmt |
| Program Services | $319,453 | ProgramServicesAmt |
| Management And General | $62,303 | ManagementAndGeneralAmt |
| Fundraising | $110,088 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,701 | TotalAmt |
| Program Services | $440,544 | ProgramServicesAmt |
| Management And General | $50,189 | ManagementAndGeneralAmt |
| Fundraising | $67,968 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,298 | TotalAmt |
| Management And General | $2,298 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,380 | TotalAmt |
| Management And General | $147,380 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $26,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,850 | TotalAmt |
| Fundraising | $144,850 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,344 | TotalAmt |
| Management And General | $54,344 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,085,149 | TotalAmt |
| Program Services | $4,618,228 | ProgramServicesAmt |
| Management And General | $348,743 | ManagementAndGeneralAmt |
| Fundraising | $118,178 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,732 | TotalAmt |
| Program Services | $1,289,642 | ProgramServicesAmt |
| Management And General | $33,130 | ManagementAndGeneralAmt |
| Fundraising | $108,960 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,910 | TotalAmt |
| Program Services | $85,989 | ProgramServicesAmt |
| Management And General | $46,854 | ManagementAndGeneralAmt |
| Fundraising | $35,067 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,422 | TotalAmt |
| Program Services | $316,241 | ProgramServicesAmt |
| Management And General | $370,100 | ManagementAndGeneralAmt |
| Fundraising | $142,081 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,896 | TotalAmt |
| Program Services | $512,696 | ProgramServicesAmt |
| Management And General | $353,693 | ManagementAndGeneralAmt |
| Fundraising | $190,507 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,198 | TotalAmt |
| Program Services | $98,721 | ProgramServicesAmt |
| Management And General | $61,560 | ManagementAndGeneralAmt |
| Fundraising | $45,917 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,208 | TotalAmt |
| Program Services | $271,002 | ProgramServicesAmt |
| Management And General | $37,801 | ManagementAndGeneralAmt |
| Fundraising | $31,405 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,217,921 | TotalAmt |
| Program Services | $5,214,015 | ProgramServicesAmt |
| Management And General | $2,539 | ManagementAndGeneralAmt |
| Fundraising | $1,367 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,428 | TotalAmt |
| Program Services | $142,571 | ProgramServicesAmt |
| Management And General | $139,007 | ManagementAndGeneralAmt |
| Fundraising | $74,850 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,497 | TotalAmt |
| Program Services | $36,999 | ProgramServicesAmt |
| Management And General | $36,074 | ManagementAndGeneralAmt |
| Fundraising | $19,424 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,470 | TotalAmt |
| Program Services | $54,070 | ProgramServicesAmt |
| Management And General | $52,260 | ManagementAndGeneralAmt |
| Fundraising | $28,140 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $252,385 | $163,352 | $53,683 | $35,350 |
| PROVISION FOR LOAN LOSS | $190,238 | $190,238 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,676,596 | TotalAmt |
| Program Services | $39,737,842 | ProgramServicesAmt |
| Management And General | $3,600,080 | ManagementAndGeneralAmt |
| Fundraising | $3,338,674 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,790,793 | BOYAmt |
| EOY | $14,077,936 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,601,027 | BOYAmt |
| EOY | $37,362,302 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,974,460 | BOYAmt |
| EOY | $1,949,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,319 | BOYAmt |
| EOY | $3,733,112 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,670,395 | BOYAmt |
| EOY | $54,592,085 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,780 | BOYAmt |
