2023-11-14T09:49:48-00:00 2022-12-31 834701972 LEWIS SHARPSTONE & CO 5850 CANOGA AVE SUITE 400 WOODLAND HILLS CA 91367 990 2022-01-01 941646369 UNITED WAYS OF CALIFORNIA UNIT 2138086227 1107 FAIR OAKS AVENUE STE 12 South Pasadena CA 91030 PETER MANZO PRESIDENT AND CEO 2138086227 2023-11-14 true PETER MANZO 999009999 LEWIS SHARPSTONE P02256953 8185701960 2023-11-14 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER MANZO 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 5982663 false X WWW,UNITEDWAYSCA.ORG X 1987 CA IMPROVES THE HEALTH, EDUCATION AND FINANCIAL RESULTS FOR LOW INCOME CHILDREN AND FAMILIES BY ENHANCING AND COORDINATING THE COMMUNITY IMPACT WORK OF CALIFORNIAS UNITED WAYS. 8 7 30 8 0 4476266 5524312 17468 458351 0 32075 0 4525809 5982663 618598 944887 0 1904742 2205438 0 72000 1118553 1853211 3641893 5003536 883916 979127 4715619 5614193 2635246 2414812 2080373 3199381 X UNITED WAYS OF CALIFORNIA UWCA IMPROVES THE HEALTH, EDUCATION AND FINANCIAL RESULTS FOR LOW INCOME CHILDREN AND FAMILIES BY ENHANCING AND COORDINATING THE COMMUNITY IMPACT WORK OF CALIFORNIAS UNITED WAYS. true true 3575530 866401 185107 UWCA PARTNERED WITH 13 LOCAL UNITED WAYS, LUTHERAN SERVICES, ONELA, AND JOHN BURTON ADVOCATES FOR YOUTH TO CONDUCT EXTENSIVE OUTREACH, FREE ADVISORY AND FREE TAX PREP SERVICES TO CALIFORNIANS. UWCA PARTICIPATED IN THE DELIVERY OF AN ESTIMATED 998 MILLION IN TAX SAVINGS TO AN ESTIMATED 3.3MM CALIFORNIANS. UNITED WAY PARTNERS SUPPORTED THE SUBMISSION OF ALMOST 77,000 FEDERAL TAX RETURNS THROUGH FREE TAX HELP SERVICES, AND HELPED PROCESS OVER 1,220 TOTAL ITIN APPLICATIONS, AND RECRUITED AND TRAINED OVER 2,600 TOTAL VITA VOLUNTEERS. THIS IS ESTIMATED TO HAVE SAVED AN ESTIMATED 27 MILLION TO LOW-INCOME CALIFORNIANS. 395635 20900 2386 UWCA CONTINUED TO PARTNER WITH FOUR LOCAL ORGANIZATIONS IN FRESNO, KERN, SAN BERNARDINO, AND MONTEREY TO CONDUCT A RESEARCH EVALUATION TO ASSESS THE EFFECTIVENESS OF OUTREACH FOR POPULATIONS AT RISK OF ADVERSE CHILDHOOD EXPERIENCES ACES, LEARN ABOUT THE IMPACT ON THE FINANCIAL EMPOWERMENT OF CLIENTS, LEARN ABOUT HOW TO REDUCE CHILDHOOD TRAUMA AND LEARN ABOUT THE IMPACT ON ALL OF THIS AND HOW TO INCREASE INDIVIDUAL HEALTH AND WELL-BEING. THE RESULTS ARE EXPECTED AT THE END OF 2023. 272023 57586 270858 PARTNERING WITH 9 LOCAL UNITED WAYS TO CONDUCT OUTREACH, UWCA HELPED 6,697 CLIENTS GET SCREENED FOR LOW-COST BROADBAND OPTIONS VIA THE 211-211 TEXT FLOW AND ONLINE AND 3,383 HAVE SUBSCRIBED. CLIENTS WERE ABLE TO GET SCREENED FOR ELIGIBILITY FOR ANY LOW-COST INTERNET SERVICE IN THEIR LOCAL AREA BASED ON ZIP CODES AND INCOME REQUIREMENTS ON BEHALF OF INTERNET SERVICE PROVIDERS. UWCA CONSTRUCTED A BILINGUAL TEXT MESSAGE CAMPAIGN AS WELL AS AN ONLINE SCREENER FOR CLIENTS TO SELF-SCREEN AND BECOME KNOWLEDGEABLE ON THE PROCESS OF APPLYING. 4243188 true true false true false false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false true 19 0 30 true false false false false false false false false false false false false X 8 7 false false false false false false false true true false false true true true true true true true true false CA X X PETER MANZO 2138086227 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 PETER MANZO PRESIDENT CEO 040.00 X X 209827 0 0 ALBERT CHAVEZ CFO 040.00 X 148255 0 0 NALLELI SANDOVAL CONTRERAS SENIOR