UNITED WAY OF THE BAY AREA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF THE BAY AREA (EIN 94-1312348)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-13
IRS object ID: 202611339349303616
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 I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T10:41:10-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 BUSH STREET STE 1000	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	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	941312348	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF THE BAY AREA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	4158084300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 KEARNY ST 510	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KEISHA BROWDER	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	4158084300	PhoneNum
Signature	2026-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	QI WEN LIANG	PreparerPersonNm
PTIN	P01270238	PTIN
Phone	4159561500	PhoneNum
Preparation	2026-05-12	PreparationDt

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 BAY AREA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	KEISHA BROWDER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 KEARNY ST 510	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$19,760,433	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UWBA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1922	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	80	TotalEmployeeCnt
Total Volunteers	2518	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,000,136	PYContributionsGrantsAmt
CY Contributions Grants	$12,805,352	CYContributionsGrantsAmt
PY Program Service Revenue	$94,421	PYProgramServiceRevenueAmt
CY Program Service Revenue	$66,915	CYProgramServiceRevenueAmt
PY Investment Income	$1,049,172	PYInvestmentIncomeAmt
CY Investment Income	$998,513	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$24,240	CYOtherRevenueAmt
PY Total Revenue	$20,143,729	PYTotalRevenueAmt
CY Total Revenue	$13,895,020	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,692,073	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,674,355	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,283,418	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,276,620	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,594	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,256,732	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,612,999	PYOtherExpensesAmt
CY Other Expenses	$5,491,562	CYOtherExpensesAmt
PY Total Expenses	$21,591,084	PYTotalExpensesAmt
CY Total Expenses	$21,442,537	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,447,355	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$7,547,517	CYRevenuesLessExpensesAmt
Total Assets BOY	$31,610,543	TotalAssetsBOYAmt
Total Assets EOY	$24,186,546	TotalAssetsEOYAmt
Total Liabilities BOY	$5,226,931	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,825,401	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$26,383,612	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$19,361,145	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,037,948	ExpenseAmt
Grant	$1,222,481	GrantAmt
Revenue	$0	RevenueAmt
Desc	FREE TAX HELP (FORMERLY KNOWN AS EARN IT! KEEP IT! SAVE IT!): UWBA FREE TAX HELP PROGRAM PROVIDES HIGH-QUALITY FREE TAX PREPARATION IN OUR EIGHT COUNTIES. UWBA WORKS CLOSELY WITH INTERNAL REVENUE SERVICE (IRS) AND LOCAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. UWBA TYPICALLY HAS MORE THAN 100 TAX SITES MANAGED BY OUR COALITION LOCALLY. IN FISCAL YEAR 2025, MANY UWBA SITES WERE ABLE TO OPERATE WITH AN IN-PERSON COMPONENT AND SOME CONTINUED WITH A VIRTUAL OPTION THROUGH UWBA PARTNERSHIP WITH GETYOURREFUND.ORG. THIS YEAR, THE FREE TAX HELP COALITION PREPARED 36,169 HOUSEHOLDS' RETURNS AND HELPED THEM CLAIM OVER $52 MILLION IN REFUNDS. UWBA AIMS TO SERVE A SIMILAR OR HIGHER NUMBER FOR THE NEXT TAX SEASON. UWBA ASSISTS EARNED INCOME TAX CREDIT (EITC)-ELIGIBLE FAMILIES IN CLAIMING LIFECHANGING TAX CREDITS BECAUSE THE EITC AND THE CHILD TAX CREDIT (CTC) ARE CRITICAL POVERTY-FIGHTING TOOLS. THE CREDITS ARE WELL RESEARCHED AND PROVEN TO BE THE MOST EFFECTIVE ANTI-POVERTY PROGRAM IN THE COUNTRY. UWBA HAS ALSO BEEN ABLE TO KEEP NEARLY ALL UWBA SITES OPEN, ENGAGING 1,375 VOLUNTEERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,356,062	ExpenseAmt
Grant	$2,933,764	GrantAmt
Revenue	$0	RevenueAmt
Desc	SPARKPOINT: SPARKPOINT CENTERS WORK WITH FAMILIES TO MEET BASIC NEEDS, INCREASE INCOME, BUILD CREDIT, INCREASE SAVINGS, AND REDUCE DEBT THROUGH OFFERING BASIC NEEDS, CAREER, EDUCATIONAL, AND FINANCIAL SERVICES. SPARKPOINT PROVIDES FREE FINANCIAL COACHING TO WORK ONE-ON-ONE WITH CLIENTS BOTH VIRTUALLY AND IN PERSON TO RECOGNIZE BEHAVIORAL OUTCOMES, SET GOALS, BRAINSTORM STRATEGIES, AND DEVELOP REALISTIC ACTION PLANS TO MOVE PEOPLE TOWARD FINANCIAL PROSPERITY. SPARKPOINT CENTERS ALSO PROVIDE BASIC NEEDS SUPPORT, INCLUDING CONNECTING CLIENTS TO HOUSING AND FOOD RESOURCES AND BENEFITS SCREENING AND ADVOCACY. THROUGHOUT THE PANDEMIC, SPARKPOINT CENTERS MOVED TOWARD A HYBRID MODEL OF SERVICES TO MEET CLIENTS BOTH VIRTUALLY AND IN-PERSON TO BETTER SUPPORT ACCESS TO PUBLIC BENEFITS AND FINANCIAL COACHING SERVICES. IN FISCAL YEAR 2025, SPARKPOINT PROVIDED SERVICES TO 15,616 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 12 SPARKPOINT CENTERS AND OVER 20 SERVICE LOCATIONS. MOST COMMUNITY MEMBERS SOUGHT OUT SPARKPOINT TO ACCESS SUPPORTIVE SERVICES RELATED TO FINANCIAL SERVICES AND GETTING HELP MEETING THEIR BASIC NEEDS. A TOTAL OF 2,521 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 68% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT, AND 1,156 ENROLLED IN PUBLIC BENEFITS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,571,204	ExpenseAmt
Grant	$113,189	GrantAmt
Revenue	$18,200	RevenueAmt
Desc	211: 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UWBA 211 SERVES SAN FRANCISCO, SANTA CLARA, SAN MATEO, MARIN, NAPA AND SOLANO COUNTIES. IN FISCAL YEAR 2025, 211 ANSWERED 51,709 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF 128,629 REFERRALS TO A VARIETY OF RESOURCES TO ADDRESS THEIR NEEDS. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK IN OVER 150 LANGUAGES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$6,621,731	ExpenseAmt