| EOY | $2,991,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,400,191 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,876 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,874 | BOYAmt |
| EOY | $2,316,315 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,137,927 | BOYAmt |
| EOY | $49,438,481 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,341 | BOYAmt |
| EOY | $205,563 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,406,566 | BOYAmt |
| EOY | $3,170,627 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,030,058 | BOYAmt |
| EOY | $12,676,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,168,540 | BOYAmt |
| EOY | $182,513,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,924,407 | BOYAmt |
| EOY | $8,320,104 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,960,530 | BOYAmt |
| EOY | $2,313,492 | 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 | $418,695 | BOYAmt |
| EOY | $418,695 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,907,792 | BOYAmt |
| EOY | $70,248,097 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,045,000 | BOYAmt |
| EOY | $12,092,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,040 | BOYAmt |
| EOY | $7,848,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,381,464 | BOYAmt |
| EOY | $101,241,354 | 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 | $43,061,676 | BOYAmt |
| EOY | $44,826,539 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,725,400 | BOYAmt |
| EOY | $36,445,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,787,076 | BOYAmt |
| EOY | $81,272,382 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,168,540 | BOYAmt |
| EOY | $182,513,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,548,411 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $595,809 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,341,086 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $66,980,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,937,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,559,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,312,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,559,171 | CurrentTaxYearAmt |
| Total | $227,348,055 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,980,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,937,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,559,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,312,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,559,171 | CurrentTaxYearAmt |
| Total | $227,348,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,840,542 | SubstantialContributorsTotAmt |
| Public Support Total170 | $162,507,513 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,254,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,926,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,558,136 | CurrentTaxYearAmt |
| Total | $16,501,354 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,215,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,068,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,538,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,011,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,447,065 | CurrentTaxYearAmt |
| Total | $8,279,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $252,129,309 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,655,213 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $761,607 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $810,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $100,059 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $74,059 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,745,725 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY PARTNERED WITH EXPERTS UNITED FOR HOMELESS AND HOUSING SOLUTIONS, A COALITION OF NONPROFITS, AND THESE GRANTS WERE IN SUPPORT OF MEASURE A. MEASURE A IS A HOMELESSNESS SERVICES AND AFFORDABLE HOUSING BALLOT MEASURE, WHICH WAS PRESENTED TO THE CITIZENS OF LOS ANGELES COUNTY ON THE NOVEMBER 2024 BALLOT. MEASURE A ALLOWS SUPPORT FOR HOMELESS HOUSING AND SERVICES TO SUPPORT PEOPLE CURRENTLY EXPERIENCING HOMELESSNESS IN FINDING PERMANENT SOLUTIONS WHILE DOING EVEN MORE TO ADDRESS THE DRIVERS OF HOMELESSNESS IN LA COUNTY THROUGH AFFORDABLE HOUSING CONSTRUCTION, HOMELESSNESS PREVENTION, AND SUPPORT FOR VULNERABLE RENTERS. MEASURE A IS TO REPEAL AND REPLACE MEASURE H WHICH WAS SET TO EXPIRE IN 2027. AS A RESULT OF THESE EFFORTS AND SUPPORT, MEASURE A WAS APPROVED BY LOS ANGELES COUNTY VOTERS ON THE NOVEMBER 2024 BALLOT. 