DIRECTOR OF PROGRAMS 040.00 X 102385 0 0 APPLE MUSNI DIRECTOR 001.00 X 0 0 0 MIKE SILACCI THROUGH SEP 2022 TREASURER 002.00 X X 0 0 0 ANNE WILSON CHAIR 002.00 X X 0 0 0 LARRY OLMSTEAD DIRECTOR 001.00 X 0 0 0 LISA WRIGHT DIRECTOR 001.00 X 0 0 0 STEFAN BRADLEY DIRECTOR 001.00 X 0 0 0 JAMES OLSON DIRECTOR 001.00 X 0 0 0 HUGE MORALES FROM JUN 2022 DIRECTOR 001.00 X 0 0 0 460467 3 false true false MICHELLE ROSENTHAL 5 THE CRES BERKELEY CA 94708 PROGRAM EVALUATIONS 190000 1 128328 2742993 2652991 5524312 CONFERENCES AND WORKSHOPS 624100 333821 333821 PROGRAM SERVICE REVENUE 624100 124530 124530 458351 5982663 458351 X 944887 944887 0 0 0 364505 182251 127578 54676 0 1402537 1369411 27802 5324 86169 75666 8065 2438 214019 176047 32321 5651 138208 121362 12935 3911 0 0 88044 88044 0 0 907179 783908 123271 141499 118510 22989 67238 6752 60486 131449 101717 29732 0 0 70247 39859 30388 0 251191 238212 12979 0 0 690 690 6808 258 6550 DUES AND SUBSCRIPTIONS 169045 84348 84697 STAFF DEVELOPMENT 19821 19821 0 5003536 4243188 688348 72000 2515335 2444298 1950507 3006405 248742 163145 3450 3105 1035 345 4715619 5614193 1079760 660988 1555486 1753824 2635246 2414812 X 917131 1510906 1163242 1688475 2080373 3199381 4715619 5614193 X 979127 139881 X X false true X true false X 1650955 5141718 11288873 4493734 5524312 28099592 1650955 5141718 11288873 4493734 5524312 28099592 493794 27605798 259877 38468 127890 32075 124530 582840 28682432 589191 0.96250 0.92790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3162 22131 25293 4978243 5003536 400177 100044 399787 685399 332095 400177 1817458 2726187 16678 9742 20551 22131 69102 99947 171350 83024 100044 454365 681548 3627 3162 6789 3450 3105 345 345 Financial derivatives and other financial products Closely-held equity interests Federal income taxes X 5982663 5982663 5982663 5003536 5003536 5003536 X 2 ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY THE TAXING AUTHORITIES AT THE FEDERAL OR STATE LEVELS. MANAGEMENT HAS DETERMINED THAT ALL TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT. true UNITED WAY OF FRESNO & MADERA COUNTIES 4949 E KINGS CANYON RD FRESNO CA 93727 941156514 501C3 136513 PROMOTING FREE TAX PREP PROGRAM UNITED WAY OF MONTEREY COUNTY 60 GARDEN COURT SUITE 350 MONTEREY CA 93940 941322169 501C3 113196 PROMOTING FREE TAX PREP PROGRAM INLAND EMPIRE UNITED WAY 9624 HERMOSA AVENUE RANCHO CUCAMONGA CA 91730 330502676 501C3 90453 PROMOTING CALIF EMPLOYEE ITC PROGRAM UNITED WAY OF NORTHERN CALIFORNIA 3300 CHURN CREEK ROAD REDDING CA 96002 941251675 501C3 87098 PROMOTING COVERED CALIF HEALTH INSURANCE UNITED WAY OF MERCED 658 WEST MAIN ST MERCED CA 95340 942633265 501C3 85000 PROMOTING CALIF EMPLOYEE ITC PROGRAM UW OF WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE SANTA ROSA CA 95407 941669646 501C3 70500 PROMOTING FREE TAX PREP PROGRAM UNITED WAY OF SAN LUIS OBISPO COUNTY POBOX 14309 SAN LUIS OBISPO CA 93406 953459538 501C3 58611 PROMOTING CALIF EMPLOYEE ITC PROGRAM UNITED WAY OF NO SANTA BARBARA COUNTY 1660 S BROADWAY SUITE 201 SANTA MARIA CA 93454 956006513 501C3 47000 PROMOTING FREE TAX PREP PROGRAM UNITED WAY OF KERN COUNTY 5405 STOCKDALE HIGHWAY -STE 200 BAKERSFIELD CA 93309 952274560 501C3 44106 PROMOTING EITC PROGRAM LATINO COMMUNITY FOUNDATION 235 MONTGOMEY ST SUITE 1160 SAN FRANCISCO CA 94194 810564400 