2024-02-05T11:32:37-06:00 2023-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DRIVE SUITE 300 IRVINE CA 92618 990 2022-07-01 952213995 UNITED WAY OF SAN DIEGO COUNTY UNIT 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 NANCY L SASAKI CHIEF EXECUTIVE OFFICER 8584922000 2024-01-30 1 NANCY SASAKI 999009999 0 RICK SMETANKA P01677376 9494506200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY L SASAKI 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 7883513 0 X WWW.UWSD.ORG X 1973 CA TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD & FAMILY TOWARD A BRIGHTER FUTURE. 16 16 41 580 0 0 7058873 5722607 354773 370389 1021978 194817 3458 2217 8439082 6290030 714217 665076 0 0 2815888 2955130 0 16489 1022158 3251118 2782859 6781223 6419554 1657859 -129524 15586637 20304681 2058004 6259806 13528633 14044875 X TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE. 0 0 972293 212278 UNITED WAY OF SAN DIEGO COUNTY (UWSD) TRANSFORMS LIVES BY COLLABORATING WITH COMMUNITY PARTNERS TO IDENTIFY AND WORK ON THE ROOT CAUSES OF OUR MOST SIGNIFICANT COMMUNITY ISSUES WITH A SPECIFIC FOCUS ON EDUCATION AND FAMILY STABILITY/ECONOMIC MOBILITY.EDUCATION: TOGETHER WITH COMMUNITY STAKEHOLDERS, WE LEVERAGE RESOURCES TO ADDRESS THE EXTENSIVE AND COMPREHENSIVE ISSUES THAT PREVENT CHILDREN FROM LEARNING AND REACHING THEIR FULL POTENTIAL. UWSD BRINGS TOGETHER PARTNERS -BUSINESS, GOVERNMENT, SCHOOLS, AND NON-PROFIT ORGANIZATIONS-WHO INDIVIDUALLY DO GOOD WORK, BUT WHEN ALIGNED, CAN COLLECTIVELY ACHIEVE LASTING CHANGE FOR OUR CHILDREN, YOUNG ADULTS, AND FAMILIES. OUR GOAL IS TO END DISPARITIES IN ...CONTINUED ON SCHEDULE O. COMMUNITIES THAT ARE NOT THRIVING BY 2030. IN ORDER TO DO THIS, WE MUST ADDRESS THE PERVASIVE RACIAL INEQUITIES THAT ARE RESULTING IN THE ACHIEVEMENT GAP. AS WE LOOK AT THE KEY BENCHMARKS OF THIRD GRADE READING LEVELS AND COLLEGE OR CAREER READINESS, WE KNOW THAT PARTNERSHIP COLLABORATIVES MUST ALSO PROVIDE SUPPORT SO THAT FAMILIES ARE FINANCIALLY STABLE, EMOTIONALLY HEALTHY, AND ENGAGED. UNITED WAY ENGAGES OVER 14,000 DONORS, AND WORKS WITH 135 COMMUNITY AND CORPORATE PARTNERS, 38 SCHOOLS, AND 284 VOLUNTEERS TO PROVIDE SERVICES TO OVER 30,865 FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. OUR METRICS INCLUDE THIRD GRADE READING LEVELS, NUMBER OF WORK-BASED LEARNING OPPORTUNITIES, AND IMPROVED ACCESS TO FINANCIAL EDUCATION AND PROGRAMS THAT WILL ENHANCE FAMILY STABILITY/ECONOMIC MOBILITY. 1370576 422798 FAMILY STABILITY/ECONOMIC MOBILITY: UWSD CONTINUES TO LEAD THE EARNED INCOME TAX (EITC) COALITION'S EFFORTS, THROUGH WHICH 44,546 HOUSEHOLDS RECEIVED $30.1M IN FEDERAL AND STATE REFUNDS, INCLUDING $8.7M IN EITC TAX CREDITS AND $7.7M IN CHILD TAX CREDITS. 