Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
UNITED WAY OF THE BAY AREA
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
550 KEARNY ST NO 1000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94108
D Employer identification number

94-1312348
E Telephone number

G Gross receipts $ 39,298,888
F Name and address of principal officer:
ANNE WILSON
550 KEARNY ST NO 1000
SAN FRANCISCO,CA94108
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWBA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1922
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 40
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 40
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 100
6 Total number of volunteers (estimate if necessary) ............. 6 10,519
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 38,369,472 36,845,784
9 Program service revenue (Part VIII, line 2g) ......... 401,418 294,446
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 674,985 845,412
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -191,016 -103,246
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 39,254,859 37,882,396
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 25,886,504 24,495,705
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,642,692 8,619,591
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,586,471    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,594,905 4,830,019
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 39,124,101 37,945,315
19 Revenue less expenses. Subtract line 18 from line 12....... 130,758 -62,919
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 25,333,519 24,529,614
21 Total liabilities (Part X, line 26)............. 11,053,476 9,366,938
22 Net assets or fund balances. Subtract line 21 from line 20..... 14,280,043 15,162,676
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,641,478 including grants of $ 20,641,478 ) (Revenue $ 291,746 )
GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES
4b (Code:   ) (Expenses $ 5,013,858 including grants of $ 2,768,794 ) (Revenue $ 0 )
ECONOMIC SUCCESS: SPARKPOINT - DURING FISCAL YEAR 2014, SPARKPOINT CENTERS SERVED MORE THAN 6,000 PEOPLE ACROSS THE BAY AREA. IN TOTAL THEY HAVE SERVED MORE THAN 16,000 PEOPLE SINCE THE FIRST SPARKPOINT CENTER OPENED IN 2009. IN FISCAL YEAR 2014, 80% OF CLIENTS FOR WHOM WE HAVE EVALUATION DATA INCREASED THEIR INCOME, SAVINGS, AND CREDIT SCORES; AND/OR REDUCED THEIR DEBT. MORE THAN 900 GOT JOBS, AT AN AVERAGE WAGE OF MORE THAN $16.00/HOUR. SPARKPOINT CENTERS OFFER AN ARRAY OF SERVICES IN ONE CONVENIENT LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY, INCLUDING FINANCIAL COACHING ON BUDGETING AND SAVINGS, CREDIT AND DEBT MANAGEMENT, CAREER OR EDUCATION COUNSELING, SCREENING FOR PUBLIC BENEFITS, AND OTHERS. SPARKPOINTS DESIRED OUTCOMES ARE FOR CLIENTS TO MOVE OUT OF POVERTY TO ECONOMIC SUCCESS BY (1) INCREASING INCOME; (2) REDUCING DEBT; (3) INCREASING CREDIT SCORES; AND (4) INCREASING SAVINGS. THE SPARKPOINT REGIONAL NETWORK INCLUDES OVER 75 OUTSTANDING PARTNER ORGANIZATIONS ACROSS THE BAY AREA. IN 2013 SPARKPOINT ALSO BEGAN OPENING UP SATELLITE LOCATIONS AT PUBLIC SCHOOLS AND COMMUNITY COLLEGES. SEE MORE ON THIS STRATEGY UNDER "EDUCATION.ECONOMIC SUCCESS: EARN IT! KEEP IT! SAVE IT! (EKS) - IS A UWBA-LED COALITION OF PARTNERS THAT PREPARES TAX RETURNS FOR FREE, ENSURING LOW TO MODERATE INCOME FAMILIES GET REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2014 TAX SEASON, OVER 3,000 VOLUNTEERS PREPARED 71,000 RETURNS AND BROUGHT BACK OVER $78 MILLION IN REFUNDS. $26 MILLION OF THOSE REFUNDS WAS IN EARNED INCOME TAX CREDIT (EITC). EITC GOES TO THE POOREST, MOST VULNERABLE BAY AREA HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY-FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR. FAMILIES USE THEIR REFUNDS PRIMARILY TO PAY BILLS, RENT AND BUY FOOD OR CLOTHES. EKS PROVIDES RESOURCES TO MEET BASIC NEEDS, WHICH IS CRITICAL ON THE ROADMAP OUT OF POVERTY. EKS HAS 200 LOCATIONS IN 7 COUNTIES. 10 OF THOSE LOCATIONS ARE AT SPARKPOINT CENTERS. IN ADDITION TO PREPARING TAX RETURNS, EKS USES THE PROGRAM VISIT AS A MOMENT TO OFFER LOW-INCOME FAMILIES THE OPPORTUNITY INCREASE THEIR SAVINGS, COMPLETE THE FEDERAL COLLEGE FINANCIAL AID APPLICATION (FAFSA), AND ENROLL IN HEALTH COVERAGE.
