2023-11-15T17:03:44-06:00 2022-12-31 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2022-01-01 941251675 UNITED WAY OF NORTHERN CALIFORNIA UNIT 5302417521 3300 CHURN CREEK ROAD REDDING CA 96002 LARRY OLMSTEAD PRESIDENT AND CEO 5302417521 2023-11-15 1 LARRY OLMSTEAD 999009999 1 MARK PUZDRAK CPA P01296839 5128272900 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LARRY OLMSTEAD 3300 CHURN CREEK ROAD REDDING CA 96002 5067445 0 X WWW.NORCALUNITEDWAY.ORG X 1953 CA TO IMPROVE LIVES IN NORTHERN CALIFORNIA BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH BY MODILIZING AND INTEGRATING RESOURCES AND THE CARING POWER OF THE COMMUNITY. 18 18 42 10 0 0 4802123 4630163 55641 139579 24306 3519 5719 256385 4887789 5029646 2002865 3218981 0 0 1302923 1577239 0 0 359326 3022610 1499832 6328398 6296052 -1440609 -1266406 4668549 3450043 353253 691422 4315296 2758621 X TO IMPROVE LIVES IN NORTHERN CALIFORNIA BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH BY MOBILIZING AND INTEGRATING RESOURCES AND THE CARING POWER OF THE COMMUNITY. 0 0 566466 800534 PROVIDE CORONAVIRUS RELIEF FUNDS TO COUNTIES IN NORTHERN CALIFORNIA. 4969583 2418447 1626504 SEE SCHEDULE O 5536049 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 2 0 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BRAD PARSONS 5302417521 2280 BENTON DRIVE REDDING CA 96001 JIM CLONEY CHAIRMAN 3.00 X X 0 0 0 SCOTT FREDRICK VICE CHAIR 3.00 X X 0 0 0 KRISTIN BEHRENS SECRETARY 3.00 X X 0 0 0 SONIA AERY CHAIR 3.00 X X 0 0 0 BRUCE MCPHEE MEMBER 2.00 X 0 0 0 GREG BALKOVEK MEMBER 2.00 X 0 0 0 AMY AGLE MEMBER 2.00 X 0 0 0 CANDY CARLSON MEMBER 2.00 X 0 0 0 ANAND JESRANI MEMBER 2.00 X 0 0 0 COLLIN BOGENER MEMBER 2.00 X 0 0 0 MARIE DOTSON MEMBER 2.00 X 0 0 0 JANET GOODSON MEMBER 2.00 X 0 0 0 MIKE MANGAS MEMBER 2.00 X 0 0 0 ANN SCHWAB MEMBER 2.00 X 0 0 0 JACK POTTER MEMBER 2.00 X 0 0 0 DANNA PRATER MEMBER 2.00 X 0 0 0 MICHELLE RIDLEY MEMBER 2.00 X 0 0 0 JOANNA PADILLA-MITCHELL TREASUER 3.00 X X 0 0 0 LARRY OLMSTEAD PRESIDENT AND CEO 40.00 X 100000 0 0 100000 0 0 0 0 0 0 0 4630163 4630163 ADMINISTRATION INCOME 561000 139579 139579 139579 3519 3519 83984 37799 46185 46185 SBA LOAN FORGIVENESS 900099 210200 210200 210200 5029646 349779 0 49704 416948 416948 2802033 2802033 100000 75000 13000 12000 1271883 959345 164841 147697 91345 68899 11839 10607 114011 85995 14776 13240 340113 294736 45377 50644 50644 146196 113220 17410 15566 40775 30755 5285 4735 34419 25961 4461 3997 653089 486207 88018 78864 15489 11683 2007 1799 1977 1491 256 230 33419 25207 4331 3881 18714 14116 2425 2173 SOFTWARE AND EQUIPMENT 63786 48112 8267 7407 UTILITIES 48956 36926 6345 5685 SUPPLIES 26831 20238 3477 3116 AUTOMOBILE EXPENSES 17214 12984 2231 1999 8210 6193 1064 953 6296052 5536049 400677 359326 2462100 1874097 1099480 500263 12139 23270 875590 474818 79264 204093 281279 150741 138093 130538 1883 1307 0 241657 4668549 3450043 353146 202473 107 488949 353253 691422 X 496076 405628 3819220 2352993 4315296 2758621 4668549 3450043 -1266406 -290269 0 X 0 1 X 1 0 X 9150558 5553117 3950685 4857764 4630163 28142287 9150558 5553117 3950685 4857764 4630163 28142287 2187243 25955044 2591 63806 86093 24306 3519 180315 33237 16394 1939 5719 139579 196868 9855 210200 220055 28739525 0.90310 0.89600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 169721 109614 60107 111558 41127 70431 130538 RIGHT OF USE ASSETS-NET 241657 241657 OPERATING LEASE LIABILITIES 326194 FUNDS HELD FOR OTHERS 