Grant	$2,404,921	GrantAmt
Revenue	$48,715	RevenueAmt
Desc	EMERGENCY FOOD & SHELTER PROGRAM (EFSP): EFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 41ST YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO THE FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA), WHICH WORKS WITH UNITED WAY WORLDWIDE AS THE FISCAL AGENT FOR THE PROGRAM. EFSP IS A UNIQUE PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE FEDERAL GOVERNMENT AND THE UNITED WAY SYSTEM. SINCE ITS INCEPTION, UWBA AND LOCAL BOARDS (LOCAL BOARDS ARE MANDATED LOCAL COMMITTEES THAT HAVE OVERSIGHT OF THE FEDERAL FUNDING) HAVE ALLOCATED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. FOR THIS MOST RECENT ROUND OF FUNDING, EFSP ALLOCATED $2,705,115 TO AGENCIES IN EIGHT COUNTIES. A TOTAL OF 267,686 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 116 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. WHILE THIS IS NOT FUNDING RAISED BY UWBA, IT IS VITAL THAT UWBA'S EXPERTISE AND RELATIONSHIPS ARE LEVERAGED TO SUPPORT OUR LOCAL FOOD AND SHELTER PROGRAMS.EMERGENCY ASSISTANCE NETWORK (EAN): EAN IS A COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. UWBA IS ACTING AS THE BACKBONE CONVENER OF THE EAN TO PROVIDE CONVENING AND STAFF SUPPORT TO THE NETWORK. THIS YEAR THE EAN SERVED 90,091 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED OVER $15 MILLION IN DIRECT ASSISTANCE AS A NETWORK. EAN AGENCIES ASSISTED 37,898 HOUSEHOLDS IN THE COMMUNITY, SPECIFICALLY WITH HOUSING AND UTILITY ASSISTANCE.LABOR COMMUNITY SERVICES: THE LABOR COMMUNITY SERVICES PROGRAM IS A COMPREHENSIVE RESOURCE FOR WORKING FAMILIES. UWBA PROVIDES GRANT FUNDING TO THREE CENTRAL LABOR COUNCILS THAT PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. THE THREE LABOR COMMUNITY SERVICES COUNCILS SERVED 37,507 HOUSEHOLDS (61,082 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS OR PROVIDED NAVIGATION SERVICES AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.YOUTH OPPORTUNITY PATHWAYS: YOUTH OPPORTUNITY PATHWAYS, A UWBA PROGRAM PROVIDES CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUNG PEOPLE AGED 14-28. THIS YEAR, UWBA CONTINUED TO PARTNER ACROSS THE REGION. THROUGH PARTNERSHIPS, WE PROVIDE YOUTH WITH MENTORSHIP, JOB READINESS ACTIVITIES, AND COLLEGE ACCESS SUPPORT. WE ENGAGED WITH 6 COMMUNITY PARTNERS, SERVING 4,116 YOUTH. THESE YOUTH RECEIVED MENTORSHIP SERVICES, AND 1,476 ENROLLED IN FURTHER SKILLS TRAINING OR PARTICIPATED IN CAREER EXPLORATION EVENTS. 246 YOUTH PARTICIPATED IN INTERNSHIPS OR OTHER WORK-BASED LEARNING ACTIVITIES. WE HOSTED OUR ANNUAL COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 16 YOUTH IN THEIR COLLEGE APPLICATION JOURNEY. ADDITIONALLY, OUR SIGNATURE EVENT, ON TRACK, WAS HOSTED AT THE OAKLAND MUSEUM AND HAD 20 CORPORATE PARTNERS VOLUNTEER TO TABLE AND MENTOR YOUNG PEOPLE.HOUSING JUSTICE: UWBA CONTINUED OUR HOUSING JUSTICE WORK THROUGH PROJECTS IN GILROY AND SOLANO COUNTY. THERE WAS $347,200 IN UWBA GRANTMAKING SERVED 8,471 INDIVIDUALS IN OVER 5,417 HOUSEHOLDS. WE CONTINUED OUR COMMUNITY AMBASSADOR GRANTMAKING EFFORTS, TRAINING AND SUPPORTING UWBA AMBASSADORS TO REVIEW APPLICATIONS AND AWARDS. THE AMBASSADORS LED A PROCESS TO GRANT $216,000 TO 20 GRANTEES. UWBA CONTINUED A REGION-WIDE PUBLIC WILL-BUILDING CAMPAIGN, "LEARN, UNDERSTAND, ACT," TO ENGAGE AND ENCOURAGE PEOPLE TO ADVOCATE FOR LOCAL AND REGIONAL POLICY CHANGES THAT WILL INCREASE AFFORDABLE HOUSING IN THE BAY AREA.PUBLIC POLICY: UWBA RECOGNIZES THAT TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA'S MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. IN FISCAL YEAR 2025, UWBA LED 6 POLICY CAMPAIGNS AT THE REGIONAL AND LOCAL LEVELS FOCUSED ON INCREASING THE AVAILABILITY OF AFFORDABLE HOUSING AND EXPANDING TENANT PROTECTIONS FOR RENTERS. WE ALSO ENDORSED 100 POLICIES AND HELD 25 MEETINGS WITH ELECTED OFFICIALS TO ADVOCATE AND BUILD AWARENESS FOR PUBLIC POLICIES. IN PARTNERSHIP WITH UNITED WAYS OF CALIFORNIA (UWCA), UWBA SERVED AS THE REGIONAL ADVOCACY COORDINATOR TO MOBILIZE UWBA, UNITED WAY WINE COUNTRY, UNITED WAY SANTA CRUZ, AND UNITED WAY MONTEREY TO MEET WITH STATE ELECTED OFFICIALS AND ADVOCATE FOR LIVING WAGES, HOUSING JUSTICE, TAX CREDITS, AND THE 211 HELPLINE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$6,621,731	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,404,921	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$48,715	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$15,586,945	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	37	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	80	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
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRIAN KATAOKA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4158084300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 KEARNY ST 510	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MCCARTHY GIOIA
BOARD CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
JOHNSON KEVIN
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
MANZO PETE
TREASURER, CHAIR FINANCE COMMITTEE	2.00	Yes (X)	Yes (X)	$0	$0	$0
CHEN ALICE - BOARD VICE
CHAIR, CHAIR ADVANCEMENT COMMITTEE	2.00	Yes (X)	Yes (X)	$0	$0	$0
ALAFIA JOY
DIRECTOR, CHAIR GOVERNANCE COMMITTEE	2.00	Yes (X)		$0	$0	$0
BASOCO-VILLARREAL ANISSA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BOLARIA-SHIFRIN RUBY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BRANCH MICHELLE - DIRECTOR
CHAIR PUBLIC POLICY COMMITTEE	2.00	Yes (X)		$0	$0	$0
GONZALEZ RUDY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KRIVKOVICH ALEXIS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
STREET ERIC
DIRECTOR, CHAIR AUDIT COMMITTEE	2.00	Yes (X)		$0	$0	$0
BROWDER KEISHA - CHIEF
EXECUTIVE OFFICER (AS OF 10/24)	37.50		Yes (X)	$66,561	$0	$8,949
BATSON KELLY - INTERIM CEO
(THRU 10/24), CCIO (AS OF 10/24)	37.50		Yes (X)	$289,373	$0	$31,015
KATAOKA BRIAN
CHIEF FINANCIAL OFFICER	37.50		Yes (X)	$240,933	$0	$25,152
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER	37.50			$281,610	$0	$40,901	Yes (X)
