2024-11-15T08:50:10-06:00 2023-12-31 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2023-01-01 941251675 UNITED WAY OF NORTHERN CALIFORNIA UNIT 5302417521 3300 CHURN CREEK ROAD REDDING CA 96002 LARRY OLMSTEAD PRESIDENT AND CEO 5302417521 2024-11-14 1 1 MARK PUZDRAK CPA P01296839 5128272900 2024-11-14 X 2023 2024-10-15 13:58:12Z LARRY OLMSTEAD 3300 CHURN CREEK ROAD REDDING CA 96002 3089398 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 40 55 0 0 4630163 2971524 139579 21804 3519 16520 256385 61717 5029646 3071565 3218981 1572629 0 0 1577239 1917975 0 0 232489 1499832 1400649 6296052 4891253 -1266406 -1819688 3450043 2175519 691422 1226725 2758621 948794 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 3948764 1572629 2896675 SEE SCHEDULE O 3948764 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 49 0 40 1 0 0 0 0 0 1 1 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 2.00 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 TECKLA JOHNSON MEMBER 2.00 X 0 0 0 LARRY OLMSTEAD PRESIDENT AND CEO 40.00 X 115000 0 17605 115000 0 17605 1 0 0 0 0 2971524 2971524 ADMINISTRATION INCOME 561000 15735 15735 OTHER INCOME 561000 6069 6069 21804 16520 16520 79550 17833 61717 61717 3071565 21804 0 78237 835460 835460 737169 737169 132605 100000 15000 17605 1785370 1274191 394298 116881 287351 261736 25615 77957 77957 445221 317400 96813 31008 185938 133221 39679 13038 118940 85218 25382 8340 22514 16131 4804 1579 6630 4750 1415 465 26036 18654 5556 1826 22721 16279 4849 1593 SOFTWARE AND EQUIPMENT 70275 50350 14997 4928 UTILITIES 58306 41775 12443 4088 SUPPLIES 34703 24864 7406 2433 AUTOMOBILE EXPENSES 27789 19910 5930 1949 16268 11656 3471 1141 4891253 3948764 710000 232489 1874097 525903 500263 534198 23270 474818 552379 204093 65702 289096 176777 130538 112319 1307 2034 241657 382984 3450043 2175519 202473 214433 488949 1012292 691422 1226725 X 405628 -654721 2352993 1603515 2758621 948794 3450043 2175519 -1819688 9861 0 X X 0 1 X 1 0 X 5553117 3950685 4857764 4630163 2473164 21464893 5553117 3950685 4857764 4630163 2473164 21464893 2319348 19145545 63806 86093 24306 3519 16520 194244 16394 1939 5719 139579 79550 243181 210200 21804 232004 22134322 0.86500 0.90310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 177538 130542 46996 111558 46235 65323 112319 RIGHT OF USE ASSETS-NET 382984 382984 OPERATING LEASE LIABILITIES 394009 FUNDS HELD FOR OTHERS 318283 LONG TERM DEBT 300000 1012292 X 3071565 0 3071565 0 3071565 4891253 0 4891253 0 4891253 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 1 ROY MELENDEZ 4570 RISSTAY WAY SHASTA LAKE CA 96019 0 0 0 37272 37272 BOSS OF THE TOSS 40299 40299 7993 21418 21418 9840 61717 61717 17833 17833 43884 1 AMERICAN RED CROSS 2125 EW ONSTOTT ROAD YUBA CITY CA 95991 530196605 501C3 125213 0 DISASTER RELIEF SIERRA HEALTH FOUNDATION 1321 GARDEN HIGHWAY SACRAMENTO CA 95833 680050036 501C3 235435 0 COVID OUTREACH STATE OF CALIFORNIA GOVERNOR'S OFFICE OF EMERGENCY SERVICES 3650 SCHRIEVER AVENUE MATHER CA 95655 946001347 50000 0 DISASTER PREPAREDNESS SH COWELL FOUNDATION 425 CALIFORNIA STREET 2025 SAN FRANCISCO CA 94104 941392803 501C3 5168 0 ASSISTANCE FOR UNDER-FUNDED GRASS ROOTS ORGANIZATIONS IN NORTHERN CALIFORNIA STATE OF CALIFORNIA OFFICE OF PLANNING & RESEARCH 1400 TENTH STREET SACRAMENTO CA 95814 946001347 31825 0 LANGUAGE & LITERACY ACCESSIBILITY; LGBTQIA & 211 OUTREACH TO RURAL COMMUNITIES SAFE SCHOOLS FOR ALL PROGRAM 1615 CAPITOL AVENUE MS 7002 SACRAMENTO CA 95814 953750694 501C3 10000 0 COVID EDUCATION THE CALIFORNIA WELLNESS FOUNDATION 499 - 14TH STREET OAKLAND CA 94612 954292101 501C3 251119 0 RELIEF & LONG TERM RECOVERY ASSISTANCE FOR LOCAL WILDFIRE SURVIVORS CORONAVIRUS RELIEF 14 250000 WILDFIRE RELIEF 26 294956 NORCAL DISASTER RELIEF 20 142213 EMERGENCY PREPAREDNESS FUNDS 6 50000 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 4900 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 UWNC'S HEADQUARTERS, 3300 CHURN CREEK ROAD, REDDING, CA 96002. FORM 990, PART XII, LINE 2C: OUR STRUCTURE & PROCEDURES ARE THE SAME AS LAST YEAR. THE BOX SHOULD NOT BE CHECKED. WE HAVE A SUBCOMMITTEE OF THE BOARD THAT WE REPORT THE AUDIT FINDINGS TO AFTER THE AUDIT IS COMPLETE. SOMEONE WAS HELPING ME THIS YEAR. IT LOOKS LIKE THEY MISUNDERSTOOD THE QUESTION.