2025-05-14T16:45:41-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 941312348 UNITED WAY OF THE BAY AREA UNIT 4158084300 550 KEARNY ST 510 SAN FRANCISCO CA 94108 KEISHA BROWDER CEO 4158084300 2025-05-13 1 1 QI WEN LIANG P01270238 4159561500 2025-05-13 2023 2025-03-06 01:10:19Z UNITED WAY BAY AREA KEISHA BROWDER 550 KEARNY ST 510 SAN FRANCISCO CA 94108 26315636 0 X WWW.UWBA.ORG X 1922 CA UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS. 13 13 72 2500 0 0 20125539 19000136 255288 94421 -649668 1049172 0 0 19731159 20143729 8802154 5692073 0 0 8401655 9283418 57813 2594 3719516 7789754 6612999 25051376 21591084 -5320217 -1447355 35782855 31610543 7458520 5226931 28324335 26383612 X UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS. 0 0 3025715 1534375 FREE TAX HELP (FORMERLY KNOWN AS EARN IT! KEEP IT! SAVE IT!) UWBA FREE TAX HELP PROGRAM PROVIDES HIGH-QUALITY FREE TAX PREPARATION IN OUR EIGHT COUNTIES. UWBA WORKS CLOSELY WITH INTERNAL REVENUE SERVICE ("IRS") AND LOCAL VOLUNTEER INCOME TAX ASSISTANCE ("VITA") SITES. UWBA TYPICALLY HAS MORE THAN 100 TAX SITES MANAGED BY OUR COALITION LOCALLY. IN FISCAL YEAR 2024, MANY UWBA SITES WERE ABLE TO OPERATE WITH AN IN-PERSON COMPONENT AND SOME CONTINUED WITH A VIRTUAL OPTION THROUGH UWBA PARTNERSHIP WITH GETYOURREFUND.ORG. THIS YEAR, THE FREE TAX HELP COALITION PREPARED APPROXIMATELY 35,000 HOUSEHOLDS' RETURNS AND HELPED THEM CLAIM OVER $52 MILLION IN REFUNDS. UWBA AIMS TO SERVE A SIMILAR OR HIGHER NUMBER FOR THE NEXT TAX SEASON. UWBA ASSIST EARNED INCOME TAX CREDIT ("EITC")-ELIGIBLE FAMILIES IN CLAIMING LIFE-CHANGING TAX CREDITS BECAUSE THE EITC AND THE CHILD TAX CREDIT ("CTC") ARE CRITICAL POVERTY-FIGHTING TOOLS AS THESE INCOME TAX-BASED CREDITS ARE WELL RESEARCHED AND PROVEN TO BE THE MOST EFFECTIVE ANTI-POVERTY PROGRAM IN THE COUNTRY. UWBA HAS ALSO BEEN ABLE TO KEEP NEARLY ALL UWBA SITES OPEN, ENGAGING APPROXIMATELY 1,350 VOLUNTEERS. 2468586 1800000 SPARKPOINT: SPARKPOINT CENTERS WORK WITH FAMILIES TO MEET BASIC NEEDS, INCREASE INCOME, BUILD CREDIT, INCREASE SAVINGS, AND REDUCE DEBT THROUGH OFFERING BASIC NEEDS, CAREER, EDUCATIONAL, AND FINANCIAL SERVICES. SPARKPOINT PROVIDES FREE FINANCIAL COACHING TO WORK ONE-ON-ONE WITH CLIENTS BOTH VIRTUALLY AND IN PERSON TO RECOGNIZE BEHAVIORAL OUTCOMES, SET GOALS, BRAINSTORM STRATEGIES, AND DEVELOP REALISTIC ACTION PLANS TO MOVE PEOPLE TOWARD FINANCIAL PROSPERITY. SPARKPOINT CENTERS ALSO PROVIDE BASIC NEEDS SUPPORT, INCLUDING CONNECTING CLIENTS TO HOUSING AND FOOD RESOURCES AND BENEFITS SCREENING AND ADVOCACY. THROUGHOUT THE PANDEMIC, SPARKPOINT CENTERS MOVED TOWARD A HYBRID MODEL OF SERVICES TO MEET CLIENTS BOTH VIRTUALLY AND IN-PERSON TO BETTER SUPPORT ACCESS TO PUBLIC BENEFITS AND FINANCIAL COACHING SERVICES. IN FISCAL YEAR 2024, SPARKPOINT PROVIDED SERVICES TO APPROXIMATELY 27,300 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 12 SPARKPOINT CENTERS AND OVER 20 SERVICE LOCATIONS. MOST COMMUNITY MEMBERS SOUGHT OUT SPARKPOINT TO ACCESS SUPPORTIVE SERVICES RELATED TO FINANCIAL SERVICES AND GETTING HELP MEETING THEIR BASIC NEEDS. A TOTAL OF OVER 2,400 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 65% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT AND APPROXIMATELY 1,150 ENROLLED IN PUBLIC BENEFITS. 