BRISSENDEN-SMITHSARA ELIZABETH
CHIEF CULTURE OFFICER (AS OF 01/25)	37.50			$159,925	$0	$22,243		Yes (X)
ESCOBAR LAURA
VICE PRESIDENT, SAFETY NET SERVICES	37.50			$172,755	$0	$47,870		Yes (X)
HARDEN NICOLE
VICE PRESIDENT, ECONOMIC SUCCESS	37.50			$161,134	$0	$33,892		Yes (X)
CHAN JACQUELINE - VICE
PRESIDENT, EVALUATION AND LEARNING	37.50			$149,224	$0	$11,549		Yes (X)
CHEUNG WINNIE
VICE PRESIDENT, TRANSFORMATION	37.50			$174,511	$0	$21,731		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,696,026	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$243,302	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
INTELLIGENT TECHNICAL SOLUTIONS
2880 W MEADE AVE STE 350	LAS VEGAS	NV	89102	NETWORK MANAGEMENT	$292,580
A2Z MEDIA GROUP LLC
1350 ARNOLD DR STE 201	MARTINEZ	CA	94553	MEDIA ADVERTISING	$279,165
COMMUNITY COUNSELLING SERVICE CO LLC
527 MADISON AVE 5TH FL	NEW YORK	NY	10022	COMMUNITY CAMPAIGN CONSULTING	$220,096
MOSS ADAMS LLP
PO BOX 101822	PASADENA	CA	911891822	TAX & AUDIT SERVICES	$124,975
HUTCHESON CREATIVE LLC DBA GOODLY
117 MONTGOMERY ST	ROSEVILLE	CA	95678	VIDEO PRODUCTIONS	$104,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$4,300,470	GovernmentGrantsAmt
All Other Contributions	$8,504,882	AllOtherContributionsAmt
Noncash Contributions	$392,431	NoncashContributionsAmt
Total Contributions	$12,805,352	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PLEDGE PROCESSING FEES	900099	$48,715	$48,715
CONSULTING FEE INCOME	900099	$18,200	$18,200

Field	Value	IRS element (for citing)
Total Program Service Revenue	$66,915	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$525,596	TotalRevenueColumnAmt
Exclusion	$525,596	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,338,330	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,865,413	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$472,917	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$472,917	TotalRevenueColumnAmt
Exclusion	$472,917	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	INSURANCE REIMBURSEMENT	Desc
Business	900099	BusinessCd
Total Revenue Column	$24,240	TotalRevenueColumnAmt
Exclusion	$24,240	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$24,240	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,895,020	TotalRevenueColumnAmt
Related Or Exempt Func Income	$66,915	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,022,753	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	$6,674,355	TotalAmt
Program Services	$6,674,355	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,187,256	TotalAmt
Program Services	$382,427	ProgramServicesAmt
Management And General	$517,037	ManagementAndGeneralAmt
Fundraising	$287,792	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,203,894	TotalAmt
Program Services	$4,327,819	ProgramServicesAmt
Management And General	$820,557	ManagementAndGeneralAmt
Fundraising	$1,055,518	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$340,740	TotalAmt
Program Services	$235,580	ProgramServicesAmt
Management And General	$55,051	ManagementAndGeneralAmt
Fundraising	$50,109	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,023,960	TotalAmt
Program Services	$616,699	ProgramServicesAmt
Management And General	$288,238	ManagementAndGeneralAmt
Fundraising	$119,023	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$520,770	TotalAmt
Program Services	$336,423	ProgramServicesAmt
Management And General	$89,610	ManagementAndGeneralAmt
Fundraising	$94,737	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,445	TotalAmt
Management And General	$11,445	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$197,685	TotalAmt
Management And General	$197,685	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,712	TotalAmt
Program Services	$1,712	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$85,154	TotalAmt
Management And General	$85,154	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,524,803	TotalAmt
Program Services	$1,627,738	ProgramServicesAmt
Management And General	$109,324	ManagementAndGeneralAmt
Fundraising	$787,741	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$297,846	TotalAmt
Program Services	$188,455	ProgramServicesAmt
Fundraising	$109,391	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$429,791	TotalAmt
Program Services	$239,441	ProgramServicesAmt
Management And General	$39,143	ManagementAndGeneralAmt
Fundraising	$151,207	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$494,475	TotalAmt
Program Services	$210,919	ProgramServicesAmt
Management And General	$87,957	ManagementAndGeneralAmt
Fundraising	$195,599	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$381,326	TotalAmt
Program Services	$161,838	ProgramServicesAmt
Management And General	$88,992	ManagementAndGeneralAmt
Fundraising	$130,496	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$176,189	TotalAmt
Program Services	$118,005	ProgramServicesAmt
Management And General	$11,117	ManagementAndGeneralAmt
Fundraising	$47,067	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$179,967	TotalAmt
Program Services	$139,980	ProgramServicesAmt
Management And General	$5,177	ManagementAndGeneralAmt
Fundraising	$34,810	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$86,201	TotalAmt
Program Services	$35,601	ProgramServicesAmt
Management And General	$20,516	ManagementAndGeneralAmt
Fundraising	$30,084	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$182,983	TotalAmt
Program Services	$75,572	ProgramServicesAmt
Management And General	$43,550	ManagementAndGeneralAmt
Fundraising	$63,861	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$92,441	TotalAmt
Program Services	$38,178	ProgramServicesAmt
Management And General	$22,001	ManagementAndGeneralAmt
Fundraising	$32,262	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$67,317	TotalAmt
Management And General	$67,317	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEMBERSHIP DUES	$119,985	$108,512	$3,261	$8,212
PLEDGE PROCESSING	$102,828	$42,468	$24,473	$35,887
RECRUITMENT	$44,835	$18,517	$10,671	$15,647

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,579	TotalAmt
Program Services	$6,706	ProgramServicesAmt
Management And General	$584	ManagementAndGeneralAmt