4c (Code:   ) (Expenses $ 1,764,386 including grants of $ 347,900 ) (Revenue $   )
JOBS+ HELPS PREPARE LOW-INCOME YOUTH AND YOUNG ADULTS TO BECOME THE 21ST CENTURY WORKFORCE FOR EMPLOYERS IN SAN FRANCISCO AND ACROSS THE BAY AREA. CONNECTING BUSINESS, GOVERNMENT, SCHOOLS, NONPROFITS AND YOUTH, JOBS+ HELPS YOUNG PEOPLE GET WORK EXPERIENCE AND PAY, PLAN CAREER PATHS, AND BECOME MOTIVATED TO FINISH HIGH-SCHOOL AND GO TO COLLEGE OR POST-SECONDARY TRAINING. SINCE IT BEGAN AS SAN FRANCISCO SUMMER JOBS+ IN 2012, THE INITIATIVE HAS SERVED OVER 19,000 YOUTH IN SAN FRANCISCO AND LAST YEAR EXPANDED TO INCLUDE SERVICES IN OAKLAND. WITHIN THE NEXT SEVERAL YEARS, JOBS+ EXPECTS TO EXPAND INTO ALL SEVEN COUNTIES SERVED BY UNITED WAY OF THE BAY AREA. IN SAN FRANCISCO JOBS+ PARTNERS INCLUDE 50 CITY DEPARTMENTS, 120 EMPLOYERS, 60 NON-PROFIT ORGANIZATIONS, AND THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT. IN 2014 THE PROGRAM EXPANDED FROM SUMMER TO OFFER YEAR-ROUND JOB OPPORTUNITIES AND SERVICES.
(Code:   ) (Expenses $ 4,479,884 including grants of $ 737,533 ) (Revenue $ 2,700 )
EDUCATION: AS ITS PRIMARY EDUCATION STRATEGY, UNITED WAY PROMOTES THE COMMUNITY SCHOOLS MODEL, WHICH PLACES SERVICES FOR CHILDREN AND FAMILIES AT THE PUBLIC SCHOOLS THEY ATTEND. COMMUNITY SCHOOLS ARE PROVEN TO INCREASE ATTENDANCE, ACADEMIC ACHIEVEMENT, PARENT ENGAGEMENT, AND HEALTH. OUR GOAL IS HAVE 200 HIGH PERFORMING COMMUNITY SCHOOLS IN THE BAY AREA BY 2020. IN THE LAST THREE YEARS THE NUMBER HAS GROWN FROM 43 TO 92, WITH MORE THAN 3,000 CHILDREN AND ADULTS SERVED. UWBA OFFERS PLANNING AND OPERATIONAL GRANTS AND TECHNICAL ASSISTANCE TO SCHOOL DISTRICTS INTERESTED IN ADOPTING THE COMMUNITY SCHOOLS MODEL. SINCE 2013 WE HAVE ALSO BEGUN TESTING A "TWO GENERATION APPROACH, WHICH COUPLES THE COMMUNITY SCHOOLS SOCIAL AND ACADEMIC SUPPORTS FOR CHILDREN WITH SERVICES FOR PARENTS TO HELP THEM ACHIEVE ACADEMIC SUCCESS. THIS INNOVATIVE APPROACH INCLUDES THE SAME SERVICES AS UNITED WAYS SPARKPOINTS AND ALSO REFERS FAMILIES TO THEIR LOCAL SPARKPOINT CENTER.211: 211 IS A FREE, EASY-TO-REMEMBER PHONE NUMBER AND WEB RESOURCE THAT ANYONE CAN CALL FOR INFORMATION AND REFERRAL TO RESOURCES. LAST YEAR, UWBA AND ITS PARTNER CALL CENTERS IN TEN BAY AREA COUNTIES RESPONDED TO 225,177 CALLS. MORE THAN HALF OF THE REQUESTS COME FROM WHO ARE REQUESTING HELP WITH POVERTY/BASIC NEEDS ISSUES SUCH AS FOOD, JOBS AND SHELTER. THE UWBA 211 RESOURCE DATABASE NOW INCLUDES OVER 2,556 AGENCY LISTINGS AND IS UPDATED ON A REGULAR BASIS. IN ADDITION TO DAILY INFORMATION AND REFERRAL, 211 IS A CRITICAL RESOURCE FOR DISASTERS. IN RECENT YEARS 211 HAS BEEN AVAILABLE FOR RESPONSES TO AN EARTHQUAKE, A TSUNAMI, AND MAJOR FIRES. LOOKING AHEAD UWBA PLANS TO UPDATE 211S TECHNOLOGY PLATFORM TO MAKE SURE IT IS ACCESSIBLE TO AS MANY PEOPLE IN NEED AS POSSIBLE.OTHER COMMUNITY PROGRAMS: LIKE UNITED WAYS AROUND THE COUNTRY, UWBA MANAGES THE LOCAL ACTIVITIES OF THE FEDERAL EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), WHICH