1682661 284670 72800 211: 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UWBA 211 SERVES SAN FRANCISCO, SANTA CLARA, SAN MATEO, MARIN, NAPA AND SOLANO COUNTIES. IN FISCAL YEAR 2024, 211 ANSWERED APPROXIMATELY 43,600 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF APPROXIMATELY 94,000 REFERRALS TO A VARIETY OF RESOURCES TO ADDRESS THEIR NEEDS. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK IN OVER 150 LANGUAGES. THE NUMBER ONE NEED OF CALLERS IS HOUSING RELATED, AND SINCE 2023, 211 HAS SCREENED MORE THAN 18,000 CALLERS FOR HOUSING STABILITY TO ENSURE BAY AREA RESIDENTS CAN ACCESS EVERYTHING FROM SHELTER INFORMATION AND TENANTS' RIGHTS RESOURCES TO RENTAL ASSISTANCE AND SUPPORTIVE HOUSING. 8367457 2073028 21621 EMERGENCY FOOD & SHELTER PROGRAM ("EFSP"): EFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 40TH YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO THE FEDERAL EMERGENCY MANAGEMENT AGENCY ("FEMA"), WHICH WORKS WITH UNITED WAY WORLDWIDE AS THE FISCAL AGENT FOR THE PROGRAM. EFSP IS A UNIQUE PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE FEDERAL GOVERNMENT AND THE UNITED WAY SYSTEM. SINCE ITS INCEPTION, UWBA AND LOCAL BOARDS (LOCAL BOARDS ARE MANDATED LOCAL COMMITTEES THAT HAVE OVERSIGHT OF THE FEDERAL FUNDING) HAVE ALLOCATED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. FOR THIS MOST RECENT ROUND OF FUNDING, EFSP ALLOCATED APPROXIMATELY $2,444,000 TO AGENCIES IN EIGHT COUNTIES. APPROXIMATELY 172,000 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 105 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. WHILE THIS IS NOT FUNDING RAISED BY UWBA, IT IS VITAL THAT UWBA EXPERTISE AND RELATIONSHIPS ARE LEVERAGED TO SUPPORT OUR LOCAL FOOD AND SHELTER PROGRAMS.EMERGENCY ASSISTANCE NETWORK ("EAN"): EAN IS A COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. UWBA PROVIDED THE EAN AGENCIES A TOTAL OF $140,000 IN GRANTS TO SUPPORT THAT WORK, AS WELL AS PROVIDING IN-KIND CONVENING AND STAFF SUPPORT TO THE NETWORK. THIS YEAR THE EAN SERVED APPROXIMATELY 90,000 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED OVER $10 MILLION IN DIRECT ASSISTANCE AS A NETWORK. EAN AGENCIES ASSISTED APPROXIMATELY 3,800 HOUSEHOLDS (APPROXIMATELY 11,000 INDIVIDUALS) IN THE COMMUNITY SPECIFICALLY WITH HOUSING AND UTILITY ASSISTANCE.LABOR COMMUNITY SERVICES: THE LABOR COMMUNITY SERVICES PROGRAM IS A COMPREHENSIVE RESOURCE FOR WORKING FAMILIES. UWBA LABOR LIAISONS, PLACED WITH THREE LOCAL CENTRAL LABOR COUNCILS, PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. UWBA'S THREE LABOR COMMUNITY SERVICES STAFF SERVED APPROXIMATELY 950 HOUSEHOLDS (APPROXIMATELY 2,000 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS OR PROVIDED NAVIGATION SERVICES AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.YOUTH OPPORTUNITY PATHWAYS: YOUTH OPPORTUNITY PATHWAYS, A UWBA PROGRAM PROVIDES CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUNG PEOPLE AGED 14-28. THIS YEAR, UWBA CONTINUED TO PARTNER ACROSS THE REGION. THROUGH PARTNERSHIPS, WE PROVIDE YOUTH WITH MENTORSHIP, JOB READINESS ACTIVITIES, AND COLLEGE ACCESS SUPPORT. WE ENGAGED WITH 6 COMMUNITY PARTNERS, SERVING OVER 3,600 YOUTH. OVER 1200 YOUTH RECEIVED MENTORSHIP SERVICES, AND 915 ENROLLED IN FURTHER SKILLS TRAINING OR PARTICIPATED IN CAREER EXPLORATION EVENTS. 560 YOUTH PARTICIPATED IN INTERNSHIPS OR OTHER WORK-BASED LEARNING ACTIVITIES. WE HOSTED OUR ANNUAL COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 20 YOUTH IN THEIR COLLEGE APPLICATION JOURNEY. ADDITIONALLY, OUR SIGNATURE EVENT, ON TRACK, WAS HOSTED AT THE OAKLAND MUSEUM AND HAD 20 CORPORATE PARTNERS VOLUNTEER TO TABLE AND MENTOR YOUNG PEOPLE. HOUSING JUSTICE: UWBA CONTINUED SUPPORT OF OUR HOUSING JUSTICE GRANTEES. APPROXIMATELY $347,000 IN UWBA GRANTMAKING SERVED 2,000 INDIVIDUALS IN OVER 1,600 HOUSEHOLDS. WE CONTINUED OUR COMMUNITY AMBASSADOR GRANTMAKING EFFORTS, TRAINING AND SUPPORTING UWBA AMBASSADORS TO REVIEW APPLICATIONS AND AWARDS. THE AMBASSADORS LED A PROCESS TO GRANT $150,000 TO 8 GRANTEES. UWBA LAUNCHED A REGION-WIDE PUBLIC WILL-BUILDING CAMPAIGN, "LEARN, UNDERSTAND, ACT," TO ENGAGE AND ENCOURAGE PEOPLE TO ADVOCATE FOR LOCAL AND REGIONAL POLICY CHANGES THAT WILL INCREASE AFFORDABLE HOUSING IN THE BAY AREA. PUBLIC POLICY: UWBA RECOGNIZES THAT TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA'S MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. IN FISCAL YEAR 2024, UWBA LED 12 POLICY CAMPAIGNS AT THE REGIONAL AND LOCAL LEVELS FOCUSED ON INCREASING AVAILABILITY OF AFFORDABLE HOUSING AND EXPANDING TENANT PROTECTIONS FOR RENTERS. IN PARTNERSHIP WITH UNITED WAYS OF CALIFORNIA ("UWCA"), UWBA SERVED AS THE REGIONAL ADVOCACY COORDINATOR TO MOBILIZED UWBA, UNITED WAY WINE COUNTRY, UNITED WAY SANTA CRUZ, AND UNITED WAY MONTEREY TO MEET WITH STATE ELECTED OFFICIALS AND ADVOCATE FOR LIVING WAGES, HOUSING JUSTICE, TAX CREDITS, AND THE 211 HELPLINE. WE ALSO PARTNERED WITH CALIFORNIA COMMUNITY COLLEGES CHANCELLOR'S OFFICE TO CONDUCT A POLICY LANDSCAPE ANALYSIS AND EVALUATION OF THE IMPLEMENTATION OF BASIC NEEDS CENTERS IN COMMUNITY COLLEGES THROUGHOUT THE STATE. TOWARDS THE END OF THE YEAR, WE PARTNERED WITH CONGRESSMAN MULLIN TO HOLD AN EDUCATION EVENT HIGHLIGHTING THE SOCIAL IMPACTS OF THE FEDERAL POVERTY LINE ACT AND THE UWCA REAL COST MEASURE. 