Fundraising	$7,289	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$21,442,537	TotalAmt
Program Services	$15,586,945	ProgramServicesAmt
Management And General	$2,598,860	ManagementAndGeneralAmt
Fundraising	$3,256,732	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$324,432	BOYAmt
EOY	$1,688,518	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$220,675	BOYAmt
EOY	$1,054,187	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,084,146	BOYAmt
EOY	$5,420,754	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,397	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,087,859	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,910,060	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$239,764	BOYAmt
EOY	$177,799	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$17,410,826	BOYAmt
EOY	$12,879,943	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,319,303	BOYAmt
EOY	$2,965,345	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,610,543	BOYAmt
EOY	$24,186,546	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,784,928	BOYAmt
EOY	$1,610,494	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$983,590	BOYAmt
EOY	$1,051,973	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,330	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,455,083	BOYAmt
EOY	$2,162,934	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,226,931	BOYAmt
EOY	$4,825,401	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	$12,542,374	BOYAmt
EOY	$7,933,856	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,841,238	BOYAmt
EOY	$11,427,289	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$26,383,612	BOYAmt
EOY	$19,361,145	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$31,610,543	BOYAmt
EOY	$24,186,546	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$7,547,517	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$525,050	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,856,628	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,294,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,125,539	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,000,136	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,805,352	CurrentTaxYearAmt
Total	$112,082,619	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,856,628	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,294,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,125,539	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,000,136	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,805,352	CurrentTaxYearAmt
Total	$112,082,619	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$18,830,369	SubstantialContributorsTotAmt
Public Support Total170	$93,252,250	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$739,399	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$975,411	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$873,782	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$410,753	CurrentTaxYearMinus1YearAmt
Current Tax Year	$525,596	CurrentTaxYearAmt
Total	$3,524,941	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$24,240	CurrentTaxYearAmt
Total	$24,240	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$115,631,800	TotalSupportAmt
Gross Receipts Rltd Activities	$701,643	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80650	PublicSupportCY170Pct
Public Support PY170	0.82660	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,712	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,712	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$21,440,825	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$21,442,537	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$26,038	CurrentYearMinus2Amt
Current Year Minus1	$2,342	CurrentYearMinus1Amt
Current Year	$1,712	CurrentYearAmt
Total	$30,092	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	1	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	0	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$0	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$79,750	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$703,771	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$0	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,306	BeginningYearBalanceAmt
Investment Earnings Or Losses	$660,611	InvestmentEarningsOrLossesAmt
Other Expenditures	$240,664	OtherExpendituresAmt
End Year Balance	$6,740,253	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,911,571	BeginningYearBalanceAmt
Investment Earnings Or Losses	$641,963	InvestmentEarningsOrLossesAmt
Other Expenditures	$233,228	OtherExpendituresAmt
End Year Balance	$6,320,306	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,280,532	BeginningYearBalanceAmt
Investment Earnings Or Losses	$514,990	InvestmentEarningsOrLossesAmt
Other Expenditures	$883,951	OtherExpendituresAmt
End Year Balance	$5,911,571	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,524,436	BeginningYearBalanceAmt
Investment Earnings Or Losses	$85,177	InvestmentEarningsOrLossesAmt
Other Expenditures	$329,081	OtherExpendituresAmt
End Year Balance	$6,280,532	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,060,888	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,731,554	InvestmentEarningsOrLossesAmt
Other Expenditures	$241,941	OtherExpendituresAmt
Administrative Expenses	$26,065	AdministrativeExpensesAmt
End Year Balance	$6,524,436	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.58000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.42000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$158,130	OtherCostOrOtherBasisAmt
Depreciation	$127,409	DepreciationAmt
Book Value	$30,721	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$220,684	OtherCostOrOtherBasisAmt
Depreciation	$220,684	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,709,045	OtherCostOrOtherBasisAmt
Depreciation	$1,561,967	DepreciationAmt
Book Value	$147,078	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$177,799	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
ROU ASSET	$1,937,325
OTHER RECEIVABLES	$1,028,020

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,965,345	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITY	$2,134,246
SPLIT INTEREST AGREEMENTS	$15,227
DEFERRED EXPENSES	$13,461

