2024-12-17T17:53:04-06:00 2024-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DRIVE SUITE 300 IRVINE CA 92618 990 2023-07-01 952213995 UNITED WAY OF SAN DIEGO COUNTY UNIT 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 NANCY L SASAKI CHIEF EXECUTIVE OFFICER 8584922000 2024-12-17 1 0 RICK SMETANKA P01677376 9494506200 2023 2024-10-15 13:58:12Z NANCY L SASAKI 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 7232824 0 X WWW.UWSD.ORG X 1973 CA TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD & FAMILY TOWARD A BRIGHTER FUTURE. 16 16 38 469 0 0 5722607 5137507 370389 607666 194817 454828 2217 22117 6290030 6222118 665076 96600 0 0 2955130 3230051 16489 30968 982383 2782859 3379850 6419554 6737469 -129524 -515351 20304681 16476060 6259806 2340439 14044875 14135621 X TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE. 0 0 1070688 41600 UNITED WAY OF SAN DIEGO COUNTY ENSURES CHILDREN, INDIVIDUALS, AND FAMILIES HAVE THE RESOURCES 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. OUR GOAL IS TO END DISPARITIES IN THESE HISTORICALLY DISADVANTAGED COMMUNITIES BY 2030. TO BRIDGE THESE GAPS ACROSS THE REGION THAT 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 IN DIFFERENT INDUSTRIES. WE ENGAGE OVER 12,150 DONORS, 367 COMMUNITY AND CORPORATE PARTNERS, 17 SCHOOLS, AND 776 VOLUNTEERS TO SERVE OVER 53,180 FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. WE KNOW WE ARE ACHIEVING OUR GOALS BY TRACKING FAMILY ENGAGEMENT, DEVELOPING LITERACY-RICH ENVIRONMENTS, AND MEASURING THE NUMBER OF STUDENTS WHO SEE STEAM CAREERS AS A POSSIBILITY THROUGH AFTER-SCHOOL PROGRAMS AND SUMMER WORK-BASED LEARNING OPPORTUNITIES. 1436182 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 AND EARNED INCOME TAX CREDIT ACCESS, AND ACCESS TO SAFE AND AFFORDABLE FINANCIAL SERVICES WITH 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 20 YEARS, OUR SAN DIEGO COUNTY EARNED INCOME TAX CREDIT COALITION HAS GROWN TO OVER 45 PARTNER ORGANIZATIONS. IN 2024, OUR COMBINED EFFORTS BROUGHT BACK OVER $39.7M IN FEDERAL AND STATE 2023 RETURNS, WHICH INCLUDED THE CHILD TAX CREDITS. THE COALITION SERVED OVER 48.8K FAMILIES, SAVING THEM $9.2M IN TAX PREPARATION FEES. 1856302 55000 607666 GIVING BACK: OUR CORPORATE PARTNERS AND THEIR EMPLOYEES PROVIDE OVER $2.7M IN FUNDS FOR UWSD AND DESIGNATE OVER $920K BACK TO OTHER ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THE COUNTRY. WE ALSO PARTNER WITH MANY CORPORATE PARTNERS TO PROVIDE VOLUNTEER OPPORTUNITIES FOR THEIR EMPLOYEES AS INDIVIDUALS AND TEAMS OR AS A WHOLE COMPANY. TO FURTHER SUPPORT CORPORATE VOLUNTEERISM, WE HOST A BOARD SERVICE CERTIFICATION TRAINING PROGRAM TO DEVELOP STRONG BOARD VOLUNTEERS AND MATCH THEM WITH NONPROFIT ORGANIZATIONS SEEKING THEIR EXPERTISE. UWSD ALSO HOSTS AN ANNUAL DAY OF SERVICE THAT PROVIDES OVER 400 VOLUNTEERS THE OPPORTUNITY TO WORK WITH OVER 35 NONPROFIT ORGANIZATIONS COUNTYWIDE TO GIVE BACK IN SUPPORT OF EVERYTHING FROM ANIMAL WELFARE TO CLOTHING CLOSETS, FOOD DISTRIBUTION, CLASSROOM READING, AND MUCH MORE. FOR YEAR-ROUND VOLUNTEER OPPORTUNITIES, WE HOST TWO WEB PAGES SO PEOPLE CAN SEARCH FOR SERVICE OPPORTUNITIES THAT MEET THEIR NEEDS AND INTERESTS THROUGH THE SAN DIEGO HOMELESSNESS VOLUNTEER NETWORK AND THE GENERAL VOLUNTEER PAGE. IN ADDITION, WE HAVE STARTED CAUSE MARKETING EFFORTS TO PROMOTE BUSINESSES THROUGHOUT THE COUNTY WITH PROCEEDS BENEFITTING UWSD. OUR GROWING AND ROBUST FUNDRAISING EFFORTS BRING IN OVER $5.6M FOR PROGRAMS AND GENERAL OPERATING SUPPORT. 