501C3 40500 PROMOTING CALIF EMPLOYEE ITC PROGRAM ANTI-RECIDIVISM COALITION 1320 EAST 7TH ST SUITE 260 LOS ANGELES CA 90021 462140915 501C3 40000 PROMOTING CALIF EMPLOYEE ITC PROGRAM UNITED WAY SANTA BARBARA 1660 S BROADWAY SUITE 201 SANTA MARIA CA 93454 956006513 501C3 33435 PROMOTING CALIF EMPLOYEE ITC PROGRAM FIRST 5 ASSOCIATION OF CALIFORNIA 1115 ATLANTIC AVE ALAMEDA CA 94501 770548254 501C3 33075 PROMOTING EITC PROGRAM SOUTHERN CALIFORNIA EDUCATION FUND PO BOX 151495 LOS ANGELES CA 90015 953713168 501C3 20000 PROMOTING CALIF EMPLOYEE ITC PROGRAM ORANGE COUNTY UNITED WAY 18012 MITCHELL SOUTH IRVINE CA 92614 330047994 501C3 14245 PROMOTING COVERED CALIF HEALTH INSURANCE JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY ST SUITE 1142 SAN FRANCISCO CA 94104 812600695 501C3 13500 PROMOTING CALIF EMPLOYEE ITC PROGRAM UNITED WAY OF VENTURA COUNTY 702 COUNTY SQUARE DRIVE STE 100 VENTURA CA 93003 951945833 501C3 5357 PROMOTING CALIF EMPLOYEE ITC PROGRAM 17 Part I Line 2 GRANT FUNDS ARE MONITORED BY PERFORMING ANALYTICAL AND FINANCIAL COMPLIANCE REVIEWS TO ENSURE GRANT FUNDS ARE SPENT AND ACCOUNTED FOR AS REQUIRED AND THAT PROGRAM OBLIGATIONS ARE MET. X X X X false false false false false false false true false PETER MANZO PRESIDENT CEO 185616 24211 209827 Part I Line 7 THE BONUS FOR THE PRESIDENT CEO IS DISCUSSED, DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 11B THE FORM 990 IS CAREFULLY REVIEWED BY THE CEO AND THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Section B, Line 12C BOARD MEMBERS AND KEY EMPLOYEES EXECUTE AN ANNUAL CONFLICT OF INTEREST STATEMENT. THEY DISCLOSE ALL KNOWN CONFLICTS AND ABSTAIN FROM VOTING ON ANY MATTERS THAT MAY BE A CONFLICT. Form 990, Part VI, Section B, Line 15A 15B COMPENSATION IS ESTABLISHED BY AGREEMENT BASED ON COMPARABLE SALARIES OF OTHER NONPROFITS, PERFORMANCE AND THE UNITED WAYS SYSTEM OF COMPENSATION. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. Form 990, Part XI, Line 8 DURING THE COURSE OF THE ACCOUNTING DEPARTMENT CLOSING THE 2022 ACCOUNTING, ADJUSTMENTS WERE IDENTIFIED THAT RELATED TO THE YEAR ENDED DECEMBER 31, 2021 WHICH WERE NOT REFLECTED IN THE 2021 FORM 990. THE AGGREGATE AMOUNT OF THESE ADJUSTMENTS WAS 139,881. Form 990, Part XII, Line 2B AND 3B DURING 2021 THE ORGANIZATION SCALED BACK ITS RELIANCE ON AN OUTSIDE BOOKKEEPING FIRM AND FULLY BROUGHT ITS ACCOUNTING FUNCTION IN HOUSE IN 2021. THIS PLUS THE ONGOING IMPACT OF COVID-19 DURING 2022 AND RESOURCE ISSUES IN 2023 HAS RESULTED IN THE ANNUAL AUDITS BEING SIGNIFICANTLY DELAYED. THE 2021 AUDIT HAS NOT YET COMMENCED. THE ORGANIZATION HAS FORMALLY ENGAGED ITS CPA FIRM TO CONDUCT ITS 2022 AUDIT AND IT WILL COMMENCE IMMEDIATELY UPON THE COMPLETION OF THE 2020 AND 2021 AUDITS. Form 990, Part IX, Line 11G THIS ITEM CONSIST OF THE FOLLOWING CONTRACT SERVICES 577,110, PROGRAM CONSULTING AND EVALUATION 190,813, PAYROLL PROCESSING FEES 37,325, GRAPHIC DESIGN AND TRANSLATION 21,725, PARTNERSHIP OPERATIONS 7,690, SUBSCRIPTION AND DATA LICENSING 7,411, OTHER 27,045. Form 990, Part III, Line 2 AND 3 THE OVERALL MISSION OF THE ORGANIZATION DID NOT CHANGE IN 2022. HOWEVER THE ORGANIZATION WAS THE RECIPIENT OF SOME SPECIFIC FUNDING IN 2022 TO DO THE WORK AS OUTLINED IN LINES 4A, 4B AND 4C. IN THIS WAY, THE PROGRAMS IN 2022 WERE DIFFERENT THAN IN 2021 AND PRIOR.