Form 990 for tax year 2024
Filed by UNITED WAY OF SANTA BARBARA COUNTY INC.
Totals
- Total revenue
- $4,365,267
- Total expenses
- $3,801,248
- Contributions and grants received
- $2,915,265
- Grants paid
- $471,033
- Program service revenue
- $626,018
- Investment income
- $990,996
- Other revenue
- -$167,012
- Total assets, end of year
- $16,959,684
- Total liabilities, end of year
- $564,811
- Net assets or fund balances, end of year
- $16,394,873
- Program services expenses (Part IX)
- $3,085,610
- Management and general expenses
- $329,653
- Fundraising expenses
- $385,985
- Program service expenses (Part III)
- $3,085,610
Program services were 81.2% 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
$309,768
-
1e · Government grants (contributions)
$941,826
-
1f · All other contributions, gifts and grants
$1,663,671
-
1g · Noncash contributions included above
$72,536
-
2a · Program service revenue: FUN IN THE SUN
total $565,671 · related or exempt $565,671
-
2b · Program service revenue: UNITED FOR LITERACY
total $60,347 · related or exempt $60,347
-
3 · Investment income
total $328,727 · excluded $328,727
-
7a · Gross sales of assets other than inventory
securities $4,526,193
-
7b · Less cost or other basis and sales expenses
securities $3,863,924
-
7c · Gain or loss
securities $662,269
-
7d · Net gain or loss
total $662,269 · excluded $662,269
-
8a · Fundraising events: gross income
$53,932
-
8a · Fundraising events: contributions included on line 1c
$309,768
-
8b · Fundraising events: direct expenses
$220,944
-
8c · Net income from fundraising events
total -$167,012 · excluded -$167,012
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $285,094 · program services $285,094
-
2 · Grants to domestic individuals
total $185,939 · program services $185,939
-
5 · Compensation of officers, directors and key employees
total $579,560 · program services $482,282 · management and general $49,533 · fundraising $47,745
-
7 · Other salaries and wages
total $1,283,290 · program services $1,113,853 · management and general $20,547 · fundraising $148,890
-
8 · Pension plan contributions
total $66,861 · program services $51,408 · management and general $766 · fundraising $14,687
-
9 · Other employee benefits
total $50,881 · program services $39,978 · management and general $2,718 · fundraising $8,185
-
10 · Payroll taxes
total $138,780 · program services $119,757 · management and general $4,737 · fundraising $14,286
-
11c · Fees: accounting
total $35,660 · management and general $35,660
-
11f · Fees: investment management
total $85,557 · management and general $85,557
-
11g · Fees: other
total $330,317 · program services $272,490 · management and general $6,346 · fundraising $51,481
-
12 · Advertising and promotion
total $65,542 · program services $40,413 · management and general $292 · fundraising $24,837
-
13 · Office expenses
total $248,638 · program services $214,523 · management and general $19,683 · fundraising $14,432
-
14 · Information technology
total $103,317 · program services $78,241 · management and general $2,457 · fundraising $22,619
-
16 · Occupancy
total $61,367 · program services $45,851 · management and general $5,242 · fundraising $10,274
-
17 · Travel
total $87,508 · program services $74,109 · management and general $4,309 · fundraising $9,090
-
19 · Conferences, conventions and meetings
total $64,538 · program services $54,079 · management and general $5,888 · fundraising $4,571
-
21 · Payments to affiliates
total $37,219 · program services $22,331 · fundraising $14,888
-
22 · Depreciation, depletion and amortization
total $39,591 · management and general $39,591
-
23 · Insurance
total $17,271 · program services $5,262 · management and general $12,009
-
24a · Other expenses: ALLOWANCE FOR BAD DEBT
total $34,318 · management and general $34,318
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,143,885 · end of year $745,820
-
2 · Savings and temporary cash investments
beginning of year $2,844,862 · end of year $2,669,991
-
3 · Pledges and grants receivable
beginning of year $345,106 · end of year $301,087
-
9 · Prepaid expenses and deferred charges
beginning of year $158,290 · end of year $116,788
-
10a · Land, buildings and equipment: cost or other basis
$2,098,555
-
10b · Land, buildings and equipment: accumulated depreciation
$1,744,933
-
10c · Land, buildings and equipment, net
beginning of year $363,287 · end of year $353,622
-
11 · Investments: publicly traded securities
beginning of year $10,363,526 · end of year $11,671,993
-
15 · Other assets
beginning of year $1,489,391 · end of year $1,100,383
-
17 · Accounts payable and accrued expenses
beginning of year $257,601 · end of year $212,896
-
18 · Grants payable
beginning of year $54,345 · end of year $68,476
-
19 · Deferred revenue
beginning of year $5,347 · end of year $0
-
25 · Other liabilities
beginning of year $403,564 · end of year $283,439
-
27 · Net assets without donor restrictions
beginning of year $7,824,144 · end of year $7,975,705
-
28 · Net assets with donor restrictions
beginning of year $8,163,346 · end of year $8,419,168
Mission and programs · 2024
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 PARTNERSHIPS AND 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 BRIDGE THE BREAK PROGRAM. 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.