Field	Value	IRS element (for citing)
Total Liability	$2,162,934	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$14,339,400	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$525,050	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,014,356	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$1,539,406	RevenueNotReportedAmt
Revenue Subtotal	$12,799,994	RevenueSubtotalAmt
Investment Expenses Not Incld	$85,154	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$1,009,872	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,095,026	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,895,020	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$21,361,867	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,014,356	DonatedServicesUseFcltsAmt
Expenses Not Reported	$1,014,356	ExpensesNotReportedAmt
Expenses Subtotal	$20,347,511	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$85,154	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$1,009,872	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,095,026	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$21,442,537	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	DONOR DESIGNATIONS (OR "AGENCY TRANSACTIONS") CONSIST OF CONTRIBUTIONS THAT ARE DESIGNATED BY THE DONOR TO NONPROFIT ORGANIZATIONS OTHER THAN UWBA. THE DONOR DESIGNATIONS AND ALLOCATIONS PAYABLE IS REPORTED ON FORM 990, PART X, LINE 21.
PART V, LINE 4:	ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
PART X, LINE 2:	UWBA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DONOR DESIGNATED PLEDGES 1,009,872.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DONOR DESIGNATED PLEDGES 1,009,872.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (130 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
RICHMOND COMMUNITY FOUNDATION
3260 BLUME DRIVE SUITE 110	RICHMOND	CA	94806	943337754	501(C)(3)	$745,000	$0	PROGRAM GRANT
EAST BAY ASIAN LOCAL DEVELOPMENT CORP
1825 SAN PABLO AVE SUITE 200	OAKLAND	CA	94612	510171851	501(C)(3)	$362,895	$0	PROGRAM GRANT
CHILDREN'S NETWORK OF SOLANO COUNTY
827 MISSOURI STREET SUITE 5	FARIFIELD	CA	94533	680014506	501(C)(3)	$295,000	$0	PROGRAM GRANT
COMMUNITY ACTION MARIN
555 NORTHGATE DR 201	SAN RAFAEL	CA	94903	946136365	501(C)(3)	$196,000	$0	PROGRAM GRANT
SAN FRANCISCO LABOR COUNCIL AFL-CIO
1188 FRANKLIN ST STE 203	SAN FRANCISCO	CA	94109	940835955	501(C)(3)	$180,000	$0	PROGRAM GRANT
UNITED WAY WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITE	SANTA ROSA	CA	95407	941669646	501(C)(3)	$152,500	$0	PROGRAM GRANT	160
COMMUNITY LIVING CAMPAIGN
1663 MISSION STREET SUITE 525	SAN FRANCISCO	CA	94103	261697250	501(C)(3)	$138,286	$0	PROGRAM GRANT
ON THE MOVE
780 LINCOLN AVENUE	NAPA	CA	94558	753149095	501(C)(3)	$137,963	$0	PROGRAM GRANT
FREMONT FAMILY RESOURCE CENTER CORPORATION
39155 LIBERTY STREET SUITE A110	FREMONT	CA	94537	943333831	501(C)(3)	$130,000	$0	PROGRAM GRANT
INTERFACE CHILDREN FAMILY SERVICES
4001 MISSION OAKS BLVD SUITE I	CAMARILLO	CA	930125121	952944459	501(C)(3)	$109,082	$0	PROGRAM GRANT
AMERICAN FEDERATION OF LABOR
1710 S AMPHLETT BLVD STE 306	SAN MATEO	CA	94402	940376370	501(C)(3)	$100,000	$0	PROGRAM GRANT
CONTRA COSTA AFL-CIO CENTRAL LABOR COUNCIL
PO BOX 389	MARTINEZ	CA	94553	940402674	501(C)(3)	$100,000	$0	PROGRAM GRANT
SAN ANTONIO COMMUNITY DEVELOPMENT CORP
2228 EAST 15TH STREET	OAKLAND	CA	94606	942675448	501(C)(3)	$92,811	$0	PROGRAM GRANT
CHINATOWN COMMUNITY DEVELOPMENT CENTER INC
615 GRANT AVE	SAN FRANCISCO	CA	94108	942514053	501(C)(3)	$91,897	$0	PROGRAM GRANT
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
TRI-VALLEY CAREER CENTER7600 DUBLIN	DUBLIN	CA	94568	941670563	501(C)(3)	$90,000	$0	PROGRAM GRANT	BLVD 3RD FLOOR
THE SALVATION ARMY - KROC CENTER
242 TURK ST	SAN FRANCISCO	CA	94102	941156347	501(C)(3)	$85,905	$0	PROGRAM GRANT
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE	SAN MATEO	CA	94402	943084147	501(C)(3)	$80,000	$0	PROGRAM GRANT
SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO
3401 CSM DRIVE	SAN MATEO	CA	94402	943084147	501(C)(3)	$62,000	$0	PROGRAM GRANT
THE UNITY COUNCIL OF ALAMEDA COUNTY INC
1900 FRUITVALE AVE SUITE 2A	OAKLAND	CA	94601	941670490	501(C)(3)	$62,000	$0	PROGRAM GRANT
SAN JOSE CONSERVATION CORPS
1560 BERGER DRIVE	SAN JOSE	CA	95112	770155997	501(C)(3)	$60,027	$0	PROGRAM GRANT
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE	SAN FRANCISCO	CA	94102	941513140	501(C)(3)	$58,496	$0	PROGRAM GRANT
LAO FAMILY COMMUNITY DEVELOPMENT INC
2325 EAST 12TH STREET	OAKLAND	CA	94601	943115164	501(C)(3)	$55,000	$0	PROGRAM GRANT
IMAN NETWORK INC
2060 COOLIDGE DR	SANTA CLARA	CA	95051	850911768	501(C)(3)	$54,992	$0	PROGRAM GRANT
RISING SUN CENTER FOR OPPORTUNITY
1116 36TH STREET	OAKLAND	CA	94608	770359133	501(C)(3)	$54,070	$0	PROGRAM GRANT
UP VALLEY FAMILY CENTERS OF NAPA COUNTY
1440 SPRING STREET	SAINT HELENA	CA	94574	800023012	501(C)(3)	$50,000	$0	PROGRAM GRANT
TENDERLOIN LOWERPOLK MERCHANTS ASSOCIATION INC
625 LARKIN STREET APT 402	SAN FRANCISCO	CA	94109	862256508	501(C)(3)	$47,815	$0	PROGRAM GRANT
URBAN HABITAT PROGRAM
2000 FRANKLIN STREET	OAKLAND	CA	94612	200275424	501(C)(3)	$47,500	$0	PROGRAM GRANT
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD 200	SAN JOSE	CA	95134	942762269	501(C)(3)	$46,800	$0	PROGRAM GRANT
CENTER FOR NEW MUSIC SAN FRANCISCO INC
55 TAYLOR ST	SAN FRANCISCO	CA	94102	461228251	501(C)(3)	$44,432	$0	PROGRAM GRANT
WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVE	CUPERTINO	CA	95014	942211685	501(C)(3)	$42,000	$0	PROGRAM GRANT
509 CULTURAL CENTER
1007 MARKET STREET	SAN FRANCISCO	CA	94103	943095774	501(C)(3)	$41,497	$0	PROGRAM GRANT
CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET 104	SAN FRANCISCO	CA	94108	942152893	501(C)(3)	$40,000	$0	PROGRAM GRANT
COMMUNITY AGENCY FOR RESOURCES ADVOCACY AND SERVICES (CARAS
381-B FIRST STREET	GILROY	CA	95020	452834101	501(C)(3)	$36,800	$0	PROGRAM GRANT
SAN MATEO COUNTY CCD - CANADA COLLEGE
3401 CSM DRIVE	SAN MATEO	CA	94402	943084147	501(C)(3)	$35,000	$0	PROGRAM GRANT
TIDES CENTER
1012 TOMEY AVE	SAN FRANCISCO	CA	94129	943213100	501(C)(3)	$35,000	$0	PROGRAM GRANT
CANAL ALLIANCE
91 LARKSPUR STREET	SAN RAFAEL	CA	94901	942832648	501(C)(3)	$30,000	$0	PROGRAM GRANT
