2026-05-13T10:41:10-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 941312348 UNITED WAY OF THE BAY AREA UNIT 4158084300 550 KEARNY ST 510 SAN FRANCISCO CA 94108 KEISHA BROWDER CEO 4158084300 2026-05-12 1 1 QI WEN LIANG P01270238 4159561500 2026-05-12 2024 2025-03-06 01:10:19Z UNITED WAY BAY AREA KEISHA BROWDER 550 KEARNY ST 510 SAN FRANCISCO CA 94108 19760433 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. 11 11 80 2518 0 0 19000136 12805352 94421 66915 1049172 998513 0 24240 20143729 13895020 5692073 6674355 0 0 9283418 9276620 2594 0 3256732 6612999 5491562 21591084 21442537 -1447355 -7547517 31610543 24186546 5226931 4825401 26383612 19361145 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 3037948 1222481 0 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 2025, 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 36,169 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 ASSISTS EARNED INCOME TAX CREDIT (EITC)-ELIGIBLE FAMILIES IN CLAIMING LIFECHANGING TAX CREDITS BECAUSE THE EITC AND THE CHILD TAX CREDIT (CTC) ARE CRITICAL POVERTY-FIGHTING TOOLS. THE 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 1,375 VOLUNTEERS. 4356062 2933764 0 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 2025, SPARKPOINT PROVIDED SERVICES TO 15,616 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 2,521 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 68% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT, AND 1,156 ENROLLED IN PUBLIC BENEFITS. 1571204 113189 18200 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 2025, 211 ANSWERED 51,709 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF 128,629 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. 6621731 2404921 48715 EMERGENCY FOOD & SHELTER PROGRAM (EFSP): EFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 41ST 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 $2,705,115 TO AGENCIES IN EIGHT COUNTIES. A TOTAL OF 267,686 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 116 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'S 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 IS ACTING AS THE BACKBONE CONVENER OF THE EAN TO PROVIDE CONVENING AND STAFF SUPPORT TO THE NETWORK. THIS YEAR THE EAN SERVED 90,091 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED OVER $15 MILLION IN DIRECT ASSISTANCE AS A NETWORK. EAN AGENCIES ASSISTED 37,898 HOUSEHOLDS 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 PROVIDES GRANT FUNDING TO THREE CENTRAL LABOR COUNCILS THAT PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. THE THREE LABOR COMMUNITY SERVICES COUNCILS SERVED 37,507 HOUSEHOLDS (61,082 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 4,116 YOUTH. THESE YOUTH RECEIVED MENTORSHIP SERVICES, AND 1,476 ENROLLED IN FURTHER SKILLS TRAINING OR PARTICIPATED IN CAREER EXPLORATION EVENTS. 246 YOUTH PARTICIPATED IN INTERNSHIPS OR OTHER WORK-BASED LEARNING ACTIVITIES. WE HOSTED OUR ANNUAL COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 16 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 OUR HOUSING JUSTICE WORK THROUGH PROJECTS IN GILROY AND SOLANO COUNTY. THERE WAS $347,200 IN UWBA GRANTMAKING SERVED 8,471 INDIVIDUALS IN OVER 5,417 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 $216,000 TO 20 GRANTEES. UWBA CONTINUED 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 2025, UWBA LED 6 POLICY CAMPAIGNS AT THE REGIONAL AND LOCAL LEVELS FOCUSED ON INCREASING THE AVAILABILITY OF AFFORDABLE HOUSING AND EXPANDING TENANT PROTECTIONS FOR RENTERS. WE ALSO ENDORSED 100 POLICIES AND HELD 25 MEETINGS WITH ELECTED OFFICIALS TO ADVOCATE AND BUILD AWARENESS FOR PUBLIC POLICIES. IN PARTNERSHIP WITH UNITED WAYS OF CALIFORNIA (UWCA), UWBA SERVED AS THE REGIONAL ADVOCACY COORDINATOR TO MOBILIZE 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. 