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Nonprofiteer
← UNITED WAY OF SAN DIEGO COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF SAN DIEGO COUNTY.

Totals

Total revenue
$6,222,118
Total expenses
$6,737,469
Contributions and grants received
$5,137,507
Grants paid
$96,600
Program service revenue
$607,666
Investment income
$454,828
Other revenue
$22,117
Total assets, end of year
$16,476,060
Total liabilities, end of year
$2,340,439
Net assets or fund balances, end of year
$14,135,621
Program services expenses (Part IX)
$4,363,172
Management and general expenses
$1,391,914
Fundraising expenses
$982,383
Program service expenses (Part III)
$4,363,172

Program services were 64.8% 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

    $106,046

  • 1e · Government grants (contributions)

    $672,940

  • 1f · All other contributions, gifts and grants

    $4,358,521

  • 1g · Noncash contributions included above

    $78,010

  • 2a · Program service revenue: SERVICE FEES

    total $322,416 · related or exempt $322,416

  • 2b · Program service revenue: RENTAL REVENUES

    total $226,634 · related or exempt $226,634

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

    total $58,616 · related or exempt $58,616

  • 3 · Investment income

    total $399,205 · excluded $399,205

  • 7a · Gross sales of assets other than inventory

    securities $1,066,329

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

    securities $1,010,706

  • 7c · Gain or loss

    securities $55,623

  • 7d · Net gain or loss

    total $55,623 · excluded $55,623

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $22,117 · excluded $22,117

  • 11e · Other revenue, total

    $22,117

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 2 · Grants to domestic individuals

    total $66,600 · program services $66,600

  • 5 · Compensation of officers, directors and key employees

    total $505,883 · program services $38,154 · management and general $406,683 · fundraising $61,046

  • 7 · Other salaries and wages

    total $2,238,884 · program services $1,234,996 · management and general $460,171 · fundraising $543,717

  • 8 · Pension plan contributions

    total $91,004 · program services $40,990 · management and general $29,982 · fundraising $20,032

  • 9 · Other employee benefits

    total $181,562 · program services $101,145 · management and general $47,804 · fundraising $32,613

  • 10 · Payroll taxes

    total $212,718 · program services $99,499 · management and general $64,013 · fundraising $49,206

  • 11a · Fees: management

    total $5,122 · management and general $5,122

  • 11b · Fees: legal

    total $19,695 · management and general $19,695

  • 11c · Fees: accounting

    total $54,786 · management and general $54,786

  • 11e · Fees: professional fundraising services

    total $30,968 · fundraising $30,968

  • 11f · Fees: investment management

    total $38,868 · management and general $38,868

  • 11g · Fees: other

    total $251,929 · program services $140,141 · management and general $43,956 · fundraising $67,832

  • 12 · Advertising and promotion

    total $199,027 · program services $155,171 · management and general $9,509 · fundraising $34,347

  • 13 · Office expenses

    total $168,022 · program services $51,180 · management and general $75,031 · fundraising $41,811

  • 14 · Information technology

    total $95,485 · program services $44,397 · management and general $28,165 · fundraising $22,923

  • 16 · Occupancy

    total $139,009 · program services $96,355 · management and general $26,726 · fundraising $15,928

  • 17 · Travel

    total $16,759 · program services $8,188 · management and general $7,463 · fundraising $1,108

  • 19 · Conferences, conventions and meetings

    total $19,038 · program services $7,631 · management and general $8,642 · fundraising $2,765

  • 20 · Interest

    total $3,465 · program services $2,428 · management and general $673 · fundraising $364

  • 22 · Depreciation, depletion and amortization

    total $81,089 · program services $56,815 · management and general $15,756 · fundraising $8,518

  • 23 · Insurance

    total $62,175 · program services $10,398 · management and general $46,292 · fundraising $5,485

  • 24a · Other expenses: DESIGNATION TO OTHERS

    total $1,177,582 · program services $1,177,582

  • 24b · Other expenses: SUBCONTRACTORS

    total $789,175 · program services $789,175

  • 24c · Other expenses: OTHER PROGRAMS-CSR

    total $171,046 · program services $171,046

  • 24d · Other expenses: DUES

    total $69,163 · program services $33,945 · management and general $2,577 · fundraising $32,641

  • 24e · All other expenses

    total $18,415 · program services $7,336 · fundraising $11,079

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,440,484 · end of year $1,261,998

