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Nonprofiteer
← UNITED WAY OF SANTA CRUZ COUNTY

Form 990 for tax year 2022

Filed by UNITED WAY OF SANTA CRUZ COUNTY.

Totals

Total revenue
$5,158,561
Total expenses
$4,738,163
Contributions and grants received
$5,150,414
Grants paid
$232,650
Program service revenue
$0
Investment income
$1,611
Other revenue
$6,536
Total assets, end of year
$2,136,401
Total liabilities, end of year
$918,163
Net assets or fund balances, end of year
$1,218,238
Program services expenses (Part IX)
$3,088,993
Management and general expenses
$1,298,056
Fundraising expenses
$351,114
Program service expenses (Part III)
$3,088,993

Program services were 65.2% 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

    $152,864

  • 1e · Government grants (contributions)

    $4,740,128

  • 1f · All other contributions, gifts and grants

    $257,422

  • 3 · Investment income

    total $1,611 · related or exempt $1,611

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $69,196

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

    $152,864

  • 8b · Fundraising events: direct expenses

    $69,196

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other Income

    total $6,536 · related or exempt $6,536

  • 11e · Other revenue, total

    $6,536

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $232,650 · program services $232,650

  • 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 $164,058 · program services $106,018 · management and general $44,581 · fundraising $13,459

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,791,782 · program services $1,160,482 · management and general $484,054 · fundraising $147,246

  • 8 · Pension plan contributions

    total $105,160 · program services $66,848 · management and general $29,790 · fundraising $8,522

  • 9 · Other employee benefits

    total $459,413 · program services $292,038 · management and general $130,144 · fundraising $37,231

  • 10 · Payroll taxes

    total $144,171 · program services $91,646 · management and general $40,841 · fundraising $11,684

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $19,248 · program services $8,978 · management and general $10,088 · fundraising $182

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $717,533 · program services $336,470 · management and general $373,544 · fundraising $7,519

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $6,638 · program services $5,628 · management and general $720 · fundraising $290

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $107,216 · program services $69,562 · management and general $28,314 · fundraising $9,340

  • 17 · Travel

    total $35,375 · program services $16,597 · management and general $15,799 · fundraising $2,979

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $19,239 · program services $10,212 · management and general $6,495 · fundraising $2,532

  • 24a · Other expenses: Community Engagement, Stipends

    total $449,102 · program services $401,525 · management and general $31,117 · fundraising $16,460

  • 24b · Other expenses: Program Supplies

    total $209,693 · program services $154,681 · management and general $42,791 · fundraising $12,221

  • 24c · Other expenses: Printing and Publications

    total $115,998 · program services $37,094 · management and general $21,594 · fundraising $57,310

  • 24d · Other expenses: Membership dues

    total $70,796 · program services $45,780 · management and general $20,439 · fundraising $4,577

  • 24e · All other expenses

    total $90,091 · program services $52,784 · management and general $17,745 · fundraising $19,562

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $646,241 · end of year $1,503,974

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $674,919 · end of year $626,663

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,040 · end of year $0

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

    $141,367

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

    $141,367

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $5,281 · end of year $5,764

  • 17 · Accounts payable and accrued expenses

    beginning of year $296,064 · end of year $528,662

  • 25 · Other liabilities

    beginning of year $259,176 · end of year $389,501

  • 27 · Net assets without donor restrictions

    beginning of year $272,477 · end of year $445,695

  • 28 · Net assets with donor restrictions

    beginning of year $509,764 · end of year $772,543

Mission and programs · 2022

Mission

THE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO IGNITE OUR COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER SO THAT OUR YOUTH SUCCEED IN SCHOOL AND IN LIFE, OUR RESIDENTS ARE HEALTHY AND OUR FAMILIES ARE FINANCIALLY INDEPENDENT.OUR MOST SIGNIFICANT ACTIVITY IS THE UNITED 4 YOUTH INITIATIVE, A COMMUNITY PARTNERSHIP THAT WORKS TO REDUCE YOUTH POVERTY BY CREATING ENVIRONMENT CHANGES GIVING CHILDREN MORE OPPORTUNITIES FOR LIVING IN A HEALTIER, THRIVING, AND SAFER SANTA CRUZ COUNTY.

Activities or mission (Part I)

THE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO IGNITE OUR COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER SO THAT OUR YOUTH SUCCEED IN SCHOOL AND IN LIFE, OUR RESIDENTS ARE HEALTHY AND OUR FAMILIES ARE FINANCIALLY INDEPENDENT. OUR MOST SIGNIFICANT ACTIVITY IS THE UNITED 4 YOUTH INITIATIVE, A COMMUNITY PARTNERSHIP THAT WORKS TO REDUCE YOUTH POVERTY BY CREATING ENVIRONMENT CHANGES GIVING CHILDREN MORE OPPORTUNITIES FOR LIVING IN A HEALTIER, THRIVING, AND SAFER SANTA CRUZ COUNTY.