6621731 2404921 48715 15586945 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 37 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 X X 0 0 0 JOHNSON KEVIN SECRETARY 2.00 X X 0 0 0 MANZO PETE TREASURER, CHAIR FINANCE COMMITTEE 2.00 X X 0 0 0 CHEN ALICE - BOARD VICE CHAIR, CHAIR ADVANCEMENT COMMITTEE 2.00 X X 0 0 0 ALAFIA JOY DIRECTOR, CHAIR GOVERNANCE COMMITTEE 2.00 X 0 0 0 BASOCO-VILLARREAL ANISSA DIRECTOR 2.00 X 0 0 0 BOLARIA-SHIFRIN RUBY DIRECTOR 2.00 X 0 0 0 BRANCH MICHELLE - DIRECTOR CHAIR PUBLIC POLICY COMMITTEE 2.00 X 0 0 0 GONZALEZ RUDY DIRECTOR 2.00 X 0 0 0 KRIVKOVICH ALEXIS DIRECTOR 2.00 X 0 0 0 STREET ERIC DIRECTOR, CHAIR AUDIT COMMITTEE 2.00 X 0 0 0 BROWDER KEISHA - CHIEF EXECUTIVE OFFICER (AS OF 10/24) 37.50 X 66561 0 8949 BATSON KELLY - INTERIM CEO (THRU 10/24), CCIO (AS OF 10/24) 37.50 X 289373 0 31015 KATAOKA BRIAN CHIEF FINANCIAL OFFICER 37.50 X 240933 0 25152 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 37.50 X 281610 0 40901 BRISSENDEN-SMITHSARA ELIZABETH CHIEF CULTURE OFFICER (AS OF 01/25) 37.50 X 159925 0 22243 ESCOBAR LAURA VICE PRESIDENT, SAFETY NET SERVICES 37.50 X 172755 0 47870 HARDEN NICOLE VICE PRESIDENT, ECONOMIC SUCCESS 37.50 X 161134 0 33892 CHAN JACQUELINE - VICE PRESIDENT, EVALUATION AND LEARNING 37.50 X 149224 0 11549 CHEUNG WINNIE VICE PRESIDENT, TRANSFORMATION 37.50 X 174511 0 21731 1696026 0 243302 20 0 1 0 INTELLIGENT TECHNICAL SOLUTIONS 2880 W MEADE AVE STE 350 LAS VEGAS NV 89102 NETWORK MANAGEMENT 292580 A2Z MEDIA GROUP LLC 1350 ARNOLD DR STE 201 MARTINEZ CA 94553 MEDIA ADVERTISING 279165 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 COMMUNITY CAMPAIGN CONSULTING 220096 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891822 TAX & AUDIT SERVICES 124975 HUTCHESON CREATIVE LLC DBA GOODLY 117 MONTGOMERY ST ROSEVILLE CA 95678 VIDEO PRODUCTIONS 104000 5 4300470 8504882 392431 12805352 PLEDGE PROCESSING FEES 900099 48715 48715 CONSULTING FEE INCOME 900099 18200 18200 66915 525596 525596 6338330 5865413 472917 472917 472917 INSURANCE REIMBURSEMENT 900099 24240 24240 24240 13895020 66915 0 1022753 X 6674355 6674355 1187256 382427 517037 287792 6203894 4327819 820557 1055518 340740 235580 55051 50109 1023960 616699 288238 119023 520770 336423 89610 94737 11445 11445 197685 197685 1712 1712 85154 85154 2524803 1627738 109324 787741 297846 188455 109391 429791 239441 39143 151207 494475 210919 87957 195599 381326 161838 88992 130496 176189 118005 11117 47067 179967 139980 5177 34810 86201 35601 20516 30084 182983 75572 43550 63861 92441 38178 22001 32262 67317 67317 MEMBERSHIP DUES 119985 108512 3261 8212 PLEDGE PROCESSING 102828 42468 24473 35887 RECRUITMENT 44835 18517 10671 15647 14579 6706 584 7289 21442537 15586945 2598860 3256732 324432 1688518 220675 1054187 10084146 5420754 11397 0 2087859 1910060 239764 177799 17410826 12879943 3319303 2965345 31610543 24186546 1784928 1610494 983590 1051973 3330 0 2455083 2162934 5226931 4825401 X 12542374 7933856 13841238 11427289 26383612 19361145 31610543 24186546 -7547517 525050 0 X 0 1 X 1 0 X 40856628 19294964 20125539 19000136 