1691271 30000 370389 GIVING BACK: OVER $1.6M IS COLLECTED AND DISTRIBUTED TO AGENCIESAND ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THROUGHOUT THECOUNTRY. THESE ARE FUNDS THAT HAVE BEEN DESIGNATED BY DONORS TOSPECIFIC AGENCIES AND ORGANIZATIONS WHICH IN TURN ARE PAID OUT TOTHEM THROUGHOUT THE YEAR. VOLUNTEERS FROM CORPORATE AND COMMUNITYPARTNERSHIPS PARTICIPATE IN COMMUNITY PROGRAMS YEAR-ROUNDINCLUDING DAY OF SERVICE PROJECTS, DONATION DRIVES, AND THE SANDIEGO HOMELESSNESS VOLUNTEER NETWORK (SDHVN). OUR BOARD CERTIFICATION PARTNERSHIP WITH USD CONTINUES TO TRAIN POTENTIAL BOARD MEMBERS AND CONNECT THEM WITH NONPROFITS THROUGHOUT THE COUNTY. 4034140 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X SHANNON GONZALEZ 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 JACOB RICHARDS BOARD MEMBER, BOARD CHAIR 0.50 X X 0 0 0 LESLIE OLIVER BOARD MEMBER, VICE CHAIR 0.50 X X 0 0 0 PAUL RASH BOARD MEMBER, FC CHAIR 0.50 X X 0 0 0 ELI RINN BOARD MEMBER, SECRETARY 0.50 X X 0 0 0 TONY RUSSELL BOARD MEMBER, PAST CHAIR 0.50 X X 0 0 0 MARK CORLEY BOARD MEMBER 0.50 X 0 0 0 DEREK DANZIGER BOARD MEMBER, GC CHAIR 0.50 X 0 0 0 DR HELEN GRIFFITH BOARD MEMBER 0.50 X 0 0 0 ALEXIS GUTIERREZ BOARD MEMBER 0.50 X 0 0 0 JAVIER IGLESIAS BOARD MEMBER 0.50 X 0 0 0 CRYSTAL IRVING BOARD MEMBER 0.50 X 0 0 0 GILBERT JOHNSON BOARD MEMBER 0.50 X 0 0 0 RICKY SHABAZZ BOARD MEMBER 0.50 X 0 0 0 GORDON WIENS BOARD MEMBER, AC CHAIR 0.50 X 0 0 0 MICHAEL WOITKOSKI BOARD MEMBER 0.50 X 0 0 0 RYAN BLALACK BOARD MEMBER 0.50 X 0 0 0 AMBER KRAMER BOARD MEMBER 0.50 X 0 0 0 CAROL KIM BOARD MEMBER 0.50 X 0 0 0 NANCY SASAKI PRESIDENT & CEO 40.00 X 252458 0 20573 SHANNON GONZALEZ COO 40.00 X 183372 0 25320 JIM WOODS VP, CORPORATE ENGAGEMENT 40.00 X 108106 0 8919 ALICIA QUINN-KITAGAWA VP, NEW BUSINESS DEVELOPME 40.00 X 132292 0 6061 676228 0 60873 4 0 1 0 0 111588 838191 4772828 5722607 RENTAL REVENUES 900099 217521 217521 CSR FEE FOR SERVICE 900099 84475 84475 SERVICE FEES 900099 68393 68393 370389 289526 289526 1498774 1579973 13510 -81199 -13510 -94709 -94709 MISCELLANEOUS REVENUE 900099 2217 2217 2217 6290030 372606 0 194817 640076 640076 25000 25000 473506 37291 382350 53865 2051775 1022311 456545 572919 79086 29732 27913 21441 158136 75691 49140 33305 192627 84350 57832 50445 8957 8957 4708 4708 45949 45949 16489 16489 35777 35777 170972 57230 58216 55526 187160 142501 7421 37238 189838 52507 87647 49684 144508 61863 42432 40213 161223 104212 35392 21619 29541 8419 12678 8444 21525 10797 1164 9564 77954 65120 7967 4867 57552 11000 40535 6017 DESIGNATION TO OTHERS 1411682 1411682 OTHER PROGRAMS-CSR 159045 159045 DUES 76468 35313 633 40522 6419554 4034140 1363256 1022158 5321252 8440484 1577606 1045128 9920 7721 85272 89790 4007649 2486012 1301987 1521637 6158173 8041987 1132427 1157934 15586637 20304681 1038731 1054104 1007232 5032319 12041 173383 