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Nonprofiteer
← UNITED WAY OF SAN DIEGO COUNTY

Form 990 for tax year 2024

Filed by UNITED WAY OF SAN DIEGO COUNTY.

Totals

Total revenue
$5,525,576
Total expenses
$6,320,585
Contributions and grants received
$4,679,542
Grants paid
$92,500
Program service revenue
$352,925
Investment income
$580,535
Other revenue
-$87,426
Total assets, end of year
$16,139,176
Total liabilities, end of year
$2,287,053
Net assets or fund balances, end of year
$13,852,123
Program services expenses (Part IX)
$3,549,590
Management and general expenses
$1,593,353
Fundraising expenses
$1,177,642
Program service expenses (Part III)
$3,549,590

Program services were 56.2% 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.

  • 1a · Federated campaigns

    $39,869

  • 1c · Fundraising events

    $38,898

  • 1e · Government grants (contributions)

    $562,133

  • 1f · All other contributions, gifts and grants

    $4,038,642

  • 1g · Noncash contributions included above

    $180,585

  • 2a · Program service revenue: RENTAL REVENUES

    total $268,072 · related or exempt $268,072

  • 2b · Program service revenue: SERVICE FEES

    total $53,352 · related or exempt $53,352

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

    total $31,501 · related or exempt $31,501

  • 3 · Investment income

    total $389,217 · excluded $389,217

  • 7a · Gross sales of assets other than inventory

    securities $2,514,513

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

    securities $2,323,195

  • 7c · Gain or loss

    securities $191,318

  • 7d · Net gain or loss

    total $191,318 · excluded $191,318

  • 8a · Fundraising events: gross income

    $16,707

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

    $38,898

  • 8b · Fundraising events: direct expenses

    $107,589

  • 8c · Net income from fundraising events

    total -$90,882 · excluded -$90,882

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $3,456 · excluded $3,456

  • 11e · Other revenue, total

    $3,456

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $92,500 · program services $92,500

  • 5 · Compensation of officers, directors and key employees

    total $670,853 · program services $200,241 · management and general $416,055 · fundraising $54,557

  • 7 · Other salaries and wages

    total $1,920,872 · program services $890,605 · management and general $424,885 · fundraising $605,382

  • 8 · Pension plan contributions

    total $84,353 · program services $33,580 · management and general $31,214 · fundraising $19,559

  • 9 · Other employee benefits

    total $172,325 · program services $86,249 · management and general $48,739 · fundraising $37,337

  • 10 · Payroll taxes

    total $199,092 · program services $85,333 · management and general $60,643 · fundraising $53,116

  • 11a · Fees: management

    total $14,477 · management and general $14,477

  • 11b · Fees: legal

    total $26,075 · management and general $26,075

  • 11c · Fees: accounting

    total $56,950 · management and general $56,950

  • 11e · Fees: professional fundraising services

    total $10,819 · fundraising $10,819

  • 11f · Fees: investment management

    total $41,888 · management and general $41,888

  • 11g · Fees: other

    total $142,407 · program services $40,669 · management and general $35,589 · fundraising $66,149

  • 12 · Advertising and promotion

    total $56,665 · program services $15,780 · management and general $1,920 · fundraising $38,965

  • 13 · Office expenses

    total $218,100 · program services $117,434 · management and general $73,368 · fundraising $27,298

  • 14 · Information technology

    total $196,158 · program services $89,028 · management and general $57,829 · fundraising $49,301

  • 16 · Occupancy

    total $148,843 · program services $111,282 · management and general $24,741 · fundraising $12,820

  • 17 · Travel

    total $25,675 · program services $14,368 · management and general $6,860 · fundraising $4,447

  • 19 · Conferences, conventions and meetings

    total $16,013 · program services $5,630 · management and general $8,299 · fundraising $2,084

  • 20 · Interest

    total $5,530 · program services $4,126 · management and general $925 · fundraising $479

  • 22 · Depreciation, depletion and amortization

    total $108,488 · program services $80,952 · management and general $18,141 · fundraising $9,395

  • 23 · Insurance

    total $56,676 · program services $8,382 · management and general $43,358 · fundraising $4,936

  • 24a · Other expenses: DESIGNATION TO OTHERS

    total $991,264 · program services $991,264

  • 24b · Other expenses: SUBCONTRACTORS

    total $616,316 · program services $616,316

  • 24c · Other expenses: LEGAL SETTLEMENT

    total $200,000 · management and general $200,000

  • 24d · Other expenses: MISC EXPENSES

    total $163,363 · program services $17,942 · fundraising $145,421

  • 24e · All other expenses

    total $84,883 · program services $47,909 · management and general $1,397 · fundraising $35,577

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,261,998 · end of year $897,392