DISTRIBUTES FEDERAL FUNDS TO LOCAL PROGRAMS THAT FEED AND PROVIDE SHELTER TO PEOPLE IN NEED. LAST YEAR WE DISTRIBUTED A TOTAL ALLOCATION OF $2.2 MILLION IN 7 COUNTIES. THE EFSP-FUNDED FOOD AND SHELTER PROVIDERS SERVED MORE THAN 279,000 UNDUPLICATED INDIVIDUALS, PROVIDING TO THEM 2.6 MILLION MEALS, 187,000 BED NIGHTS, AND 192 RENT BILLS PAID. UWBA OPERATES THE LABOR COMMUNITY SERVICES PROGRAM IN PARTNERSHIP WITH THE LABOR COUNCILS IN THE COUNTIES OF ALAMEDA, CONTRA COSTA, SAN MATEO AND SAN FRANCISCO. STAFF CALLED LABOR LIAISONS IMPROVE THE LIVES OF STRUGGLING UNION WORKERS AND THEIR FAMILIES, AS WELL AS OTHER COMMUNITY MEMBERS IN NEED, THROUGH DIRECT SERVICES AND INFORMATION/REFERRAL. IN FY14 THE PROGRAM HELPED MORE THAN 600 FAMILIES A MONTH, TYPICALLY WITH FOOD, CASH ASSISTANCE, JOB SEARCH FOR DISPLACED WORKERS, AND/OR INDIVIDUAL CASE MANAGEMENT FOR OTHER NEEDS. WHERE POSSIBLE THE LIAISONS REFER PEOPLE IN NEED TO OTHER UWBA PROGRAMS LIKE 211, EKS, AND SPARKPOINT.IN ADDITION TO THE SERVICES IT PROVIDES, UWBA ADVOCATES FOR PUBLIC POLICY CHANGES THAT WILL HELP PEOPLE IN POVERTY SURVIVE AND MOVE TO ECONOMIC SUCCESS. OUR AGENDA INCLUDES ISSUES LIKE HEALTH COVERAGE AND CARE, ACCESS TO THE SAFETY NET AND PUBLIC BENEFITS, EDUCATION, JOBS AND WAGES, FUNDING FOR KEY SERVICES, AND OTHERS. THIS WORK IS PRIMARILY FOCUSED AT THE LOCAL LEVEL WITH CITIES, COUNTIES, SCHOOL DISTRICTS, ETC. UWBAS POLICY ADVOCACY IS OVERSEEN BY THE BOARD OF DIRECTORS AND COMPLIES IN ALL RESPECTS WITH ALL LEGAL REQUIREMENTS GOVERNING POLICY ACTIVITY BY NON-PROFIT ORGANIZATIONS.FINALLY, UWBA HAS FORMED A COALITION CALLED RISE TOGETHER, COMPRISING MORE THAN 150 LEADING INSTITUTIONS THAT HAVE COME TOGETHER TO CUT POVERTY IN HALF IN THE BAY AREA BY 2020. LAUNCHED BY UWBA IN 2012, RISE TOGETHER CONTINUES TO STAND OUT AS A PIVOTAL REGIONAL STRATEGY THROUGH A COLLECTIVE IMPACT APPROACH. IN THE LAST TWO YEARS RISE TOGETHER HAS GIVEN GRANTS TO LOCAL LEADERS AND PARTNERSHIPS WHO ARE FIGHTING POVERTY; SELECTIVELY ENGAGED ON KEY POLICY ISSUES; HOSTED MAJOR EVENTS TO SHOWCASE THE ISSUES AND SOLUTIONS OF POVERTY; AND WON AN AWARD FROM THE NATIONAL ASSOCIATION OF COUNTIES. UWBA STAFFS THE COALITION AND HELPS THE PARTNERS DECIDE AND IMPLEMENT KEY INITIATIVES. PARTNERS INCLUDE POLITICAL AND FAITH LEADERS, BUSINESSES, NON-PROFITS, GOVERNMENT, ACADEMIA, MEDIA, AND OTHERS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 4,479,884 including grants of $ 737,533 ) (Revenue $ 2,700 )
4e Total program service expensesMediumBullet31,899,606
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
36
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
100
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
40
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
40
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJOAN CATHERINE BRAUN550 KEARNY ST 1000SAN FRANCISCOCA94108 (415) 808-4465
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BETH COBERT........................................................................
