Nonprofit · EIN 95-2213995
UNITED WAY OF SAN DIEGO COUNTY
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,525,576 | $6,320,585 | -$795,009 | $16,139,176 | $2,287,053 | $13,852,123 |
| June 30, 2024 | 990 | $6,222,118 | $6,737,469 | -$515,351 | $16,476,060 | $2,340,439 | $14,135,621 |
| June 30, 2023 | 990 | $6,290,030 | $6,419,554 | -$129,524 | $20,304,681 | $6,259,806 | $14,044,875 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,679,542
- of which government grants
- $562,133
- Program service revenue
- $352,925
- Investment income
- $580,535
- Net gain from sales of assets
- $191,318
- Net income from fundraising events
- -$90,882
- Other revenue
- -$87,426
Expenses
- Grants and similar amounts paid
- $92,500
- Compensation of officers, directors and key employees
- $670,853
- Other salaries and wages
- $1,920,872
- Salaries, compensation and benefits (total)
- $3,047,495
- Professional fundraising fees
- $10,819
- Legal fees
- $26,075
- Accounting fees
- $56,950
- Occupancy
- $148,843
- Travel
- $25,675
- Depreciation
- $108,488
- Program services (functional)
- $3,549,590
- Management and general (functional)
- $1,593,353
- Fundraising (functional)
- $1,177,642
Balance sheet and other
- Total assets, start of year
- $16,476,060
- Total assets, end of year
- $16,139,176
- Total liabilities, end of year
- $2,287,053
- Net assets, end of year
- $13,852,123
- Land, buildings and equipment
- $1,456,128
- Publicly traded securities
- $7,668,724
- Net assets without donor restrictions
- $13,764,172
- Net assets with donor restrictions
- $87,951
- Gross receipts
- $7,956,360
- Employees
- 39
- Volunteers
- 439
- Year formed
- 1973
- 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 |
|---|---|---|---|---|
| NANCY SASAKI | PRESIDENT & CEO Officer | 38 | $262,739 | $27,024 |
| SHANNON GONZALEZ | COO Officer | 38 | $183,372 | $42,313 |
| JAMES MCCONCHIE | VP, COLLECTIVE IMPACT Highest-paid employee | 38 | $130,043 | $23,665 |
| ALEXIS AVINA UNTIL 22724 | VP, COMMUNITY STRATEGIES & PARTNERSHIPS Highest-paid employee | 38 | $124,082 | $0 |
| RYAN MORRIS | SR. DIRECTOR IT Highest-paid employee | 38 | $100,047 | $13,474 |
| SARA PORTILLO | SR. DIRECTOR MARKETING Highest-paid employee | 38 | $105,722 | $6,064 |
| LESLIE OLIVER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEREK DANZIGER | VICE CHAIR & GC CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAVIER IGLESIAS | TREASURER & FC CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GORDON WIENS | BOARD MEMBER, AC CHAIR Trustee or director | 1 | $0 | $0 |
| MARK CORLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXIS GUTIERREZ | BOARD MEMBER, LEGAL COUNSEL Trustee or director | 1 | $0 | $0 |
| CRYSTAL IRVING | BOARD MEMBER, LABOR REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
| GIL JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRICIA MERCER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TONY RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA SHAFER-PAYNE | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICK STEWART | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL WOITKOSKI | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY SASAKI | PRESIDENT & CEO Officer | 40 | $255,860 | $23,505 |
| SHANNON GONZALEZ | COO Officer | 40 | $178,642 | $26,054 |
| ALICIA QUINN-KITAGAWA | VP, NEW BUSINESS DEVELOPME Highest-paid employee | 40 | $139,584 | $6,764 |
| JAMES MCCONCHIE | VP, COLLABORATIVE IMPACT Highest-paid employee | 40 | $108,434 | $19,177 |
| JACOB RICHARDS | BOARD MEMBER, BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| LESLIE OLIVER | BOARD MEMBER, VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL RASH | TREASURER, FC CHARI Trustee or director | 0.5 | $0 | $0 |
| DEREK DANZIGER | BOARD MEMBER, GC CHAIR Trustee or director | 0.5 | $0 | $0 |
| MARK CORLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DR HELEN GRIFFITH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RORY HEALY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAVIER IGLESIAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRYSTAL IRVING | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GILBERT JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TRICIA MERCER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICKY SHABAZZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PATRICK STEWART | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL WOITKOSKI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GORDON WIENS | BOARD MEMBER, AC CHAIR Trustee or director | 0.5 | $0 | $0 |
| ALEXIS GUTIERREZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY SASAKI | PRESIDENT & CEO Officer | 40 | $252,458 | $20,573 |