12805352 112082619 40856628 19294964 20125539 19000136 12805352 112082619 18830369 93252250 739399 975411 873782 410753 525596 3524941 24240 24240 115631800 701643 0.80650 0.82660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1712 1712 21440825 21442537 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 26038 2342 1712 30092 250000 250000 250000 250000 1000000 1500000 1 0 0 0 79750 0 703771 0 1 1 0 1 X 6320306 660611 240664 6740253 5911571 641963 233228 6320306 6280532 514990 883951 5911571 6524436 85177 329081 6280532 5060888 1731554 241941 26065 6524436 0.00000 0.58000 0.42000 0 0 158130 127409 30721 220684 220684 0 1709045 1561967 147078 177799 ROU ASSET 1937325 OTHER RECEIVABLES 1028020 2965345 OPERATING LEASE LIABILITY 2134246 SPLIT INTEREST AGREEMENTS 15227 DEFERRED EXPENSES 13461 2162934 X 14339400 525050 1014356 1539406 12799994 85154 1009872 1095026 13895020 21361867 1014356 1014356 20347511 85154 1009872 1095026 21442537 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, 2025 AND 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 1,009,872. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 1,009,872. 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) 362895 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 COMMUNITY ACTION MARIN 555 NORTHGATE DR 201 SAN RAFAEL CA 94903 946136365 501(C)(3) 196000 0 PROGRAM GRANT SAN FRANCISCO LABOR COUNCIL AFL-CIO 1188 FRANKLIN ST STE 203 SAN FRANCISCO CA 94109 940835955 501(C)(3) 180000 0 PROGRAM GRANT UNITED WAY WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE 160 SANTA ROSA CA 95407 941669646 501(C)(3) 152500 0 PROGRAM GRANT COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 261697250 501(C)(3) 138286 0 PROGRAM GRANT ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501(C)(3) 137963 0 PROGRAM GRANT FREMONT FAMILY RESOURCE CENTER CORPORATION 39155 LIBERTY STREET SUITE A110 FREMONT CA 94537 943333831 501(C)(3) 130000 0 PROGRAM GRANT INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 930125121 952944459 501(C)(3) 109082 0 PROGRAM GRANT AMERICAN FEDERATION OF LABOR 1710 S AMPHLETT BLVD STE 306 SAN MATEO CA 94402 940376370 501(C)(3) 100000 0 PROGRAM GRANT CONTRA COSTA AFL-CIO CENTRAL LABOR COUNCIL PO BOX 389 MARTINEZ CA 94553 940402674 501(C)(3) 100000 0 PROGRAM GRANT SAN ANTONIO COMMUNITY DEVELOPMENT CORP 2228 EAST 15TH STREET OAKLAND CA 94606 942675448 501(C)(3) 92811 0 PROGRAM GRANT CHINATOWN COMMUNITY DEVELOPMENT CENTER INC 615 GRANT AVE SAN FRANCISCO CA 94108 942514053 501(C)(3) 91897 0 PROGRAM GRANT CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT TRI-VALLEY CAREER CENTER7600 DUBLIN BLVD 3RD FLOOR DUBLIN CA 94568 941670563 501(C)(3) 90000 0 PROGRAM GRANT THE SALVATION ARMY - KROC CENTER 242 TURK ST SAN FRANCISCO CA 94102 941156347 501(C)(3) 85905 0 PROGRAM GRANT SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 80000 0 PROGRAM GRANT SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 62000 0 PROGRAM GRANT THE UNITY COUNCIL OF ALAMEDA COUNTY INC 1900 FRUITVALE AVE SUITE 2A OAKLAND CA 94601 941670490 501(C)(3) 62000 0 PROGRAM GRANT SAN JOSE CONSERVATION CORPS 1560 BERGER DRIVE SAN JOSE CA 95112 770155997 501(C)(3) 60027 0 PROGRAM GRANT ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 941513140 501(C)(3) 58496 0 PROGRAM GRANT LAO FAMILY COMMUNITY DEVELOPMENT INC 2325 EAST 12TH STREET OAKLAND CA 94601 943115164 501(C)(3) 55000 0 PROGRAM GRANT IMAN NETWORK INC 2060 COOLIDGE DR SANTA CLARA CA 