IMMEDIATE PAST CHAIR
.50
.......................  
X           0 0 0
(2) JEFFREY WOHL........................................................................
GENERAL COUNSEL/CHIEF ETHICS OFFICER
1.00
.......................  
X   X       0 0 0
(3) GWENDOLYN WONG........................................................................
TREASURER
1.00
.......................  
X   X       0 0 0
(4) CHARLES CUSTER........................................................................
SECRETARY
1.00
.......................  
X   X       0 0 0
(5) SUSAN SUTHERLAND........................................................................
CHAIR OF THE BOARD
5.00
.......................  
X   X       0 0 0
(6) LORETTA WALKER........................................................................
ASSISTANT SEC./CHAIR, GOVERNANCE COMMITTEE
2.00
.......................  
X   X       0 0 0
(7) MARGARET BAKER........................................................................
CHAIR AUDIT COMMITTEE
.80
.......................  
X           0 0 0
(8) SUSAN PORTUGAL........................................................................
CHAIR COMMUNITY INVESTMENT COMMITTEE
1.00
.......................  
X           0 0 0
(9) RONALD PEYTON........................................................................
CHAIR DEVELOPMENT COMMITTE
.80
.......................  
X           0 0 0
(10) TIMOTHY PAULSON........................................................................
LABOR REPRESENTATIVE
.50
.......................  
X           0 0 0
(11) MICHELLE BANKS........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(12) EDWARD BLAKEY........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(13) CASSIE DOYLE........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(14) PATRICK DUTERTE........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(15) LANCE FOX........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(16) TODD GALLOWAY........................................................................
DIRECTOR AT LARGE
.10
.......................  
X           0 0 0
(17) TIMOTHY GERAGHTY........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOE LAYMON........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(19) NOAH LICHTENSTEIN........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(20) ARTHUR LOUIE........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(21) ALFRED MOORE........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(22) NISH NADARAJA........................................................................
DIRECTOR AT LARGE
.10
.......................  
X           0 0 0
(23) JAMES OLSON........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(24) TERRY SCHWAKOPF........................................................................
DIRECTOR AT LARGE
1.20
.......................  
X           0 0 0
(25) STEPHEN SEYMOUR........................................................................
