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Nonprofiteer
← UNITED WAY OF VENTURA COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF VENTURA COUNTY INC.

Totals

Total revenue
$2,329,407
Total expenses
$2,439,528
Contributions and grants received
$2,274,299
Grants paid
$969,910
Program service revenue
$0
Investment income
$105,765
Other revenue
-$50,657
Total assets, end of year
$4,286,567
Total liabilities, end of year
$525,417
Net assets or fund balances, end of year
$3,761,150
Program services expenses (Part IX)
$1,987,168
Management and general expenses
$239,749
Fundraising expenses
$212,611
Program service expenses (Part III)
$1,987,168

Program services were 81.5% 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

    $135,372

  • 1e · Government grants (contributions)

    $1,027,625

  • 1f · All other contributions, gifts and grants

    $1,111,302

  • 1g · Noncash contributions included above

    $11,919

  • 3 · Investment income

    total $105,765 · excluded $105,765

  • 8a · Fundraising events: gross income

    $0

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

    $135,372

  • 8b · Fundraising events: direct expenses

    $54,521

  • 8c · Net income from fundraising events

    total -$54,521 · excluded -$54,521

  • 11a · Other revenue: BENEFICIAL INTERST INC

    total $3,864 · excluded $3,864

  • 11e · Other revenue, total

    $3,864

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $148,440 · program services $148,440

  • 2 · Grants to domestic individuals

    total $821,470 · program services $821,470

  • 5 · Compensation of officers, directors and key employees

    total $144,728 · program services $18,092 · management and general $63,730 · fundraising $62,906

  • 7 · Other salaries and wages

    total $789,769 · program services $639,812 · management and general $85,896 · fundraising $64,061

  • 8 · Pension plan contributions

    total $35,450 · program services $29,241 · management and general $3,788 · fundraising $2,421

  • 9 · Other employee benefits

    total $82,427 · program services $60,827 · management and general $12,221 · fundraising $9,379

  • 10 · Payroll taxes

    total $78,679 · program services $51,488 · management and general $14,581 · fundraising $12,610

  • 11c · Fees: accounting

    total $21,100 · program services $9,786 · management and general $7,899 · fundraising $3,415

  • 11g · Fees: other

    total $9,575 · program services $4,441 · management and general $3,585 · fundraising $1,549

  • 12 · Advertising and promotion

    total $13,735 · program services $10,086 · management and general $319 · fundraising $3,330

  • 13 · Office expenses

    total $21,272 · program services $5,442 · management and general $7,923 · fundraising $7,907

  • 14 · Information technology

    total $63,544 · program services $51,870 · management and general $6,549 · fundraising $5,125

  • 16 · Occupancy

    total $95,127 · program services $77,651 · management and general $9,804 · fundraising $7,672

  • 17 · Travel

    total $12,914 · program services $9,662 · management and general $1,645 · fundraising $1,607

  • 21 · Payments to affiliates

    total $29,028 · program services $8,708 · management and general $5,806 · fundraising $14,514

  • 22 · Depreciation, depletion and amortization

    total $3,347 · program services $2,732 · management and general $345 · fundraising $270

  • 23 · Insurance

    total $10,478 · program services $1,310 · management and general $4,614 · fundraising $4,554

  • 24a · Other expenses: DUES, FEES AND SUBSCRIP

    total $26,598 · program services $9,395 · management and general $8,345 · fundraising $8,858

  • 24b · Other expenses: OUTSIDE SERVICES

    total $19,186 · program services $19,186

  • 24c · Other expenses: TELEPHONE

    total $8,479 · program services $6,921 · management and general $874 · fundraising $684

  • 24d · Other expenses: EDUCATION AND TRAINING

    total $4,182 · program services $608 · management and general $1,825 · fundraising $1,749

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $214,437 · end of year $358,521

  • 2 · Savings and temporary cash investments

    beginning of year $3,309,186 · end of year $3,005,169

  • 3 · Pledges and grants receivable

    beginning of year $459,504 · end of year $498,894

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,686 · end of year $40,407

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

    $49,165

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

    $42,946

  • 10c · Land, buildings and equipment, net

    beginning of year $5,336 · end of year $6,219

  • 12 · Investments: other securities

    beginning of year $41,946 · end of year $42,964

  • 14 · Intangible assets

    beginning of year $46,308 · end of year $334,393

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,957 · end of year $137,359

  • 25 · Other liabilities

    beginning of year $141,175 · end of year $388,058

  • 27 · Net assets without donor restrictions

    beginning of year $3,537,546 · end of year $3,493,980

  • 28 · Net assets with donor restrictions

    beginning of year $323,725 · end of year $267,170

Mission and programs · 2024

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.

  • UNITED TO END HOMELESSNESS: IN AN EFFORT TO COMBAT HOMELESSNESS IN VENTURA COUNTY, THE UNITED WAY OF VENTURA COUNTY LAUNCHED A COMPREHENSIVE UNITED TO END HOMELESSNESS INITIATIVE, WHICH INCLUDES A CRITICAL LANDLORD ENGAGEMENT PROGRAM. THE PROGRAM'S FOCUS IS ON INCREASING THE HOUSING STOCK AVAILABLE FOR INDIVIDUALS AND FAMILIES AT RISK OF HOMELESSNESS BY CONNECTING THEM WITH LANDLORDS WHO ARE WILLING TO ACCEPT HOUSING VOUCHERS AND SUBSIDIES PROVIDED BY LOCAL JURISDICTIONS AND COMMUNITY PARTNERS. THIS INITIATIVE ACKNOWLEDGES THAT HOUSING IS A BASIC HUMAN NEED, YET FOR MANY INDIVIDUALS IN VENTURA COUNTY, THAT NEED IS INCREASINGLY DIFFICULT TO MEET. WITH ACTIVELY RECRUITING, CULTIVATING, AND RETAINING A NETWORK OF LANDLORDS, UWVC WORKS TO PREVENT HOMELESSNESS AND ENSURE THE LONG-TERM STABILITY OF HOUSING FOR THOSE MOST IN NEED. A CENTRAL COMPONENT OF THIS PROGRAM IS THE HOME SAFE PROGRAM, LAUNCHED IN JANUARY 2024. THIS PROGRAM SPECIFICALLY TARGETS HOUSEHOLDS WITH EXCEEDINGLY LOW INCOMES, PROVIDING RESOURCES AND SUPPORT TO HELP THEM AVOID HOMELESSNESS. DURING THE YEAR, THE TWO PROGRAMS COMBINED PROVIDED ASSISTANCE FOR 246 HOUSEHOLDS. THIS DEMONSTRATES THE EFFECTIVENESS OF COMMUNITY PARTNERSHIPS AND LANDLORD PARTICIPATION IN ADDRESSING THE HOUSING CRISIS. THESE INDIVIDUALS AND FAMILIES NOW CALL VENTURA, OXNARD, PORT HUENEME, CAMARILLO, THOUSAND OAKS, FILLMORE, SANTA PAULA, MOORPARK, AND SIMI VALLEY THEIR HOMES.

    Expenses $1,379,884 · Grants $729,513

  • WORKPLACE DESIGNATIONS: 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 $138,290 · Grants $138,290

  • VITA/CAL EITC: 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 2024 TAX SEASON, 80 VOLUNTEERS PREPARED MORE THAN 1,900 RETURNS AND BROUGHT BACK OVER $2.1 MILLION IN REFUNDS. ADDITIONALLY, $822,329 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 $115,600

  • UNITED WAY OF VENTURA COUNTY'S OTHER GENERAL PROGRAMS HAVE THREE KEY FOCUS AREAS: EDUCATION, INCOME, AND HEALTH, INCLUDING DISASTER RELIEF. THESE AREAS ARE THE BUILDING BLOCKS TO A BETTER QUALITY OF LIFE AND WILL HELP TO IMPROVE THE LIVES OF OUR COMMUNITY MEMBERS IN VENTURA COUNTY. EDUCATION: HELPING CHILDREN AND YOUTH ACHIEVE THEIR FULL ACADEMIC POTENTIAL. INCOME: PROMOTING FINANCIAL STABILITY AND INDEPENDENCE. HEALTH: IMPROVING HEALTHY HABITS, FITNESS AND OVERALL HEALTH. DURING THE YEAR, UNITED WAY OF VENTURA COUNTY ASSISTED APPROXIMATELY 8,500 INDIVIDUALS AND HOUSEHOLDS.

    Expenses $353,394 · Grants $102,107

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jill Bray See Sch O

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa L Buono

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sierra Gutierrez

    SECRETARY

    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

  • 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

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Buchenroth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Cheung

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Natalie Hernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerffrey A Martin MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Osmany Ozzie Rios

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Emma Grossman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stratis Perros

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Velasquez

    DIRECTOR (FROM 07/2024)

    Total calculated
    $0
    Hours/week
    1

  • Mitchel Sloan

    PRESIDENT & CEO

    Total calculated
    $149,274
    From this org
    $139,763
    From related orgs
    $0
    Other
    $9,511
    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.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202611329349304436

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