  • 2 · Savings and temporary cash investments

    beginning of year $4,275,021 · end of year $3,654,072

  • 3 · Pledges and grants receivable

    beginning of year $885,651 · end of year $838,054

  • 4 · Accounts receivable

    beginning of year $1,148 · end of year $55,922

  • 9 · Prepaid expenses and deferred charges

    beginning of year $93,518 · end of year $112,524

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

    $4,041,088

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

    $2,584,960

  • 10c · Land, buildings and equipment, net

    beginning of year $1,433,728 · end of year $1,456,128

  • 11 · Investments: publicly traded securities

    beginning of year $7,097,570 · end of year $7,668,724

  • 12 · Investments: other securities

    beginning of year $1,201,622 · end of year $1,258,975

  • 15 · Other assets

    beginning of year $225,804 · end of year $197,385

  • 17 · Accounts payable and accrued expenses

    beginning of year $780,608 · end of year $782,631

  • 18 · Grants payable

    beginning of year $1,348,214 · end of year $1,328,862

  • 24 · Unsecured notes and loans payable

    beginning of year $164,847 · end of year $149,803

  • 25 · Other liabilities

    beginning of year $46,770 · end of year $25,757

  • 27 · Net assets without donor restrictions

    beginning of year $13,941,114 · end of year $13,764,172

  • 28 · Net assets with donor restrictions

    beginning of year $194,507 · end of year $87,951

Mission and programs · 2024

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 SUPPORT 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. TO BRIDGE THESE GAPS ACROSS THE REGION, WHICH 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 ACROSS DIFFERENT INDUSTRIES. WE ENGAGE 12K DONORS, 341 COMMUNITY AND CORPORATE PARTNERS, 22 SCHOOLS, AND 942 VOLUNTEERS TO SERVE OVER 45K FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. WE KNOW WE ARE ACHIEVING OUR GOALS BY TRACKING FAMILY ENGAGEMENT, DEVELOPING LITERACY-RICH ENVIRONMENTS FOR CHILDREN, AND MEASURING THE NUMBER OF STUDENTS WHO SEE STEAM CAREERS AS A POSSIBILITY THROUGH AFTER-SCHOOL PROGRAMS AND SUMMER WORK-BASED LEARNING OPPORTUNITIES.

    Expenses $1,244,707 · Grants $63,500

  • 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 TO MAXIMIZE REFUNDS AND ENSURE INDIVIDUALS AND FAMILIES RECEIVE ALL AVAILABLE TAX CREDITS, AND ACCESS TO SAFE, AFFORDABLE FINANCIAL SERVICES THROUGH 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 24 YEARS, OUR SAN DIEGO COUNTY EARNED INCOME TAX CREDIT COALITION HAS GROWN TO OVER 47 PARTNER ORGANIZATIONS. IN 2025, OUR COMBINED EFFORTS BROUGHT BACK $31.7M IN FEDERAL AND STATE RETURNS, WHICH INCLUDED THE CHILD TAX CREDITS. THE COALITION SERVED 42.6K FAMILIES, SAVING THEM $7.6M IN TAX PREPARATION FEES.

    Expenses $854,664 · Grants $29,000

  • GIVING BACK:OUR CORPORATE PARTNERS AND THEIR EMPLOYEES PROVIDE OVER $2.6M IN FUNDING TO UWSD AND DESIGNATE OVER $991K TO OTHER ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THE COUNTRY THROUGH WORKPLACE GIVING. WE PARTNER WITH MANY CORPORATIONS AND LOCAL BUSINESSES TO PROVIDE SPONSORSHIPS, SPECIAL ENGAGEMENT OPPORTUNITIES, AND VOLUNTEERISM FOR THEIR EMPLOYEES, AS INDIVIDUALS, IN TEAMS, OR AS A WHOLE COMPANY. OUR GROWING AND ROBUST FUNDRAISING EFFORTS BRING IN OVER $5.1M FOR PROGRAMS AND GENERAL OPERATING SUPPORT.

    Expenses $1,450,219 · Revenue $352,925

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

Listed in Part VII

  • Nancy Sasaki

    PRESIDENT & CEO

    Total calculated
    $289,763
    From this org
    $262,739
    From related orgs
    $0
    Other
    $27,024
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $234,041
    Bonus
    $19,098
    Other
    $9,600
    Deferred
    $9,831
    Nontaxable benefits
    $17,193
    Filer's total
    $289,763

  • Shannon Gonzalez

    COO

    Total calculated
    $225,685
    From this org
    $183,372
    From related orgs
    $0
    Other
    $42,313
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $182,772
    Bonus
    $0
    Other
    $600
    Deferred
    $7,786
    Nontaxable benefits
    $34,527
    Filer's total
    $225,685

  • Alexis Avina Until 22724

    VP, COMMUNITY STRATEGIES & PARTNERSHIPS

    Total calculated
    $124,082
    From this org
    $124,082
    From related orgs
    $0
    Other
    $0
    Hours/week
    38

  • James McConchie

    VP, COLLECTIVE IMPACT

    Total calculated
    $153,708
    From this org
    $130,043
    From related orgs
    $0
    Other
    $23,665
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $129,443
    Bonus
    $0
    Other
    $600
    Deferred
    $5,521
    Nontaxable benefits
    $18,144
    Filer's total
    $153,708

  • Ryan Morris

    SR. DIRECTOR IT

    Total calculated
    $113,521
    From this org
    $100,047
    From related orgs
    $0
    Other
    $13,474
    Hours/week
    38

  • Sara Portillo

    SR. DIRECTOR MARKETING

    Total calculated
    $111,786
    From this org
    $105,722
    From related orgs
    $0
    Other
    $6,064
    Hours/week
    38

  • Leslie Oliver

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Derek Danziger

    VICE CHAIR & GC CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Javier Iglesias

    TREASURER & FC CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gordon Wiens

    BOARD MEMBER, AC CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mark Corley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alexis Gutierrez

    BOARD MEMBER, LEGAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • Crystal Irving

    BOARD MEMBER, LABOR REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • Gil Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tricia Mercer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tony Russell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angela Shafer-Payne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Stewart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Woitkoski

    BOARD MEMBER

    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
  • 4a · Severance or change-of-control payment

Answered no

  • 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
9 December 2025
IRS schema version
2024v5.2
Source object
202523449349301212

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