DIRECTOR AT LARGE
.10
.......................  
X           0 0 0
(26) REGINA STANBACK STROUD........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(27) SHERRY TENNYSON........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(28) ROBERT THOMPSON........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(29) MEREDITH KLAUSNER........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(30) CHARMAINE DETWEILER........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(31) TRENT RHORER........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(32) JOSEPHINE CAMACHO........................................................................
DIRECTOR AT LARGE
.10
.......................  
X           0 0 0
(33) PETER HULTMAN........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(34) MICHAEL STEDMAN........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(35) ANNA MOK........................................................................
DIRECTOR AT LARGE
.10
.......................  
X           0 0 0
(36) KEVIN JOHNSON........................................................................
DIRECTOR AT LARGE
.30
.......................  
X           0 0 0
(37) MICHAEL DILLON........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(38) ANTHONY EARLEY........................................................................
DIRECTOR AT LARGE
.80
.......................  
X           0 0 0
(39) WILLIAM WITHINGTON........................................................................
DIRECTOR AT LARGE
1.50
.......................  
X           0 0 0
(40) KIWOBA ALLAIRE........................................................................
DIRECTOR AT LARGE
.50
.......................  
X           0 0 0
(41) ANNE WILSON........................................................................
CEO
55.00
.......................  
    X       284,841 0 173,032
(42) ERIC MCDONNELL........................................................................
COO
55.00
.......................  
    X       241,803 0 61,710
(43) JOAN BRAUN........................................................................
CFAO
55.00
.......................  
    X       165,421 0 31,417
(44) STUART CANNING........................................................................
CHIEF DEVELOPMENT OFFICER
55.00
.......................  
      X     199,993 0 22,518
(45) LORNE NEEDLE........................................................................
CHIEF COMMUNITY INVESTMENT
55.00
.......................  
      X     183,158 0 31,029
(46) SONALI JOSHI........................................................................
SR. VP, STRATEGY & OPERATIONS
37.50
.......................  
        X   132,946 0 8,373
(47) TSE MING TAM........................................................................
VP, COMMUNITY INVESTMENT
37.50
.......................  
        X   128,247 0 27,113
(48) JOHN SCHAVER........................................................................
VP, INFORMATION TECHNOLOGY
37.50
.......................  
        X   119,694 0 45,304
(49) LIDIYA KUKOVIC........................................................................
VP, CONTROLLER
37.50
.......................  
        X   109,849 0 22,200
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,565,952 0 422,696
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 145,631
d Related organizations...1d  
e Government grants (contributions)1e 1,384,776
f All other contributions, gifts, grants, and
similar amounts not included above
1f
35,315,377
g Noncash contributions included in lines
1a-1f:$
891,852
h Total. Add lines 1a-1f.......MediumBullet 36,845,784
 Program Service RevenueAmt Business Code
2a PLEDGE PROCESSING FEES 900099 261,846 261,846    
b CONFERENCE FEES 900099 29,900 29,900    
c OFFICE SPACE RENTAL 900099 2,700 2,700    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 294,446
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 266,236     266,236
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,878,537  
b Less: cost or other basis and sales expenses 1,299,361  
c Gain or (loss) 579,176  
d Net gain or (loss)..........MediumBullet 579,176     579,176
8a Gross income from fundraising events (not including
$ 145,631
of contributions reported on line 1c). See Part IV, line 18 ..
a 13,885
b Less: direct expenses ...b 117,131
c Net income or (loss) from fundraising events..MediumBullet -103,246   -103,246
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 37,882,396 294,446 0 742,166
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 24,495,705 24,495,705
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,302,953 410,375 566,746 325,832
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 5,497,337 3,212,012 1,245,108 1,040,217
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 327,000 202,042 72,175 52,783
9 Other employee benefits ....... 1,038,289 598,464 266,717 173,108
10 Payroll taxes ........... 454,012 253,297 123,526 77,189
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,263   2,263  
c Accounting ........... 132,700   132,700  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 55,508   55,508  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,483,316 1,109,503 230,039 143,774
12 Advertising and promotion .... 335,680 242,973 45,282 47,425
13 Office expenses ....... 500,250 254,635 144,158 101,457
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 1,207,408 504,382 351,097 351,929
17 Travel ............ 168,424 103,791 32,821 31,812
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 291,677 181,093 29,393 81,191