1D - THESE MAILINGS WERE COMMUNICATIONS PIECES SENT TO VOTERS IN SUPPORT OF THE LOS ANGELES COUNTY MEASURE A, WHICH APPEARED ON THE NOVEMBER 2025 BALLOT. 1F - THESE GRANTS WERE IN SUPPORT OF THE HOMELESSNESS AND HOUSING BALLOT MEASURE FOR LOS ANGELES COUNTY MEASURE A WHICH APPEARED ON THE NOVEMBER 2024 BALLOT. 1G - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP PROVIDE STRATEGIC ADVICE AND OUTREACH SUPPORT TO THE ORGANIZATION. DIRECT CONTACT IN THIS TIME PERIOD WAS PRIMARILY RELATED TO THE NOVEMBER 2024 LOS ANGELES COUNTY BALLOT MEASURE. 1H - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP ORGANIZE COMMUNITY BASED ORGANIZATIONS AND INSTITUTIONAL PARTNERS TO ADVOCATE FOR SHARED PUBLIC POLICY PRIORITIES. GRASSROOTS ORGANIZING DURING THIS TIME PERIOD WAS PRIMARILY RELATED TO INCREASING SUPPORT FOR THE NOVEMBER 2024 LOS ANGELES COUNTY MEASURE A. | 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 | $10,413,984 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,309,190 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,873,174 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,901,454 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,212,530 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,413,984 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,514,924 | BeginningYearBalanceAmt |
| Contributions | $3,683,000 | ContributionsAmt |
| Investment Earnings Or Losses | $703,530 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,901,454 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,222,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$707,319 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,514,924 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| 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 | $1,975,471 | OtherCostOrOtherBasisAmt |
| Book Value | $1,975,471 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,845 | OtherCostOrOtherBasisAmt |
| Book Value | $32,845 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $391,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,876 | DepreciationAmt |
| Book Value | $307,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,316,315 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $8,790,981 |
| RIGHT-OF-USE ASSET - OPERATING LEASE | $3,466,365 |
| CUSTODIAN ASSET | $418,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,676,041 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $6,792,744 |
| OTHER POST RETIREMENT PLAN OBLIGATIONS | $1,055,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,848,466 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,418,733 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $595,809 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $595,809 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,822,924 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,402,083 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,402,083 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,225,007 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,274,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,274,513 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,402,083 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,402,083 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,676,596 | 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 CONSOLIDATED FINANCIAL STATEMENTS. AHI FUND II, LLC AND AHI FUND III, LLC ARE DISREGARDED ENTITIES AND ALL ACTIVITIES ARE TO BE INCLUDED IN THE UNITED WAY'S TAX FILINGS. |
| FORM 990, SCHEDULE D, PART XI, LINE 4D AND PART XII LINE 4D: | ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS IN THE AMOUNT OF $3,402,083. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| 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 (MWD) | 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 | $295,936 | GrossReceiptsAmt |
