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Nonprofiteer
← UNITED WAY OF VENTURA COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF VENTURA COUNTY INC.

Totals

Total revenue
$1,743,783
Total expenses
$1,780,423
Contributions and grants received
$1,786,792
Grants paid
$578,819
Program service revenue
$0
Investment income
$18,238
Other revenue
-$61,247
Total assets, end of year
$1,684,604
Total liabilities, end of year
$313,010
Net assets or fund balances, end of year
$1,371,594
Program services expenses (Part IX)
$1,331,437
Management and general expenses
$248,467
Fundraising expenses
$200,519
Program service expenses (Part III)
$1,331,437

Program services were 74.8% 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.

  • 1c · Fundraising events

    $156,375

  • 1f · All other contributions, gifts and grants

    $1,630,417

  • 1g · Noncash contributions included above

    $22,702

  • 3 · Investment income

    total $18,238 · excluded $18,238

  • 8a · Fundraising events: contributions included on line 1c

    $156,375

  • 8b · Fundraising events: direct expenses

    $63,572

  • 8c · Net income from fundraising events

    total -$63,572 · excluded -$63,572

  • 11a · Other revenue: CHANGE IN BENEFICIAL INTEREST

    total $2,325 · excluded $2,325

  • 11e · Other revenue, total

    $2,325

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $140,884 · program services $140,884

  • 2 · Grants to domestic individuals

    total $437,935 · program services $437,935

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $144,724 · program services $18,091 · management and general $63,728 · fundraising $62,905

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $616,738 · program services $463,979 · management and general $91,671 · fundraising $61,088

  • 8 · Pension plan contributions

    total $15,809 · program services $12,953 · management and general $2,063 · fundraising $793

  • 9 · Other employee benefits

    total $63,193 · program services $40,481 · management and general $13,287 · fundraising $9,425

  • 10 · Payroll taxes

    total $66,704 · program services $38,538 · management and general $15,401 · fundraising $12,765

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,966 · program services $528 · management and general $990 · fundraising $448

  • 11c · Fees: accounting

    total $27,995 · program services $7,513 · management and general $14,088 · fundraising $6,394

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $548 · program services $147 · management and general $276 · fundraising $125

  • 12 · Advertising and promotion

    total $8,062 · program services $7,004 · management and general $217 · fundraising $841

  • 13 · Office expenses

    total $14,150 · program services $3,470 · management and general $5,451 · fundraising $5,229

  • 14 · Information technology

    total $59,144 · program services $43,434 · management and general $9,357 · fundraising $6,353

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $89,980 · program services $66,079 · management and general $14,236 · fundraising $9,665

  • 17 · Travel

    total $10,964 · program services $8,128 · management and general $1,477 · fundraising $1,359

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $23,304 · program services $6,991 · management and general $4,661 · fundraising $11,652

  • 22 · Depreciation, depletion and amortization

    total $4,387 · program services $3,222 · management and general $694 · fundraising $471

  • 23 · Insurance

    total $7,572 · program services $947 · management and general $3,334 · fundraising $3,291

  • 24a · Other expenses: OUTSIDE SERVICES

    total $17,421 · program services $15,784 · management and general $824 · fundraising $813

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $16,659 · program services $6,017 · management and general $4,983 · fundraising $5,659

  • 24c · Other expenses: TELEPHONE

    total $9,508 · program services $6,983 · management and general $1,504 · fundraising $1,021

  • 24d · Other expenses: PRINTING

    total $2,309 · program services $2,271 · management and general $19 · fundraising $19

  • 24e · All other expenses

    total $467 · program services $58 · management and general $206 · fundraising $203

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $289,802 · end of year $485,354

  • 2 · Savings and temporary cash investments

    beginning of year $653,047 · end of year $645,310

  • 3 · Pledges and grants receivable

    beginning of year $586,102 · end of year $358,261

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,056 · end of year $21,443

  • 10a · Land, buildings and equipment: cost or other basis

    $41,925

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,757

  • 10c · Land, buildings and equipment, net

    beginning of year $10,554 · end of year $6,168

  • 12 · Investments: other securities

    beginning of year $35,866 · end of year $38,191

  • 14 · Intangible assets

    end of year $129,877

  • 17 · Accounts payable and accrued expenses

    beginning of year $130,678 · end of year $114,690

  • 19 · Deferred revenue

    beginning of year $22,730 · end of year $5,000

  • 25 · Other liabilities

    beginning of year $37,785 · end of year $193,320

  • 27 · Net assets without donor restrictions

    beginning of year $882,162 · end of year $1,116,403

  • 28 · Net assets with donor restrictions

    beginning of year $526,072 · end of year $255,191

Mission and programs · 2022

Mission

TO IMPROVE LIVES BY INSPIRING AND MOBILIZING THE CARING POWER AND RESOURCES OF OUR COMMUNITY.