| SHANNON GONZALEZ | COO Officer | 40 | $183,372 | $25,320 |
| ALICIA QUINN-KITAGAWA | VP, NEW BUSINESS DEVELOPME Highest-paid employee | 40 | $132,292 | $6,061 |
| JIM WOODS | VP, CORPORATE ENGAGEMENT Highest-paid employee | 40 | $108,106 | $8,919 |
| JACOB RICHARDS | BOARD MEMBER, BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| LESLIE OLIVER | BOARD MEMBER, VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL RASH | BOARD MEMBER, FC CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ELI RINN | BOARD MEMBER, SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| TONY RUSSELL | BOARD MEMBER, PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| MARK CORLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEREK DANZIGER | BOARD MEMBER, GC CHAIR Trustee or director | 0.5 | $0 | $0 |
| DR HELEN GRIFFITH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ALEXIS GUTIERREZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAVIER IGLESIAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRYSTAL IRVING | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GILBERT JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICKY SHABAZZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GORDON WIENS | BOARD MEMBER, AC CHAIR Trustee or director | 0.5 | $0 | $0 |
| MICHAEL WOITKOSKI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RYAN BLALACK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMBER KRAMER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CAROL KIM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4699 MURPHY CANYON RD, SAN DIEGO, CA 92123-4320
- In care of
- % RACHAEL OROSE
- Principal officer (990 for 2024)
- SHANNON GONZALEZ, 4699 MURPHY CANYON ROAD, SAN DIEGO, CA 92123
- Signed the 990
- NANCY L SASAKI, CHIEF EXECUTIVE OFFICER
- Phone
- (858) 492-2000
- Website
- WWW.UWSD.ORG
- Return prepared by
- HASKELL & WHITE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2213995 or by the name UNITED WAY OF SAN DIEGO COUNTY.
- 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 SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE.
Program accomplishments
- 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.Expenses $1,244,707 · grants $63,500
- 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.Expenses $854,664 · grants $29,000
- 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.Expenses $1,450,219 · revenue $352,925
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
- 95-2213995
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $16,139,176
- Income (IRS master file)
- $7,956,360
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,525,576 | $6,320,585 | $16,139,176 | XML |
| 990 | June 2024 | $6,222,118 | $6,737,469 | $16,476,060 | XML |
| 990 | June 2023 | $6,290,030 | $6,419,554 | $20,304,681 | XML |
| 990 | June 2022 | $8,439,082 | $6,781,223 | $15,586,637 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 95-2213995).
Questions about UNITED WAY OF SAN DIEGO COUNTY
- What is the EIN of UNITED WAY OF SAN DIEGO COUNTY?
- The employer identification number (EIN) of UNITED WAY OF SAN DIEGO COUNTY is 95-2213995.
- Is UNITED WAY OF SAN DIEGO COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to UNITED WAY OF SAN DIEGO COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SAN DIEGO COUNTY 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 SAN DIEGO COUNTY 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 SAN DIEGO COUNTY 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 SAN DIEGO COUNTY?
- The 990 for the year ended June 30, 2025 names SHANNON GONZALEZ.
- Who are the officers and directors of UNITED WAY OF SAN DIEGO COUNTY?
- The 990 for the year ended June 30, 2025 lists 19 people; 6 received compensation from the organization, the highest $262,739 (NANCY SASAKI, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF SAN DIEGO COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,525,576, expenses of $6,320,585 and total assets of $16,139,176 at year end.
Other nonprofits in SAN DIEGO
- THE SAN DIEGO FOUNDATION EIN 95-2942582 · last filed 990 for 2025
- JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EIN 95-2504044 · last filed 990 for 2025
- ARAM AND LAILANI FOUNDATION EIN 33-2185493 · last filed 990-PF for 2025
- CONRAD PREBYS FOUNDATION EIN 20-3216993 · last filed 990-PF for 2024
- RADY CHILDRENS HOSPITAL FOUNDATION SAN DIEGO EIN 33-0170626 · last filed 990 for 2025
- RADY FOUNDATION EIN 85-0715670 · last filed 990-PF for 2025
- TORREY COAST FOUNDATION EIN 85-4224393 · last filed 990-PF for 2024
- KASPERICK FOUNDATION EIN 46-4363196 · last filed 990-PF for 2025
All nonprofits in SAN DIEGO · California · Philanthropy, voluntarism and grantmaking foundations