Nonprofit · EIN 94-1669646
UNITED WAY OF THE WINE COUNTRY
Tax-exempt · SANTA ROSA, CA 95407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,693,455 | $2,325,732 | -$632,277 | $1,557,758 | $964,747 | $593,011 |
| June 30, 2024 | 990 | $1,656,268 | $2,281,029 | -$624,761 | $2,458,308 | $1,233,020 | $1,225,288 |
| June 30, 2023 | 990 | $2,317,471 | $2,351,646 | -$34,175 | $3,228,056 | $1,378,008 | $1,850,048 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,683,904
- of which government grants
- $530,966
- Program service revenue
- $0
- Investment income
- $9,551
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $169,163
- Compensation of officers, directors and key employees
- $186,881
- Other salaries and wages
- $492,455
- Salaries, compensation and benefits (total)
- $818,284
- Professional fundraising fees
- $0
- Accounting fees
- $168,682
- Occupancy
- $146,609
- Travel
- $17,956
- Depreciation
- $13,404
- Program services (functional)
- $1,203,340
- Management and general (functional)
- $601,926
- Fundraising (functional)
- $520,466
Balance sheet and other
- Total assets, start of year
- $2,458,308
- Total assets, end of year
- $1,557,758
- Total liabilities, end of year
- $964,747
- Net assets, end of year
- $593,011
- Land, buildings and equipment
- $34,678
- Net assets without donor restrictions
- $285,756
- Net assets with donor restrictions
- $307,255
- Gross receipts
- $1,693,455
- Employees
- 8
- Volunteers
- 199
- Year formed
- 1967
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA CARRENO | PRESIDENT & CEO Officer | 40 | $155,296 | $25,543 |
| ROSEANNE IBARRA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KRYSTAL HUMPHREY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOCELYN LIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA STRUCKMANN | DIRECTOR, END 1/25 Trustee or director | 1 | $0 | $0 |
| EMILY DEBACKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRI KOMRIJ | PAST BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| KEVIN JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN BERGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOCORRO SHEILS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TINA SHELDON | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA G CARRENO | PRESIDENT/CEO Officer | 40 | $153,850 | $24,268 |
| ROSEANNE IBARRA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KRISTIN BERGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDY COFFEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY DEBACKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOCELYN LIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOCORRO SHEILS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA STRUCKMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TINA SHELDON | IMMEDIATE PAST CHAIR Trustee or director | 2 | $0 | $0 |
| HENRI KOMRIJ | PAST BOARD CHAIR Trustee or director | 2 | $0 | $0 |
| SPENCER BADER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BECKY BARTLING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Carreno | President/CEO Officer | 40 | $149,895 | $15,129 |
| Spencer Bader | Director Trustee or director | 2 | $0 | $0 |
| Brian Bottari | Director Trustee or director | 2 | $0 | $0 |
| Judy Coffey | Director Trustee or director | 2 | $0 | $0 |
| Karen Fies | Director Trustee or director | 2 | $0 | $0 |
| Dr Steve Herrington | Director Trustee or director | 2 | $0 | $0 |
| Roseanne Ibarra | Director Trustee or director | 2 | $0 | $0 |
| Henri Komrij | Immediate Past Chair Trustee or director | 2 | $0 | $0 |
| Mike McKeon | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Tina Sheldon | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Socorro Shiels | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Joe Summerill | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 975 CORPORATE CTR PARKWAY STE 160, SANTA ROSA, CA 95407-5466
- In care of
- % ERIN RICKARD
- Principal officer (990 for 2024)
- LISA CARRENO, 975 CORPORATE CENTER PKWY 160, SANTA ROSA, CA 954075466
- Signed the 990
- LISA CARRENO, PRESIDENT/CEO
- Phone
- (707) 528-4485
- Website
- WWW.UNITEDWAYWINECOUNTRY.ORG
- Return prepared by
- DILLWOOD BURKEL & MILLAR LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1669646 or by the name UNITED WAY OF THE WINE COUNTRY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE UNITED WAY OF THE WINE COUNTRY IS TO IMPROVE FINANCIAL STABILITY FOR ALL FAMILIES THROUGHOUT OUR SERVICE AREA BY ACTIVATING LOCAL BUSINESSES, INSPIRING INDIVIDUAL INVESTMENT, ADVANCING COMMUNITY COLLABORATIVES, AND INFLUENCING PUBLIC POLICY.
