2024-11-14T11:44:14-00:00 2023-12-31 834701792 Lewis Sharpstone & Co 5074 Tendilla Ave Woodland Hills CA 91364 990 2023-01-01 941646369 UNITED WAYS OF CALIFORNIA UNIT 2138086227 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 PETER MANZO PRESIDENT AND CEO 2138086227 2024-11-14 true LEWIS SHARPSTONE P02256953 8185701960 2024-11-14 X 2023 2024-10-15 13:58:12Z PETER MANZO 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 39155699 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. 9 8 30 8 0 5524312 38793124 458351 362575 0 0 5982663 39155699 944887 32330653 0 2205438 3518332 0 175916 1853211 2896677 5003536 38745662 979127 410037 5614193 9365349 2414812 5950431 3199381 3414918 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 false 28586109 27262679 USDA FOOD AND FARMWORKERS RELIEF PROGRAM UNDER THE USDAS FOOD AND FARMWORKERS RELIEF PROGRAM, UWCA PARTNERED WITH 16 LOCAL UNITED WAYS TO DISTRIBUTE 600 PAYMENTS TO FOOD AND FARMWORKERS THROUGHOUT THE STATE AS CONSIDERATION FOR THEIR CONTINUING TO WORK THROUGH THE PERIOD OF THE COVID-19 PANDEMIC. THE ORGANIZATION WAS ABLE TO PROVIDE THIS RELIEF TO MORE THAN 38,000 INDIVIDUALS, MANY OF WHOM ARE OUTSIDE THE REACH OF ORDINARY SOCIAL SERVICES. GRANTS WERE MADE TO INDIVIDUALS AND ALSO TO AGENCIES THAT PARTICIPATED IN THE OUTREACH AND DISTRIBUTION EFFORTS. 2191084 1020591 CAL EITC. UNDER THE CALIFORNIA EARNED INCOME TAX CREDIT PROGRAM CAL EITC, UWCA PARTNERED WITH 13 LOCAL UNITED WAYS, LUTHERAN SERVICES, ONELA, AND JOHN BURTON ADVOCATES FOR YOUTH TO ENABLE OUR THOUSANDS OF CALIFORNIA CUSTOMERS TO RECEIVE OVER 46 MILLION IN TAX CREDITS. 1823967 1823967 2-1-1 PARTNERING WITH 8 LOCAL UNITED WAYS AS WELL AS OTHER LOCAL PARTNERS, THE ORGANIZATION PROVIDED ACCESS FOR 96 OF CALIFORNIANS TO THE 2-1-1 NETWORK. THIS PROVIDES CALIFORNIANS WITH TRAINED CALL CENTER STAFF WHO OFFER SUPPORT, RESOURCES AND INFORMATION ABOUT ACCESS TO AVAILABLE SERVICES FOR SHELTER, FOOD, MEDICAL SERVICES AND EMERGENCY DISASTER RELIEF AND RECOVERY SERVICES. 5032304 2250742 362575 37633464 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 9 8 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 ALBERT CHAVEZ CFO 040.00 X 215815 0 18306 PETER MANZO PRESIDENT CEO 040.00 X X 206502 0 20070 APPLE MUSNI DIRECTOR 001.00 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 TO SEP 2023 DIRECTOR 001.00 X 0 0 0 JAMES OLSON DIRECTOR 001.00 X 0 0 0 HUGE MORALES DIRECTOR 001.00 X 0 0 0 BOB WALKER FROM SEP 2023 DIRECTOR 001.00 X 0 0 0 NANCY SASAKI FROM DEC 2023 DIRECTOR 001.00 X 0 0 0 422317 38376 2 false true false MICHELLE ROSENTHAL 5 THE CRES BERKELEY CA 94708 PROGRAM EVALUATIONS 100000 THE PACO COLLECTIVE 2675 W GRAND AVE CHICAGO IL 60612 DIGITAL ADVERTISING 266706 INLAND