| Retained By Contractor | $186,503 | RetainedByContractorAmt |
| Net To Organization | $109,433 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $295,936 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $186,503 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $109,433 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE FUNDRAISER WAS PAID $186,503 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. OF THIS TOTAL AMOUNT, THE FUNDRAISER WAS ALSO PAID $41,653 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 (82 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A BETTER COMMUNITY | ||||||||
| 1541 WILSHIRE BLVD SUITE 430 | LOS ANGELES | CA | 90017 | 311760082 | 501(C)(3) | $12,500 | $0 | SHARED PROSPERITY |
| BEACON HOUSING INC | ||||||||
| 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | 954594474 | 501(C)(3) | $10,000 | $0 | CRISIS SUPPORT |
| BET TZEDEK LEGAL SERVICES | ||||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 237304205 | 501(C)(3) | $300,000 | $0 | CRISIS SUPPORT |
| BROTHERHOOD CRUSADE | ||||||||
| 200 EAST SLAUSON AVENUE | LOS ANGELES | CA | 90011 | 952543819 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| BUILDING SKILLS PARTNERSHIP | ||||||||
| 828 W WASHINGTON BLVD | LOS ANGELES | CA | 90015 | 261254255 | 501(C)(3) | $57,000 | $0 | SHARED PROSPERITY |
| CAUSEIMPACTS LLC | ||||||||
| 5301 WEST 119TH PLACE | INGLEWOOD | CA | 90304 | 821357285 | 501(C)(3) | $59,250 | $0 | SHARED PROSPERITY |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 1000 N ALAMEDA ST SUITE 250 | LOS ANGELES | CA | 90012 | 953357253 | 501(C)(3) | $50,463 | $0 | SHARED PROSPERITY |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | ||||||||
| 2533 WEST 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | 954421521 | 501(C)(3) | $82,500 | $0 | CRISIS SUPPORT |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 943255070 | 501(C)(3) | $175,000 | $0 | CRISIS SUPPORT |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | 954302067 | 501(C)(3) | $125,000 | $0 | SHARED PROSPERITY |
| DESTINATION CRENSHAW | ||||||||
| 777 S FIGUEROA ST 4050 | LOS ANGELES | CA | 90017 | 823003629 | 501(C)(3) | $75,000 | $0 | SHARED PROSPERITY |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | 311597223 | 501(C)(3) | $17,028 | $0 | CRISIS SUPPORT |
| EDWARD CHARLES FOUNDATION | ||||||||
| 915 WILSHIRE BLVD 7TH FLOOR | LOS ANGELES | CA | 90017 | 264245043 | 501(C)(3) | $101,200 | $0 | CRISIS SUPPORT |
| EL NIDO FAMILY CENTERS | ||||||||
| 440 SHATTO PLACE SUITE 417 | LOS ANGELES | CA | 90020 | 953186429 | 501(C)(3) | $54,700 | $0 | SHARED PROSPERITY |
| EXPERTS UNITED FOR HOMELESSNESS AND HOUSING SOLUTIONS | ||||||||
| 777 S FIGUEROA ST STE 4050 | LOS ANGELES | CA | 90017 | 934121026 | 501(C)(4) | $585,000 | $0 | CRISIS SUPPORT |
| FERNANDENO TATAVIAM BAND OF MISSION INDIANS | ||||||||
| 1019 SECOND STREET | SAN FERNANDO | CA | 91340 | 383735313 | 501(C)(4) | $120,000 | $0 | SHARED PROSPERITY |
| FIRST CHRISTIAN CHURCH OF BURBANK | ||||||||
| 221 S SIXTH STREET | BURBANK | CA | 91501 | 951647822 | 501(C)(3) | $10,000 | $0 | CRISIS SUPPORT |
| FLINTRIDGE CENTER | ||||||||
| 236 WEST MOUNTAIN STREET SUITE 106 | PASADENA | CA | 91103 | 261559274 | 501(C)(3) | $15,000 | $0 | CRISIS SUPPORT |
| FOOD ACCESS LA | ||||||||
| 1231 N SPRING ST | LOS ANGELES | CA | 90012 | 954597000 | 501(C)(3) | $100,000 | $0 | SHARED PROSPERITY |
| FOOTHILL UNITY CENTER | ||||||||
| 790 W CHESTNUT AVE | MONROVIA | CA | 91016 | 954310817 | 501(C)(3) | $15,000 | $0 | CRISIS SUPPORT |
| FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGE | ||||||||
| 770 WILSHIRE FLOOR 9 | LOS ANGELES | CA | 90017 | 954106993 | 501(C)(3) | $50,000 | $0 | SHARED PROSPERITY |
| FOUNTAIN HOUSE INC | ||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | 131624009 | 501(C)(3) | $249,000 | $0 | CRISIS SUPPORT |
| FRIENDS IN DEED | ||||||||
| 444 EAST WASHINGTON BLVD | PASADENA | CA | 91104 | 951644608 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| FUND FOR GUARANTEED INCOME | ||||||||