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET	SAN JOSE	CA	95110	237179787	501(C)(3)	$30,000	$0	PROGRAM GRANT
ADOPT A FAMILY OF MARIN
35 MITCHELL BLVD SUITE 16	SAN RAFAEL	CA	94903	680239712	501(C)(3)	$29,000	$0	PROGRAM GRANT
SHELTER INC
PO BOX 5368	CONCORD	CA	94524	680117241	501(C)(3)	$29,000	$0	PROGRAM GRANT
SISTER TO SISTER 2 INC
2363A SAN PABLO AVENUE	OAKLAND	CA	94612	271885809	501(C)(3)	$29,000	$0	PROGRAM GRANT
MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301	SAN FRANCISCO	CA	94110	510187791	501(C)(3)	$28,000	$0	PROGRAM GRANT
BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS)
1918 UNIVERSITY AVE 2A	BERKELEY	CA	94704	510173390	501(C)(3)	$27,000	$0	PROGRAM GRANT
FOOD BANK OF CONTRA COSTA & SOLANO
4010 NELSON AVENUE	CONCORD	CA	94520	942418054	501(C)(3)	$26,073	$0	PROGRAM GRANT
COMMUNITY HOUSING DEVELOPMENT CORPORATION
1535 A FRED JACKSON WAY	RICHMOND	CA	94801	680235719	501(C)(3)	$25,000	$0	PROGRAM GRANT
NEW HAVEN UNIFIED SCHOOL DISTRICT
34200 ALVARADO-NILES ROAD	UNION CITY	CA	94587	941717886	501(C)(3)	$25,000	$0	PROGRAM GRANT
USA CYCLING FOUNDATION
210 USA CYCLING POINT STE 100	COLORADO SPRINGS	CO	80919	841529751	501(C)(3)	$25,000	$0	PROGRAM GRANT
EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREET	SAN FRANCISCO	CA	94116	941186168	501(C)(3)	$24,940	$0	PROGRAM GRANT
COMPASS FAMILY SERVICES
37 GROVE STREET	SAN FRANCISCO	CA	94102	941156622	501(C)(3)	$24,750	$0	PROGRAM GRANT
FAMILY HOUSE- SAN FRANCISCO
540 MISSION BAY BLVD NORTH	SAN FRANCISCO	CA	94158	942722663	501(C)(3)	$24,750	$0	PROGRAM GRANT
HAMILTON FAMILIES
2567 MISSION STREET	SAN FRANCISCO	CA	94110	943055602	501(C)(3)	$24,750	$0	PROGRAM GRANT
THE FATHERS HOUSE
126 PEABODY ROAD	VACAVILLE	CA	95687	680408159	501(C)(3)	$23,093	$0	PROGRAM GRANT
DIXON FAMILY SERVICES
155 NORTH SECOND STREET	DIXON	CA	95620	680041829	501(C)(3)	$23,000	$0	PROGRAM GRANT
EAST BAY HOUSING ORGANIZATIONS
538 - 9TH STREET STE 200	OAKLAND	CA	94607	943232405	501(C)(3)	$22,500	$0	PROGRAM GRANT
NORTHEAST COMMUNITY FEDERAL CREDIT UNION
127 WAVERLY PLACE	SAN FRANCISCO	CA	94108	942891498	501(C)(3)	$22,500	$0	PROGRAM GRANT
RICHMOND NEIGHBORHOOD HOUSING SERVICES
3220 BLUME DRIVE STE 198	RICHMOND	CA	94806	942791683	501(C)(3)	$22,500	$0	PROGRAM GRANT
PACIFICA RESOURCE CENTER
PO BOX 1397	PACIFICA	CA	94044	811496989	501(C)(3)	$22,000	$0	PROGRAM GRANT
THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREET STE 8	SAN FRANCISCO	CA	94110	941730620	501(C)(3)	$22,000	$0	PROGRAM GRANT
CITY COLLEGE OF SAN FRANCISCO
50 FRIDA KAHLO WAY SMITH HALL ROOM	SAN FRANCISCO	CA	94112		GOVERNMENT	$20,000	$0	PROGRAM GRANT	118
CITY OF OAKLAND
150 FRANK H OGAWA PLAZA SUITE 4340	OAKLAND	CA	94612	946000384	501(C)(3)	$20,000	$0	PROGRAM GRANT
NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA
369 PINE STREET SUITE 350	SAN FRANCISCO	CA	94104	942741597	501(C)(3)	$20,000	$0	PROGRAM GRANT
ONE TREASURE ISLAND
1 AVENUE OF THE PALMS ROOM 166	SAN FRANCISCO	CA	94130	943280624	501(C)(3)	$20,000	$0	PROGRAM GRANT
SOMOS MAYFAIR INC
1695 ALUM ROCK AVE SUITE 10	SAN JOSE	CA	95116	770499813	501(C)(3)	$20,000	$0	PROGRAM GRANT
COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
22351 CITY CENTER DRIVE SUITE 100	HAYWARD	CA	94541	237218859	501(C)(3)	$16,000	$0	PROGRAM GRANT
TRAVIS CREDIT UNION FOUNDATION
PO BOX 1086	VACAVILLE	CA	95687	824159040	501(C)(3)	$16,000	$0	PROGRAM GRANT
FILIPINO COMMUNITY DEVELOPMENT CORPORATION
953 MISSION STREET SUITE 20	SAN FRANCISCO	CA	94103	812601416	501(C)(3)	$15,471	$0	PROGRAM GRANT
ALAMEDA FOOD BANK
PO BOX 2167	ALAMEDA	CA	94501	942878910	501(C)(3)	$15,437	$0	PROGRAM GRANT
BAY AREA COMMUNITY LAND TRUST
PO BOX 2652	BERKELEY	CA	94702	205420298	501(C)(3)	$15,000	$0	PROGRAM GRANT
COCOKIDS INC
1035 DETROIT AVE SUITE 200	CONCORD	CA	94518	942383037	501(C)(3)	$15,000	$0	PROGRAM GRANT
DISTRICT COUNCIL OF CC COUNTY SOCIETY OF ST VINCENT DE PAUL
2210 GLADSTONE DRIVE	PITTSBURG	CA	94565	941448577	501(C)(3)	$15,000	$0	PROGRAM GRANT
HOMELESS PRENATAL PROGRAM
2500 18TH STREET	SAN FRANCISCO	CA	94110	943146280	501(C)(3)	$15,000	$0	PROGRAM GRANT
HOPE SOLUTIONS
399 TAYLOR BLVD SUITE 115	PLEASANT HILL	CA	94553	911797391	501(C)(3)	$15,000	$0	PROGRAM GRANT
MAGNOLIA WOMEN'S RECOVERY PROGRAMS INC
17 EMBARCADERO COVE	OAKLAND	CA	94606	810603045	501(C)(3)	$15,000	$0	PROGRAM GRANT
PUENTE DE LA COSTA SUR
PO BOX 554	PESCADERO	CA	94060	371484262	501(C)(3)	$15,000	$0	PROGRAM GRANT
RODRIGUEZ ATHLETIC BOOSTERS
5000 RED TOP ROAD	FAIRFIELD	CA	94534	680486564	501(C)(3)	$14,576	$0	PROGRAM GRANT
SAN FRANCISCO CITY HALL IFTAR COALITION INC
201 TURK STREET 212	SAN FRANCISCO	CA	94102	844949751	501(C)(3)	$14,565	$0	PROGRAM GRANT
A PLACE-2-LIVE INC
301 GEORGIA ST STE 221	VALLEJO	CA	94590	611461711	501(C)(3)	$14,000	$0	PROGRAM GRANT
AGAPE COUNSELING CENTER AND NETWORK
PO BOX 2433	FAIRFIELD	CA	94533	472541023	501(C)(3)	$14,000	$0	PROGRAM GRANT
THE BASIC FUND
1301 CLAY STREET UNIT 70450	OAKLAND	CA	94612	943290699	501(C)(3)	$13,000	$0	PROGRAM GRANT
ST PERPETUA SCHOOL
3445 HAMLIN RD	LAFAYETTE	CA	94549	941535363	501(C)(3)	$12,923	$0	PROGRAM GRANT
BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVD	LOS ANGELES	CA	90015	261254255	501(C)(3)	$12,500	$0	PROGRAM GRANT
HABITAT FOR HUMANITY EAST BAY SILICON VALLEY INC
2619 BROADWAY	OAKLAND	CA	94612	943053687	501(C)(3)	$12,000	$0	PROGRAM GRANT
ST MARY'S CENTER
925 BROCKHURST STREET	OAKLAND	CA	94608	680172229	501(C)(3)	$12,000	$0	PROGRAM GRANT
CHRIST COVENANT ATLANTA GEORGIA
221 ARMOR DR NE	ATLANTA	CA	30324		501(C)(3)	$11,925	$0	PROGRAM GRANT
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300	JACKSONVILLE	FL	32256	202370934	501(C)(3)	$11,020	$0	PROGRAM GRANT
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EAST	BENICIA	CA	94510	680294153	501(C)(3)	$11,000	$0	PROGRAM GRANT
RENAISSANCE ENTREPRENEURSHIP CENTER
275 5TH STREET	SAN FRANCISCO	CA	94103	942793122	501(C)(3)	$11,000	$0	PROGRAM GRANT
PIEDMONT EDUCATIONAL FOUNDATION
401 HIGHLAND AVENUE	PIEDMONT	CA	94611	946426176	501(C)(3)	$10,750	$0	PROGRAM GRANT
COMPASS FAMILY SERVICES
37 GROVE STREET	SAN FRANCISCO	CA	94102	941156622	501(C)(3)	$10,500	$0	PROGRAM GRANT
ASIAN PACIFIC AMERICAN COMMUNITY CENTER
66 RAYMOND AVENUE	SAN FRANCISCO	CA	94134	943357710	501(C)(3)	$10,000	$0	PROGRAM GRANT
COASTSIDE HOPE