95051 850911768 501(C)(3) 54992 0 PROGRAM GRANT RISING SUN CENTER FOR OPPORTUNITY 1116 36TH STREET OAKLAND CA 94608 770359133 501(C)(3) 54070 0 PROGRAM GRANT UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET SAINT HELENA CA 94574 800023012 501(C)(3) 50000 0 PROGRAM GRANT TENDERLOIN LOWERPOLK MERCHANTS ASSOCIATION INC 625 LARKIN STREET APT 402 SAN FRANCISCO CA 94109 862256508 501(C)(3) 47815 0 PROGRAM GRANT URBAN HABITAT PROGRAM 2000 FRANKLIN STREET OAKLAND CA 94612 200275424 501(C)(3) 47500 0 PROGRAM GRANT CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD 200 SAN JOSE CA 95134 942762269 501(C)(3) 46800 0 PROGRAM GRANT CENTER FOR NEW MUSIC SAN FRANCISCO INC 55 TAYLOR ST SAN FRANCISCO CA 94102 461228251 501(C)(3) 44432 0 PROGRAM GRANT WEST VALLEY COMMUNITY SERVICES 10104 VISTA DRIVE CUPERTINO CA 95014 942211685 501(C)(3) 42000 0 PROGRAM GRANT 509 CULTURAL CENTER 1007 MARKET STREET SAN FRANCISCO CA 94103 943095774 501(C)(3) 41497 0 PROGRAM GRANT CHINESE NEWCOMERS SERVICE CENTER 777 STOCKTON STREET 104 SAN FRANCISCO CA 94108 942152893 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) 36800 0 PROGRAM GRANT SAN MATEO COUNTY CCD - CANADA COLLEGE 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 35000 0 PROGRAM GRANT TIDES CENTER 1012 TOMEY AVE SAN FRANCISCO CA 94129 943213100 501(C)(3) 35000 0 PROGRAM GRANT CANAL ALLIANCE 91 LARKSPUR STREET SAN RAFAEL CA 94901 942832648 501(C)(3) 30000 0 PROGRAM GRANT SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 237179787 501(C)(3) 30000 0 PROGRAM GRANT ADOPT A FAMILY OF MARIN 35 MITCHELL BLVD SUITE 16 SAN RAFAEL CA 94903 680239712 501(C)(3) 29000 0 PROGRAM GRANT SHELTER INC PO BOX 5368 CONCORD CA 94524 680117241 501(C)(3) 29000 0 PROGRAM GRANT SISTER TO SISTER 2 INC 2363A SAN PABLO AVENUE OAKLAND CA 94612 271885809 501(C)(3) 29000 0 PROGRAM GRANT MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 28000 0 PROGRAM GRANT BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS) 1918 UNIVERSITY AVE 2A BERKELEY CA 94704 510173390 501(C)(3) 27000 0 PROGRAM GRANT FOOD BANK OF CONTRA COSTA & SOLANO 4010 NELSON AVENUE CONCORD CA 94520 942418054 501(C)(3) 26073 0 PROGRAM GRANT COMMUNITY HOUSING DEVELOPMENT CORPORATION 1535 A FRED JACKSON WAY RICHMOND CA 94801 680235719 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 USA CYCLING FOUNDATION 210 USA CYCLING POINT STE 100 COLORADO SPRINGS CO 80919 841529751 501(C)(3) 25000 0 PROGRAM GRANT EDGEWOOD CENTER FOR CHILDREN & FAMILIES 1801 VICENTE STREET SAN FRANCISCO CA 94116 941186168 501(C)(3) 24940 0 PROGRAM GRANT COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 941156622 501(C)(3) 24750 0 PROGRAM GRANT FAMILY HOUSE- SAN FRANCISCO 540 MISSION BAY BLVD NORTH SAN FRANCISCO CA 94158 942722663 501(C)(3) 24750 0 PROGRAM GRANT HAMILTON FAMILIES 2567 MISSION STREET SAN FRANCISCO CA 94110 943055602 501(C)(3) 24750 0 PROGRAM GRANT THE FATHERS HOUSE 126 PEABODY ROAD VACAVILLE CA 95687 680408159 501(C)(3) 23093 0 PROGRAM GRANT DIXON FAMILY SERVICES 155 NORTH SECOND STREET DIXON CA 95620 680041829 501(C)(3) 23000 0 PROGRAM GRANT EAST BAY HOUSING ORGANIZATIONS 538 - 9TH STREET STE 200 OAKLAND CA 94607 943232405 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 RICHMOND NEIGHBORHOOD HOUSING SERVICES 3220 BLUME DRIVE STE 198 RICHMOND CA 94806 942791683 501(C)(3) 22500 0 PROGRAM GRANT PACIFICA RESOURCE CENTER PO BOX 1397 PACIFICA CA 94044 811496989 501(C)(3) 22000 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 