4363172 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X SHANNON GONZALEZ 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 JACOB RICHARDS BOARD MEMBER, BOARD CHAIR 0.50 X X 0 0 0 LESLIE OLIVER BOARD MEMBER, VICE CHAIR 0.50 X X 0 0 0 PAUL RASH TREASURER, FC CHARI 0.50 X 0 0 0 DEREK DANZIGER BOARD MEMBER, GC CHAIR 0.50 X 0 0 0 MARK CORLEY BOARD MEMBER 0.50 X 0 0 0 DR HELEN GRIFFITH BOARD MEMBER 0.50 X 0 0 0 RORY HEALY BOARD MEMBER 0.50 X 0 0 0 JAVIER IGLESIAS BOARD MEMBER 0.50 X 0 0 0 CRYSTAL IRVING BOARD MEMBER 0.50 X 0 0 0 GILBERT JOHNSON BOARD MEMBER 0.50 X 0 0 0 TRICIA MERCER BOARD MEMBER 0.50 X 0 0 0 RICKY SHABAZZ BOARD MEMBER 0.50 X 0 0 0 PATRICK STEWART BOARD MEMBER 0.50 X 0 0 0 MICHAEL WOITKOSKI BOARD MEMBER 0.50 X 0 0 0 GORDON WIENS BOARD MEMBER, AC CHAIR 0.50 X 0 0 0 ALEXIS GUTIERREZ BOARD MEMBER 0.50 X 0 0 0 NANCY SASAKI PRESIDENT & CEO 40.00 X 255860 0 23505 SHANNON GONZALEZ COO 40.00 X 178642 0 26054 ALICIA QUINN-KITAGAWA VP, NEW BUSINESS DEVELOPME 40.00 X 139584 0 6764 JAMES MCCONCHIE VP, COLLABORATIVE IMPACT 40.00 X 108434 0 19177 682520 0 75500 4 0 1 0 0 106046 672940 4358521 78010 5137507 SERVICE FEES 900099 322416 322416 RENTAL REVENUES 900099 226634 226634 CSR FEE FOR SERVICE 900099 58616 58616 607666 399205 399205 1066329 1010706 55623 55623 55623 MISCELLANEOUS REVENUE 900099 22117 22117 22117 6222118 607666 0 476945 30000 30000 66600 66600 505883 38154 406683 61046 2238884 1234996 460171 543717 91004 40990 29982 20032 181562 101145 47804 32613 212718 99499 64013 49206 5122 5122 19695 19695 54786 54786 30968 30968 38868 38868 251929 140141 43956 67832 199027 155171 9509 34347 168022 51180 75031 41811 95485 44397 28165 22923 139009 96355 26726 15928 16759 8188 7463 1108 19038 7631 8642 2765 3465 2428 673 364 81089 56815 15756 8518 62175 10398 46292 5485 DESIGNATION TO OTHERS 1177582 1177582 SUBCONTRACTORS 789175 789175 OTHER PROGRAMS-CSR 171046 171046 DUES 69163 33945 2577 32641 18415 7336 11079 6737469 4363172 1391914 982383 8440484 1261998 4275021 1045128 885651 7721 1148 89790 93518 3977751 2544023 1521637 1433728 8041987 7097570 1157934 1201622 0 225804 20304681 16476060 1054104 780608 5032319 1348214 173383 164847 0 46770 6259806 2340439 X 13617375 13941114 427500 194507 14044875 14135621 20304681 16476060 -515351 606097 0 X X 0 1 X 1 0 X 11172151 7790900 7058873 5722607 5137507 36882038 11172151 7790900 7058873 5722607 5137507 36882038 4786447 32095591 316480 578930 1021978 208327 399205 2524920 22117 22117 39429075 1589456 0.81400 0.81680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7737789 985379 374869 38868 8309431 7308573 814394 349401 35777 7737789 8529222 -906665 272938 41046 7308573 6800298 2026757 261119 36714 8529222 6879696 238512 284148 33762 6800298 0.99437 0.00563 1 0 718121 718121 3089234 2484848 604386 119494 59175 60319 50902 50902 1433728 SD FOUNDATION - POOLED FUND 1201622 F 1201622 OPERATING LEASE LIABILITIES 46770 46770 X 5611765 606097 606097 5005668 38868 1177582 1216450 6222118 5521019 0 5521019 38868 1177582 1216450 6737469 PART X, LINE 2: UNITED WAY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. UNITED