Skip to content
Nonprofiteer
← UNITED WAY OF SANTA BARBARA COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF SANTA BARBARA COUNTY INC.

Totals

Total revenue
$17,013,451
Total expenses
$16,831,184
Contributions and grants received
$17,007,040
Grants paid
$13,482,564
Program service revenue
$31,725
Investment income
$140,448
Other revenue
-$165,762
Total assets, end of year
$16,096,957
Total liabilities, end of year
$677,920
Net assets or fund balances, end of year
$15,419,037
Program services expenses (Part IX)
$15,972,542
Management and general expenses
$385,090
Fundraising expenses
$473,552
Program service expenses (Part III)
$15,972,542

Program services were 94.9% 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

    $326,585

  • 1e · Government grants (contributions)

    $14,172,298

  • 1f · All other contributions, gifts and grants

    $2,508,157

  • 1g · Noncash contributions included above

    $101,889

  • 2a · Program service revenue: LICENSING FEES

    total $31,725 · related or exempt $31,725

  • 3 · Investment income

    total $292,754 · excluded $292,754

  • 7a · Gross sales of assets other than inventory

    securities $3,007,379

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

    securities $3,159,685

  • 7c · Gain or loss

    securities -$152,306

  • 7d · Net gain or loss

    total -$152,306 · excluded -$152,306

  • 8a · Fundraising events: gross income

    $68,054

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

    $326,585

  • 8b · Fundraising events: direct expenses

    $263,816

  • 8c · Net income from fundraising events

    total -$195,762 · excluded -$195,762

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $30,000 · excluded $30,000

  • 11e · Other revenue, total

    $30,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $68,471 · program services $68,471

  • 2 · Grants to domestic individuals

    total $13,414,093 · program services $13,414,093

  • 5 · Compensation of officers, directors and key employees

    total $502,470 · program services $398,914 · management and general $68,619 · fundraising $34,937

  • 7 · Other salaries and wages

    total $1,415,338 · program services $1,172,003 · management and general $44,890 · fundraising $198,445

  • 8 · Pension plan contributions

    total $67,320 · program services $38,856 · management and general $5,388 · fundraising $23,076

  • 9 · Other employee benefits

    total $82,754 · program services $55,554 · management and general $8,136 · fundraising $19,064

  • 10 · Payroll taxes

    total $137,702 · program services $113,478 · management and general $7,570 · fundraising $16,654

  • 11c · Fees: accounting

    total $33,782 · management and general $33,782

  • 11f · Fees: investment management

    total $78,848 · management and general $78,848

  • 11g · Fees: other

    total $214,477 · program services $174,480 · management and general $7,137 · fundraising $32,860

  • 12 · Advertising and promotion

    total $70,928 · program services $32,652 · management and general $12,242 · fundraising $26,034

  • 13 · Office expenses

    total $248,639 · program services $189,458 · management and general $33,178 · fundraising $26,003

  • 14 · Information technology

    total $190,039 · program services $161,940 · management and general $7,100 · fundraising $20,999

  • 16 · Occupancy

    total $65,620 · program services $36,232 · management and general $7,256 · fundraising $22,132

  • 17 · Travel

    total $66,253 · program services $50,094 · management and general $10,778 · fundraising $5,381

  • 19 · Conferences, conventions and meetings

    total $62,263 · program services $47,210 · management and general $9,499 · fundraising $5,554

  • 21 · Payments to affiliates

    total $28,146 · program services $14,073 · fundraising $14,073

  • 22 · Depreciation, depletion and amortization

    total $45,028 · management and general $45,028

  • 23 · Insurance

    total $10,673 · program services $5,034 · management and general $5,639

  • 24a · Other expenses: ALLOWANCE FOR BAD DEBT

    total $28,340 · fundraising $28,340

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $639,960 · end of year $1,171,727