GOVERNMENT 20000 0 PROGRAM GRANT CITY OF OAKLAND 150 FRANK H OGAWA PLAZA SUITE 4340 OAKLAND CA 94612 946000384 501(C)(3) 20000 0 PROGRAM GRANT NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA 369 PINE STREET SUITE 350 SAN FRANCISCO CA 94104 942741597 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 SOMOS MAYFAIR INC 1695 ALUM ROCK AVE SUITE 10 SAN JOSE CA 95116 770499813 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 FILIPINO COMMUNITY DEVELOPMENT CORPORATION 953 MISSION STREET SUITE 20 SAN FRANCISCO CA 94103 812601416 501(C)(3) 15471 0 PROGRAM GRANT ALAMEDA FOOD BANK PO BOX 2167 ALAMEDA CA 94501 942878910 501(C)(3) 15437 0 PROGRAM GRANT BAY AREA COMMUNITY LAND TRUST PO BOX 2652 BERKELEY CA 94702 205420298 501(C)(3) 15000 0 PROGRAM GRANT COCOKIDS INC 1035 DETROIT AVE SUITE 200 CONCORD CA 94518 942383037 501(C)(3) 15000 0 PROGRAM GRANT DISTRICT COUNCIL OF CC COUNTY SOCIETY OF ST VINCENT DE PAUL 2210 GLADSTONE DRIVE PITTSBURG CA 94565 941448577 501(C)(3) 15000 0 PROGRAM GRANT HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO CA 94110 943146280 501(C)(3) 15000 0 PROGRAM GRANT HOPE SOLUTIONS 399 TAYLOR BLVD SUITE 115 PLEASANT HILL CA 94553 911797391 501(C)(3) 15000 0 PROGRAM GRANT MAGNOLIA WOMEN'S RECOVERY PROGRAMS INC 17 EMBARCADERO COVE OAKLAND CA 94606 810603045 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 RODRIGUEZ ATHLETIC BOOSTERS 5000 RED TOP ROAD FAIRFIELD CA 94534 680486564 501(C)(3) 14576 0 PROGRAM GRANT SAN FRANCISCO CITY HALL IFTAR COALITION INC 201 TURK STREET 212 SAN FRANCISCO CA 94102 844949751 501(C)(3) 14565 0 PROGRAM GRANT A PLACE-2-LIVE INC 301 GEORGIA ST STE 221 VALLEJO CA 94590 611461711 501(C)(3) 14000 0 PROGRAM GRANT AGAPE COUNSELING CENTER AND NETWORK PO BOX 2433 FAIRFIELD CA 94533 472541023 501(C)(3) 14000 0 PROGRAM GRANT THE BASIC FUND 1301 CLAY STREET UNIT 70450 OAKLAND CA 94612 943290699 501(C)(3) 13000 0 PROGRAM GRANT ST PERPETUA SCHOOL 3445 HAMLIN RD LAFAYETTE CA 94549 941535363 501(C)(3) 12923 0 PROGRAM GRANT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 12500 0 PROGRAM GRANT HABITAT FOR HUMANITY EAST BAY SILICON VALLEY INC 2619 BROADWAY OAKLAND CA 94612 943053687 501(C)(3) 12000 0 PROGRAM GRANT ST MARY'S CENTER 925 BROCKHURST STREET OAKLAND CA 94608 680172229 501(C)(3) 12000 0 PROGRAM GRANT CHRIST COVENANT ATLANTA GEORGIA 221 ARMOR DR NE ATLANTA CA 30324 501(C)(3) 11925 0 PROGRAM GRANT WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 11020 0 PROGRAM GRANT BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 11000 0 PROGRAM GRANT RENAISSANCE ENTREPRENEURSHIP CENTER 275 5TH STREET SAN FRANCISCO CA 94103 942793122 501(C)(3) 11000 0 PROGRAM GRANT PIEDMONT EDUCATIONAL FOUNDATION 401 HIGHLAND AVENUE PIEDMONT CA 94611 946426176 501(C)(3) 10750 0 PROGRAM GRANT COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 941156622 501(C)(3) 10500 0 PROGRAM GRANT ASIAN PACIFIC AMERICAN COMMUNITY CENTER 66 RAYMOND AVENUE SAN FRANCISCO CA 94134 943357710 501(C)(3) 10000 0 PROGRAM GRANT COASTSIDE HOPE 99 AVENUE ALHAMBRA EL GRANADA CA 94018 510199747 501(C)(3) 10000 0 PROGRAM GRANT EAST BAY AGENCY FOR CHILDREN 2828 FORD STREET OAKLAND CA 94601 941358309 501(C)(3) 10000 0 PROGRAM GRANT EDEN I AND R INC 570 B STREET HAYWARD CA 94544 942339050 501(C)(3) 10000 0 PROGRAM GRANT FRESH LIFELINES FOR YOUTH INC 568 VALLEY WAY MILPITAS CA 95035 522234595 501(C)(3) 10000 0 PROGRAM GRANT LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 49 