Activities or mission (Part I)

UNITED WAY OF VENTURA COUNTY UWVC IS FOCUSED ON FOUR KEY AREAS - EDUCATION, HOMELESSNESS, INCOME AND HEALTH, IN SUPPORT OF OUR MISSION TO ADVANCE THE COMMON GOOD IN THE VENTURA COUNTY COMMUNITY.

  • IN 2019 UWVC LAUNCHED A HOMELESSNESS INITIATIVE TO INCLUDE A LANDLORD ENGAGEMENT PROGRAM TO INCREASE THE HOUSING STOCK AND UTILIZE EXISTING HOUSING VOUCHERS AND HOUSING SUBSIDIES PROVIDED BY LOCAL JURISDICTIONS AND COMMUNITY PARTNERS. EVERYONE NEEDS A SAFE PLACE TO CALL HOME, YET THAT BASIC NEED IS INCREASINGLY OUT OF REACH FOR MANY PEOPLE IN VENTURA COUNTY. ADVOCATING FOR THESE FAMILIES INCLUDES RECRUITING, CULTIVATING, RETAINING, AND GROWING THE NUMBER OF LANDLORDS WILLING TO HELP PREVENT AND END HOMELESSNESS. IN JANUARY 2023, THE HOMELESSNESS INITIATIVE INTRODUCED THE HOME SAFE PROGRAM TO ENSURE HOUSING STABILITY FOR EXCEEDINGLY LOW INCOME HOUSEHOLDS IN OUR COMMUNITY TO NOT ENTER HOMELESSNESS. IN JUST FOUR YEARS, THE PROGRAM HAS HOUSED OVER 450 INDIVIDUALS AND FAMILIES. THESE HOUSEHOLDS HAVE BEEN WELCOMED HOME IN VENTURA, OXNARD, PORT HUENEME, CAMARILLO, THOUSAND OAKS, FILLMORE, SANTA PAULA, MOORPARK, AND SIMI VALLEY.

    Expenses $713,897 · Grants $266,633

  • ALLOCATIONS AND DESIGNATIONS TO AGENCIES UNITED WAY OF VENTURA COUNTY THE AGENCY RAISES CONTRIBUTION PLEDGES TO BENEFIT OTHER VENTURA COUNTY AGENCIES. THE AGENCY HELPED ALLEVIATE AND OVERCOME THE IDENTIFIED NEEDS OF THE CITIZENS OF VENTURA COUNTY. IN CONNECTION WITH THIS, THE AGENCY IS RESPONSIBLE FOR THE DESIGN, IMPLEMENTATION AND EVALUATION OF A PROGRAM OF COMPREHENSIVE YEAR-ROUND DISSEMINATION OF INFORMATION CONCERNING THE UNITED WAY FOR THE PURPOSE OF PUBLIC RELATIONS, EDUCATION AND RECRUITMENT OF VOLUNTEERS. THIS IS ACCOMPLISHED BY A SERIES OF NEWSPAPER ARTICLES, ADVERTISING, AND PERSONAL CONTACT THROUGHOUT THE COUNTY.

    Expenses $140,884 · Grants $140,884

  • THE EARN IT KEEP IT SAVE IT EKS IS A COMMUNITY PARTNERSHIP LED BY UWVC, THE VENTURA COUNTY HUMAN SERVICES AGENCY, AND THE IRS TO INCREASE AWARENESS OF AND ACCESS TO EARNED INCOME TAX CREDIT EITC AND TO PROVIDE ELECTRONIC FILING OF INCOME TAX RETURNS FREE OF CHARGE THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VITA. THE VITA PROGRAM HELPS ENSURE LOW TO MODERATE INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2022 TAX SEASON, 61 VOLUNTEERS PREPARED MORE THAN 1,599 RETURNS AND BROUGHT BACK OVER 1.7 MILLION IN REFUNDS. ADDITIONALLY, 533,000 OF THOSE FUNDS WAS IN EITC. EITC GOES TO THE POOREST, MOST VULNERABLE VENTURA COUNTY HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR.

    Expenses $99,621 · Grants $2,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mitchel Sloan

    PRESIDENT CEO

    Total calculated
    $140,992
    From this org
    $131,798
    From related orgs
    $0
    Other
    $9,194
    Hours/week
    40

  • Jill Bray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa L Buono

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Midge Campbell-Thomas

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Capritto Through Jun 2022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy A Grygiel Through May 2023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sierra Gutierrez

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jill Haney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ingrid Hardy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Harrington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela V Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vaugh Lucas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eduardo Lucero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dianne B McKay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Cesar Morales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marisela Rios

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Manan Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn M Stiles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brad Whetten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Buchenroth From Jun 2022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Cheung From Nov 2022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Natalie Hernandez From Mar 2023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerffrey A Martin MD From Sep 2022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Osmany Ozzie Rios From Mar 2023

    TREASURER

    Total calculated
    $0
    Hours/week
    1

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

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349303432

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