20 Interest ...........        
21 Payments to affiliates ....... 301,489 132,655 84,417 84,417
22 Depreciation, depletion, and amortization ..... 297,524 155,348 71,088 71,088
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a UNCOLLECTIBLE PLEDGES 45,341 40,000 5,341  
b MOVING COSTS 927 407 260 260
c
d
e All other expenses 7,512 2,924 599 3,989
25 Total functional expenses. Add lines 1 through 24e 37,945,315 31,899,606 3,459,238 2,586,471
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,229,605 1 842,096
2 Savings and temporary cash investments ......... 623,533 2 67,336
3 Pledges and grants receivable, net ........... 9,638,793 3 10,102,387
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 530,088 9 87,269
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,034,804
b Less: accumulated depreciation ..... 10b 1,069,334 1,108,674 10c 965,470
11 Investments—publicly traded securities .......... 11,075,805 11 12,322,763
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 127,021 15 142,293
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 25,333,519 16 24,529,614
Liabilities 17 Accounts payable and accrued expenses ......... 7,533,004 17 4,252,142
18 Grants payable ................. 3,121,545 18 3,404,251
19 Deferred revenue ................ 398,927 19 710,545
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 1,000,000
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 11,053,476 26 9,366,938
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 8,298,444 27 7,659,694
28 Temporarily restricted net assets ........... 2,091,624 28 3,612,007
29 Permanently restricted net assets ........... 3,889,975 29 3,890,975
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 14,280,043 33 15,162,676
34 Total liabilities and net assets/fund balances ........ 25,333,519 34 24,529,614
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
37,882,396
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
37,945,315
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-62,919
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
14,280,043
5
Net unrealized gains (losses) on investments ...............
5
798,644
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
146,908
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
15,162,676
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 33,822,506 31,958,389 32,748,141 38,369,472 36,845,784 173,744,292
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 33,822,506 31,958,389 32,748,141 38,369,472 36,845,784 173,744,292
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 8,911,733
6 Public support. Subtract line 5 from line 4. 164,832,559
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 33,822,506 31,958,389 32,748,141 38,369,472 36,845,784 173,744,292
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 262,795 484,408 454,635 330,032 266,236 1,798,106
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 649,558         649,558
11 Total support (Add lines 7 through 10). 176,191,956
12
12
2,122,778
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.550 %
15
15
93.990 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 10,792  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 22,659  
c Total lobbying expenditures (add lines 1a and 1b) ................... 33,451  
d Other exempt purpose expenditures ........................ 37,911,864  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 37,945,315  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 101,675 34,458 48,361 33,451 217,945
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 37,471 14,500 6,172 10,792 68,935
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 49 0
2 Aggregate contributions to (during year) ... 2,760,304 0
3 Aggregate grants from (during year) ..... 3,470,881 0
4 Aggregate value at end of year ........ 73,589 0
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,794,701 4,345,472 4,687,566 4,049,390 3,763,716
b Contributions ........ 1,000 1,000   13,344  
c Net investment earnings, gains, and losses 840,114 164,963 115,298 154,089 27,875
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
360,534 -283,266 457,392 -470,743 -257,799
f Administrative expenses .... 20,635        
g End of year balance ...... 5,254,646 4,794,701 4,345,472 4,687,566 4,049,390
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet74.060 %
c
Temporarily restricted endowment SchDMd Bullet25.940 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   434,995 78,154 356,841
d Equipment ................   685,672 445,389 240,283
e Other .................   914,137 545,791 368,346
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 965,470
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 17,162,147
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 798,644
b Donated services and use of facilities ......... 2b 306,631
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 1,105,275
3 Subtract line 2e from line 1..................... 3 16,056,872
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 55,508
b Other (Describe in Part XIII.) ........... 4b 21,770,016
c Add lines 4a and 4b....................... 4c 21,825,524
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 37,882,396
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 16,426,422
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 306,631
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 117,131
e Add lines 2a through 2d...................... 2e 423,762
3 Subtract line 2e from line 1..................... 3 16,002,660
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 55,508
b Other (Describe in Part XIII.) ............ 4b 21,887,147
c Add lines 4a and 4b....................... 4c 21,942,655
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 37,945,315
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
PART X, LINE 2: UWBA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701D OF THE REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. SINCE UWBA HAS NO UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014. WITH FEW EXCEPTIONS, UWBA IS NO LONGER SUBJECT TO UNITED STATES FEDERAL OR STATE/LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 21,884,447. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 2,700. FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE -117,131.
PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 117,131.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 21,884,447. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 2,700.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

BELIEVE EVENT
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 159,516     159,516
2 Less: Contributions . . 145,631     145,631
3 Gross income (line 1
minus line 2) . . .
13,885     13,885
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 22,792     22,792
7 Food and beverages . 60,241     60,241
8 Entertainment . . . 900     900
9 Other direct expenses . 33,198     33,198
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 117,131
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -103,246
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number
94-1312348
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) HUMANE SOCIETY OF THE NORTH BAY
1121 SONOMA BOULEVARD
VALLEJO,CA94591
94-3041601 501C3 5,025       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(2) CLAUSEN HOUSE
88 VERNON ST
OAKLAND,CA94610
94-1639361 501C3 5,025       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(3) SADDLEBACK VALLEY COMMUNITY CHURCH
ONE SADDLEBACK PARKWAY
LAKE FOREST,CA92630
501C3 5,085       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(4) ALLEN TEMPLE BAPTIST CHURCH
8501 INTERNATIONAL BLVD
OAKLAND,CA94621
94-1747125 501C3 5,100       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(5) MARIN BRAIN INJURY NETWORK
1132 MAGNOLIA AVENUE
LARKSPUR,CA94939
68-0105213 501C3 5,120       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(6) BOYS & GIRLS CLUB EL SOBRANTE
PO BOX 20090
EL SOBRANTE,CA94820
94-1525614 501C3 5,127       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(7) CHINATOWN COMMUNITY CHILDRENS CENTER
979 CLAY STREET
SAN FRANCISCO,CA94108
23-7126354 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(8) ANIMAL PLACE
PO BOX 1118
GRASS VALLEY,CA95945
68-0200668 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(9) DEFENDERS OF WILDLIFE
1130 17TH STREET SW
WASHINGTON,DC20036
53-0183181 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(10) FARM SANCTUARY
PO BOX 150
WATKINS GLEN,NY14891
51-0292919 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(11) RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NORTHWEST 500
WASHINGTON,DC20037
52-1437006 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(12) RAINFOREST ALLIANCE
233 BROADWAY 28TH FLOOR
NEW YORK,NY10279
13-3377893 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(13) REBUILDING TOGETHER OAKLAND
1171 OCEAN AVENUE SUITE 100
EMERYVILLE,CA946081147
94-3213325 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(14) TREES FOR THE FUTURE INC
1400 SPRINGS STREET SUITE 150
SILVER SPRING,MD20910
52-1644869 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(15) WESTWOOD HIGH SCHOOL CO LASSEN CO OFFICE OF EDUCATION
472-013 JOHNSTONVILLE ROAD N
SUSANVILLE,CA96130
501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(16) WORLD WILDLIFE FUND
PO BOX 97180
WASHINGTON,DC20090
52-1693387 501C3 5,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(17) FAIRFIELD EXPOS BASEBALL ASSN
166 SANTE FE COURT
VACAVILLE,CA95688
68-0174457 501C3 5,300       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(18) ABODE SERVICES
40849 FREMONT BOULEVARD
FREMONT,CA94538
94-3087060 501C3 5,320       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(19) GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASON
SAN FRANCISCO,CA94123
94-2781708 501C3 5,325       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(20) ALZHEIMERS ASSOCIATION NORTHERN CALIFORNIA AND NORTHERN NEVADA
1060 LA AVENIDA STREET
MOUNTAIN VIEW,CA94043
94-2897949 501C3 5,333       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(21) FRIENDS OF THE OAKLAND ANIMAL SHELTER