2058004 6259806 X 13356324 13617375 172309 427500 13528633 14044875 15586637 20304681 -129524 645766 0 X 0 1 X 1 0 X 8292971 11172151 7790900 7058873 5722607 40037502 8292971 11172151 7790900 7058873 5722607 40037502 5260392 34777110 415062 316480 578930 1021978 208327 2540777 42578279 1097995 0.81680 0.82280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7308573 814394 349401 35777 7737789 8529222 -906665 272938 41046 7308573 6800298 2026757 261119 36714 8529222 6879696 238512 284148 33762 6800298 6894682 322147 345109 8679696 0.99397 0.00603 1 0 718121 718121 2949540 2435382 514158 111499 50630 60869 228489 228489 1521637 SD FOUNDATION - POOLED FUND 1157934 F 1157934 X 5506806 645766 18469 -1411682 -747447 6254253 35777 35777 6290030 4990564 18469 18469 4972095 35777 1411682 1447459 6419554 PART X, LINE 2: GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS FOR FISCAL YEARS 2021 AND LATER ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PART XI, LINE 4B DESIGNATIONS $1,411,682 LOSS ON DISPOSAL OF FIXED ASSETS $13,510 PART XI, LINE 4B DESIGNATIONS $1,411,682 PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF THESE SEPARATE FUNDS ESTABLISHED BY DONORS FOR A VARIETY OF PURPOSES. X X X X X X 1 CANDELA CONTENT 262 HACIENDA CARMEL CARMEL CA CARMEL CA 93923 GRANT WRITING 0 873191 7931 865259 TARA MICHENER 5174 BRISTOL ROAD SAN DIEGO CA 92116 GRANT WRITING 0 235971 13455 222516 1109162 21386 1087775 CA 1 DREAMS FOR CHANGE PO BOX 16327 SAN DIEGO CA 92176 270447059 0 181137 EARNED INCOME TAX CREDIT (EITC) INTERNATIONAL RESCUE COMMITTEE 5348 UNIVERSITY AVE STE 205 SAN DIEGO CA 92105 135660870 0 81510 BUILDING RESILIENCE HARDER CO 2990 KANSAS STREET SAN FRANCISCO CA 94103 943042271 0 80739 BUILDING RESILIENCE DREAMS FOR CHANGE PO BOX 16327 SAN DIEGO CA 92176 270447059 0 68343 BUILDING RESILIENCE YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 0 44959 STEAM-TO-CAREERS JUNIOR ACHIEVEMENT 4756 MISSION GORGE PLACE SAN DIEGO CA 92101 951727087 0 34025 STEAM-TO-CAREERS ARMED SERVICES YMCA CAMP PENDLETON PO BOX 555028 CAMP PENDLETON CA 92055 952486118 0 25000 WOMEN UNITED SUPPORT CREATING CODE CAREERS 6785 IMPERIAL AVENUE SAN DIEGO CA 92114 843025203 0 16398 STEAM-TO-CAREERS PAVING GREAT FUTURES 2307 FENTON PKWY 107-8 SAN DIEGO CA 92108 463297281 0 13520 STEAM-TO-CAREERS FLEET SCIENCE CENTER PO BOX 12010 SAN DIEGO CA 92112 956066250 0 12126 STEAM-TO-CAREERS CLOUDCAST 3550 CAMINO DEL RIO NORTH STE 207 SAN DIEGO CA 92120 0 12000 STEAM-TO-CAREERS TRAVELING STORIES 1240 E PLAZA BLVD STE 604-430 NATIONAL CITY CA 91950 320298884 0 10872 STEAM-TO-CAREERS GIRLS INC PO BOX 300683 ESCONDIDO CA 92027 237006183 0 8481 STEAM-TO-CAREERS SD REGIONAL ECONOMIC DEVELOPMENT CORP 1100 MARKET STREET STE 438 SAN DIEGO CA 92101 330992658 0 8346 STEAM-TO-CAREERS 