Expenses $495,626 · Revenue $60,347
-
FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 28 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A COMPREHENSIVE NETWORK OF SUPPORT THROUGHOUT THE SUMMER. THE 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 OVER 500 STUDENTS FROM TRANSITIONAL KINDERGARTEN 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 $1,330,813 · Revenue $565,671
-
FINANCIAL SECURITY: UWSBC'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 SECURITY INITIATIVE INCLUDES PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE 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 NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS.
Expenses $206,799 · Grants $1,000
-
RESILIENCY GRANTS PROGRAM: COMMUNITY WORK IN BUILDING UP AND SUSTAINING THE LOCAL CHILDCARE SECTOR, 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 $503,748 · Grants $133,857
-
COMMUNITY RESILIENCY: 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 $548,624 · Grants $336,176
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Steve OrtizSTEVE ORTIZ
PRESIDENT & CEO/BOARD SECR
- Total calculated
- $404,283
- From this org
- $345,506
- From related orgs
- $0
- Other
- $58,777
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $295,506
- Bonus
- $50,000
- Other
- $0
- Deferred
- $53,652
- Nontaxable benefits
- $5,125
- Filer's total
- $404,283
-
Cliff LundbergCLIFF LUNDBERG
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Diane B DoironDIANE B DOIRON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Susan HersbergerSUSAN HERSBERGER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Leo HamillLEO HAMILL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Rick ScottRICK SCOTT
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sue BirchSUE BIRCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clayton ColemanCLAYTON COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lance ConnorLANCE CONNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dustin DodginDUSTIN DODGIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FlatteryDAVID FLATTERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alice HamptonALICE HAMPTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie Heider-GrayJULIE HEIDER-GRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert HollmanROBERT HOLLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex KoperALEX KOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terri Maus-NisichTERRI MAUS-NISICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Art MerovickART MEROVICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin NelsonKEVIN NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrice RyanPATRICE RYAN
DIRECTOR (7/1/24-12/31/24)
- Total calculated
- $0
- Hours/week
- 1
-
Nicole BlairNICOLE BLAIR
CHIEF FINANCIAL OFFICER
- Total calculated
- $152,345
- From this org
- $130,896
- From related orgs
- $0
- Other
- $21,449
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,896
- Bonus
- $0
- Other
- $0
- Deferred
- $16,300
- Nontaxable benefits
- $5,149
- Filer's total
- $152,345
-
Frances ContrerasFRANCES CONTRERAS
DIRECTOR OF PROGRAMS & PARTNERSHIPS
- Total calculated
- $111,560
- From this org
- $103,948
- From related orgs
- $0
- Other
- $7,612
- Hours/week
- 40
-
Rose LevyROSE LEVY
DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT
- Total calculated
- $116,639
- From this org
- $109,339
- From related orgs
- $0
- Other
- $7,300
- 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
- 2 · Substantiation required before reimbursing expenses
- 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
-
GUADALUPE UNION SCHOOL DISTRICT
$100,000
BRIGHTER FUTURES CHILDCARE
-
BRIGHTER FUTURES CHILDCARE
-
$75,000
BRIGHTER FUTURES CHILDCARE
-
$15,200
BRIGHTER FUTURES CHILDCARE
-
$15,000
BRIGHTER FUTURES CHILDCARE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620509349301422
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