- Revenue 2024
- $4,365,267
- Expenses 2024
- $3,801,248
Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T700
- Classification
- 1000
- Street
- 320 E GUTIERREZ ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $4,365,267
- Expenses
- $3,801,248
- Contributions
- $2,915,265
- Grants paid
- $471,033
-
2023
- Revenue
- $3,719,909
- Expenses
- $3,905,838
- Contributions
- $3,516,531
- Grants paid
- $604,528
-
2022
- Revenue
- $17,013,451
- Expenses
- $16,831,184
- Contributions
- $17,007,040
- Grants paid
- $13,482,564
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $21,862,789
- Expenses
- $20,084,913
- Assets (EOY)
- $15,549,253
-
2020 · 990
- Revenue
- $15,674,650
- Expenses
- $14,955,107
- Assets (EOY)
- $16,928,815
-
2019 · 990
- Revenue
- $5,706,396
- Expenses
- $4,414,353
- Assets (EOY)
- $14,836,796
-
2018 · 990
- Revenue
- $2,636,141
- Expenses
- $2,694,479
- Assets (EOY)
- $13,067,366
-
2017 · 990
- Revenue
- $4,170,373
- Expenses
- $3,850,403
- Assets (EOY)
- $13,474,617
-
2016 · 990
- Revenue
- $3,117,107
- Expenses
- $2,670,875
- Assets (EOY)
- $12,066,636
-
2015 · 990
- Revenue
- $2,044,937
- Expenses
- $2,421,718
- Assets (EOY)
- $11,371,132
-
2014 · 990
- Revenue
- $2,326,952
- Expenses
- $2,420,249
- Assets (EOY)
- $12,747,968
-
2013 · 990
- Revenue
- $3,044,313
- Expenses
- $3,211,612
- Assets (EOY)
- $12,177,909
-
2012 · 990
- Revenue
- not reported
- Expenses
- $2,769,879
- Assets (EOY)
- $11,890,748
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
GUADALUPE UNION SCHOOL DISTRICT
$100,000
2024 BRIGHTER FUTURES CHILDCARE
-
2024 BRIGHTER FUTURES CHILDCARE
-
$75,000
2024 BRIGHTER FUTURES CHILDCARE
-
$50,000
2022 STORM RECOVERY AND COVID-19 MANAGEMENT
-
HOUSING AUTHORITY CITY OF SANTA BARBARA
$30,000
2023 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM
-
$15,200
2024 BRIGHTER FUTURES CHILDCARE
-
$15,000
2024 BRIGHTER FUTURES CHILDCARE
-
$10,000
2022 COVID-19 COMMUNITY GRANT
-
2022 COVID-19 COMMUNITY GRANT
Grants received
-
DONOR ADVISED CHARITABLE GIVING
$125,700
2022 PUBLIC, SOCIETAL BENEFIT
-
$79,865
2024 CAL EITC OUTREACH
-
2023 For grant recipient's exempt purposes
-
$66,443
2023 CHILD CARE
-
$53,667
2024 CHILD CARE
-
$51,144
2022 PHILANTHROPY, VOLUNTEERISM AND GRANTMAKING
-
2024 For grant recipient's exempt purposes
-
CALIFORNIA COMMUNITY FOUNDATION
$40,000
2022 EDUCATION
-
2022 For grant recipient's exempt purposes
-
DONOR ADVISED CHARITABLE GIVING
$37,450
2023 PUBLIC, SOCIETAL BENEFIT
The 10 largest by cash amount. The API serves every itemized grant.
California fundraising campaigns
Campaigns run by paid fundraisers, commercial coventurers and thrift stores naming this organization, as California published them. Both figures are as filed, and what the first one counts depends on the campaign type — a coventurer or a thrift store files its own sales rather than money collected for the charity. The 990 reports this only as a yearly total, never per campaign.
-
AUTOMOTIVE RECOVERY SERVICES INC
$1,275 raised
2021 CF Vehicle Donation Program
$650 to charity
-
AUTOMOTIVE RECOVERY SERVICES INC
$2,975 raised
2020 CF Vehicle Donation Program
$826 to charity
-
AUTOMOTIVE RECOVERY SERVICES INC
$4,125 raised
2019 CF Vehicle Donation Program
$1,589 to charity
Amounts are as filed and do not add up: a commercial coventurer reports one promotion's whole gross once for each charity that shared in it. A campaign may also name more than one registered charity, in which case it appears on each.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.