KNOX DRIVE LAFAYETTE CA 94549 941275252 501(C)(3) 10000 0 PROGRAM GRANT MILES HALL FOUNDATION INC 35 SANDRA COURT WALNUT CREEK CA 94595 843451430 501(C)(3) 10000 0 PROGRAM GRANT PARS EQUALITY CENTER 1635 THE ALAMEDA SAN JOSE CA 95126 272969900 501(C)(3) 10000 0 PROGRAM GRANT SAN JOSE CITY COLLEGE 40 S MARKET ST SAN JOSE CA 95113 770100756 501(C)(3) 10000 0 PROGRAM GRANT ST STEPHENS EPISCOPAL CHURCH-ORINDA 66 ST STEPHENS DRIVE ORINDA CA 94563 941399270 501(C)(3) 10000 0 PROGRAM GRANT CATHOLIC CHARITIES OF THE EAST BAY 433 JEFFERSON STREET OAKLAND CA 94607 942677202 501(C)(3) 9858 0 PROGRAM GRANT CAMP TAYLOR 8224 W GRAYSON ROAD MODESTO CA 95358 043709177 501(C)(3) 8742 0 PROGRAM GRANT SAN FRANCISCO COMMUNITY EMPOWERMENT CTR 2875 SAN BRUNO AVENUE SAN FRANCISCO CA 94134 204121042 501(C)(3) 8500 0 PROGRAM GRANT ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 8161 0 PROGRAM GRANT CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2201 BROADWAY 600 OAKLAND CA 94612 940382330 501(C)(3) 8135 0 PROGRAM GRANT THE UNIVERSITY CORPORATION SAN FRANCISCO STATE 1600 HOLLOWAY AVENUE ADM 361 SAN FRANCISCO CA 94132 941384645 501(C)(3) 8000 0 PROGRAM GRANT LAFAYETTE PARTNERS IN EDUCATION 3450-A GOLDEN GATE WAY LAFAYETTE CA 94549 942699518 501(C)(3) 7867 0 PROGRAM GRANT BILL WILSON CENTER 3490 THE ALAMEDA SANTA CLARA CA 95050 942221849 501(C)(3) 7500 0 PROGRAM GRANT CONTRA COSTA CRISIS CENTER PO BOX 3364 WALNUT CREEK CA 94598 941747227 501(C)(3) 7500 0 PROGRAM GRANT HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY 2905 S EL CAMINO REAL SAN MATEO CA 94403 943395945 501(C)(3) 7500 0 PROGRAM GRANT HUMAN INVESTMENT PROJECT INC AKA HIP HOUSING 800 S CLAREMONT STREET 210 SAN MATEO CA 94402 942154614 501(C)(3) 7500 0 PROGRAM GRANT SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 931137247 501(C)(3) 7500 0 PROGRAM GRANT TAX-AID 235 MONTGOMERY STREET SUITE 1155 SAN FRANCISCO CA 94104 943062518 501(C)(3) 7500 0 PROGRAM GRANT ALZHEIMERS FOUNDATION OF AMERICA 322 EIGHTH AVENUE 7TH FLOOR NEW YORK NY 10001 911792864 501(C)(3) 7386 0 PROGRAM GRANT HOLY TRINITY HIGH SCHOOL-CHICAGO 1443 WEST DIVISION STREET CHICAGO IL 60642 362431052 501(C)(3) 7125 0 PROGRAM GRANT TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW ST SIMSBURY CT 06070 060646960 501(C)(3) 7125 0 PROGRAM GRANT BAYVIEW HUNTERS POINT YMCA 1601 LANE STREET SAN FRANCISCO CA 94124 940997140 501(C)(3) 7000 0 PROGRAM GRANT HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) 1099 E STREET HAYWARD CA 94541 946000728 501(C)(3) 7000 0 PROGRAM GRANT RUBICON PROGRAMS INC 2500 BISSELL AVENUE RICHMOND CA 94804 942301550 501(C)(3) 7000 0 PROGRAM GRANT SAMARITAN HOUSE 4031 PACIFIC BLVD 3RD FLOOR SAN MATEO CA 94403 237416272 501(C)(3) 7000 0 PROGRAM GRANT CHURCH OF JESUS CHRIST LDS CORPORATION OF THE PRESIDENT 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 870234341 501(C)(3) 6865 0 PROGRAM GRANT UNITED WAY OF GREATER UNION COUNTY 219 CENTRAL AVE RAHWAY NJ 07065 221904427 501(C)(3) 6617 0 PROGRAM GRANT 10000 DEGREES 1401 LOS GAMOS DR SUITE 205 SAN RAFAEL CA 94903 953667812 501(C)(3) 6555 0 PROGRAM GRANT SOCIETY OF ST VINCENT DE PAUL ALAMEDA COUNTY 2272 SAN PABLO AVENUE OAKLAND CA 94612 941156493 501(C)(3) 6443 0 PROGRAM GRANT RICHMOND COMMUNITY FOUNDATION 3260 BLUME DRIVE SUITE 110 RICHMOND CA 94806 943337754 501(C)(3) 6175 0 PROGRAM GRANT AMERICAN CANCER SOCIETY INC CALIFORNIA DIVISION 1001 MARINA VILLAGE PARKWAY SUITE 300 ALAMEDA CA 94501 131788491 