  • 2 · Savings and temporary cash investments

    end of year $4,275,021

  • 3 · Pledges and grants receivable

    beginning of year $1,045,128 · end of year $885,651

  • 4 · Accounts receivable

    beginning of year $7,721 · end of year $1,148

  • 9 · Prepaid expenses and deferred charges

    beginning of year $89,790 · end of year $93,518

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

    $3,977,751

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

    $2,544,023

  • 10c · Land, buildings and equipment, net

    beginning of year $1,521,637 · end of year $1,433,728

  • 11 · Investments: publicly traded securities

    beginning of year $8,041,987 · end of year $7,097,570

  • 12 · Investments: other securities

    beginning of year $1,157,934 · end of year $1,201,622

  • 15 · Other assets

    beginning of year $0 · end of year $225,804

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,054,104 · end of year $780,608

  • 18 · Grants payable

    beginning of year $5,032,319 · end of year $1,348,214

  • 24 · Unsecured notes and loans payable

    beginning of year $173,383 · end of year $164,847

  • 25 · Other liabilities

    beginning of year $0 · end of year $46,770

  • 27 · Net assets without donor restrictions

    beginning of year $13,617,375 · end of year $13,941,114

  • 28 · Net assets with donor restrictions

    beginning of year $427,500 · end of year $194,507

Mission and programs · 2023

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 ENSURES CHILDREN, INDIVIDUALS, AND FAMILIES HAVE THE RESOURCES THEY NEED TO ACHIEVE EDUCATIONAL SUCCESS AND FINANCIAL SECURITY. EDUCATION: UNITED WAY OF SAN DIEGO COUNTY IS DEEPLY COMMITTED TO EDUCATION, AND THE URGENCY OF OUR WORK HAS NEVER BEEN MORE APPARENT AS THE EDUCATIONAL ACHIEVEMENT GAPS WITHIN OUR COMMUNITY CONTINUE TO WIDEN. BY LISTENING TO THE PEOPLE IN OUR REGION'S DISTINCT, VIBRANT COMMUNITIES, WE URGENTLY ADDRESS DEEPLY ROOTED DISPARITIES IN HISTORICALLY UNDER-RESOURCED COMMUNITIES WHERE CHILDREN ARE NOT REACHING THEIR FULL POTENTIAL. WE COLLABORATE WITH THESE COMMUNITIES AND LEVERAGE THE STRENGTH OF OUR PARTNERS COUNTYWIDE - BUSINESSES, GOVERNMENT, SCHOOLS, POLICYMAKERS, AND NONPROFIT ORGANIZATIONS - TO COLLECTIVELY ACHIEVE LASTING CHANGE FOR CHILDREN, YOUNG ADULTS, AND FAMILIES. OUR GOAL IS TO END DISPARITIES IN THESE HISTORICALLY DISADVANTAGED COMMUNITIES BY 2030. TO BRIDGE THESE GAPS ACROSS THE REGION THAT TYPICALLY FALL ALONG RACIAL AND SOCIO-ECONOMIC LINES, WE STRATEGICALLY FOCUS ON KEY AREAS SUCH AS EARLY CHILDHOOD LITERACY SO CHILDREN CAN REACH MILESTONES LIKE READING PROFICIENTLY BY THE END OF THIRD GRADE AND CAREER READINESS SO STUDENTS ARE EXPOSED TO HIGH-PAYING, IN-DEMAND STEAM CAREERS IN DIFFERENT INDUSTRIES. WE ENGAGE OVER 12,150 DONORS, 367 COMMUNITY AND CORPORATE PARTNERS, 17 SCHOOLS, AND 776 VOLUNTEERS TO SERVE OVER 53,180 FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. WE KNOW WE ARE ACHIEVING OUR GOALS BY TRACKING FAMILY ENGAGEMENT, DEVELOPING LITERACY-RICH ENVIRONMENTS, AND MEASURING THE NUMBER OF STUDENTS WHO SEE STEAM CAREERS AS A POSSIBILITY THROUGH AFTER-SCHOOL PROGRAMS AND SUMMER WORK-BASED LEARNING OPPORTUNITIES.

    Expenses $1,070,688 · Grants $41,600

  • ECONOMIC MOBILITY: IN THE FACE OF THE WIDENING ECONOMIC DISPARITIES IN OUR REGION, UNITED WAY OF SAN DIEGO COUNTY REMAINS DEDICATED TO PROVIDING ESSENTIAL FINANCIAL RESOURCES AND CREATING PATHWAYS FOR ECONOMIC MOBILITY THAT CAN PROFOUNDLY IMPACT THE LIVES OF THOSE STRUGGLING TO MAKE ENDS MEET. WE IMPROVE THE FINANCIAL SECURITY OF FAMILIES THROUGH FINANCIAL EDUCATION AND COUNSELING, FREE TAX FILING ASSISTANCE AND EARNED INCOME TAX CREDIT ACCESS, AND ACCESS TO SAFE AND AFFORDABLE FINANCIAL SERVICES WITH TRUSTED BANKS. THROUGH THE STRENGTH OF OUR PARTNERSHIPS COUNTYWIDE, THESE PROGRAMS SUPPORT FAMILIES IN BECOMING FINANCIALLY SECURE, EMOTIONALLY HEALTHY, AND ENGAGED IN THE COMMUNITY. FOR OVER 20 YEARS, OUR SAN DIEGO COUNTY EARNED INCOME TAX CREDIT COALITION HAS GROWN TO OVER 45 PARTNER ORGANIZATIONS. IN 2024, OUR COMBINED EFFORTS BROUGHT BACK OVER $39.7M IN FEDERAL AND STATE 2023 RETURNS, WHICH INCLUDED THE CHILD TAX CREDITS. THE COALITION SERVED OVER 48.8K FAMILIES, SAVING THEM $9.2M IN TAX PREPARATION FEES.

    Expenses $1,436,182

  • GIVING BACK: OUR CORPORATE PARTNERS AND THEIR EMPLOYEES PROVIDE OVER $2.7M IN FUNDS FOR UWSD AND DESIGNATE OVER $920K BACK TO OTHER ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THE COUNTRY. WE ALSO PARTNER WITH MANY CORPORATE PARTNERS TO PROVIDE VOLUNTEER OPPORTUNITIES FOR THEIR EMPLOYEES AS INDIVIDUALS AND TEAMS OR AS A WHOLE COMPANY. TO FURTHER SUPPORT CORPORATE VOLUNTEERISM, WE HOST A BOARD SERVICE CERTIFICATION TRAINING PROGRAM TO DEVELOP STRONG BOARD VOLUNTEERS AND MATCH THEM WITH NONPROFIT ORGANIZATIONS SEEKING THEIR EXPERTISE. UWSD ALSO HOSTS AN ANNUAL DAY OF SERVICE THAT PROVIDES OVER 400 VOLUNTEERS THE OPPORTUNITY TO WORK WITH OVER 35 NONPROFIT ORGANIZATIONS COUNTYWIDE TO GIVE BACK IN SUPPORT OF EVERYTHING FROM ANIMAL WELFARE TO CLOTHING CLOSETS, FOOD DISTRIBUTION, CLASSROOM READING, AND MUCH MORE. FOR YEAR-ROUND VOLUNTEER OPPORTUNITIES, WE HOST TWO WEB PAGES SO PEOPLE CAN SEARCH FOR SERVICE OPPORTUNITIES THAT MEET THEIR NEEDS AND INTERESTS THROUGH THE SAN DIEGO HOMELESSNESS VOLUNTEER NETWORK AND THE GENERAL VOLUNTEER PAGE. IN ADDITION, WE HAVE STARTED CAUSE MARKETING EFFORTS TO PROMOTE BUSINESSES THROUGHOUT THE COUNTY WITH PROCEEDS BENEFITTING UWSD. OUR GROWING AND ROBUST FUNDRAISING EFFORTS BRING IN OVER $5.6M FOR PROGRAMS AND GENERAL OPERATING SUPPORT.

    Expenses $1,856,302 · Grants $55,000 · Revenue $607,666

As filed on the 2023 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

    TREASURER, FC CHARI

    Total calculated
    $0
    Hours/week
    0.5

  • Derek Danziger

    BOARD MEMBER, GC CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Corley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Helen Griffith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Rory Healy

    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

  • Tricia Mercer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ricky Shabazz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Patrick Stewart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Woitkoski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Gordon Wiens

    BOARD MEMBER, AC CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Alexis Gutierrez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Sasaki

    PRESIDENT & CEO

    Total calculated
    $279,365
    From this org
    $255,860
    From related orgs
    $0
    Other
    $23,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,537
    Bonus
    $18,723
    Other
    $9,600
    Deferred
    $9,650
    Nontaxable benefits
    $13,855
    Filer's total
    $279,365

  • Shannon Gonzalez

    COO

    Total calculated
    $204,696
    From this org
    $178,642
    From related orgs
    $0
    Other
    $26,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,042
    Bonus
    $0
    Other
    $600
    Deferred
    $7,559
    Nontaxable benefits
    $18,495
    Filer's total
    $204,696

  • Alicia Quinn-Kitagawa

    VP, NEW BUSINESS DEVELOPME

    Total calculated
    $146,348
    From this org
    $139,584
    From related orgs
    $0
    Other
    $6,764
    Hours/week
    40

  • James McConchie

    VP, COLLABORATIVE IMPACT

    Total calculated
    $127,611
    From this org
    $108,434
    From related orgs
    $0
    Other
    $19,177
    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

Provenance

Return type
form_990
Tax year
2023
Filed
17 December 2024
IRS schema version
2023v5.1
Source object
202443529349301704

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