  • UNITED WAY OF SCC PROVEDS PROGRAMS AND ADMINISTATION SOLUTIONS FOR FIRST 5 OF SANTA CRUZ COUNTY. FIRST 5 SANTA CRUZ COUNTY IMPROVES THE LIVES OF CHILDREN IN THE COMMUNITY WHO NEED THE MOST SUPPORT TO MAKE SURE ALL CHILDREN HAVE THE EARLY EXPERIENCES THEY NEED TO SUCCEED. FIRST 5'S PRIORITIES FALL IN THREE MAJOR GOAL AREAS: CHILDREN ARE HEALTHY; CHILDREN ARE LEARNING AND READY FOR SCHOOL; FAMILIES ARE STRONG; SERVICES ARE FAMILY FRIENDLY.

    Expenses $1,604,162 · Grants $5,000

  • CAMPAIGN AND COMMUNITY IMPACT FOCUS ON PROMOTING COLLEGE AND CAREER READINESS, HEALTH AND WELLNESS, ECONOMIC MOBILITY, AND COMMUNITY ENGAGEMENT. UNITED WAY OF SCC PROVIDES COMMUNITY GRANTS TO SUPPORT LOCAL YOUTH-SERVING PROGRAMS IN MARGINALIZED COMMUNITIES WITHIN SANTA CRUZ COUNTY. UNITED WAY OF SCC COLLABORATES WITH LOCAL AGENCIES TO DEVELOP NETWORKS AND STRATEGIC PLANS TO IMPROVE THE HEALTH AND WELLBEING FOR YOUTH AND FAMILIES IN SANTA CRUZ COUNTY. YOUTH PROGRAMS INCLUDE AFTER SCHOOL ACADEMIC SUPPORT, MENTAL HEALTH SERVICES, HEALTHY EATING ACTIVE LIVING, MENTORING, CAREER PATHWAYS, MINDFULNESS, NUTRITION WORKSHOPS, AND ADVOCACY TO PROMOTE HEALTHY COMMUNITIES.

    Expenses $673,724 · Grants $128,750

  • 2-1-1 IS A CENTRALIZED HELPLINE FOR THE PUBLIC TO GET INFORMATION ON HEALTH AND HUMAN SERVICES. CALLERS CAN USE THE EASY-TO-REMEMBER, TOLL-FREE NUMBER, 2-1-1, WHERE A TRAINED SPECIALIST WILL MATCH NEEDS TO LOCAL SERVICES. IN TIMES OF DISASTER, 2-1-1 PROVIDES UP-TO-DATE INFORMATION ON ROAD CLOSURES, EVACUATION SITES AND TEMPORARY SHELTER, RELIEVING THE BURDEN ON 9-1-1. YOUTH AND FAMILIEIS CAN CONNECT TO CRITICAL SERVICES FOR BASIC NEEDS BY CALLING THE HOTLINE, TEXTING THEIR ZIP CODE TO 211-211, OR VISITING THE WEBSITE,WWW.211SANTACRUZCOUNTY.ORG

    Expenses $417,918 · Grants $90,000

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

Listed in Part VII

  • Keisha Frost

    President & CEO

    Total calculated
    $153,679
    From this org
    $135,209
    From related orgs
    $0
    Other
    $18,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,209
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $18,470
    Filer's total
    $153,679

  • Michelle Dodge

    Finance Director

    Total calculated
    $123,470
    From this org
    $100,621
    From related orgs
    $0
    Other
    $22,849
    Hours/week
    40

  • Sarah Emmert

    Community Org Dir.

    Total calculated
    $98,998
    From this org
    $89,219
    From related orgs
    $0
    Other
    $9,779
    Hours/week
    40

  • Fernando Giraldo

    President

    Total calculated
    $0
    Hours/week
    4

  • Bindi Gandhi

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Beau Wilder

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Chris Maffia

    VP Campaign

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Larive

    Director

    Total calculated
    $0
    Hours/week
    2

  • Brian Spector

    Director

    Total calculated
    $0
    Hours/week
    1

  • Deander James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Hajime Arnold

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laurie Egan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lejla Bratovic

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martine Watkins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matthew Wetstein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Morgan Lyng Lukina

    Director

    Total calculated
    $0
    Hours/week
    1

  • Oscar Sanchez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patty Winters

    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

None.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349319926

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

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