SOUTHERN CALIFORNIA UNITED WAY 1835 CHICAGO AVE B RIVERSIDE CA 92507 CRM SOFTWARE SERVICES 518452 3 360655 32895255 5537214 38793124 CONFERENCES AND WORKSHOPS 624100 362575 362575 362575 39155699 362575 9459739 9459739 22870914 22870914 0 0 478203 289878 188325 0 2431049 1795470 492036 143543 68680 49810 14024 4846 322480 224562 81287 16631 217920 164125 42899 10896 0 0 16597 16597 0 0 1510844 1510844 460734 450604 10130 92145 90120 2025 133675 130736 2939 0 0 74859 73213 1646 0 78649 76920 1729 0 0 345 345 33881 33136 745 TELEPHONE AND COMMUNICATIONS 257355 251697 5658 DUES AND SUBSCRIPTIONS 107385 105024 2361 BANK CHARGES AND FEES 72262 72262 STAFF DEVELOPMENT 32921 32197 724 25025 24475 550 38745662 37633464 936282 175916 2444298 6467029 3006405 2672356 163145 225964 3450 3450 345 5614193 9365349 660988 1971378 1753824 3979053 2414812 5950431 X 1510906 2323101 1688475 1091817 3199381 3414918 5614193 9365349 X 410037 -194500 X X false true X true true true X 5141718 11288873 4493734 5524312 38793124 65241761 5141718 11288873 4493734 5524312 38793124 65241761 111629 65130132 38468 127890 32075 198433 65440194 924595 0.99530 0.96250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3103 21721 24824 38720838 38745662 1000000 250000 685399 332095 400177 1000000 2417671 3626507 9742 20551 22131 21721 74145 171350 83024 100044 250000 604418 906627 3627 3162 3103 9892 3450 3450 Financial derivatives and other financial products Closely-held equity interests Federal income taxes X 39155699 39155699 39155699 38745662 38745662 38745662 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 2222701 SEE PART IV ICFS 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 93012 952944459 501C3 1376107 2-1-1 SERVICES STATE-WIDE UNITED WAY OF NO SANTA BARBARA COUNTY 1660 S BROADWAY SUITE 201 SANTA MARIA CA 93454 956006513 501C3 680666 SEE PART IV UNITED WAY OF TULARE COUNTY 1601 E PROSPERITY AVE TULARE CA 93274 946100424 501C3 602900 SEE PART IV UNITED WAY OF MERCED 658 WEST MAIN ST MERCED CA 95340 942633265 501C3 543460 SEE PART IV UNITED WAY WORLDWIDE 701 N FAIRFAX STREET ALEXANDRA VA 22314 131635294 501C3 542760 RELIEF FUNDS TO MAUI FIRE VICTIMS INLAND EMPIRE UNITED WAY 9624 HERMOSA AVENUE RANCHO CUCAMONGA CA 91730 330502676 501C3 444454 SEE PART IV UNITED WAY OF SAN LUIS OBISPO COUNTY POBOX 14309 SAN LUIS OBISPO CA 93406 953459538 501C3 375584 SEE PART IV COMMUNITY LINK CAPITAL REGION 8001 FOLSOM BOULEVARD SACRAMENTO CA 95826 941201196 501C3 321135 211 SVC WORK UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 501C3 272253 SEE PART IV UNITED WAY OF NORTHERN CALIFORNIA 3300 CHURN CREEK ROAD REDDING CA 96002 941251675 501C3 259593 SEE PART IV UNITED WAY SAN JOAQUIN 401 E MAIN ST STOCKTON CA 95202 