Program accomplishments
- FUNDING FOR 211 SONOMA SUPPORTS FREE, CONFIDENTIAL, 24/7 INFORMATION AND REFERRAL SERVICES, AS WELL AS LIVESTAFF SOCIAL CARE COORDINATION THAT CONNECTS SONOMA COUNTY RESIDENTS WITH ESSENTIAL HEALTH, SOCIAL, AND DISASTERRELATED RESOURCES BY PHONE, BY TEXT AT 898211, AND ONLINE AT 211SONOMA.ORG. 211 SONOMA PROVIDES MULTILINGUAL SUPPORT AND REALTIME NAVIGATION TO THOUSANDS OF LOCAL SERVICES, HELPING MORE THAN 17,000 COMMUNITY MEMBERS ANNUALLY TO MEET BASIC NEEDS AND ACCESS STABILITY BUILDING OPPORTUNITIES. THE PROGRAM ALSO SERVES AS AN OFFICIAL COMMUNICATIONS PARTNER TO THE COUNTY OF SONOMA DEPARTMENT OF EMERGENCY MANAGEMENT, DELIVERING TIMELY, TRUSTED INFORMATION DURING DISASTERS, EXTREME WEATHER, AND OTHER EMERGENCIES.Expenses $624,391
- FUNDING FOR EARN IT! KEEP IT! $AVE IT! FREE TAX ASSISTANCE DELIVERS A VOLUNTEER-DRIVEN TAX PREPARATION PROGRAM THAT HELPS LOW TO MODERATE-INCOME HOUSEHOLDS EARNING $79,000 OR LESS TO ACCESS THE FEDERAL AND STATE TAX CREDITS THEY'VE EARNED, INCLUDING THE CALEITC AND CHILD TAX CREDIT. THROUGH TRUSTED COMMUNITY PARTNERSHIPS AND TRAINED IRS-CERTIFIED PREPARERS, EKS PROVIDES ACCURATE, NO-COST FILING SERVICES THAT STRENGTHEN FAMILY FINANCIAL STABILITY AND ECONOMIC SECURITY FOR MORE THAN 6,000 HOUSEHOLDS ANNUALLY. THE PROGRAM BRINGS MORE THAN $13 MILLION BACK INTO THE LOCAL ECONOMY EACH YEAR BY ENSURING ELIGIBLE RESIDENTS SAVE ON PAID TAX PREPARERS AND RECEIVE THEIR FULL REFUNDS.Expenses $578,949 · grants $169,163
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1669646
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,557,758
- Income (IRS master file)
- $1,693,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,693,455 | $2,325,732 | $1,557,758 | XML |
| 990 | June 2024 | $1,656,268 | $2,281,029 | $2,458,308 | XML |
| 990 | June 2023 | $2,317,471 | $2,351,646 | $3,228,056 | XML |
| 990 | June 2022 | $3,006,505 | $2,448,581 | $2,564,885 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1669646).
Questions about UNITED WAY OF THE WINE COUNTRY
- What is the EIN of UNITED WAY OF THE WINE COUNTRY?
- The employer identification number (EIN) of UNITED WAY OF THE WINE COUNTRY is 94-1669646.
- Is UNITED WAY OF THE WINE COUNTRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNITED WAY OF THE WINE COUNTRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE WINE COUNTRY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF THE WINE COUNTRY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE WINE COUNTRY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF THE WINE COUNTRY?
- The 990 for the year ended June 30, 2025 names LISA CARRENO.
- Who are the officers and directors of UNITED WAY OF THE WINE COUNTRY?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $155,296 (LISA CARRENO, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF THE WINE COUNTRY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,693,455, expenses of $2,325,732 and total assets of $1,557,758 at year end.
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- INDIVIDUAL AND FAMILY SUPPORT NETWORK EIN 68-0222942 · last filed 990 for 2025
- INDIGENOUS MEDICINE CONSERVATION FUND EIN 87-3761970 · last filed 990 for 2024
- JOYFUL LIVING GRANTS FOUNDATION EIN 33-3369659 · last filed 990-PF for 2025
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- SANTA ROSA EAST ROTARY FOUNDATION EIN 68-0374168 · last filed 990 for 2025
All nonprofits in SANTA ROSA · California · Philanthropy, voluntarism and grantmaking foundations