162755 488949 X 5029646 0 5029646 0 5029646 6296052 0 6296052 0 6296052 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SECTION 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE ORGANIZATION HAS EVALUATED ITS UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. THE ORGANIZATIONS TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED AND A PERIOD OF FOUR YEARS FOR CALIFORNIA TAXING AUTHORITIES. X X X X X X X 0 BOSS OF THE TOSS 37820 37820 9190 37820 37820 9190 9190 28630 1 AMERICAN RED CROSS 2125 EST ONSTOTT ROAD YUBA CITY CA 95991 530196605 501C3 283928 0 DISASTER RELIEF CHICO HOUSING ACTION TEAM PO BOX 4868 CHICO CA 95927 465487014 501C3 14300 0 DISASTER RELIEF LEVEL UP NORCAL 1681 E CYPRESS AVE REDDING CA 96003 832049794 501C3 9220 0 MEDI-CAL OUTREACH PATHWAYS TO HOPE FOR CHILDREN 2280 BENTON DRIVE BLDG C REDDING CA 96003 680151867 501C3 10000 0 COVID RELIEF PLUMAS RURAL SERVICES 711 E MAIN ST QUINCY CA 95971 942722880 501C3 54550 0 DISASTER RELIEF PROJECT CAMP 1168 S SIERRA BONITA AVE LOS ANGELES CA 90019 844640242 501C3 15000 0 DISASTER RELIEF STONEWALL ALLIANCE OF CHICO 358 E 6TH ST CHICO CA 95928 680223023 501C3 19700 0 EQUITY GRANTS TINY MIGHTY AND STRONG 454 MAIN ST TULELAKE CA 96134 824829614 501C3 7500 0 EQUITY GRANTS CORONAVIRUS RELIEF 80 627680 WILDFIRE RELIEF 475 1902000 NORCAL DISASTER RELIEF 131 272353 PART I, LINE 2: WE KEEP DETAILED RECORDS OF INCOME, EXPENSES, ACTIVITIES & CRITERIA FOR ALL GRANTS BASED ON SIGNED GRANT DOCUMENTS. JANET GOODSON PRESIDENT OF THE ORGANIZATION 315 A TABLE FOR SEVEN FOR NAACP 2ND BLACK & WHITE GALA 0 FORM 990, PART III, LINE 4B-PROGRAM SERVICE ACCOMPLISHMENTS SINCE 1953, THE UNITED WAY OF NORTHERN CALIFORNIA HAS SERVED THE NEEDS OF FAR NORTHERN CALIFORNIA RESIDENTS. WE COVER THE COUNTIES OF BUTTE, GLENN, LASSEN, MODOC, PLUMAS, SHASTA, SISKIYOU, TEHAMA AND TRINITY. RAISING FUNDS FOR 50 LOCAL NON-PROFIT AGENCIES MAKING A DIFFERENCE IN THE AREAS OF EDUCATION, INCOME, AND HEALTH BECAUSE, WE BELIEVE THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. UNITED WAY OF NORTHERN CALIFORNIA ALSO SERVES AS A COMMUNITY LEADER FOR COLLECTIVE IMPACT. WE ENCOURAGE AND SUPPORT CROSS-SECTOR COMMUNITY COLLABORATION TO NOT ONLY ADDRESS AND FUND THE SOCIAL ISSUES THAT WE FACE TODAY, BUT TO START MAPPING THE SOURCE OF THESE ISSUES AND ADDRESSING THE ROOT CAUSES SO THAT WE CAN REDUCE THE ISSUES AND NEED FOR INTERVENTION IN THE FUTURE. CURRENTLY WE ARE LEADING A COLLECTIVE IMPACT INITIATIVE, PROSPERITY, UNDER WHICH COMMUNITY LEADERS HAVE AGREED TO MOBILIZE TO IMPROVE WORKFORCE READINESS AND YOUTH ENGAGEMENT. WE ALSO OPERATE 2-1-1 IN SHASTA AND TEHAMA COUNTIES. 2-1-1 IS A DIRECT-DIAL RESOURCE LINE AND ACCOMPANYING WEBSITE THAT PROVIDES FREE HUMAN SERVICES REFERRALS 24-7-365. FINALLY, WE ARE FISCAL SPONSORS FOR TWO PROGRAMS THAT SEEK TO PROVIDES STRATEGIES AND AWARENESS FOR HOMELESS ISSUES, AND ALSO FISCAL SPONSOR FOR WORKING STRATEGIES FOR WOMEN. A PROGRAM TO CREATE SELF-SUFFICIENCY FOR WOMEN THROUGH EMPLOYMENT AND ENTREPRENEURSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE CEO AND FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT POLICY IS REVIEWED BY THE BOARD OF GOVERNORS ANNUALLY TO ENSURE ALL MEMBERS ARE IN COMPLIANCE WITH ORGANIZATION POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATIONS OF THE CEO AND OTHER MANAGEMENT ARE REVIEWED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE BUSINESS OFFICE LOCATION AT 2280 BENTON DRIVE, REDDING, CA.