501(C)(3) 5782 0 PROGRAM GRANT SPCA OF SOLANO COUNTY 2200 PEABODY ROAD VACAVILLE CA 95687 942607843 501(C)(3) 5768 0 PROGRAM GRANT PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN ST SANTA BARBARA CA 93101 952319356 501(C)(3) 5750 0 PROGRAM GRANT SUMMER SEARCH 304 12TH STREET SUITE 4A OAKLAND CA 94607 680200138 501(C)(3) 5742 0 PROGRAM GRANT BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 5499 0 PROGRAM GRANT ALTERNATIVE COOPERATIVE EDUCATION PROGRAM AT HEMLOCK 400 HEMLOCK STREET VACAVILLE CA 95688 680405810 501(C)(3) 5293 0 PROGRAM GRANT CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS 50 EAST NORTH TEMPLE ROOM 1521 SALT LAKE CITY UT 84150 870234341 501(C)(3) 5050 0 PROGRAM GRANT 130 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 0 0 0 0 0 0 0 1 0 BERINI CHRISTOPHER CHIEF ADVANCEMENT OFFICER 245417 0 36193 0 0 0 16906 0 23995 0 322511 0 0 0 BATSON KELLY - INTERIM CEO (THRU 10/24), CCIO (AS OF 10/24) 289373 0 0 0 0 0 16453 0 14562 0 320388 0 0 0 KATAOKA BRIAN CHIEF FINANCIAL OFFICER 220473 0 20460 0 0 0 11913 0 13239 0 266085 0 0 0 ESCOBAR LAURA VICE PRESIDENT, SAFETY NET SERVICES 166755 0 6000 0 0 0 13216 0 34654 0 220625 0 0 0 CHEUNG WINNIE VICE PRESIDENT, TRANSFORMATION 174511 0 0 0 0 0 8668 0 13063 0 196242 0 0 0 HARDEN NICOLE VICE PRESIDENT, ECONOMIC SUCCESS 155134 0 6000 0 0 0 9388 0 24504 0 195026 0 0 0 BRISSENDEN-SMITHSARA ELIZABETH CHIEF CULTURE OFFICER (AS OF 01/25) 159925 0 0 0 0 0 8383 0 13860 0 182168 0 0 0 CHAN JACQUELINE - VICE PRESIDENT, EVALUATION AND LEARNING 149224 0 0 0 0 0 7225 0 4324 0 160773 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT. X 12 392431 MARKET VALUE AT DONATION 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 FOLLOWING THE COMPLETION OF ALL DATA REQUESTS, UWBA'S INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE TAX FILINGS AND ARRANGES TO MEET WITH THE UWBA FINANCE TEAM TO DISCUSS ANY POTENTIAL AMENDMENTS. BASED ON THESE DISCUSSIONS, A FINAL DRAFT OF FORM 990 IS PREPARED AND REVIEWED INTERNALLY BY THE CHIEF FINANCIAL OFFICER AND THE CONTROLLER. THE TAX RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND SUBSEQUENTLY DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS FOR INFORMATIONAL REVIEW PRIOR TO FILING. UPON COMPLETION OF THESE REVIEWS, THE INDEPENDENT ACCOUNTING FIRM ISSUES BOTH A COMPLETE FILING VERSION OF THE FORM 990 AND A SEPARATE PUBLIC DISCLOSURE VERSION. BOTH VERSIONS ARE SIGNED BY THE CHIEF EXECUTIVE OFFICER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE SAME REVIEW AND APPROVAL PROCESS APPLIES TO UWBA'S RELATED CALIFORNIA FILINGS, INCLUDING FORM 199 AND THE RRF 1, WHICH ARE ALSO EXECUTED BY THE CHIEF EXECUTIVE OFFICER AND SUBMITTED FOLLOWING BOARD REVIEW. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF THE BAY AREA (UWBA) IS COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF ETHICAL CONDUCT AND LEGAL COMPLIANCE. THE ORGANIZATION HAS ADOPTED AND ENFORCES A CORPORATE COMPLIANCE POLICY, A CODE OF ETHICAL CONDUCT, AND A CONFLICT OF INTEREST POLICY. THESE POLICIES ARE MADE AVAILABLE TO EMPLOYEES AND VOLUNTEERS THROUGH THE INTRANET AND ARE ALSO POSTED ON THE ORGANIZATION'S PUBLIC-FACING WEBSITE. COLLECTIVELY, THESE POLICIES DEFINE THE ETHICAL STANDARDS AND BEHAVIORAL EXPECTATIONS APPLICABLE TO ALL EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES OF UWBA. THE CONFLICT OF INTEREST POLICY PROHIBITS ANY ACTIVITY OR ARRANGEMENT THAT CONFLICTS, OR APPEARS TO CONFLICT, WITH THE INTERESTS