8367457 2073028 21621 15544419 1 1 0 1 0 1 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN KATAOKA 4158084300 550 KEARNY ST 510 SAN FRANCISCO CA 94108 MCCARTHY GIOIA BOARD CHAIR 2.00 0.00 X X 0 0 0 JOHNSON KEVIN SECRETARY 2.00 0.00 X X 0 0 0 MANZO PETE TREASURER, CHAIR FINANCE COMMITTEE 2.00 0.00 X X 0 0 0 CHEN ALICE DIRECTOR, BOARD VICE CHAIR, CHAIR ADVANCEMENT COMM 2.00 0.00 X X 0 0 0 ALAFIA JOY DIRECTOR, CHAIR GOVERNANCE COMMITTEE 2.00 0.00 X 0 0 0 BASOCO-VILLARREAL ANISSA DIRECTOR 2.00 0.00 X 0 0 0 BOLARIA-SHIFRIN RUBY DIRECTOR 2.00 0.00 X 0 0 0 BRANCH MICHELLE DIRECTOR, CHAIR PUBLIC POLICY COMMITTEE 2.00 0.00 X 0 0 0 STREET ERIC DIRECTOR, CHAIR AUDIT COMMITTEE 2.00 0.00 X 0 0 0 GONZALEZ RUDY DIRECTOR 2.00 0.00 X 0 0 0 KRIVKOVICH ALEXIS DIRECTOR 2.00 0.00 X 0 0 0 BREBER PIERRE DIRECTOR 2.00 0.00 X 0 0 0 CABA OUSMANE DIRECTOR 2.00 0.00 X 0 0 0 ZWICK KEVIN CHIEF EXECUTIVE OFFICER (THRU 02/24) 37.50 0.00 X 359625 0 29495 BATSON KELLY INTERIM CEO (AS OF 02/24) 37.50 0.00 X 221650 0 25618 KATAOKA BRIAN CHIEF FINANCIAL OFFICER 37.50 0.00 X 129383 0 12109 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 37.50 0.00 X 300631 0 29765 RAMOS JOSE VICE PRESIDENT, MARKETING 37.50 0.00 X 198721 0 57732 MARTIN CAROLINA VICE PRESIDENT, DEVELOPMENT 37.50 0.00 X 198721 0 46797 ESCOBAR LAURA VICE PRESIDENT, SAFETY NET SERVICES 37.50 0.00 X 161466 0 45767 HARDEN NICOLE VICE PRESIDENT, ECONOMIC SUCCESS 37.50 0.00 X 159643 0 27774 BRISSENDEN-SMITHSARA ELIZABETH VICE PRESIDENT, EQUITY & STRATEGY 37.50 0.00 X 157737 0 20684 1887577 0 295741 27 0 1 0 A2Z MEDIA GROUP LLC 1350 ARNOLD DRIVE STE 201 MARTINEZ CA 94553 MEDIA ADVERTISING 396318 GALLAGHER BENEFIT SERVICES INC 2850 GOLF ROAD ROLLING MEADOWS IL 60008 PENSION SERVICES 346977 SD MAYER & ASSOCIATES LLP 235 MONTGOMERY STREET 30TH FLOOR SAN FRANCISCO CA 94104 HR ADVISORY SERVICES 225095 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 91189 TAX & AUDIT SERVICES 197515 ALLEGIANCE FUNDRAISING LLC PO BOX 9132 FARGO ND 581069132 MARKETING & ANALYTICS 192911 5 3894368 15105768 235678 19000136 CONSULTING FEE INCOME 900099 72800 72800 PLEDGE PROCESSING FEES 900099 21621 21621 94421 410753 410753 6810326 6171907 638419 638419 638419 20143729 94421 0 1049172 X 5692073 5692073 1104812 291234 504781 308797 6278416 4631544 527843 1119029 446296 320771 45964 79561 948231 658332 115518 174381 505663 339862 68843 96958 61025 61025 188311 188311 2342 2342 2594 2594 115346 115346 3016657 1921764 241909 852984 562130 339473 123 222534 691892 391901 63917 236074 593327 270800 99627 222900 329257 79321 101332 148604 165517 120821 10831 33865 210323 156671 4849 48803 96357 42339 21902 32116 223009 155732 27278 39999 102552 45061 23307 34184 63562 63562 PLEDGE PROCESSING 101092 44420 22978 33694 RECRUITMENT 50915 22372 11573 16970 MEMBERSHIP DUES 20183 8621 4688 6874 19202 8965 1642 8595 21591084 15544419 2327149 3719516 1728858 324432 220675 220675 9155810 10084146 83471 11397 2057384 1817620 256859 239764 21604365 17410826 2732817 3319303 35782855 31610543 2836565 1784928 175000 0 1731141 983590 3102 3330 2712712 2455083 7458520 5226931 X 18276209 12542374 10048126 13841238 28324335 26383612 35782855 31610543 X -1447355 554039 -1047407 X 0 1 X 1 0 X 31542519 40856628 19294964 20125539 19000136 130819786 31542519 40856628 19294964 20125539 19000136 130819786 19641434 111178352 689075 739399 975411 873782 410753 3688420 134508206 2735095 0.82660 