2-1-1 SAN DIEGO PO BOX 420039 SAN DIEGO CA 92412 331029843 0 6069 BUILDING RESILIENCE UCSD CREATE 9500 GILMAN DRIVE LA JOLLA CA 92093 195600614 0 5114 EARLY LEARNERS/LEVELUP SAN DIEGO 13 WOMEN UNITED SCHOLARSHIP AWARDEE 10 25000 PART I, LINE 2: UWSD PERFORMS AN EVALUATION ON ALL POTENTIAL PARTNERS TO ENSURE THE GRANTEE CAN BE AWARDED. FOR EXAMPLE, UWSD CHECKS SAM.GOV TO ENSURE THE PARTNER CAN RECEIVE PUBLIC FUNDS, CHECKS OIG TO ENSURE THE PARTNER HAS NOT BEEN BANNED, CHECKS THE DOJ TO ENSURE THE PARTNER IS REGISTERED AND IN GOOD STANDING, CHECKS SOS TO ENSURE THE PARTNER IS IN GOOD STANDING, ENSURES THE PARTNER IS A CALIFORNIA REGISTERED 501(C)(3), AND ALSO REVIEWS FINANCIAL STATEMENTS TO ENSURE THE PARTNER IS FINANCIALLY STABLE. UWSD REVIEWS THE BUDGET TO THE SCOPE OF WORK TO SUBSTANTIATE THE AMOUNT OF THE AWARDED GRANT. PARTNER INVOICES ARE REVIEWED MONTHLY AGAINST THE CONTRACTED SCOPE OF WORK AND UWSD PERFORMS PARTNER MONITORING MONTHLY. X X X X 0 0 0 0 0 0 0 0 0 NANCY SASAKI PRESIDENT & CEO 234102 0 18356 0 0 0 9461 0 11112 0 273031 0 0 0 SHANNON GONZALEZ COO 173372 0 10000 0 0 0 7810 0 17509 0 208691 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA UPON COMPLETETION OF THE REPORTING YEAR'S AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE REVIEWS THE ORGANIZATION'S FORM 990. AFTER THE FORM 990 HAS BEEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE REQUIRED ANNUALLY FROM THE BOARD OF DIRECTORS. IN ACCORDANCE WITH THE POLICY, MEMBERS OR STAFF WITH ANY CONFLICTS OF INTEREST ARE TO EXCUSE THEMSELVES FROM VOTING AND IN ACCORDANCE WITH THE SITUATION, EXCUSE THEMSELVES FROM THE DISCUSSION. STAFF ARE RESPONSIBLE FOR FOLLOWING THE CONFLICT OF INTEREST GUIDANCE SIGNED FOR WITH RECEIPT OF THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF SAN DIEGO CONDUCTS A COMPLETE REVIEW OF STAFF SALARIES EVERY OTHER YEAR. SALARIES FOR ALL STAFF INCLUDING TOP EXECUTIVES ARE COMPARED AGAINSTS LOCAL MARKET AS WELL AS SOUTHERN CALIFORNIA SALARY DATA PUBLISHED IN COMPENSATION SURVEYS BY 2 TO 3 INDEPENDENT SOURCES. SALARY INFORMATION IS ALSO COMPARED TO DATA COLLECTED BY UNITED WAY WORLDWIDE. A SUMMARY OF THE SALARY DATA REVIEWED AND ANY RECOMMENDED SALARY ACTIONS FOR EXECUTIVE-LEVEL STAFF IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ANY SALARY ACTION. THERE IS A REVIEW BY THE CHAIR OF BOARD AND CEO FOR KEY EMPLOYEES. DATA BENCHMARKED DONE BY PAYSCALE AND 990 INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 AUDITED FINANCIAL STATEMENTS AND THE ANNUAL REPORT ARE AVAILABLE ON THE UNITED WAY OF SAN DIEGO COUNTY WEBSITE. ANY OTHER GOVERNING OR PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND, AS APPROPRAITE, DELIVERED ELECTRONICALLY OR AT THE ORGANIZATION'S OFFICES FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.