| 450 DULEY RD | EL SEGUNDO | CA | 90245 | 861909049 | 501(C)(3) | $100,000 | $0 | CRISIS SUPPORT |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | ||||||||
| 8739 ARTESIA BOULEVARD | BELLFLOWER | CA | 90706 | 330416470 | 501(C)(3) | $45,000 | $0 | CRISIS SUPPORT |
| HATHAWAY-SYCAMORES CHILD&FAMILY SERVICES | ||||||||
| 840 N AVE 66 | LOS ANGELES | CA | 90042 | 951691005 | 501(C)(3) | $50,000 | $0 | CRISIS SUPPORT |
| HOLY ASSEMBLY CHURCH OF GOD IN CHRIST | ||||||||
| 55 E VILLA ST | PASADENA | CA | 91103 | 952502252 | 501(C)(3) | $10,000 | $0 | CRISIS SUPPORT |
| HOMEBASE | ||||||||
| 870 MARKET STREET SUITE 1228 | SAN FRANCISCO | CA | 94102 | 943148303 | 501(C)(3) | $32,500 | $0 | CRISIS SUPPORT |
| IDEPSCA | ||||||||
| 1565 W 14TH STREET | LOS ANGELES | CA | 90015 | 954431992 | 501(C)(3) | $100,000 | $0 | CRISIS SUPPORT |
| INCLUSIVE ACTION FOR THE CITY | ||||||||
| 2900 E CESAR E CHAVEZ | LOS ANGELES | CA | 90033 | 270584116 | 501(C)(3) | $157,000 | $0 | CRISIS SUPPORT |
| KOREATOWN YOUTH AND COMMUNITY CENTER | ||||||||
| 3727 W 6TH ST SUITE 300 | LOS ANGELES | CA | 90020 | 953779389 | 501(C)(3) | $20,000 | $0 | CRISIS SUPPORT, SHARED PROSPERITY |
| KOUNKUEY DESIGN INITIATIVE INC | ||||||||
| 2234 BEVERLY BLVD | LOS ANGELES | CA | 90057 | 900599471 | 501(C)(3) | $337,500 | $0 | CRISIS SUPPORT |
| LA FAMILY HOUSING CORPORATION | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | 953920560 | 501(C)(3) | $425,000 | $0 | CRISIS SUPPORT |
| LA VOICE | ||||||||
| 1200 WILSHIRE BLVD SUITE 650 | LOS ANGELES | CA | 90017 | 954781974 | 501(C)(3) | $200,000 | $0 | CRISIS SUPPORT |
| LABOR COMMUNITY SERVICES | ||||||||
| 2130 W JAMES WOODS BLVD | LOS ANGELES | CA | 90006 | 954147259 | 501(C)(3) | $100,000 | $0 | SHARED PROSPERITY |
| LA-MAS INC | ||||||||
| 1159 CYPRESS AVE | LOS ANGELES | CA | 90065 | 383886677 | 501(C)(3) | $110,000 | $0 | SHARED PROSPERITY |
| LEAP4WARD LLC | ||||||||
| 35 ROSITA WAY | OROVILLE | CA | 95966 | 332134657 | N/A | $312,000 | $0 | CRISIS SUPPORT |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||||
| 1550 W 8TH ST | LOS ANGELES | CA | 90017 | 951684067 | 501(C)(3) | $150,000 | $0 | CRISIS SUPPORT |
| LIFT INC | ||||||||
| 999 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | 522168409 | 501(C)(3) | $62,000 | $0 | SHARED PROSPERITY |
| LONG BEACH CITY COLLEGE FOUNDATION | ||||||||
| 4902 E CARSON AVE B 12 | LONG BEACH | CA | 90808 | 953297459 | 501(C)(3) | $50,000 | $0 | SHARED PROSPERITY |
| LONG BEACH RESCUE MISSION | ||||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90813 | 952741506 | 501(C)(3) | $117,054 | $0 | CRISIS SUPPORT |
| LOS ANGELES CITY COLLEGE FOUNDATION | ||||||||
| 855 N VERMONT AVENUE | LOS ANGELES | CA | 90029 | 956207819 | 501(C)(3) | $9,350 | $0 | SHARED PROSPERITY |
| MEET EACH NEED WITH DIGNITY | ||||||||
| 10641 N SAN FERNANDO RD | PACOIMA | CA | 91331 | 237306337 | 501(C)(3) | $134,784 | $0 | CRISIS SUPPORT |
| MEMORIES OF EL MONTE INC | ||||||||
| 10809 GARVEY AVE | EL MONTE | CA | 91733 | 862791855 | N/A | $100,000 | $0 | SHARED PROSPERITY |
| MOVEMENT INNOVATION COLLABORATIVE | ||||||||
| 5132 MILES AVE | OAKLAND | CA | 94618 | 933616624 | 501(C)(3) | $75,000 | $0 | CRISIS SUPPORT |
| MY TRIBE RISE | ||||||||
| 13908 E COLORADO 522 | PASADENA | CA | 91106 | 851805977 | 501(C)(3) | $200,000 | $0 | CRISIS SUPPORT |
| NATIONAL DAY LABORER ORGANIZING NETWORK | ||||||||
| 1030 SOUTH ARROYO PARKWAY SUITE 106 | PASADENA | CA | 91105 | 208802586 | 501(C)(3) | $100,000 | $0 | CRISIS SUPPORT |
| NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES | ||||||||
| 3926 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90010 | 953938955 | 501(C)(3) | $112,500 | $0 | CRISIS SUPPORT |
| NOAHS FOUNDATION | ||||||||
| 506 S SPRING ST 13308 SMB 10278 | LOS ANGELES | CA | 90013 | 851712743 | 501(C)(3) | $20,000 | $0 | CRISIS SUPPORT |
| NORTH VALLEY CARING SERVICES | ||||||||
| 15453 RAYEN ST | NORTH HILLS | CA | 91343 | 954444561 | 501(C)(3) | $35,000 | $0 | CRISIS SUPPORT, SHARED PROSPERITY |
| NPH ACTION FUND POLITICAL ISSUES COMMITTEE | ||||||||
| 49 STEVENSON ST SUITE 500 | SAN FRANCISCO | CA | 94105 | 833147694 | 501(C)(4) | $225,000 | $0 | CRISIS SUPPORT |
