2025-11-14T11:40:31-06:00 2024-12-31 760722072 FOUMBERG JUNEJA ROCHER & CO PC 16311 VENTURA BLVD SUITE 1180 ENCINO CA 91436 990 2024-01-01 941646369 UNITED WAYS OF CALIFORNIA UNIT 2138086227 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 ALBERT CHAVEZ CFO 2138086227 2025-11-12 0 DANIEL CHOI CPA P00639689 8189816100 2025-11-12 2024 2025-03-06 01:10:19Z ALBERT CHAVEZ 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 25099810 0 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 CALIFORNIA'S UNITED WAYS. 9 8 37 6 0 0 38793124 24586855 362575 512955 0 0 0 0 39155699 25099810 32330653 19557594 0 0 3518332 4069199 0 0 126662 2896677 1919023 38745662 25545816 410037 -446006 9365349 5380898 5950431 1427484 3414918 3953414 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 CALIFORNIA'S UNITED WAYS. 0 0 18284722 19413142 USDA FOOD AND FARMWORKERS RELIEF PROGRAM: UNDER THE USDA'S 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. 1401498 100922 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. 1166676 43530 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. 1060075 512955 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. 2158770 OTHER PROGRAMS. IN ADDITION TO THE LARGER PROGRAMS MENTIONED ABOVE, THE ORGANIZATION OPERATED 27 OTHER PROGRAMS, PROVIDING A WIDE RANGE OF SERVICES. THUS PROVIDING RESOURCES FOR CAREGIVERS IN CALIFORNIA AND PROVIDING WORKSHOPS FOR CALIFORNIANS TO ASSIST THEM IN ACCESSING SERVICES. 3218845 512955 24071741 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X PETER MANZO 2138086227 1107 FAIR OAKS AVENUE STE 12 SOUTH PASADENA CA 91030 PETER MANZO PRESIDENT & CEO 40.00 0.00 X X 314877 0 42492 APPLE MUSNI DIRECTOR 1.00 0.00 X 0 0 0 ANNE WILSON CHAIR 2.00 0.00 X X 0 0 0 LARRY OLMSTEAD DIRECTOR 1.00 0.00 X 0 0 0 LISA WRIGHT DIRECTOR 1.00 0.00 X 0 0 0 JAMES OLSON DIRECTOR 1.00 0.00 X 0 0 0 HUGE MORALES DIRECTOR 1.00 0.00 X 0 0 0 BOB WALKER DIRECTOR 1.00 0.00 X 0 0 0 NANCY SASAKI DIRECTOR 1.00 0.00 X 0 0 0 ALBERT CHAVEZ CFO 40.00 0.00 X 219150 0 31722 NALLELI S CONTRERAS SENIOR DIRECTOR OF PROGRAMS 40.00 0.00 X 117840 0 16860 651867 0 91074 3 0 1 0 INLAND SOUTHERN CALIFORNIA UNITED WAY 1835 CHICAGO AVE B RIVERSIDE CA 92507 CRM SOFTWARE SERVICE 149870 PASCHAL ROTH PUBLIC AFFAIRS INC 27 X ST SUITE 2 SACRAMENTO CA 95818 CAL EITX CAMPAIGN COMMUNICATIONS 136073 2 282029 20890262 3414564 24586855 CONFERENCES AND WORKSHOPS 624100 512955 512955 512955 25099810 512955 0 0 6614214 6614214 12943380 12943380 648340 343899 297015 7426 2675868 2105679 491466 78723 101083 81403 16499 3181 396392 303099 82007 11286 247516 189683 50724 7109 80530 80530 1055827 950159 94668 11000 117177 54800 62377 57331 30412 26919 2913 2913 94598 56999 37599 193827 188987 4840 16069 16069 TELECOMMUNICATIONS 204834 185990 18844 DUES AND SUBSCRIPTIONS 95917 23037 64943 7937 25545816 24071741 1347413 126662 6467029 2205271 2672356 2993102 225964 182525 3450 3450 0 0 9365349 5380898 1971378 983237 3979053 444247 5950431 1427484 X 2323101 1673122 1091817 2280292 3414918 3953414 9365349 5380898 X -446006 984502 X X 0 1 X 1 0 X 11288873 4493734 5254312 38793124 24304826 84134869 11288873 4493734 5254312 38793124 24304826 84134869 1693855 82441014 127890 32075 159965 84294834 1356093 0.97800 0.99530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 127,890. 