911279805 501C3 257710 SEE PART IV UNITED WAY OF KERN COUNTY 5405 STOCKDALE HIGHWAY -STE 200 BAKERSFIELD CA 93309 952274560 501C3 224800 SEE PART IV UNITED WAY OF MONTEREY COUNTY 60 GARDEN COURT SUITE 350 MONTEREY CA 93940 941322169 501C3 213158 SEE PART IV UNITED WAY OF STANISLAUS COUNTY 422 MCHENRY AVENUE MODESTO CA 95355 941212129 501C3 188418 SEE PART IV UW OF WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE SANTA ROSA CA 95407 941669646 501C3 117500 SEE PART IV UNITED WAY SANTA BARBARA 1660 S BROADWAY SUITE 201 SANTA MARIA CA 93454 956006513 501C3 99399 SEE PART IV CALIFORNIA DEPT OF PUBLIC HEALTH GOODWILL SACRAMENTO 8001 FOLSOM BLV SACRAMENTO CA 95826 941201202 501C3 93885 2-1-1 SERVICES FOR COVID ORANGE COUNTY UNITED WAY 18012 MITCHELL SOUTH IRVINE CA 92614 330047994 501C3 87962 SEE PART IV UNITED WAY OF VENTURA COUNTY 702 COUNTY SQUARE DRIVE STE 100 VENTURA CA 93003 951945833 501C3 81153 SEE PART IV UNITED WAY BAY AREA 550 KEARNY STREET SUITE 1000 SAN FRANCISCO CA 94108 941312348 501C3 66500 SEE PART IV UNITED WAY OF IMPERIAL COUNTY 2410 IMPERIAL BUSINESS PARK DRIVE IMPERIAL CA 92251 953527016 501C3 59100 SEE PART IV KINGS UNITED WAY 125 WEST 7TH STREET HANFORD CA 93230 946130925 501C3 54200 SEE PART IV JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY ST SUITE 1142 SAN FRANCISCO CA 94104 812600695 501C3 40000 PROMOTING CALIF EMPLOYEE ITC PROGRAM SO CALIF EDUCATION FUND POBOX 151495 LOS ANGELES CA 90015 953713168 501C3 36350 CAL EITC OUTREACH LUTHERAN SOCIAL SERVICES OF NORTHERN CALIF 1465 CIVIC COURT BUILDING D STE 810 CONCORD CA 94520 941659687 501C3 33333 FREE TAX PREPARATION WORK PEOPLE FOR IRVINE COMMUNITY HEALTH 18012 MITCHELL STREET IRVINE CA 92614 330063532 501C3 25000 KINSHIP 211 WORK CALIFORNIA ALLIANCE OF CAREGIVERS 980 9TH STREET STE 1600 SACRAMENTO CA 95814 812865148 501C3 20000 FREE TAX PREPARATION WORK UNITED WAY OF NEVADA COUNTY 563 BRUNSWICK ROAD SUITE 11 GRASS VALLEY CA 95945 680007201 501C3 13900 SEE PART IV ONE LA - IAF PO BOX 39534 LOS ANGELES CA 90039 201581749 501C4 13175 FREE TAX PREPARATION WORK CALIFORNIA CHILDREN & FAMILIES FDN 1115 ATLANTIC AVENUE ALAMEDA CA 94501 771561803 501C3 11250 ACES TRUSTED MESSENGERS YUBA-SUTTER-COLUSA UNITED WAY PO BOX 122 MARYSVILLE CA 95901 941668459 501C3 7500 SEE PART IV 29 3 USDA FARMWORKER BENEFICIARY GRANTS 38000 22870914 Part I Line 2 GRANT FUNDS TO UNITED WAYS AND OTHER ORGANIZATIONS 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. THE USDA FARMWORKER GRANTS WERE MADE IN THE AMOUNT OF 600 TO APPROXIMATELY 38,000 FARM WORKERS. AFTER THE ELIGIBILITY OF THE PERSON FOR THE GRANT WAS ESTABLISHED AND THE GRANT WAS DISBURSED, NO FURTHER MONITORING WAS REQUIRED OR NECESSARY. Part II Line 1 MANY UNITED WAYS