| PARTNERSHIP FOR GROWTH LA (PFGLA) | ||||||||
| 4103 W ADAMS BLVD | LOS ANGELES | CA | 90018 | 883405493 | 501(C)(3) | $71,000 | $0 | SHARED PROSPERITY |
| PAVING THE WAY FOUNDATION | ||||||||
| 44818 FERN AVE STE 105 | LANCASTER | CA | 93534 | 010852709 | 501(C)(3) | $133,560 | $0 | CRISIS SUPPORT |
| PEOPLE ASSISTING THE HOMELESS (PATH) | ||||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | 953950196 | 501(C)(3) | $10,000 | $0 | CRISIS SUPPORT |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | HOLLYWOOD | CA | 90038 | 954115863 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| PROJECT PASSION | ||||||||
| 500 E WASHINGTON BLVD 7 | PASADENA | CA | 91104 | 332945854 | 501(C)(3) | $200,000 | $0 | CRISIS SUPPORT |
| PUEBLO Y SALUD INC | ||||||||
| 1024 NORTH MACLAY AVE M13 | SAN FERNANDO | CA | 91340 | 954348471 | 501(C)(3) | $60,000 | $0 | SHARED PROSPERITY |
| PUKUU CULTURAL COMMUNITY SERVICES | ||||||||
| 1019 SECOND STREET | SAN FERNANDO | CA | 91340 | 954657130 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| SAFE PLACE FOR YOUTH | ||||||||
| PO BOX 578 WASHINGTON BLVD 398 | MARINA DEL REY | CA | 90292 | 841802637 | 501(C)(3) | $13,514 | $0 | CRISIS SUPPORT |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS RD SUITE 201 | CALABASAS | CA | 91302 | 954116679 | 501(C)(3) | $145,000 | $0 | SHARED PROSPERITY |
| SOCIAL IMPACT FUND | ||||||||
| 750 WEST 7TH STREET PO BOX 811026 | LOS ANGELES | CA | 90081 | 461820448 | 501(C)(3) | $250,000 | $0 | CRISIS SUPPORT |
| SOCIAL JUSTICE PARTNERS LOS ANGELES | ||||||||
| 360 E2ND ST STE 800 | LOS ANGELES | CA | 90012 | 510563566 | 501(C)(3) | $250,000 | $0 | CRISIS SUPPORT |
| SOLIDARITY RESEARCH CENTER | ||||||||
| 1920 HILLHURST AVE V920 | LOS ANGELES | CA | 90027 | 472130723 | 501(C)(3) | $140,000 | $0 | SHARED PROSPERITY |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | 952831058 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| ST JOHN'S COMMUNITY HEALTH | ||||||||
| 808 W 58TH ST | LOS ANGELES | CA | 90037 | 954067758 | 501(C)(3) | $160,723 | $0 | CRISIS SUPPORT |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | 953874381 | 501(C)(3) | $42,028 | $0 | CRISIS SUPPORT |
| ST LUKE'S PARISH AT LONG BEACH CALIFORNIA | ||||||||
| 525 E 7TH ST | LONG BEACH | CA | 90813 | 951768855 | 501(C)(3) | $82,073 | $0 | CRISIS SUPPORT |
| THE EDUCATION TRUST | ||||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | 521982223 | 501(C)(3) | $10,000 | $0 | SHARED PROSPERITY |
| THE FOUNDATION FOR ECONOMIC DEMOCRACY | ||||||||
| 291 NIETO AVE | LONG BEACH | CA | 90803 | 810869372 | 501(C)(3) | $60,000 | $0 | SHARED PROSPERITY |
| THE HACK FOUNDATION | ||||||||
| 8605 SANTA MONICA BLVD 86294 | WEST HOLLYWOOD | CA | 90069 | 812908499 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE STE 100 | LOS ANGELES | CA | 90018 | 956143865 | 501(C)(3) | $432,813 | $0 | CRISIS SUPPORT |
| THE SALVATION ARMY | ||||||||
| 16941 KEEGAN AVE | CARSON | CA | 90746 | 941156347 | 501(C)(3) | $60,747 | $0 | CRISIS SUPPORT, SHARED PROSPERITY |
| THE SHAW CTC CREATING JUSTICE LA | ||||||||
| 900 N ALAMEDA ST UNIT 862005 | LOS ANGELES | CA | 90086 | 010804429 | 501(C)(3) | $50,000 | $0 | SHARED PROSPERITY |
| THINKWATTS FOUNDATION | ||||||||
| 1225 E 100TH STREET | LOS ANGELES | CA | 90002 | 832224841 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | 953958741 | 501(C)(3) | $55,000 | $0 | CRISIS SUPPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| PO BOX 77902 | LOS ANGELES | CA | 90007 | 951642394 | 501(C)(3) | $37,500 | $0 | SHARED PROSPERITY |
| WALKGOOD INC | ||||||||
| 5042 WILSHIRE BLVD SUITE 411 | LOS ANGELES | CA | 90036 | 872274542 | 501(C)(3) | $50,000 | $0 | CRISIS SUPPORT |
| WATER DROP | ||||||||
| 819 W WASHINGTON BLVD PO BOX 15134 | LOS ANGELES | CA | 90015 | 852327993 | 501(C)(3) | $25,000 | $0 | CRISIS SUPPORT |
| WATTS LABOR COMMUNITY ACTION COMMITTEE | ||||||||
| 10950 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90059 | 952412869 | 501(C)(3) | $75,000 | $0 | SHARED PROSPERITY |
| WHITTIER AREA FIRST DAY COALITION | ||||||||
| 12426 WHITTIER BLVD | WHITTIER | CA | 90602 | 931141844 | 501(C)(3) | $150,000 | $0 | CRISIS SUPPORT |