  • 2 · Savings and temporary cash investments

    beginning of year $3,143,662 · end of year $2,778,980

  • 3 · Pledges and grants receivable

    beginning of year $602,978 · end of year $329,965

  • 9 · Prepaid expenses and deferred charges

    beginning of year $118,790 · end of year $109,446

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

    $2,055,732

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

    $1,661,915

  • 10c · Land, buildings and equipment, net

    beginning of year $407,961 · end of year $393,817

  • 11 · Investments: publicly traded securities

    beginning of year $9,275,196 · end of year $9,928,804

  • 15 · Other assets

    beginning of year $1,360,706 · end of year $1,384,218

  • 17 · Accounts payable and accrued expenses

    beginning of year $226,596 · end of year $229,573

  • 18 · Grants payable

    beginning of year $532,707 · end of year $81,421

  • 19 · Deferred revenue

    beginning of year $49,906 · end of year $18,181

  • 25 · Other liabilities

    beginning of year $324,618 · end of year $348,745

  • 27 · Net assets without donor restrictions

    beginning of year $5,936,579 · end of year $7,194,217

  • 28 · Net assets with donor restrictions

    beginning of year $8,478,847 · end of year $8,224,820

Mission and programs · 2022

Mission

TO ENRICH THE LIVES OF CHILDREN AND FAMILIES AND BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS AND PARTNERSHIPS THAT IMPROVE SCHOOL READINESS AND ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, AND CRISIS RESPONSE AND RECOVERY.

Activities or mission (Part I)

UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPSAND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY.

  • UNITED FOR LITERACY: SINCE 1923, UWSBC HAS WORKED IN CLOSE PARTNERSHIP WITH LOCAL SCHOOLS, DISTRICTS, AND EDUCATORS IN OUR COMMUNITY TO SUPPORT STUDENTS IN CREATING A STRONGER FOUNDATION FOR ACADEMIC SUCCESS. THROUGH DIRECT SERVICES AND PROGRAMS, UWSBC WORKS IN TANDEM WITH LOCAL DISTRICTS TO NARROW THE ACHIEVEMENT GAP FOR STUDENTS IN LOW-RESOURCE COMMUNITIES. UWSBC PROVIDES THREE PROGRAMS TO SUPPORT STUDENTS K-12, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER TUTORING SUPPORT PROGRAM, AND THE EARLY LEARNING SUCCESS INSTITUTES. WITHIN EACH PROGRAM IS A FOCUS ON DATA-DRIVEN ACADEMIC CURRICULUM, SOCIAL-EMOTIONAL LEARNING, AND ACCESS TO THE ONGOING TOOLS AND SUPPORT THAT STUDENTS NEED TO BUILD A BRIGHTER FUTURE. AS THE NEEDS OF OUR LOCAL COMMUNITY EVOLVE, UWSBC ADAPTS ITS PROGRAMMATIC INFRASTRUCTURE TO BEST SUPPORT THE STUDENTS AND FAMILIES WE SERVE. UWSBC PROVIDES THREE DIRECT SERVICE PROGRAMS WITHIN THIS INITIATIVE, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER, AND THE EARLY LEARNING SUCCESS INSTITUTES.

    Expenses $413,986 · Revenue $31,725

  • FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 25 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A COMPREHENSIVE NETWORK OF SUPPORT THROUGHOUT THE SUMMER. THE SIX-WEEK SUMMER PROGRAM PROVIDES A FULL SPECTRUM OF SERVICES, INCLUDING INDIVIDUALIZED ACADEMIC INSTRUCTION AND LITERACY REMEDIATION, FIELD TRIPS AND ENRICHMENT ACTIVITIES, COMMUNITY ENGAGEMENT AND VOLUNTEERING OPPORTUNITIES, AND A ROBUST SOCIAL-EMOTIONAL LEARNING CURRICULUM. FUN IN THE SUN SERVES A TOTAL OF 400 STUDENTS FROM 3RD TO 12TH GRADE AND THEIR FAMILIES AT SIX CAMPUSES THROUGHOUT SANTA BARBARA COUNTY, WITH SITES AT LOCAL SCHOOLS IN CARPINTERIA, GOLETA, GUADALUPE, SANTA BARBARA, AND SOLVANG.