WAY CURRENTLY HAS NO UNRELATED BUSINESS INCOME AND IS NOT A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS FOR FISCAL YEARS 2021 AND LATER ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PART XI, LINE 4B DESIGNATIONS $1,177,582 PART XII, LINE 4B DESIGNATIONS $1,177,582 PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF THESE SEPARATE FUNDS ESTABLISHED BY DONORS FOR A VARIETY OF PURPOSES. X X X X X X 1 TARA MICHENER 5174 BRISTOL ROAD SAN DIEGO CA 92116 GRANT CONSULTING 0 310805 15495 295310 CANDELA CONTENT 262 HACIENDA CARMEL CARMEL CA CARMEL CA 93923 GRANT CONSULTING 0 282795 9590 273205 JULIE ZEISLER 16533 OTSEGO ST ENCINO CA 91436 CONSULTING 0 0 5250 -5250 593600 30335 563265 CA 1 VOICES FOR CHILDREN 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 25000 0 WOMEN UNITED SUPPORT 1 WOMEN UNITED SCHOLARSHIP AWARDEES 10 25000 STEAM-TO-CAREERS STUDENT GRANTS 32 41600 PART I, LINE 2: -THE STEAM-TO-CAREERS AWARDEES ATTENDED OUR STEAM-TO-CAREERS PROGRAM AND PARTICIPATE IN A SUMMER CAREER EXPLORATION PROGRAM IN ORDER TO RECEIVE THEIR CASH GRANT. -THE WOMEN UNITED SCHOLARSHIP AWARDEES HAD TO SUBMIT AN APPLICATION AND THE WOMEN UNITED MEMBERS VOTED ON WHO TO AWARD THE SCHOLARSHIPS TO. -VOICES FOR CHILDREN AND CENTER FOR COMMUNITY SOLUTIONS WERE ALSO PART OF A NFP APPLICATION POOL AND THE WOMEN UNITED MEMBERS VOTED ON WHO TO AWARD THE GRANT TO. X X X X 0 0 0 0 0 0 0 0 0 NANCY SASAKI PRESIDENT & CEO 227537 0 18723 0 9600 0 9650 0 13855 0 279365 0 0 0 SHANNON GONZALEZ COO 178042 0 0 0 600 0 7559 0 18495 0 204696 0 0 0 X BOOK & SUPPLIES 17 78010 FMV 0 1 0 PART I, COLUMN (B): PART I, COLUMN A REPRESENTS NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA UPON COMPLETETION OF THE REPORTING YEAR'S AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE REVIEWS THE ORGANIZATION'S FORM 990. AFTER THE FORM 990 HAS BEEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE REQUIRED ANNUALLY FROM THE BOARD OF DIRECTORS. IN ACCORDANCE WITH THE POLICY, MEMBERS OR STAFF WITH ANY CONFLICTS OF INTEREST ARE TO EXCUSE THEMSELVES FROM VOTING AND IN ACCORDANCE WITH THE SITUATION, EXCUSE THEMSELVES FROM THE DISCUSSION. STAFF ARE RESPONSIBLE FOR FOLLOWING THE CONFLICT OF INTEREST GUIDANCE SIGNED FOR WITH RECEIPT OF THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF SAN DIEGO CONDUCTS A COMPLETE REVIEW OF STAFF SALARIES EVERY OTHER YEAR. SALARIES FOR ALL STAFF INCLUDING TOP EXECUTIVES ARE COMPARED AGAINSTS LOCAL MARKET AS WELL AS SOUTHERN CALIFORNIA SALARY DATA PUBLISHED IN COMPENSATION SURVEYS BY 2 TO 3 INDEPENDENT SOURCES. SALARY INFORMATION IS ALSO COMPARED TO DATA COLLECTED BY UNITED WAY WORLDWIDE. A SUMMARY OF THE SALARY DATA REVIEWED AND ANY RECOMMENDED SALARY ACTIONS FOR EXECUTIVE-LEVEL STAFF IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ANY SALARY ACTION. THERE IS A REVIEW BY THE CHAIR OF BOARD AND CEO FOR KEY EMPLOYEES. DATA BENCHMARKED DONE BY PAYSCALE AND 990 INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 AUDITED FINANCIAL STATEMENTS AND THE ANNUAL REPORT ARE AVAILABLE ON THE UNITED WAY OF SAN DIEGO COUNTY WEBSITE. ANY OTHER GOVERNING OR PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND, AS APPROPRIATE, DELIVERED ELECTRONICALLY OR AT THE ORGANIZATION'S OFFICES FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.