99 AVENUE ALHAMBRA	EL GRANADA	CA	94018	510199747	501(C)(3)	$10,000	$0	PROGRAM GRANT
EAST BAY AGENCY FOR CHILDREN
2828 FORD STREET	OAKLAND	CA	94601	941358309	501(C)(3)	$10,000	$0	PROGRAM GRANT
EDEN I AND R INC
570 B STREET	HAYWARD	CA	94544	942339050	501(C)(3)	$10,000	$0	PROGRAM GRANT
FRESH LIFELINES FOR YOUTH INC
568 VALLEY WAY	MILPITAS	CA	95035	522234595	501(C)(3)	$10,000	$0	PROGRAM GRANT
LAFAYETTE-ORINDA PRESBYTERIAN CHURCH
49 KNOX DRIVE	LAFAYETTE	CA	94549	941275252	501(C)(3)	$10,000	$0	PROGRAM GRANT
MILES HALL FOUNDATION INC
35 SANDRA COURT	WALNUT CREEK	CA	94595	843451430	501(C)(3)	$10,000	$0	PROGRAM GRANT
PARS EQUALITY CENTER
1635 THE ALAMEDA	SAN JOSE	CA	95126	272969900	501(C)(3)	$10,000	$0	PROGRAM GRANT
SAN JOSE CITY COLLEGE
40 S MARKET ST	SAN JOSE	CA	95113	770100756	501(C)(3)	$10,000	$0	PROGRAM GRANT
ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVE	ORINDA	CA	94563	941399270	501(C)(3)	$10,000	$0	PROGRAM GRANT
CATHOLIC CHARITIES OF THE EAST BAY
433 JEFFERSON STREET	OAKLAND	CA	94607	942677202	501(C)(3)	$9,858	$0	PROGRAM GRANT
CAMP TAYLOR
8224 W GRAYSON ROAD	MODESTO	CA	95358	043709177	501(C)(3)	$8,742	$0	PROGRAM GRANT
SAN FRANCISCO COMMUNITY EMPOWERMENT CTR
2875 SAN BRUNO AVENUE	SAN FRANCISCO	CA	94134	204121042	501(C)(3)	$8,500	$0	PROGRAM GRANT
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	620646012	501(C)(3)	$8,161	$0	PROGRAM GRANT
CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
2201 BROADWAY 600	OAKLAND	CA	94612	940382330	501(C)(3)	$8,135	$0	PROGRAM GRANT
THE UNIVERSITY CORPORATION SAN FRANCISCO STATE
1600 HOLLOWAY AVENUE ADM 361	SAN FRANCISCO	CA	94132	941384645	501(C)(3)	$8,000	$0	PROGRAM GRANT
LAFAYETTE PARTNERS IN EDUCATION
3450-A GOLDEN GATE WAY	LAFAYETTE	CA	94549	942699518	501(C)(3)	$7,867	$0	PROGRAM GRANT
BILL WILSON CENTER
3490 THE ALAMEDA	SANTA CLARA	CA	95050	942221849	501(C)(3)	$7,500	$0	PROGRAM GRANT
CONTRA COSTA CRISIS CENTER
PO BOX 3364	WALNUT CREEK	CA	94598	941747227	501(C)(3)	$7,500	$0	PROGRAM GRANT
HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
2905 S EL CAMINO REAL	SAN MATEO	CA	94403	943395945	501(C)(3)	$7,500	$0	PROGRAM GRANT
HUMAN INVESTMENT PROJECT INC AKA HIP HOUSING
800 S CLAREMONT STREET 210	SAN MATEO	CA	94402	942154614	501(C)(3)	$7,500	$0	PROGRAM GRANT
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUE	SAN FRANCISCO	CA	94132	931137247	501(C)(3)	$7,500	$0	PROGRAM GRANT
TAX-AID
235 MONTGOMERY STREET SUITE 1155	SAN FRANCISCO	CA	94104	943062518	501(C)(3)	$7,500	$0	PROGRAM GRANT
ALZHEIMERS FOUNDATION OF AMERICA
322 EIGHTH AVENUE 7TH FLOOR	NEW YORK	NY	10001	911792864	501(C)(3)	$7,386	$0	PROGRAM GRANT
HOLY TRINITY HIGH SCHOOL-CHICAGO
1443 WEST DIVISION STREET	CHICAGO	IL	60642	362431052	501(C)(3)	$7,125	$0	PROGRAM GRANT
TRUSTEES OF WESTMINSTER SCHOOL INC
995 HOPMEADOW ST	SIMSBURY	CT	06070	060646960	501(C)(3)	$7,125	$0	PROGRAM GRANT
BAYVIEW HUNTERS POINT YMCA
1601 LANE STREET	SAN FRANCISCO	CA	94124	940997140	501(C)(3)	$7,000	$0	PROGRAM GRANT
HAYWARD AREA RECREATION AND PARK DISTRICT (HARD)
1099 E STREET	HAYWARD	CA	94541	946000728	501(C)(3)	$7,000	$0	PROGRAM GRANT
RUBICON PROGRAMS INC
2500 BISSELL AVENUE	RICHMOND	CA	94804	942301550	501(C)(3)	$7,000	$0	PROGRAM GRANT
SAMARITAN HOUSE
4031 PACIFIC BLVD 3RD FLOOR	SAN MATEO	CA	94403	237416272	501(C)(3)	$7,000	$0	PROGRAM GRANT
CHURCH OF JESUS CHRIST LDS CORPORATION OF THE PRESIDENT
50 E NORTH TEMPLE STREET	SALT LAKE CITY	UT	84150	870234341	501(C)(3)	$6,865	$0	PROGRAM GRANT
UNITED WAY OF GREATER UNION COUNTY
219 CENTRAL AVE	RAHWAY	NJ	07065	221904427	501(C)(3)	$6,617	$0	PROGRAM GRANT
10000 DEGREES
1401 LOS GAMOS DR SUITE 205	SAN RAFAEL	CA	94903	953667812	501(C)(3)	$6,555	$0	PROGRAM GRANT
SOCIETY OF ST VINCENT DE PAUL ALAMEDA COUNTY
2272 SAN PABLO AVENUE	OAKLAND	CA	94612	941156493	501(C)(3)	$6,443	$0	PROGRAM GRANT
RICHMOND COMMUNITY FOUNDATION
3260 BLUME DRIVE SUITE 110	RICHMOND	CA	94806	943337754	501(C)(3)	$6,175	$0	PROGRAM GRANT
AMERICAN CANCER SOCIETY INC CALIFORNIA DIVISION
1001 MARINA VILLAGE PARKWAY SUITE	ALAMEDA	CA	94501	131788491	501(C)(3)	$5,782	$0	PROGRAM GRANT	300
SPCA OF SOLANO COUNTY
2200 PEABODY ROAD	VACAVILLE	CA	95687	942607843	501(C)(3)	$5,768	$0	PROGRAM GRANT
PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN ST	SANTA BARBARA	CA	93101	952319356	501(C)(3)	$5,750	$0	PROGRAM GRANT
SUMMER SEARCH
304 12TH STREET SUITE 4A	OAKLAND	CA	94607	680200138	501(C)(3)	$5,742	$0	PROGRAM GRANT
BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EAST	BENICIA	CA	94510	680294153	501(C)(3)	$5,499	$0	PROGRAM GRANT
ALTERNATIVE COOPERATIVE EDUCATION PROGRAM AT HEMLOCK
400 HEMLOCK STREET	VACAVILLE	CA	95688	680405810	501(C)(3)	$5,293	$0	PROGRAM GRANT
CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
50 EAST NORTH TEMPLE ROOM 1521	SALT LAKE CITY	UT	84150	870234341	501(C)(3)	$5,050	$0	PROGRAM GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	130	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)(3) ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER	$245,417	$0	$36,193	$0	$0	$0	$16,906	$0	$23,995	$0	$322,511	$0	$0	$0
BATSON KELLY - INTERIM CEO
(THRU 10/24), CCIO (AS OF 10/24)	$289,373	$0	$0	$0	$0	$0	$16,453	$0	$14,562	$0	$320,388	$0	$0	$0
KATAOKA BRIAN
CHIEF FINANCIAL OFFICER	$220,473	$0	$20,460	$0	$0	$0	$11,913	$0	$13,239	$0	$266,085	$0	$0	$0
ESCOBAR LAURA
VICE PRESIDENT, SAFETY NET SERVICES	$166,755	$0	$6,000	$0	$0	$0	$13,216	$0	$34,654	$0	$220,625	$0	$0	$0
CHEUNG WINNIE
VICE PRESIDENT, TRANSFORMATION	$174,511	$0	$0	$0	$0	$0	$8,668	$0	$13,063	$0	$196,242	$0	$0	$0
HARDEN NICOLE
VICE PRESIDENT, ECONOMIC SUCCESS	$155,134	$0	$6,000	$0	$0	$0	$9,388	$0	$24,504	$0	$195,026	$0	$0	$0
BRISSENDEN-SMITHSARA ELIZABETH
CHIEF CULTURE OFFICER (AS OF 01/25)	$159,925	$0	$0	$0	$0	$0	$8,383	$0	$13,860	$0	$182,168	$0	$0	$0
CHAN JACQUELINE - VICE
PRESIDENT, EVALUATION AND LEARNING	$149,224	$0	$0	$0	$0	$0	$7,225	$0	$4,324	$0	$160,773	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 7	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	12	ContributionCnt
Noncash Contributions Rpt F990	$392,431	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE AT DONATION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 6	VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS.