0.84500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2342 2342 21588742 21591084 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 900 26038 2342 29280 250000 250000 250000 250000 1000000 1500000 900 900 1 50000 0 39500 1 1 0 1 X 5911571 641963 233228 6320306 6280532 514990 883951 5911571 6524436 85177 329081 6280532 5060888 1731554 241941 26065 6524436 5252820 -967 10038 177972 23031 5060888 0.00000 0.62000 0.38000 0 0 158130 117171 40959 220684 220684 0 1678570 1479765 198805 239764 OTHER RECEIVABLES 1028020 ROU ASSET 2291283 3319303 OPERATING LEASE LIABILITY 2439856 SPLIT INTEREST AGREEMENTS 15227 2455083 X 19527917 554039 116568 -439842 230765 19297152 115346 731231 846577 20143729 21468640 116568 607565 724133 20744507 115346 731231 846577 21591084 PART IV, LINE 2B: DONOR DESIGNATIONS (OR "AGENCY TRANSACTIONS") CONSIST OF CONTRIBUTIONS THAT ARE DESIGNATED BY THE DONOR TO NONPROFIT ORGANIZATIONS OTHER THAN UWBA. THE DONOR DESIGNATIONS AND ALLOCATIONS PAYABLE IS REPORTED ON FORM 990, PART X, LINE 21. PART V, LINE 4: ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR. PART X, LINE 2: UWBA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION -439,842. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 731,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: PLEDGE WRITE OFFS 607,565. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 731,231. 1 RICHMOND COMMUNITY FOUNDATION 3260 BLUME DRIVE SUITE 110 RICHMOND CA 94806 943337754 501(C)(3) 745000 0 PROGRAM GRANT EAST BAY ASIAN LOCAL DEVELOPMENT CORP 1825 SAN PABLO AVE SUITE 200 OAKLAND CA 94612 510171851 501(C)(3) 348342 0 PROGRAM GRANT UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE 160 SANTA ROSA CA 95407 941669646 501(C)(3) 322502 0 PROGRAM GRANT CHILDREN'S NETWORK OF SOLANO COUNTY 827 MISSOURI STREET SUITE 5 FARIFIELD CA 94533 680014506 501(C)(3) 295000 0 PROGRAM GRANT IMAN NETWORK INC 2060 COOLIDGE DR SANTA CLARA CA 95051 850911768 501(C)(3) 195008 0 PROGRAM GRANT COMMUNITY ACTION MARIN 555 NORTHGATE DR 201 SAN RAFAEL CA 94903 946136365 501(C)(3) 191000 0 PROGRAM GRANT COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 261697250 501(C)(3) 133822 0 PROGRAM GRANT EDEN I AND R INC 570 B STREET HAYWARD CA 94544 942339050 501(C)(3) 129835 0 PROGRAM GRANT FREMONT FAMILY RESOURCE CENTER CORPORATION 39155 LIBERTY STREET SUITE A110 FREMONT CA 94537 943333831 501(C)(3) 129500 0 PROGRAM GRANT INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 930125121 952944459 501(C)(3) 129184 0 PROGRAM GRANT CONTRA COSTA CRISIS CENTER PO BOX 3364 WALNUT CREEK CA 94598 941747227 501(C)(3) 124835 0 PROGRAM GRANT ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501(C)(3) 101803 0 PROGRAM GRANT SAN FRANCISCO COMMUNITY AGENCIES RESPONDING TO DISASTER 1270 SANCHEZ STREET SAN FRANCISCO CA 94114 453600883 501(C)(3) 100000 0 PROGRAM GRANT SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT - SKYLINE COLLEGE 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 80000 0 PROGRAM GRANT MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 