PARTICIPATED IN, AND RECEIVED GRANTS RELATED TO THEIR PARTICIPATION IN, SEVERAL OF THE PROGRAMS LISTED ON FORM 990 PART III. THE AMOUNTS LISTED ON PART II COMPRISE THE TOTAL GRANTS MADE TO EACH UNITED WAY FOR THEIR AGGREGATE PARTICIPATION IN THE ORGANIZATIONS PROGRAMS DURING 2023. X X X X false false false false false false false false false PETER MANZO PRESIDENT CEO 206502 5625 14445 226572 ALBERT CHAVEZ CFO 215815 4506 13800 234121 Form 990, Part III, Line 4d Program Service Expenses 1,657,308, Grants and allocations 807,566, Revenue 0 FTPA PROGRAM. UNDER THE CALIFORNIA FREE TAX PREPARATION AASSISTANCE PROGRAM FTPA, UWCA PARTNERED WITH 13 LOCAL UNITED WAYS, LUTHERAN SERVICES, ONELA, AND JOHN BURTON ADVOCATES FOR YOUTH TO PARTICIPATE IN THE DELIVERY OF OVER 76,000 FEDERAL AND STATE TAX RETURNS, SAVING CALIFORNIANS OVER 6 MILLION IN TAX PREPARATION FEES. Form 990, Part III, Line 4d Program Service Expenses 3,374,996, Grants and allocations 1,443,176, Revenue 362,575 OTHER PROGRAMS. IN ADDITION TO THE LARGER PROGRAMS MENTIONED ABOVE, THE ORGANIZATION OPERATED 27 OTHER PROGRAMS, PROVIDING A WIDE RANGE OF SERVICES. THIS INCLUDED DISTRIBUTION OF DISASTER RELIEF IN THE FORM OF CASH CARDS AFTER THE MAUI FIRES, PROVIDING CALIFORNIANS WITH TRANSPORTATION TO ATTEND MEDICAL APPOINTMENTS AND VACCINATIONS, PROVIDING RESOURCES FOR CAREGIVERS IN CALIFORNIA AND PROVIDING WORKSHOPS FOR CALIFORNIANS TO ASSIST THEM IN ACCESSING SERVICES. Form 990, Part VI, Section B, Line 11B THE FORM 990 IS CAREFULLY REVIEWED BY THE CEO, THE CFO 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 2023 ACCOUNTING, ADJUSTMENTS WERE IDENTIFIED THAT RELATED TO THE YEAR ENDED DECEMBER 31, 2022 WHICH WERE NOT REFLECTED IN THE 2022 FORM 990. THE AGGREGATE AMOUNT OF THESE ADJUSTMENTS WERE 194,500. Form 990, Part XII, Line 2B AND 3B DURING 2022 THE ORGANIZATION SCALED BACK ITS RELIANCE ON AN OUTSIDE BOOKKEEPING FIRM AND FULLY BROUGHT ITS ACCOUNTING FUNCTION IN HOUSE IN 2022. 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 IS WRAPPING UP AND THE 2022 AUDIT WILL COMMENCE SOON. THE ORGANIZATION HAS FORMALLY ENGAGED ITS CPA FIRM TO CONDUCT ITS 2023 AUDIT AND IT WILL COMMENCE IMMEDIATELY UPON THE COMPLETION OF THE 2022 AUDIT. Form 990, Part III, Line 2 THE FOLLOWING IS THE SIGNIFICANT NEW PROGRAM UNDERTAKEN BY THE ORGANIZATION DURING 2023 UNDER THE USDAS FOOD AND FARMWORKERS RELIEF PROGRAM, UWCA PARTNERED WITH 16 LOCAL UNITED WAYS TO DISTRIBUTE 600 PAYMENTS TO FOOD AND FARMWORKERS THROUGHOUT THE STATE AS CONSIDERATION FOR THEIR CONTINUING TO WORK THROUGH THE PERIOD OF THE COVID-19 PANDEMIC. THE ORGANIZATION WAS ABLE TO PROVIDE THIS RELIEF TO MORE THAN 38,000 INDIVIDUALS, MANY OF WHOM ARE OUTSIDE THE REACH OF ORDINARY SOCIAL SERVICES.