| WILLOWBROOK INCLUSIVE NETWORK | ||||||||
| 1228 E 124TH ST | LOS ANGELES | CA | 90059 | 821937392 | 501(C)(3) | $97,500 | $0 | SHARED PROSPERITY |
| WITH LOVE MARKET AND CAFE | ||||||||
| 1969 S VERMONT AVE | LOS ANGELES | CA | 90007 | 463776168 | N/A | $320,000 | $0 | SHARED PROSPERITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
| Total Other Org | 6 | 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELISE BUIK | ||||||||||||||
| PRESIDENT & CEO | $389,000 | $0 | $97,808 | $0 | $25,605 | $0 | $436,891 | $0 | $42,758 | $0 | $992,062 | $0 | $21,447 | $0 |
| LINING RECENDEZ | ||||||||||||||
| VP, FINANCE | $208,586 | $0 | $38,409 | $0 | $7,191 | $0 | $43,254 | $0 | $26,932 | $0 | $324,372 | $0 | $0 | $0 |
| CHRIS KO | ||||||||||||||
| VP, IMPACT & STRATEGY | $175,917 | $0 | $13,775 | $0 | $34,579 | $0 | $19,238 | $0 | $6,199 | $0 | $249,708 | $0 | $0 | $0 |
| THOMAS NEWMAN | ||||||||||||||
| VP, PUBLIC AFFAIRS | $164,677 | $0 | $27,144 | $0 | $6,355 | $0 | $11,611 | $0 | $21,839 | $0 | $231,626 | $0 | $0 | $0 |
| ERIN MORTON | ||||||||||||||
| VP, STRATEGIC PARTNERSHIPS | $175,941 | $0 | $12,688 | $0 | $6,371 | $0 | $6,428 | $0 | $7,796 | $0 | $209,224 | $0 | $0 | $0 |
| DAVID TRAN | ||||||||||||||
| DIR., FINANCE & BUSINESS SOLUTIONS | $143,042 | $0 | $11,000 | $0 | $337 | $0 | $9,756 | $0 | $19,316 | $0 | $183,451 | $0 | $0 | $0 |
| XOCHITL FLORES | ||||||||||||||
| DIRECTOR, PEOPLE & CULTURE | $134,314 | $0 | $3,000 | $0 | $697 | $0 | $21,324 | $0 | $16,753 | $0 | $176,088 | $0 | $0 | $0 |
| SHANNON BIGGS | ||||||||||||||
| DIRECTOR OF TALENT & STRATEGY | $130,410 | $0 | $11,000 | $0 | $292 | $0 | $8,799 | $0 | $8,534 | $0 | $159,035 | $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 2024 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2025 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $345,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $350,000 IN 2025 AND $360,000 IN 2026. IN ACCORDANCE WITH THE PLAN DOCUMENT, MS. BUIK MET A VESTING REQUIREMENT THAT WAS ESTABLISHED AS A RETENTION TOOL THAT WOULD TRIGGER A DISTRIBUTION UPON AGE 55; SHE BECAME 100% VESTED IN JANUARY 2019. CONSEQUENTLY, SHE SHOULD RECEIVE AN ANNUAL DISTRIBUTION FROM THIS BRP PLAN. UNITED WAY OF GREATER LOS ANGELES ENGAGE AN ACTUARY FIRM TO CALCULATE THE DISTRIBUTION AMOUNT. IN AUGUST 2024, $21,447 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2024 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. IN JULY 2024, THE BOARD APPROVED A SPECIAL COMPENSATION PACKAGE FOR MS. BUIK IN RECOGNITION OF HER 30 YEARS OF DEDICATED SERVICE TO THE UNITED WAY OF GREATER LOS ANGELES. THIS PACKAGE INCLUDED AN ENHANCEMENT TO THE SERP/BRP PLAN BY INCREASING THE PENSION FORMULA BY 25 BASIS POINTS (0.25%). THE PLAN DOCUMENT WAS AMENDED TO REFLECT THIS ENHANCEMENT, EFFECTIVE JULY 1, 2024. THE DEFERRED COMPENSATION CALCULATIONS FOR MS. BUIK'S SERP BENEFIT INCORPORATE THIS AMENDMENT, WHICH INCREASED THE APPLICABLE PLAN FORMULA PERCENTAGE AS OF JULY 1, 2024. AS A RESULT, THE ESTIMATED ACTUARIAL INCREASE OF $239,878 IN HER SERP BENEFIT IS SIGNIFICANTLY HIGHER THAN IN RECENT YEARS. THIS AMOUNT IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II. THIS FIGURE REPRESENTS AN ACTUARIAL VALUE INCREASE ONLY IT IS NOT A VESTED BENEFIT AMOUNT AND HAS NOT BEEN PAID TO MS. BUIK. |
| 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 | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $417,705 | 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 | FORM 990, SCHEDULE M, 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4: | STATEMENT OF PURPOSE WE MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY AND TOWARDS PROSPERITY BY: 1. MONITORING DATA 2. INVESTING FUNDS 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE 4. FOCUSING ON SHORT AND LONG-TERM SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS. OUR APPROACH MEETS THE NEEDS OF TODAY AND CREATES A BETTER TOMORROW THROUGH TWO KEY STRATEGIES: SUPPORTING PEOPLE IN CRISIS AND BUILDING SHARED PROSPERITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 2. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 3. REDUCE STREET AND CHRONIC HOMELESSNESS. 4. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 5. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 6. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 7. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE FORM 990 HAS BEEN COMPLETED BY STAFF AND REVIEWED BY PROFESSIONAL TAX PREPARERS, THE DOCUMENT WAS SENT ELECTRONICALLY IN APRIL 2026 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 13, 2026. THE COMMITTEE THEN REVIEWED AND ACCEPTED THE DOCUMENT. THE FORM 990 WAS THEN SENT ELECTRONICALLY TO EACH BOARD MEMBER. THE FORM 990 IS SCHEDULED TO BE FILED BY MAY 15, 2026. |
| 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. STAFF RECEIVE AND SIGN THE SAME POLICY AND QUESTIONNAIRE ANNUALLY AS WELL. |
| 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 AT THE MEDIAN OF THE LOCAL MARKET; OR NATIONAL MARKET DEPENDING ON THE NATURE OF THE EXECUTIVE POSITION - PROVIDE TOTAL COMPENSATION POTENTIAL IN A RANGE BETWEEN 25TH TO 75TH PERCENTILE THROUGH ITS VARIABLE PERFORMANCE PAY PLAN, DEPENDING ON THE NATURE AND EXPERIENCE OF THE EXECUTIVE POSITION - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES - PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS - BALANCE THE NEED TO BE COMPETITIVE WITHIN THE LIMITS OF AVAILABLE FINANCIAL RESOURCES - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - ENSURE THAT PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION, IS CONSISTENT, AND FREE OF DISCRIMINATION IN ORDER TO REINFORCE PAY-FOR-PERFORMANCE AND TO ENSURE A FOCUS ON THE UWGLA MISSION, THE HUMAN RESOURCES COMMITTEE (HR COMMITTEE) BELIEVES A PORTION OF EXECUTIVE COMPENSATION SHOULD BE VARIABLE AND TIED TO PERFORMANCE. AS SUCH, THE HR COMMITTEE HAS INSTITUTED A PERFORMANCE PAY PLAN WHICH PROVIDES THE CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS THE OPPORTUNITY TO EARN PERFORMANCE AWARDS BASED ON SUCCESSFULLY PRODUCING THE RESULTS DETERMINED ANNUALLY IN UWGLA'S PERFORMANCE SCORECARD. THE ANNUAL GOALS WHICH FORM THE SCORECARD ARE TIED DIRECTLY TO OUR MISSION AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FIRM TO REVIEW CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS' COMPENSATION TO ENSURE THE COMPENSATION PROGRAMS AND LEVELS REFLECT THE COMMITTEE'S COMMITMENT TO ALIGN COMPENSATION WITH ORGANIZATION GOALS, OBJECTIVES, AND PERFORMANCE. IN THOSE YEARS WHERE AN INDEPENDENT CONSULTANT IS NOT ENGAGED, THE HUMAN RESOURCES COMMITTEE RELIES ON GENERAL MARKET CONDITIONS TO MAKE ANY CHANGES TO THE EXECUTIVE COMPENSATION PROGRAM. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL AND ADJUSTMENTS TO THIS COMPENSATION AND BENEFITS, INCLUDING INCENTIVE OR PERFORMANCE PAY AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. WE MAKE OUR CONFLICT OF INTEREST POLICY AND BYLAWS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G: | OTHER FEES INCLUDE BANK AND CREDIT PROCESSING FEES FOR OUR AFFORDABLE HOUSING INITIATIVE PROJECT, DIGITAL COMMUNICATIONS ON OUR ADVOCACY WORK, EVENTS, PRODUCTIONS, COMMUNICATIONS, STRATEGIC PLANNING AND OTHER PROFESSIONAL FEES RELATED TO OUR PROGRAMMATIC WORK. MAJORITY OF THESE EXPENSES ARE FUNDED BY VARIOUS GRANTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ADDITIONAL PENSION LIABILITY - UNITED WAY HAS A DEFINED BENEFIT, NONCONTRIBUTORY PENSION PLAN COVERING SUBSTANTIALLY ALL OF ITS REGULAR EMPLOYEES. ACCOUNTING STANDARDS CODIFICATION TOPIC 715 REQUIRES EMPLOYERS TO RECOGNIZE NON-CASH PERIODIC PENSION EXPENSE, CHANGES IN THE OVERFUNDED STATUS AND ACTUARIAL VALUATION OF THE PLAN IN THE YEAR IN WHICH THE EXPENSE AND CHANGES OCCUR THROUGH CHANGES IN NET ASSETS. THAT AMOUNT WAS $1,341,086 IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| AHI FUND II LLC | ||||||||
| 515 S FIGUEROA ST SUITE 900 | LOS ANGELES | CA | 90071 | PROMOTES THE DEVELOPMENT AND MAINTENANCE OF HOUSING IN LOS ANGELES COUNTY. | DE | $6,033,247 | $80,812,810 | UNITED WAY INC |
| AHI FUND III LLC | ||||||||
| 515 S FIGUEROA ST SUITE 900 | LOS ANGELES | CA | 90071 | PROMOTES THE DEVELOPMENT AND MAINTENANCE OF HOUSING IN LOS ANGELES COUNTY. | DE | $0 | $0 | UNITED WAY INC |