OF UWBA, WHETHER OCCURRING WITHIN OR OUTSIDE THE SCOPE OF ORGANIZATIONAL DUTIES. THE POLICY EXPRESSLY PROVIDES THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE MAY USE THEIR POSITION, INFLUENCE, ACCESS TO INFORMATION, OR UWBA ASSETS OR RESOURCES FOR PERSONAL BENEFIT, FINANCIAL GAIN, OR THE IMPROPER BENEFIT OF OTHERS. IN ADDITION, THE POLICY RESTRICTS EMPLOYEES AND COVERED PERSONS FROM PERFORMING COMPENSATED SERVICES FOR, HOLDING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO UWBA VENDORS OR OTHER ENTITIES CONDUCTING BUSINESS WITH UWBAINCLUDING THROUGH FAMILY MEMBERS OR CLOSE RELATIVESUNLESS THE RELATIONSHIP IS FULLY DISCLOSED TO THE CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS AND IS REVIEWED AND APPROVED BY THE BOARD BASED ON FULL DISCLOSURE OF ALL RELEVANT FACTS. THE CODE OF ETHICAL CONDUCT REQUIRES THE PROMPT REPORTING OF SUSPECTED VIOLATIONS OF LAW OR ORGANIZATIONAL POLICY AND INCLUDES PROTECTIONS AGAINST RETALIATION FOR INDIVIDUALS WHO REPORT CONCERNS IN GOOD FAITH. THE CORPORATE COMPLIANCE POLICY ESTABLISHES A CLEAR AND FORMAL PROCESS FOR EMPLOYEES AND VOLUNTEERS TO REPORT REASONABLE CONCERNS REGARDING POTENTIAL VIOLATIONS OF LEGAL REQUIREMENTS OR INTERNAL POLICIES, WHETHER ARISING IN THE WORKPLACE OR IN CONNECTION WITH UWBA ACTIVITIES. AS PART OF THIS PROCESS, MATTERS REPORTED UNDER THE COMPLIANCE PROGRAM ARE REVIEWED BY THE CORPORATE COMPLIANCE TASKFORCE, WHICH IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF ETHICS OFFICER. THE TASKFORCE CONDUCTS APPROPRIATE INVESTIGATIONS AND DETERMINES CORRECTIVE ACTIONS, AS WARRANTED. A SUMMARY REPORT OF COMPLIANCE MATTERS, INVESTIGATION OUTCOMES, AND ANY ACTIONS TAKEN IS PROVIDED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. UWBA MAINTAINS AN ANNUAL PROCESS UNDER WHICH EMPLOYEES AND VOLUNTEERS RE AFFIRM THEIR UNDERSTANDING OF AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, CODE OF ETHICAL CONDUCT, CORPORATE COMPLIANCE POLICY, AND DIVERSITY POLICY. IN ADDITION, THESE POLICIES ARE REVIEWED PERIODICALLY TO ENSURE CONTINUED EFFECTIVENESS AND ALIGNMENT WITH LEGAL REQUIREMENTS AND BEST PRACTICES IN NONPROFIT GOVERNANCE. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF THE BAY AREA USES THE SAME PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. COMPENSATION IS ESTABLISHED THROUGH A REVIEW AND APPROVAL PROCESS INTENDED TO ENSURE THAT AMOUNTS ARE REASONABLE AND CONSISTENT WITH MARKET PRACTICES. THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARATIVE COMPENSATION DATA. THE CONSULTANT EVALUATES RELEVANT FACTORS, INCLUDING COMPARABLE POSITIONS WITHIN SIMILAR ORGANIZATIONS, INDUSTRY STANDARDS, INDIVIDUAL EXPERIENCE, AND PREVAILING MARKET CONDITIONS, AND PREPARES RECOMMENDATIONS FOR THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE ANNUALLY TO REVIEW THE CONSULTANT'S DATA, CONSIDER ORGANIZATIONAL BUDGET CONSTRAINTS, AND FORMULATE COMPENSATION RECOMMENDATIONS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS. AT A MINIMUM, THE BOARD ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON UNITED WAY OF THE BAY AREA'S WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR IN PERSON UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,571,528. MANAGEMENT AND GENERAL EXPENSES 83,072. FUNDRAISING EXPENSES 616,606. TOTAL EXPENSES 2,271,206. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 56,210. MANAGEMENT AND GENERAL EXPENSES 26,252. FUNDRAISING EXPENSES 171,135. TOTAL EXPENSES 253,597.