73000 0 PROGRAM GRANT ALAMEDA COUNTY SOCIAL SVCS AGENCY 2000 SAN PABLO AVENUE 4TH FLOOR SUITE 445 OAKLAND CA 94612 946000501 501(C)(3) 71000 0 PROGRAM GRANT SAN ANTONIO COMMUNITY DEVELOPMENT CORP 2228 EAST 15TH STREET OAKLAND CA 94606 942675448 501(C)(3) 67238 0 PROGRAM GRANT COLLABORATING AGENCIES DISASTER RELIEF EFFORT (CADRE) 2731 NORTH FIRST STREET SAN JOSE CA 95134 831035628 501(C)(3) 66250 0 PROGRAM GRANT SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 237179787 501(C)(3) 65000 0 PROGRAM GRANT CHINESE NEWCOMERS SERVICE CENTER 777 STOCKTON STREET 104 SAN FRANCISCO CA 94108 942152893 501(C)(3) 64500 0 PROGRAM GRANT SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 61000 0 PROGRAM GRANT THE UNITY COUNCIL OF ALAMEDA COUNTY INC 1900 FRUITVALE AVE SUITE 2A OAKLAND CA 94601 941670490 501(C)(3) 61000 0 PROGRAM GRANT WEST VALLEY COMMUNITY SERVICES 10104 VISTA DRIVE CUPERTNO CA 95014 942211685 501(C)(3) 60000 0 PROGRAM GRANT LAO FAMILY COMMUNITY DEVELOPMENT INC 2325 EAST 12TH STREET OAKLAND CA 94601 943115164 501(C)(3) 55000 0 PROGRAM GRANT CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD 200 SAN JOSE CA 95134 942762269 501(C)(3) 45000 0 PROGRAM GRANT SIMPLIFY CT INC 14 RED ROSE CIRCLE DARIEN CT 06820 851504162 501(C)(3) 45000 0 PROGRAM GRANT CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT FOUNDATION 25555 HESPERIAN BLVD HAYWARD CA 94545 941670563 501(C)(3) 40000 0 PROGRAM GRANT COMMUNITY AGENCY FOR RESOURCES ADVOCACY AND SERVICES (CARAS) 381-B FIRST STREET GILROY CA 95020 452834101 501(C)(3) 40000 0 PROGRAM GRANT SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT 40 SOUTH MARKET STREET SAN JOSE CA 95113 770100756 501(C)(3) 40000 0 PROGRAM GRANT EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY 360 14TH STREET 4TH FLOOR OAKLAND CA 94612 943314108 501(C)(3) 37500 0 PROGRAM GRANT SAN MATEO COUNTY CCD - CANADA COLLEGE 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 35000 0 PROGRAM GRANT UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET SAINT HELENA CA 94574 800023012 501(C)(3) 35000 0 PROGRAM GRANT ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 941513140 501(C)(3) 30000 0 PROGRAM GRANT CANAL ALLIANCE 91 LARKSPUR STREET SAN RAFAEL CA 94901 942832648 501(C)(3) 29983 0 PROGRAM GRANT CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT 7600 DUBLIN BLVD 3RD FLOOR DUBLIN CA 94568 941670563 501(C)(3) 29000 0 PROGRAM GRANT CENTER FOR NEW MUSIC SAN FRANCISCO INC 55 TAYLOR ST SAN FRANCISCO CA 94102 461228251 501(C)(3) 28143 0 PROGRAM GRANT BAY AREA NEIGHBORS FOR AFFORDABLE HOUSING-2024 SPONSORED BY NPH ATION FUND 555 CAPITAL MALL SUITE 400 SACRAMENTO CA 95814 934494029 501(C)(3) 25000 0 PROGRAM GRANT ENTERPRISE COMMUNITY PARTNERS INC 101 MONTGOMERY ST SUITE 1350 SAN FRANCISCO CA 94104 521231931 501(C)(3) 25000 0 PROGRAM GRANT NEW HAVEN UNIFIED SCHOOL DISTRICT 34200 ALVARADO-NILES ROAD UNION CITY CA 94587 941717886 501(C)(3) 25000 0 PROGRAM GRANT NPH ACTION FUND POLITICAL ISSUES COMMITTEE 49 