2025-12-10T13:11:53-06:00 2025-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DRIVE SUITE 300 IRVINE CA 92618 990 2024-07-01 952213995 UNITED WAY OF SAN DIEGO COUNTY UNIT 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 NANCY L SASAKI CHIEF EXECUTIVE OFFICER 8584922000 2025-12-09 1 0 RICK SMETANKA P01677376 9494506200 2024 2025-03-06 01:10:19Z SHANNON GONZALEZ 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 7956360 0 X WWW.UWSD.ORG X 1973 CA TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD & FAMILY TOWARD A BRIGHTER FUTURE. 17 17 39 439 0 0 5137507 4679542 607666 352925 454828 580535 22117 -87426 6222118 5525576 96600 92500 0 0 3230051 3047495 30968 10819 1177642 3379850 3169771 6737469 6320585 -515351 -795009 16476060 16139176 2340439 2287053 14135621 13852123 X TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE. 0 0 1244707 63500 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. 854664 29000 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. 1450219 352925 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. 3549590 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 82 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SHANNON GONZALEZ 8584922000 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 NANCY SASAKI PRESIDENT & CEO 38.00 X 262739 0 27024 SHANNON GONZALEZ COO 38.00 X 183372 0 42313 ALEXIS AVINA UNTIL 22724 VP, COMMUNITY STRATEGIES & PARTNERSHIPS 38.00 X 124082 0 0 JAMES MCCONCHIE VP, COLLECTIVE IMPACT 38.00 X 130043 0 23665 RYAN MORRIS SR. DIRECTOR IT 38.00 X 100047 0 13474 SARA PORTILLO SR. DIRECTOR MARKETING 38.00 X 105722 0 6064 LESLIE OLIVER CHAIR 1.00 X X 0 0 0 DEREK DANZIGER VICE CHAIR & GC CHAIR 1.00 X X 0 0 0 JAVIER IGLESIAS TREASURER & FC CHAIR 1.00 X X 0 0 0 GORDON WIENS BOARD MEMBER, AC CHAIR 1.00 X 0 0 0 MARK CORLEY BOARD MEMBER 1.00 X 0 0 0 ALEXIS GUTIERREZ BOARD MEMBER, LEGAL COUNSEL 1.00 X 0 0 0 CRYSTAL IRVING BOARD MEMBER, LABOR REPRESENTATIVE 1.00 X 0 0 0 GIL JOHNSON BOARD MEMBER 1.00 X 0 0 0 TRICIA MERCER BOARD MEMBER 1.00 X 0 0 0 TONY RUSSELL BOARD MEMBER 1.00 X 0 0 0 ANGELA SHAFER-PAYNE BOARD MEMBER 1.00 X 0 0 0 PATRICK STEWART BOARD MEMBER 1.00 X 0 0 0 MICHAEL WOITKOSKI BOARD MEMBER 1.00 X 0 0 0 906005 0 112540 6 0 1 0 0 39869 38898 562133 4038642 180585 4679542 RENTAL REVENUES 900099 268072 268072 SERVICE FEES 900099 53352 53352 CSR FEE FOR SERVICE 900099 31501 31501 352925 389217 389217 2514513 2323195 191318 191318 191318 16707 38898 107589 -90882 -90882 MISCELLANEOUS REVENUE 900099 3456 3456 3456 5525576 352925 0 493109 92500 92500 670853 200241 416055 54557 1920872 890605 424885 605382 84353 33580 31214 19559 172325 86249 48739 37337 199092 85333 60643 53116 14477 14477 26075 26075 56950 56950 10819 10819 41888 41888 142407 40669 35589 66149 56665 15780 1920 38965 218100 117434 73368 27298 196158 89028 57829 49301 148843 111282 24741 12820 25675 14368 6860 4447 16013 5630 8299 2084 5530 4126 925 479 108488 80952 18141 9395 56676 8382 43358 4936 DESIGNATION TO OTHERS 991264 991264 SUBCONTRACTORS 616316 616316 LEGAL SETTLEMENT 200000 200000 MISC EXPENSES 163363 17942 145421 84883 47909 1397 35577 6320585 3549590 1593353 1177642 1261998 897392 4275021 3654072 885651 838054 1148 55922 93518 112524 4041088 2584960 1433728 1456128 7097570 7668724 1201622 1258975 225804 197385 16476060 16139176 780608 782631 1348214 1328862 164847 149803 46770 25757 2340439 2287053 X 13941114 13764172 194507 87951 14135621 13852123 16476060 16139176 -795009 511511 0 X X 0 1 X 1 0 X 7790900 7058873 5722607 5137507 4679542 30389429 7790900 7058873 5722607 5137507 4679542 30389429 4785350 25604079 578930 1021978 208327 399205 389217 2597657 22117 3456 25573 33012659 1721669 0.77560 0.81400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8309431 1022187 343397 41888 8946333 7737789 985379 374869 38868 8309431 7308573 814394 349401 35777 7737789 8529222 -906665 272938 41046 7308573 6800298 2026757 261119 36714 8529222 0.99477 0.00523 1 0 718121 718121 3149830 2502514 647316 160078 82446 77632 13059 13059 1456128 SD FOUNDATION - POOLED FUND 1258975 F 1258975 OPERATING LEASE LIABILITIES 25757 25757 X 5111524 511511 511511 4600013 41888 883675 925563 5525576 5395022 0 5395022 41888 883675 925563 6320585 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 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS 991,264. FUNDRAISING EXPENSES -107,589. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS 991,264. FUNDRAISING EXPENSES -107,589. PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF THESE SEPARATE FUNDS ESTABLISHED BY DONORS FOR A VARIETY OF PURPOSES. A NIGHT UNITED GALA 55605 38898 16707 21390 28147 500 57552 55605 38898 16707 21390 28147 500 57552 107589 -90882 1 WOMEN UNITED SCHOLARSHIP AWARDEES 10 25000 STEAM-TO-CAREERS STUDENT GRANTS 64 63500 CEO PARTING SCHOLARSHIP AWARDEES 4 4000 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. -THE CEO PARTING SCHOHOLARSHIP AWARDEES HAD TO SUBMIT AN APPLICATION AND THE CEO AWARDED 4 ADDITIONAL SCHOLARSHIPS TO STUDENTS IN ESCONDIDO AND LINCOLN WHERE OUR STEAM-TO-CAREERS PROGRAM IS. X X X X 1 0 0 0 0 0 0 0 0 NANCY SASAKI PRESIDENT & CEO 234041 0 19098 0 9600 0 9831 0 17193 0 289763 0 0 0 SHANNON GONZALEZ COO 182772 0 0 0 600 0 7786 0 34527 0 225685 0 0 0 JAMES MCCONCHIE VP, COLLECTIVE IMPACT 129443 0 0 0 600 0 5521 0 18144 0 153708 0 0 0 X EVENT SUPPLIES 2 134242 FMV X GALA SUPPLIES 34 28595 FMV X BOOK & SUPPLIES 10 17662 FMV 0 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.