Nonprofit · EIN 95-1641968
UNITED WAY OF SANTA BARBARA COUNTY INC
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,365,267 | $3,801,248 | $564,019 | $16,959,684 | $564,811 | $16,394,873 |
| June 30, 2024 | 990 | $3,719,909 | $3,905,838 | -$185,929 | $16,708,347 | $720,857 | $15,987,490 |
| June 30, 2023 | 990 | $17,013,451 | $16,831,184 | $182,267 | $16,096,957 | $677,920 | $15,419,037 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,915,265
- of which government grants
- $941,826
- Program service revenue
- $626,018
- Investment income
- $990,996
- Net gain from sales of assets
- $662,269
- Net income from fundraising events
- -$167,012
- Other revenue
- -$167,012
Expenses
- Grants and similar amounts paid
- $471,033
- Compensation of officers, directors and key employees
- $579,560
- Other salaries and wages
- $1,283,290
- Salaries, compensation and benefits (total)
- $2,119,372
- Professional fundraising fees
- $0
- Accounting fees
- $35,660
- Occupancy
- $61,367
- Travel
- $87,508
- Depreciation
- $39,591
- Program services (functional)
- $3,085,610
- Management and general (functional)
- $329,653
- Fundraising (functional)
- $385,985
Balance sheet and other
- Total assets, start of year
- $16,708,347
- Total assets, end of year
- $16,959,684
- Total liabilities, end of year
- $564,811
- Net assets, end of year
- $16,394,873
- Land, buildings and equipment
- $353,622
- Publicly traded securities
- $11,671,993
- Net assets without donor restrictions
- $7,975,705
- Net assets with donor restrictions
- $8,419,168
- Gross receipts
- $8,450,135
- Employees
- 93
- Volunteers
- 430
- Year formed
- 1923
- 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 |
|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR Trustee or director, Officer | 40 | $345,506 | $58,777 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER Officer | 40 | $130,896 | $21,449 |
| ROSE LEVY | DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT Highest-paid employee | 40 | $109,339 | $7,300 |
| FRANCES CONTRERAS | DIRECTOR OF PROGRAMS & PARTNERSHIPS Highest-paid employee | 40 | $103,948 | $7,612 |
| CLIFF LUNDBERG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DIANE B DOIRON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN HERSBERGER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEO HAMILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICK SCOTT | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUE BIRCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLAYTON COLEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LANCE CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUSTIN DODGIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID FLATTERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICE HAMPTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE HEIDER-GRAY | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT HOLLMAN | DIRECTOR Trustee or director | 1 | $0 |
| ALEX KOPER | DIRECTOR Trustee or director | 1 | $0 |
| TERRI MAUS-NISICH | DIRECTOR Trustee or director | 1 | $0 |
| ART MEROVICK | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN NELSON | DIRECTOR Trustee or director | 1 | $0 |
| PATRICE RYAN | DIRECTOR (7/1/24-12/31/24) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR Trustee or director, Officer | 40 | $313,402 | $55,351 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER Officer | 40 | $134,676 | $21,551 |
| CLIFF LUNDBERG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DIANE B DOIRON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN HERSBERGER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEO HAMILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICK SCOTT | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUE BIRCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LANCE CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUSTIN DODGIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID FLATTERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT HOLLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX KOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI MAUS-NISICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ART MEROVICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICE RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE ORTIZ | PRESIDENT & CEO/BOARD SECR Trustee or director, Officer | 40 | $286,065 | $51,968 |
| MELINDA CABRERA | VICE PRESIDENT Highest-paid employee | 40 | $138,364 | $18,880 |
| NICOLE BLAIR | CHIEF FINANCIAL OFFICER Officer | 40 | $126,608 | $20,897 |
| CLIFF LUNDBERG | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DIANE B DOIRON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN HERSBERGER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEO HAMILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICK SCOTT | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LANCE CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID FLATTERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT HOLLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX KOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI MAUS-NISICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ART MEROVICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICE RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARYAN SCHALL | DIRECTOR (7/1/22-10/1/22) Trustee or director | 1 | $0 | $0 |
| SUE BIRCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY K ARMOUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARI LIU FELLOWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 320 E GUTIERREZ ST, SANTA BARBARA, CA 93101-1707
- Principal officer (990 for 2024)
- CLIFF LUNDBERG, 320 GUTIERREZ STREET, SANTA BARBARA, CA 93101
- Signed the 990
- STEVE ORTIZ, PRESIDENT/CEO/BOARD SECRETARY
- Phone
- (805) 965-8591
- Website
- UNITEDWAYSB.ORG
- Return prepared by
- HUTCHINSON & BLOODGOOD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1641968 or by the name UNITED WAY OF SANTA BARBARA COUNTY INC.
- 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
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.
Program accomplishments
- 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
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
- 95-1641968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $16,959,684
- Income (IRS master file)
- $8,450,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,365,267 | $3,801,248 | $16,959,684 | XML |
| 990 | June 2024 | $3,719,909 | $3,905,838 | $16,708,347 | XML |
| 990 | June 2023 | $17,013,451 | $16,831,184 | $16,096,957 | XML |
| 990 | June 2022 | $21,862,789 | $20,084,913 | $15,549,253 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-1641968).
Questions about UNITED WAY OF SANTA BARBARA COUNTY INC
- What is the EIN of UNITED WAY OF SANTA BARBARA COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF SANTA BARBARA COUNTY INC is 95-1641968.
- Is UNITED WAY OF SANTA BARBARA COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNITED WAY OF SANTA BARBARA COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SANTA BARBARA COUNTY INC 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 SANTA BARBARA COUNTY INC 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 SANTA BARBARA COUNTY INC 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 SANTA BARBARA COUNTY INC?
- The 990 for the year ended June 30, 2025 names CLIFF LUNDBERG.
- Who are the officers and directors of UNITED WAY OF SANTA BARBARA COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 4 received compensation from the organization, the highest $345,506 (STEVE ORTIZ, PRESIDENT & CEO/BOARD SECR).
- How much revenue does UNITED WAY OF SANTA BARBARA COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,365,267, expenses of $3,801,248 and total assets of $16,959,684 at year end.
Other nonprofits in SANTA BARBARA
- SANTA BARBARA FOUNDATION EIN 95-1866094 · last filed 990 for 2024
- WYATT FAMILY FOUNDATION EIN 93-1503406 · last filed 990 for 2024
- THE JOHN C MITHUN FOUNDATION EIN 45-4228213 · last filed 990-PF for 2025
- WOOD-CLAEYSSENS FOUNDATION EIN 32-0341358 · last filed 990-PF for 2025
- LACENTRA-SUMERLIN FOUNDATION EIN 77-0416683 · last filed 990-PF for 2024
- HUTTON FOUNDATION A DELAWARE CORP EIN 33-0779894 · last filed 990-PF for 2024
- STONE FAMILY FOUNDATION EIN 84-1549096 · last filed 990-PF for 2025
- CENTER FOR RADICAL FUTURES EIN 92-1903613 · last filed 990-PF for 2024
All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations