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Nonprofiteer
← UNITED WAYS OF CALIFORNIA

Form 990 for tax year 2022

Filed by UNITED WAYS OF CALIFORNIA.

Totals

Total revenue
$5,982,663
Total expenses
$5,003,536
Contributions and grants received
$5,524,312
Grants paid
$944,887
Program service revenue
$458,351
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,614,193
Total liabilities, end of year
$2,414,812
Net assets or fund balances, end of year
$3,199,381
Program services expenses (Part IX)
$4,243,188
Management and general expenses
$688,348
Fundraising expenses
$72,000
Program service expenses (Part III)
$4,243,188

Program services were 84.8% 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.

  • 1b · Membership dues

    $128,328

  • 1e · Government grants (contributions)

    $2,742,993

  • 1f · All other contributions, gifts and grants

    $2,652,991

  • 2a · Program service revenue: CONFERENCES AND WORKSHOPS

    total $333,821 · related or exempt $333,821

  • 2b · Program service revenue: PROGRAM SERVICE REVENUE

    total $124,530 · related or exempt $124,530

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $944,887 · program services $944,887

  • 2 · Grants to domestic individuals

    total $0

  • 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 $364,505 · program services $182,251 · management and general $127,578 · fundraising $54,676

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,402,537 · program services $1,369,411 · management and general $27,802 · fundraising $5,324

  • 8 · Pension plan contributions

    total $86,169 · program services $75,666 · management and general $8,065 · fundraising $2,438

  • 9 · Other employee benefits

    total $214,019 · program services $176,047 · management and general $32,321 · fundraising $5,651

  • 10 · Payroll taxes

    total $138,208 · program services $121,362 · management and general $12,935 · fundraising $3,911

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $88,044 · management and general $88,044

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $907,179 · program services $783,908 · management and general $123,271

  • 12 · Advertising and promotion

    total $141,499 · program services $118,510 · management and general $22,989

  • 13 · Office expenses

    total $67,238 · program services $6,752 · management and general $60,486

  • 14 · Information technology

    total $131,449 · program services $101,717 · management and general $29,732

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $70,247 · program services $39,859 · management and general $30,388

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $251,191 · program services $238,212 · management and general $12,979

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $690 · management and general $690

  • 23 · Insurance

    total $6,808 · program services $258 · management and general $6,550

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $169,045 · program services $84,348 · management and general $84,697

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $19,821 · management and general $19,821

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,515,335 · end of year $2,444,298

  • 3 · Pledges and grants receivable

    beginning of year $1,950,507 · end of year $3,006,405

  • 9 · Prepaid expenses and deferred charges

    beginning of year $248,742 · end of year $163,145

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

    $3,450

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

    $3,105

  • 10c · Land, buildings and equipment, net

    beginning of year $1,035 · end of year $345

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,079,760 · end of year $660,988

  • 19 · Deferred revenue

    beginning of year $1,555,486 · end of year $1,753,824

  • 27 · Net assets without donor restrictions

    beginning of year $917,131 · end of year $1,510,906

  • 28 · Net assets with donor restrictions

    beginning of year $1,163,242 · end of year $1,688,475

Mission and programs · 2022

Mission

UNITED WAYS OF CALIFORNIA UWCA IMPROVES THE HEALTH, EDUCATION AND FINANCIAL RESULTS FOR LOW INCOME CHILDREN AND FAMILIES BY ENHANCING AND COORDINATING THE COMMUNITY IMPACT WORK OF CALIFORNIAS UNITED WAYS.

Activities or mission (Part I)

IMPROVES THE HEALTH, EDUCATION AND FINANCIAL RESULTS FOR LOW INCOME CHILDREN AND FAMILIES BY ENHANCING AND COORDINATING THE COMMUNITY IMPACT WORK OF CALIFORNIAS UNITED WAYS.

  • UWCA PARTNERED WITH 13 LOCAL UNITED WAYS, LUTHERAN SERVICES, ONELA, AND JOHN BURTON ADVOCATES FOR YOUTH TO CONDUCT EXTENSIVE OUTREACH, FREE ADVISORY AND FREE TAX PREP SERVICES TO CALIFORNIANS. UWCA PARTICIPATED IN THE DELIVERY OF AN ESTIMATED 998 MILLION IN TAX SAVINGS TO AN ESTIMATED 3.3MM CALIFORNIANS. UNITED WAY PARTNERS SUPPORTED THE SUBMISSION OF ALMOST 77,000 FEDERAL TAX RETURNS THROUGH FREE TAX HELP SERVICES, AND HELPED PROCESS OVER 1,220 TOTAL ITIN APPLICATIONS, AND RECRUITED AND TRAINED OVER 2,600 TOTAL VITA VOLUNTEERS. THIS IS ESTIMATED TO HAVE SAVED AN ESTIMATED 27 MILLION TO LOW-INCOME CALIFORNIANS.

    Expenses $3,575,530 · Grants $866,401 · Revenue $185,107

  • UWCA CONTINUED TO PARTNER WITH FOUR LOCAL ORGANIZATIONS IN FRESNO, KERN, SAN BERNARDINO, AND MONTEREY TO CONDUCT A RESEARCH EVALUATION TO ASSESS THE EFFECTIVENESS OF OUTREACH FOR POPULATIONS AT RISK OF ADVERSE CHILDHOOD EXPERIENCES ACES, LEARN ABOUT THE IMPACT ON THE FINANCIAL EMPOWERMENT OF CLIENTS, LEARN ABOUT HOW TO REDUCE CHILDHOOD TRAUMA AND LEARN ABOUT THE IMPACT ON ALL OF THIS AND HOW TO INCREASE INDIVIDUAL HEALTH AND WELL-BEING. THE RESULTS ARE EXPECTED AT THE END OF 2023.

    Expenses $395,635 · Grants $20,900 · Revenue $2,386

  • PARTNERING WITH 9 LOCAL UNITED WAYS TO CONDUCT OUTREACH, UWCA HELPED 6,697 CLIENTS GET SCREENED FOR LOW-COST BROADBAND OPTIONS VIA THE 211-211 TEXT FLOW AND ONLINE AND 3,383 HAVE SUBSCRIBED. CLIENTS WERE ABLE TO GET SCREENED FOR ELIGIBILITY FOR ANY LOW-COST INTERNET SERVICE IN THEIR LOCAL AREA BASED ON ZIP CODES AND INCOME REQUIREMENTS ON BEHALF OF INTERNET SERVICE PROVIDERS. UWCA CONSTRUCTED A BILINGUAL TEXT MESSAGE CAMPAIGN AS WELL AS AN ONLINE SCREENER FOR CLIENTS TO SELF-SCREEN AND BECOME KNOWLEDGEABLE ON THE PROCESS OF APPLYING.

    Expenses $272,023 · Grants $57,586 · Revenue $270,858

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

Listed in Part VII

  • Peter Manzo

    PRESIDENT CEO

    Total calculated
    $209,827
    From this org
    $209,827
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,616
    Bonus
    $24,211
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $209,827

  • Albert Chavez

    CFO

    Total calculated
    $148,255
    From this org
    $148,255
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Nalleli Sandoval Contreras

    SENIOR DIRECTOR OF PROGRAMS

    Total calculated
    $102,385
    From this org
    $102,385
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Apple Musni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Silacci Through Sep 2022

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Anne Wilson

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Larry Olmstead

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Wright

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stefan Bradley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Olson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Huge Morales From Jun 2022

    DIRECTOR

    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. 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I Line 7
THE BONUS FOR THE PRESIDENT CEO IS DISCUSSED, DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS.

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
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349307076

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

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