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Nonprofiteer
← UNITED WAY OF SAN DIEGO COUNTY

Form 990 for tax year 2022

Filed by UNITED WAY OF SAN DIEGO COUNTY.

Totals

Total revenue
$6,290,030
Total expenses
$6,419,554
Contributions and grants received
$5,722,607
Grants paid
$665,076
Program service revenue
$370,389
Investment income
$194,817
Other revenue
$2,217
Total assets, end of year
$20,304,681
Total liabilities, end of year
$6,259,806
Net assets or fund balances, end of year
$14,044,875
Program services expenses (Part IX)
$4,034,140
Management and general expenses
$1,363,256
Fundraising expenses
$1,022,158
Program service expenses (Part III)
$4,034,140

Program services were 62.8% 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.

  • 1a · Federated campaigns

    $111,588

  • 1e · Government grants (contributions)

    $838,191

  • 1f · All other contributions, gifts and grants

    $4,772,828

  • 2a · Program service revenue: RENTAL REVENUES

    total $217,521 · related or exempt $217,521

  • 2b · Program service revenue: CSR FEE FOR SERVICE

    total $84,475 · related or exempt $84,475

  • 2c · Program service revenue: SERVICE FEES

    total $68,393 · related or exempt $68,393

  • 3 · Investment income

    total $289,526 · excluded $289,526

  • 7a · Gross sales of assets other than inventory

    securities $1,498,774

  • 7b · Less cost or other basis and sales expenses

    securities $1,579,973 · other assets $13,510

  • 7c · Gain or loss

    securities -$81,199 · other assets -$13,510

  • 7d · Net gain or loss

    total -$94,709 · excluded -$94,709

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2,217 · related or exempt $2,217

  • 11e · Other revenue, total

    $2,217

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $640,076 · program services $640,076

  • 2 · Grants to domestic individuals

    total $25,000 · program services $25,000

  • 5 · Compensation of officers, directors and key employees

    total $473,506 · program services $37,291 · management and general $382,350 · fundraising $53,865

  • 7 · Other salaries and wages

    total $2,051,775 · program services $1,022,311 · management and general $456,545 · fundraising $572,919

  • 8 · Pension plan contributions

    total $79,086 · program services $29,732 · management and general $27,913 · fundraising $21,441

  • 9 · Other employee benefits

    total $158,136 · program services $75,691 · management and general $49,140 · fundraising $33,305

  • 10 · Payroll taxes

    total $192,627 · program services $84,350 · management and general $57,832 · fundraising $50,445

  • 11a · Fees: management

    total $8,957 · management and general $8,957

  • 11b · Fees: legal

    total $4,708 · management and general $4,708

  • 11c · Fees: accounting

    total $45,949 · management and general $45,949

  • 11e · Fees: professional fundraising services

    total $16,489 · fundraising $16,489

  • 11f · Fees: investment management

    total $35,777 · management and general $35,777

  • 11g · Fees: other

    total $170,972 · program services $57,230 · management and general $58,216 · fundraising $55,526

  • 12 · Advertising and promotion

    total $187,160 · program services $142,501 · management and general $7,421 · fundraising $37,238

  • 13 · Office expenses

    total $189,838 · program services $52,507 · management and general $87,647 · fundraising $49,684

  • 14 · Information technology

    total $144,508 · program services $61,863 · management and general $42,432 · fundraising $40,213

  • 16 · Occupancy

    total $161,223 · program services $104,212 · management and general $35,392 · fundraising $21,619

  • 17 · Travel

    total $29,541 · program services $8,419 · management and general $12,678 · fundraising $8,444

  • 19 · Conferences, conventions and meetings

    total $21,525 · program services $10,797 · management and general $1,164 · fundraising $9,564

  • 22 · Depreciation, depletion and amortization

    total $77,954 · program services $65,120 · management and general $7,967 · fundraising $4,867

  • 23 · Insurance

    total $57,552 · program services $11,000 · management and general $40,535 · fundraising $6,017

  • 24a · Other expenses: DESIGNATION TO OTHERS

    total $1,411,682 · program services $1,411,682

  • 24b · Other expenses: OTHER PROGRAMS-CSR

    total $159,045 · program services $159,045

  • 24c · Other expenses: DUES

    total $76,468 · program services $35,313 · management and general $633 · fundraising $40,522

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,321,252 · end of year $8,440,484

  • 3 · Pledges and grants receivable

    beginning of year $1,577,606 · end of year $1,045,128

  • 4 · Accounts receivable

    beginning of year $9,920 · end of year $7,721

  • 9 · Prepaid expenses and deferred charges

    beginning of year $85,272 · end of year $89,790

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

    $4,007,649

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

    $2,486,012

  • 10c · Land, buildings and equipment, net

    beginning of year $1,301,987 · end of year $1,521,637

  • 11 · Investments: publicly traded securities

    beginning of year $6,158,173 · end of year $8,041,987

  • 12 · Investments: other securities

    beginning of year $1,132,427 · end of year $1,157,934

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,038,731 · end of year $1,054,104

  • 18 · Grants payable

    beginning of year $1,007,232 · end of year $5,032,319

  • 23 · Secured mortgages and notes payable

    beginning of year $12,041 · end of year $173,383

  • 27 · Net assets without donor restrictions

    beginning of year $13,356,324 · end of year $13,617,375

  • 28 · Net assets with donor restrictions

    beginning of year $172,309 · end of year $427,500

Mission and programs · 2022

Mission

TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE.

Activities or mission (Part I)

TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD & FAMILY TOWARD A BRIGHTER FUTURE.