2021 AMOUNT: $ 32,075. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3120 22676 25796 25520020 25545816 1000000 250000 0 0 332095 400177 1000000 1000000 2732272 4098408 20551 22131 21721 25796 90199 83024 100044 250000 250000 683068 1024602 3627 3162 3103 3120 13012 3450 3450 0 0 X 25099810 0 25099810 0 25099810 25545816 0 25545816 0 25545816 PART X, LINE 2: THE 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. 1 ICFS 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 93012 952944459 501C3 1651409 0 2-1-1 SERVICES STATE-WIDE UNITED WAY FRESNO MADERA 1211 U STREET FRESNO CA 93721 911156514 501C3 646706 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH INLAND SOCAL UNITED WAY 1835 CHICAGO AVE B RIVERSIDE CA 92507 951742174 501C3 457915 0 FARMWORKERS RELIEF WORK COMMUNITY LINK CAPITAL REGION 8001 FOLSOM BOULEVARD SACRAMENTO CA 95826 941201196 501C3 387424 0 211 SVC WORK UNITED WAY OF KERN COUNTY 4101 EASTON DR BAKERSFIELD CA 93309 952274560 501C3 348800 0 FARMWORKERS RELIEF WORK NORTHERN SANTA BARBARA COUNTY UNITED WAY PO BOX 947 SANTA MARIA CA 92454 956006513 501C3 301336 0 FARMWORKERS RELIEF WORK UNITED WAY OF TULARE COUNTY 1601 E PROSPERITY AVE TULARE CA 93274 946100424 501C3 264040 0 FARMWORKERS RELIEF WORK UNITED WAY BAY AREA 550 KEARNY STREET SUITE 1000 SAN FRANCISCO CA 94108 941312348 501C3 250000 0 FINANCIAL STABILITY UNITED WAY SAN JOAQUIN 401 E MAIN ST STOCKTON CA 95202 911279805 501C3 233090 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH UNITED WAY OF MERCED COUNTY 5547 W MAIN ST MERCED CA 95340 942633265 501C3 218870 0 FARMWORKERS RELIEF WORK UNITED WAY OF GREATER LOS ANGELES 515 S FIGUEROA ST SUITE 900 LOS ANGELES CA 90071 952274801 501C3 200000 0 FINANCIAL STABILITY UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 501C3 166267 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH UNITED WAY OF NORTHERN CALIFORNIA 3300 CHURN CREEK ROAD REDDING CA 96002 941251676 501C3 142167 0 CAL EITC OUTREACH ORANGE COUNTY UNITED WAY 18012 MITCHELL S IRVINE CA 92614 330047994 501C3 130000 0 FINANCIAL STABILITY UNITED WAY OF SAN DIEGO COUNTY 4649 MURPHY CANYON ROAD SAN DIEGO CA 92123 952213995 501C3 125000 0 FINANCIAL STABILITY UNITED WAY OF MONTEREY COUNTY 232 MONTEREY ST SUITE 200 SALINAS CA 93901 941322169 501C3 114654 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH UNITED WAY OF STANISLAUS COUNTY 422 MCHENRY AVENUE MODESTO CA 95355 941212129 501C3 107000 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PARKWAY SANTA ROSA CA 95407 941669676 501C3 96150 0 CAL EITC OUTREACH UNITED WAY OF SANTA BARBARA 320 E GUTIERREZ ST SANTA BARBARA CA 93101 951641968 501C3 79865 0 CAL EITC OUTREACH ORANGE COUNTY UNITED WAY 18012 MITCHELL S IRVINE CA 92614 330047994 501C3 72950 0 REGIONAL ADVOCACY WORK UNITED WAY OF SAN LUIS OBISPO COUNTY 1288 MORRO ST 10 SAN LUIS OBISPO CA 93401 953459538 501C3 62345 0 CAL EITC OUTREACH UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PARKWAY SANTA ROSA CA 95407 941669676 501C3 52000 0 FINANCIAL STABILITY UNITED WAY CAPITAL REGION 10389 OLD PLACERVILLE RD SACRAMENTO CA 95827 941225382 501C3 35000 0 FINANCIAL STABILITY UNITED WAY OF VENTURA 702 COUNTY SQUARE DR UNIT 100 VENTURA CA 93003 951945833 501C3 34159 0 FARMWORKERS RELIEF WORK, CAL EITC OUTREACH LUTHERAN SOCIAL SERVICES OF NORTHERN CALIF 1465 CIVIC COURT BUILDING D STE 810 CONCORD CA 94520 941659687 501C3 26667 0 FREE TAX PREPARATION WORK KINGS UNITED WAY 125 WEST 7TH STREET HANFORD CA 93230 946130925 501C3 26000 0 USDA UNITED WAY FRESNO MADERA 1211 U STREET FRESNO CA 93721 911156514 501C3 25000 0 FINANCIAL STABILITY UNITED WAY OF MONTEREY COUNTY 232 MONTEREY ST SUITE 200 SALINAS CA 93901 941322169 501C3 25000 0 FINANCIAL STABILITY INLAND SOCAL UNITED WAY 1835 CHICAGO AVE B RIVERSIDE CA 92507 951742174 501C3 25000 0 FINANCIAL STABILITY UNITED WAY OF SANTA BARBARA 320 E GUTIERREZ ST SANTA BARBARA CA 93101 951641968 501C3 25000 0 FINANCIAL STABILITY UNITED WAY OF IMPERIAL COUNTY 2410 IMPERIAL BUSINESS PARK DRIVE IMPERIAL CA 92251 953527016 501C3 21300 0 FARMWORKERS RELIEF WORK SO CALIF EDUCATION FUND POBOX 151495 LOS ANGELES CA 90015 953713168 501C3 20000 0 CAL EITC OUTREACH CALIFORNIA ALLIANCE OF CAREGIVERS 980 9TH STREET STE 1600 SACRAMENTO CA 95814 812865148 501C3 20000 0 FREE TAX PREPARATION WORK JOHN BURTON ADVOCATES FOR YOUTH 235 MNTGOMERY ST SUITE 1142 SAN FRANCISCO CA 94104 812600695 501C3 20000 0 FREE TAX PREPARATION WORK UNITED WAY OF NORTHERN CALIFORNIA 3300 CHURN CREEK ROAD REDDING CA 96002 941251676 501C3 20000 0 FINANCIAL STABILITY UNITED WAY OF VENTURA COUNTY 702 COUNTY SQUARE DR UNIT 100 VENTURA CA 93003 951945833 501C3 20000 0 FINANCIAL STABILITY UNITED WAY OF CENTRAL EASTERN CALIFORNIA 4101 EASTON DR BAKERSFIELD CA 93309 952274560 501C3 10000 0 REGIONAL ADVOCACY WORK UNITED WAY CAPITAL REGION 10389 OLD PLACERVILLE RD SACRAMENTO CA 95827 941225382 501C3 6550 0 BROADBAND ENROLLMENTS GRANTSASSISTNACE LESS THAN 5K 1107 FAIR OAKS AVE STE 12 SOUTH PASADENA CA 91030 501C3 146550 0 FINANCIAL STABILITY 39 USDA FARMWORKER BENEFICIARY GRANTS 20000 12943380 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 20,000 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. X X X X 0 0 0 0 0 0 0 1 0 PETER MANZO PRESIDENT & CEO 264877 0 50000 0 0 0 18645 0 23847 0 357369 0 0 0 ALBERT CHAVEZ CFO 219150 0 0 0 0 0 12911 0 18811 0 250872 0 0 0 PART I, LINE 7 THE BONUS FOR THE PRESIDENT/CEO WAS REVIWED AND APPROVED FROM THE BOARD OF DIRECTORS. 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 15 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 B, LINE 15B: THE PROCESS IS THE SAME AS 15A. 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 9: OTHER ADJUSTMENTS 984,502. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS THE SAME AS PRIOR YEAR. 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 2023 AUDIT IS WRAPPING UP AND THE 2024 AUDIT WILL COMMENCE THEREAFTER. THE ORGANIZATION HAS FORMALLY ENGAGED ITS CPA FIRM TO CONDUCT THE AUDIT FOR 2024, WHICH WILL COMMENCE IMMEDIATELY UPON COMPLETION OF THE 2023 AUDIT.