STEVENSON STREET SUITE 500 SAN FRANCISCO CA 94105 833147694 501(C)(3) 25000 0 PROGRAM GRANT SAN JOSE CONSERVATION CORPS 1560 BERGER DRIVE SAN JOSE CA 95112 770155997 501(C)(3) 25000 0 PROGRAM GRANT FILIPINO COMMUNITY DEVELOPMENT CORPORATION 953 MISSION STREET SUITE 20 SAN FRANCISCO CA 94103 812601416 501(C)(3) 24945 0 PROGRAM GRANT CHINATOWN COMMUNITY DEVELOPMENT CENTER INC 615 GRANT AVE SAN FRANCISCO CA 94108 942514053 501(C)(3) 24453 0 PROGRAM GRANT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 22500 0 PROGRAM GRANT NORTHEAST COMMUNITY FEDERAL CREDIT UNION 127 WAVERLY PLACE SAN FRANCISCO CA 94108 942891498 501(C)(3) 22500 0 PROGRAM GRANT THE WOMEN'S BUILDING-SF WOMENS CENTER INC 3543 - 18TH STREET STE 8 SAN FRANCISCO CA 94110 941730620 501(C)(3) 22000 0 PROGRAM GRANT CITY COLLEGE OF SAN FRANCISCO 50 FRIDA KAHLO WAY SMITH HALL ROOM 118 SAN FRANCISCO CA 94112 941721925 501(C)(3) 20000 0 PROGRAM GRANT COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 941422465 501(C)(3) 20000 0 PROGRAM GRANT COUNCIL OF COMMUNITY HOUSING ORGANIZATIONS (CCHO) 325 CLEMENTINA STREET SAN FRANCISCO CA 94103 943102891 501(C)(3) 20000 0 PROGRAM GRANT LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 770160469 501(C)(3) 20000 0 PROGRAM GRANT ONE TREASURE ISLAND 1 AVENUE OF THE PALMS ROOM 166 SAN FRANCISCO CA 94130 943280624 501(C)(3) 20000 0 PROGRAM GRANT SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 931137247 501(C)(3) 20000 0 PROGRAM GRANT SAN JOSE CITY COLLEGE 40 S MARKET ST SAN JOSE CA 95113 770100756 501(C)(3) 20000 0 PROGRAM GRANT ST JOSEPHS FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY CA 95020 030391775 501(C)(3) 20000 0 PROGRAM GRANT SUNNYVALE COMMUNITY SERVICES 1160 KERN AVE SUNNYVALE CA 940853907 941713897 501(C)(3) 20000 0 PROGRAM GRANT THE SALVATION ARMY-SANTA CLARA COUNTY 359 NORTH 4TH ST SAN JOSE CA 95112 941156347 501(C)(3) 20000 0 PROGRAM GRANT COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA 22351 CITY CENTER DRIVE SUITE 100 HAYWARD CA 94541 237218859 501(C)(3) 16000 0 PROGRAM GRANT TRAVIS CREDIT UNION FOUNDATION PO BOX 1086 VACAVILLE CA 95687 824159040 501(C)(3) 16000 0 PROGRAM GRANT HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY 2905 S EL CAMINO REAL SAN MATEO CA 94403 943395945 501(C)(3) 15000 0 PROGRAM GRANT PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501(C)(3) 15000 0 PROGRAM GRANT SILICON VALLEY AT HOME 350 W JULIAN STREET BLDG 5 SAN JOSE CA 95110 814755729 501(C)(3) 15000 0 PROGRAM GRANT DEMONSTRATION GARDENS 245 HYDE STREET SAN FRANCISCO CA 94102 833627141 501(C)(3) 13900 0 PROGRAM GRANT TAX-AID 235 MONTGOMERY STREET SUITE 1155 SAN FRANCISCO CA 94104 943062518 501(C)(3) 13500 0 PROGRAM GRANT ASIAN PACIFIC AMERICAN COMMUNITY CENTER 66 RAYMOND AVENUE SAN FRANCISCO CA 94134 943357710 501(C)(3) 12000 0 PROGRAM GRANT URBAN LEAGUE OF GREATER SAN FRANCISCO BAY AREA 1221 BROADWAY LL48 OAKLAND CA 94612 823809135 501(C)(3) 11550 0 PROGRAM GRANT BILL WILSON CENTER 3490 THE ALAMEDA SANTA CLARA CA 95050 942221849 