  • UNITED WAY OF SAN DIEGO COUNTY (UWSD) TRANSFORMS LIVES BY COLLABORATING WITH COMMUNITY PARTNERS TO IDENTIFY AND WORK ON THE ROOT CAUSES OF OUR MOST SIGNIFICANT COMMUNITY ISSUES WITH A SPECIFIC FOCUS ON EDUCATION AND FAMILY STABILITY/ECONOMIC MOBILITY.EDUCATION: TOGETHER WITH COMMUNITY STAKEHOLDERS, WE LEVERAGE RESOURCES TO ADDRESS THE EXTENSIVE AND COMPREHENSIVE ISSUES THAT PREVENT CHILDREN FROM LEARNING AND REACHING THEIR FULL POTENTIAL. UWSD BRINGS TOGETHER PARTNERS -BUSINESS, GOVERNMENT, SCHOOLS, AND NON-PROFIT ORGANIZATIONS-WHO INDIVIDUALLY DO GOOD WORK, BUT WHEN ALIGNED, CAN COLLECTIVELY ACHIEVE LASTING CHANGE FOR OUR CHILDREN, YOUNG ADULTS, AND FAMILIES. OUR GOAL IS TO END DISPARITIES IN ...CONTINUED ON SCHEDULE O. COMMUNITIES THAT ARE NOT THRIVING BY 2030. IN ORDER TO DO THIS, WE MUST ADDRESS THE PERVASIVE RACIAL INEQUITIES THAT ARE RESULTING IN THE ACHIEVEMENT GAP. AS WE LOOK AT THE KEY BENCHMARKS OF THIRD GRADE READING LEVELS AND COLLEGE OR CAREER READINESS, WE KNOW THAT PARTNERSHIP COLLABORATIVES MUST ALSO PROVIDE SUPPORT SO THAT FAMILIES ARE FINANCIALLY STABLE, EMOTIONALLY HEALTHY, AND ENGAGED. UNITED WAY ENGAGES OVER 14,000 DONORS, AND WORKS WITH 135 COMMUNITY AND CORPORATE PARTNERS, 38 SCHOOLS, AND 284 VOLUNTEERS TO PROVIDE SERVICES TO OVER 30,865 FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. OUR METRICS INCLUDE THIRD GRADE READING LEVELS, NUMBER OF WORK-BASED LEARNING OPPORTUNITIES, AND IMPROVED ACCESS TO FINANCIAL EDUCATION AND PROGRAMS THAT WILL ENHANCE FAMILY STABILITY/ECONOMIC MOBILITY.

    Expenses $972,293 · Grants $212,278

  • FAMILY STABILITY/ECONOMIC MOBILITY: UWSD CONTINUES TO LEAD THE EARNED INCOME TAX (EITC) COALITION'S EFFORTS, THROUGH WHICH 44,546 HOUSEHOLDS RECEIVED $30.1M IN FEDERAL AND STATE REFUNDS, INCLUDING $8.7M IN EITC TAX CREDITS AND $7.7M IN CHILD TAX CREDITS.

    Expenses $1,370,576 · Grants $422,798

  • GIVING BACK: OVER $1.6M IS COLLECTED AND DISTRIBUTED TO AGENCIESAND ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THROUGHOUT THECOUNTRY. THESE ARE FUNDS THAT HAVE BEEN DESIGNATED BY DONORS TOSPECIFIC AGENCIES AND ORGANIZATIONS WHICH IN TURN ARE PAID OUT TOTHEM THROUGHOUT THE YEAR. VOLUNTEERS FROM CORPORATE AND COMMUNITYPARTNERSHIPS PARTICIPATE IN COMMUNITY PROGRAMS YEAR-ROUNDINCLUDING DAY OF SERVICE PROJECTS, DONATION DRIVES, AND THE SANDIEGO HOMELESSNESS VOLUNTEER NETWORK (SDHVN). OUR BOARD CERTIFICATION PARTNERSHIP WITH USD CONTINUES TO TRAIN POTENTIAL BOARD MEMBERS AND CONNECT THEM WITH NONPROFITS THROUGHOUT THE COUNTY.

    Expenses $1,691,271 · Grants $30,000 · Revenue $370,389

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

Listed in Part VII

  • Jacob Richards

    BOARD MEMBER, BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Leslie Oliver

    BOARD MEMBER, VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Paul Rash

    BOARD MEMBER, FC CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Eli Rinn

    BOARD MEMBER, SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Tony Russell

    BOARD MEMBER, PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Corley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Derek Danziger

    BOARD MEMBER, GC CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Helen Griffith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Alexis Gutierrez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Javier Iglesias

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Crystal Irving

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Gilbert Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ricky Shabazz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Gordon Wiens

    BOARD MEMBER, AC CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Woitkoski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ryan Blalack

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Amber Kramer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Carol Kim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Sasaki

    PRESIDENT & CEO

    Total calculated
    $273,031
    From this org
    $252,458
    From related orgs
    $0
    Other
    $20,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,102
    Bonus
    $18,356
    Other
    $0
    Deferred
    $9,461
    Nontaxable benefits
    $11,112
    Filer's total
    $273,031

  • Shannon Gonzalez

    COO

    Total calculated
    $208,692
    From this org
    $183,372
    From related orgs
    $0
    Other
    $25,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,372
    Bonus
    $10,000
    Other
    $0
    Deferred
    $7,810
    Nontaxable benefits
    $17,509
    Filer's total
    $208,691

  • Jim Woods

    VP, CORPORATE ENGAGEMENT

    Total calculated
    $117,025
    From this org
    $108,106
    From related orgs
    $0
    Other
    $8,919
    Hours/week
    40

  • Alicia Quinn-Kitagawa

    VP, NEW BUSINESS DEVELOPME

    Total calculated
    $138,353
    From this org
    $132,292
    From related orgs
    $0
    Other
    $6,061
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
30 January 2024
IRS schema version
2022v5.0
Source object
202420369349300972

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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