    Expenses $1,022,246

  • FINANCIAL EMPOWERMENT: UWSC'S MISSION IS FOCUSED ON CREATING A MORE RESILIENT COMMUNITY. AT THE CORE OF THIS APPROACH IS HELPING LOCAL INDIVIDUALS AND FAMILIES BUILD A STRONG FINANCIAL FOUNDATION TO INCREASE THEIR CAPACITY TO MEET BASIC NEEDS AND ACHIEVE LONG-TERM FINANCIAL STABILITY. UWSBC'S FINANCIAL EMPOWERMENT INITIATIVE INCLUDES PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM AND THE RESILIENCY GRANTS PROGRAM, WHICH ADDRESS THE OBSTACLES THAT FACE THOSE IN LOW-RESOURCE COMMUNITIES COUNTYWIDE. WITH ROBUST PARTNERSHIPS WITH LOCAL SCHOOL DISTRICTS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND COMMUNITY ORGANIZATIONS, UWSBC CONNECTS INDIVIDUALS AND FAMILIES WITH A ROBUST NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS.

    Expenses $86,713 · Grants $35,186

  • CRISIS RESPONSE & RECOVERY: AS A RESULT OF UNITED WAY'S EXPANDED FOCUS IN THE FIELD OF CRISIS RESPONSE, THE ORGANIZATION HAS MAGNIFIED ITS ROLE AS A COMMUNITY LEADER IN RECOVERY EFFORTS IN RESPONSE TO RECENT DISASTERS. FROM THE EXPANSION OF ESTABLISHED EDUCATIONAL PROGRAMMING TO THE DEVELOPMENT OF NEW PROGRAMS IN AREAS OF BASIC NEEDS ASSISTANCE, RENT RELIEF, AND CHILDCARE, UNITED WAY LEVERAGES A DIVERSE NETWORK OF PARTNERS AND RESOURCES TO QUICKLY ADAPT TO THE CHANGING NEEDS OF RESIDENTS IN THE IMMEDIATE AFTERMATH AND RECOVERY FROM A DISASTER. UNITED WAY OPERATES IN COLLABORATION WITH LOCAL ORGANIZATIONS, DISASTER RESPONSE OFFICIALS, AND THE COUNTY OF SANTA BARBARA. UNITED WAY REMAINS COMMITTED TO IDENTIFYING EMERGING CHALLENGES, ESTABLISHING DEDICATED NETWORKS OF RESOURCES AND LEADERS, AND INVESTING IN NEW COLLABORATIVE STRATEGIES THAT DIRECTLY SUPPORT FAMILIES, ORGANIZATIONS, AND SCHOOL DISTRICTS IN NEED.

    Expenses $14,449,597 · Grants $13,447,378

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

Listed in Part VII

  • Steve Ortiz

    PRESIDENT & CEO/BOARD SECR

    Total calculated
    $338,033
    From this org
    $286,065
    From related orgs
    $0
    Other
    $51,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,065
    Bonus
    $0
    Other
    $0
    Deferred
    $47,465
    Nontaxable benefits
    $4,503
    Filer's total
    $338,033

  • Cliff Lundberg

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Diane B Doiron

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Susan Hersberger

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Leo Hamill

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Rick Scott

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lance Connor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Flattery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Hollman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alex Koper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terri Maus-Nisich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Art Merovick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrice Ryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maryan Schall

    DIRECTOR (7/1/22-10/1/22)

    Total calculated
    $0
    Hours/week
    1

  • Sue Birch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy K Armour

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shari Liu Fellows

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Blair

    CHIEF FINANCIAL OFFICER

    Total calculated
    $147,505
    From this org
    $126,608
    From related orgs
    $0
    Other
    $20,897
    Hours/week
    40

  • Melinda Cabrera

    VICE PRESIDENT

    Total calculated
    $157,244
    From this org
    $138,364
    From related orgs
    $0
    Other
    $18,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,364
    Bonus
    $0
    Other
    $0
    Deferred
    $13,745
    Nontaxable benefits
    $5,135
    Filer's total
    $157,244

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

Provenance

Return type
form_990
Tax year
2022
Filed
15 March 2024
IRS schema version
2022v5.0
Source object
202400789349301315

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

The source document this was parsed from is served over the API, which is where bulk and document access live.