FORM 990, PART VI, SECTION A, LINE 1A	THE EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11B	FOLLOWING THE COMPLETION OF ALL DATA REQUESTS, UWBA'S INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE TAX FILINGS AND ARRANGES TO MEET WITH THE UWBA FINANCE TEAM TO DISCUSS ANY POTENTIAL AMENDMENTS. BASED ON THESE DISCUSSIONS, A FINAL DRAFT OF FORM 990 IS PREPARED AND REVIEWED INTERNALLY BY THE CHIEF FINANCIAL OFFICER AND THE CONTROLLER. THE TAX RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND SUBSEQUENTLY DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS FOR INFORMATIONAL REVIEW PRIOR TO FILING. UPON COMPLETION OF THESE REVIEWS, THE INDEPENDENT ACCOUNTING FIRM ISSUES BOTH A COMPLETE FILING VERSION OF THE FORM 990 AND A SEPARATE PUBLIC DISCLOSURE VERSION. BOTH VERSIONS ARE SIGNED BY THE CHIEF EXECUTIVE OFFICER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE SAME REVIEW AND APPROVAL PROCESS APPLIES TO UWBA'S RELATED CALIFORNIA FILINGS, INCLUDING FORM 199 AND THE RRF 1, WHICH ARE ALSO EXECUTED BY THE CHIEF EXECUTIVE OFFICER AND SUBMITTED FOLLOWING BOARD REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	UNITED WAY OF THE BAY AREA (UWBA) IS COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF ETHICAL CONDUCT AND LEGAL COMPLIANCE. THE ORGANIZATION HAS ADOPTED AND ENFORCES A CORPORATE COMPLIANCE POLICY, A CODE OF ETHICAL CONDUCT, AND A CONFLICT OF INTEREST POLICY. THESE POLICIES ARE MADE AVAILABLE TO EMPLOYEES AND VOLUNTEERS THROUGH THE INTRANET AND ARE ALSO POSTED ON THE ORGANIZATION'S PUBLIC-FACING WEBSITE. COLLECTIVELY, THESE POLICIES DEFINE THE ETHICAL STANDARDS AND BEHAVIORAL EXPECTATIONS APPLICABLE TO ALL EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES OF UWBA. THE CONFLICT OF INTEREST POLICY PROHIBITS ANY ACTIVITY OR ARRANGEMENT THAT CONFLICTS, OR APPEARS TO CONFLICT, WITH THE INTERESTS OF UWBA, WHETHER OCCURRING WITHIN OR OUTSIDE THE SCOPE OF ORGANIZATIONAL DUTIES. THE POLICY EXPRESSLY PROVIDES THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE MAY USE THEIR POSITION, INFLUENCE, ACCESS TO INFORMATION, OR UWBA ASSETS OR RESOURCES FOR PERSONAL BENEFIT, FINANCIAL GAIN, OR THE IMPROPER BENEFIT OF OTHERS. IN ADDITION, THE POLICY RESTRICTS EMPLOYEES AND COVERED PERSONS FROM PERFORMING COMPENSATED SERVICES FOR, HOLDING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO UWBA VENDORS OR OTHER ENTITIES CONDUCTING BUSINESS WITH UWBAINCLUDING THROUGH FAMILY MEMBERS OR CLOSE RELATIVESUNLESS THE RELATIONSHIP IS FULLY DISCLOSED TO THE CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS AND IS REVIEWED AND APPROVED BY THE BOARD BASED ON FULL DISCLOSURE OF ALL RELEVANT FACTS. THE CODE OF ETHICAL CONDUCT REQUIRES THE PROMPT REPORTING OF SUSPECTED VIOLATIONS OF LAW OR ORGANIZATIONAL POLICY AND INCLUDES PROTECTIONS AGAINST RETALIATION FOR INDIVIDUALS WHO REPORT CONCERNS IN GOOD FAITH. THE CORPORATE COMPLIANCE POLICY ESTABLISHES A CLEAR AND FORMAL PROCESS FOR EMPLOYEES AND VOLUNTEERS TO REPORT REASONABLE CONCERNS REGARDING POTENTIAL VIOLATIONS OF LEGAL REQUIREMENTS OR INTERNAL POLICIES, WHETHER ARISING IN THE WORKPLACE OR IN CONNECTION WITH UWBA ACTIVITIES. AS PART OF THIS PROCESS, MATTERS REPORTED UNDER THE COMPLIANCE PROGRAM ARE REVIEWED BY THE CORPORATE COMPLIANCE TASKFORCE, WHICH IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF ETHICS OFFICER. THE TASKFORCE CONDUCTS APPROPRIATE INVESTIGATIONS AND DETERMINES CORRECTIVE ACTIONS, AS WARRANTED. A SUMMARY REPORT OF COMPLIANCE MATTERS, INVESTIGATION OUTCOMES, AND ANY ACTIONS TAKEN IS PROVIDED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. UWBA MAINTAINS AN ANNUAL PROCESS UNDER WHICH EMPLOYEES AND VOLUNTEERS RE AFFIRM THEIR UNDERSTANDING OF AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, CODE OF ETHICAL CONDUCT, CORPORATE COMPLIANCE POLICY, AND DIVERSITY POLICY. IN ADDITION, THESE POLICIES ARE REVIEWED PERIODICALLY TO ENSURE CONTINUED EFFECTIVENESS AND ALIGNMENT WITH LEGAL REQUIREMENTS AND BEST PRACTICES IN NONPROFIT GOVERNANCE.
FORM 990, PART VI, SECTION B, LINE 15	UNITED WAY OF THE BAY AREA USES THE SAME PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. COMPENSATION IS ESTABLISHED THROUGH A REVIEW AND APPROVAL PROCESS INTENDED TO ENSURE THAT AMOUNTS ARE REASONABLE AND CONSISTENT WITH MARKET PRACTICES. THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARATIVE COMPENSATION DATA. THE CONSULTANT EVALUATES RELEVANT FACTORS, INCLUDING COMPARABLE POSITIONS WITHIN SIMILAR ORGANIZATIONS, INDUSTRY STANDARDS, INDIVIDUAL EXPERIENCE, AND PREVAILING MARKET CONDITIONS, AND PREPARES RECOMMENDATIONS FOR THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE ANNUALLY TO REVIEW THE CONSULTANT'S DATA, CONSIDER ORGANIZATIONAL BUDGET CONSTRAINTS, AND FORMULATE COMPENSATION RECOMMENDATIONS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS. AT A MINIMUM, THE BOARD ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND OTHER KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON UNITED WAY OF THE BAY AREA'S WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR IN PERSON UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTING: PROGRAM SERVICE EXPENSES 1,571,528. MANAGEMENT AND GENERAL EXPENSES 83,072. FUNDRAISING EXPENSES 616,606. TOTAL EXPENSES 2,271,206. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 56,210. MANAGEMENT AND GENERAL EXPENSES 26,252. FUNDRAISING EXPENSES 171,135. TOTAL EXPENSES 253,597.