Form 990 for tax year 2024
Filed by UNITED WAY OF NORTHERN CALIFORNIA.
Totals
- Total revenue
- $5,165,263
- Total expenses
- $4,802,438
- Contributions and grants received
- $4,957,696
- Grants paid
- $1,410,977
- Program service revenue
- $134,004
- Investment income
- $27,382
- Other revenue
- $46,181
- Total assets, end of year
- $2,435,685
- Total liabilities, end of year
- $1,124,067
- Net assets or fund balances, end of year
- $1,311,618
- Program services expenses (Part IX)
- $3,750,769
- Management and general expenses
- $930,648
- Fundraising expenses
- $121,021
- Program service expenses (Part III)
- $3,750,769
Program services were 78.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$4,957,696
-
2a · Program service revenue: OTHER INCOME
total $134,004 · related or exempt $134,004
-
3 · Investment income
total $27,382 · excluded $27,382
-
8a · Fundraising events: gross income
$67,042
-
8b · Fundraising events: direct expenses
$20,861
-
8c · Net income from fundraising events
total $46,181 · excluded $46,181
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,104,882 · program services $1,104,882
-
2 · Grants to domestic individuals
total $306,095 · program services $306,095
-
5 · Compensation of officers, directors and key employees
total $136,631 · program services $100,000 · management and general $17,831 · fundraising $18,800
-
7 · Other salaries and wages
total $2,045,144 · program services $1,417,950 · management and general $567,703 · fundraising $59,491
-
11a · Fees: management
total $105,390 · program services $100,221 · fundraising $5,169
-
11b · Fees: legal
total $38,659 · management and general $38,659
-
11g · Fees: other
total $619,730 · program services $411,384 · management and general $186,784 · fundraising $21,562
-
12 · Advertising and promotion
total $54,577 · program services $37,972 · management and general $14,647 · fundraising $1,958
-
16 · Occupancy
total $101,387 · program services $70,539 · management and general $27,210 · fundraising $3,638
-
17 · Travel
total $68,567 · program services $47,705 · management and general $18,402 · fundraising $2,460
-
19 · Conferences, conventions and meetings
total $15,723 · program services $10,939 · management and general $4,220 · fundraising $564
-
22 · Depreciation, depletion and amortization
total $20,088 · program services $13,976 · management and general $5,391 · fundraising $721
-
23 · Insurance
total $27,569 · program services $19,181 · management and general $7,399 · fundraising $989
-
24a · Other expenses: UTILITIES
total $59,498 · program services $41,395 · management and general $15,968 · fundraising $2,135
-
24b · Other expenses: SOFTWARE AND EQUIPMENT
total $43,727 · program services $30,423 · management and general $11,735 · fundraising $1,569
-
24c · Other expenses: AUTOMOBILE EXPENSES
total $26,750 · program services $18,611 · management and general $7,179 · fundraising $960
-
24d · Other expenses: SUPPLIES
total $22,796 · program services $15,860 · management and general $6,118 · fundraising $818
-
24e · All other expenses
total $5,225 · program services $3,636 · management and general $1,402 · fundraising $187
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $525,903 · end of year $741,560
-
2 · Savings and temporary cash investments
beginning of year $534,198 · end of year $532,423
-
4 · Accounts receivable
beginning of year $552,379 · end of year $632,187
-
9 · Prepaid expenses and deferred charges
beginning of year $65,702 · end of year $88,325
-
10a · Land, buildings and equipment: cost or other basis
$352,311
-
10b · Land, buildings and equipment: accumulated depreciation
$197,137
-
10c · Land, buildings and equipment, net
beginning of year $112,319 · end of year $155,174
-
11 · Investments: publicly traded securities
beginning of year $2,034 · end of year $3,325
-
15 · Other assets
beginning of year $382,984 · end of year $282,691
-
17 · Accounts payable and accrued expenses
beginning of year $214,433 · end of year $271,163
-
25 · Other liabilities
beginning of year $1,012,292 · end of year $852,904
-
27 · Net assets without donor restrictions
beginning of year -$654,721 · end of year -$102,892
-
28 · Net assets with donor restrictions
beginning of year $1,603,515 · end of year $1,414,510
Mission and programs · 2024
Mission
TO IMPROVE LIVES IN NORTHERN CALIFORNIA BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH BY MOBILIZING AND INTEGRATING RESOURCES AND THE CARING POWER OF THE COMMUNITY.
Activities or mission (Part I)
TO IMPROVE LIVES IN NORTHERN CALIFORNIA BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH BY MODILIZING AND INTEGRATING RESOURCES AND THE CARING POWER OF THE COMMUNITY.
-
SEE SCHEDULE O
Expenses $3,750,769 · Grants $1,410,977 · Revenue $4,957,696
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
LARRY OLMSTEAD
PRESIDENT AND CEO
- Total calculated
- $136,631
- From this org
- $117,831
- From related orgs
- $0
- Other
- $18,800
- Hours/week
- 40
-
SONIA SULLIVAN-AERY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3
-
SCOTT FREDRICK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
KRISTIN BEHRENS
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
DANNA PRATER
TREASUER
- Total calculated
- $0
- Hours/week
- 3
-
BRUCE MCPHEE
DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
CANDY CARLSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
CHARNPREET MALKA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
COLLIN BOGENER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GREG BALKOVEK
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JACK POTTER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JANET GOODSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JIM CLONEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JOHN ANDOH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LISA GERACI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MARIE DOTSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
RYLEE PEDOTTI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TECKLA JOHNSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$42,000
DISASTER PREPARATION EDUCATION
-
$37,500
DISASTER PREPARATION EDUCATION
-
COVID EDUCATION, OPERATIONAL EXPENSES
-
$32,000
COMMUNITY EDUCATION CAMPAIGN
-
COMMUNITY EDUCATION CAMPAIGN
-
COMMUNITY EDUCATION CAMPAIGN, SUPPORT FOR UNDER-FUNDED GRASSROOTS ORGANIZATIONS OPERATIONAL EXPENSES
-
$20,300
COMMUNITY EDUCATION CAMPAIGNS
-
$19,500
COMMUNITY EDUCATION CAMPAIGN
-
COMMUNITY EDUCATION CAMPAIGN, OPERATIONAL EXPENSES
-
COMMUNITY EDUCATION CAMPAIGN
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 26 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600609349300350
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