501(C)(3) 11500 0 PROGRAM GRANT RENAISSANCE ENTREPRENEURSHIP CENTER 275 5TH STREET SAN FRANCISCO CA 94103 942793122 501(C)(3) 11000 0 PROGRAM GRANT BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 10000 0 PROGRAM GRANT COASTSIDE HOPE 99 AVENUE ALHAMBRA EL GRANADA CA 94018 510199747 501(C)(3) 10000 0 PROGRAM GRANT NEW DOOR VENTURES 3221 - 20TH STREET SAN FRANCISCO CA 94110 942780274 501(C)(3) 10000 0 PROGRAM GRANT PACIFICA RESOURCE CENTER PO BOX 1397 PACIFICA CA 94044 811496989 501(C)(3) 10000 0 PROGRAM GRANT RUBICON PROGRAMS INC 2500 BISSELL AVENUE RICHMOND CA 94804 942301550 501(C)(3) 10000 0 PROGRAM GRANT SAMARITAN HOUSE 4031 PACIFIC BLVD 3RD FLOOR SAN MATEO CA 94403 237416272 501(C)(3) 10000 0 PROGRAM GRANT SAN FRANCISCO COMMUNITY EMPOWERMENT CTR 2875 SAN BRUNO AVENUE SAN FRANCISCO CA 94134 204121042 501(C)(3) 8500 0 PROGRAM GRANT HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) 1099 E STREET HAYWARD CA 94541 946000728 501(C)(3) 7000 0 PROGRAM GRANT YMCA OF SAN FRANCISCO 169 STEUART ST SAN FRANCISCO CA 941051206 940997140 501(C)(3) 7000 0 PROGRAM GRANT SFCASA 2535 MISSION STREET SAN FRANCISCO CA 94110 943039028 501(C)(3) 6500 0 PROGRAM GRANT BETA ALPHA PSI - SF STATE UNIVERSITY POBOX 27131 SAN FRANCISCO CA 94127 237352194 501(C)(3) 6000 0 PROGRAM GRANT 78 0 PART I, LINE 2: FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)(3) ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH. X X X X X 0 0 0 0 0 0 0 1 0 ZWICK KEVIN CHIEF EXECUTIVE OFFICER (THRU 02/24) 310325 0 47500 0 1800 0 16941 0 12554 0 389120 0 0 0 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 273831 0 25000 0 1800 0 17427 0 12338 0 330396 0 0 0 RAMOS JOSE VICE PRESIDENT, MARKETING 196921 0 0 0 1800 0 11815 0 45917 0 256453 0 0 0 BATSON KELLY INTERIM CEO (AS OF 02/24) 207565 0 12285 0 1800 0 12945 0 12673 0 247268 0 0 0 MARTIN CAROLINA VICE PRESIDENT, DEVELOPMENT 196921 0 0 0 1800 0 11815 0 34982 0 245518 0 0 0 ESCOBAR LAURA VICE PRESIDENT, SAFETY NET SERVICES 159666 0 0 0 1800 0 12773 0 32994 0 207233 0 0 0 HARDEN NICOLE VICE PRESIDENT, ECONOMIC SUCCESS 154343 0 3500 0 1800 0 9119 0 18655 0 187417 0 0 0 BRISSENDEN-SMITHSARA ELIZABETH VICE PRESIDENT, EQUITY & STRATEGY 154354 0 0 0 3383 0 7797 0 12887 0 178421 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT. X 11 132412 MARKET VALUE AT DONATION X 1 94883 MARKET VALUE X COMPUTERS 1 8383 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS A FINAL DRAFT OF FORM 990. THE RETURN IS DISTRIBUTED TO AND REVIEWED BY THE THE AUDIT COMMITTEE PRIOR TO DISTRIBUTING IT TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. AFTER THAT, THE FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 66,855. MANAGEMENT AND GENERAL EXPENSES 29,410. FUNDRAISING EXPENSES 82,433. TOTAL EXPENSES 178,698. CONSULTING: PROGRAM SERVICE EXPENSES 1,854,909. MANAGEMENT AND GENERAL EXPENSES 212,499. FUNDRAISING EXPENSES 770,551. TOTAL EXPENSES 2,837,959. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -439,842. PLEDGE WRITE OFFS -607,565.