PO BOX 3132
OAKLAND,CA94609
20-4053711 501C3 5,440       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(22) WESTSIDE CHURCH OF CHRIST
603 MONTE DIABLO AVENUE
SAN MATEO,CA94401
94-2864632 501C3 5,460       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(23) ZEN HOSPICE PROJECT OF SAN FRANCISCO
273 PAGE ST
SAN FRANCISCO,CA94102
94-3155375 501C3 5,486       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(24) COLLEGE PREPARATORY SCHOOL OAKLAND
6100 BROADWAY
OAKLAND,CA94618
94-1492272 501C3 5,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(25) HAMLIN SCHOOL
2120 BROADWAY
SAN FRANCISCO,CA94115
94-1393894 501C3 5,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(26) SANTA CATALINA SCHOOL FDN
1500 MARK THOMAS DRIVE
MONTEREY,CA93940
94-1156652 501C3 5,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(27) RONALD MCDONALD HOUSE OF SAN FRANCISCO
1640 SCOTT STREET
SAN FRANCISCO,CA94115
94-2951627 501C3 5,503       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(28) MENTAL HEALTH ASSOCIATION OF ALAMEDA COUNTY
954 60TH STREET STE 10
OAKLAND,CA94608
94-1254645 501C3 5,519       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(29) BOYS & GIRLS CLUBS OF AMERICA
5 HANOVER SQUARE 3RD FLOOR
NEW YORK,NY100042657
13-5562976 501C3 5,550       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(30) ARC OF SAN FRANCISCO
1500 HOWARD STREET
SAN FRANCISCO,CA94103
94-1415287 501C3 5,570       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(31) SMILE TRAIN INC
41 MADISON AVENUE FLOOR 28
NEW YORK,NY10010
13-3661416 501C3 5,594       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(32) NATURE CONSERVANCY
4245 NORTH FAIRFAX DR STE 100
ARLINGTON,VA22203
53-0242652 501C3 5,597       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(33) BAY AREA WOMEN'S & CHILDREN'S CENTER
318 LEAVENWORTH STREET
SAN FRANCISCO,CA94102
94-2722718 501C3 5,600       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(34) THE FATHERS HOUSE
126 PEABODY RD
VACAVILLE,CA95687
68-0408159 501C3 5,647       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(35) WATCHTOWER BIBLE AND TRACT SOCIETY OF PENNSYLVANIA
25 COLUMBIA HEIGHTS
BROOKLYN,NY11201
11-1857820 501C3 5,656       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(36) PATHWAYS HOSPICE FOUNDATION
585 N MARY AVENUE
SUNNYVALE,CA94085
94-2823240 501C3 5,700       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(37) STAR ACADEMY SHINING STAR FOUNDATION
4470 REDWOOD HIGHWAY
SAN RAFAEL,CA94903
68-0221149 501C3 5,700       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(38) MISSION SOLANO RESCUE MISSION
PO BOX 8
FAIRFIELD,CA94533
61-1431375 501C3 5,734       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(39) LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555
SAN FRANCISCO,CA94104
94-3324402 501C3 5,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(40) STAND FOR FAMILIES FREE OF VIOLENCE
1410 DANZIG PLAZA SUITE 200
CONCORD,CA94520
94-2476576 501C3 5,756       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(41) ST JOAN OF ARC CHURCH
2601 SAN RAMON VALLEY BLVD
SAN RAMON,CA94583
501C3 5,787       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(42) LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF
131 STEUART ST STE 400
SAN FRANCISCO,CA94105
94-2581415 501C3 5,800       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(43) HABITAT FOR HUMANITY EAST BAY
2619 BROADWAY 205
OAKLAND,CA94612
94-3053687 501C3 5,880       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(44) CONGREGATION EMANU-EL
2 LAKE STREET
SAN FRANCISCO,CA94118
94-1156521 501C3 5,900       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(45) AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE
1301 K STREET NW SUITE 850 EAST
TOWER
WASHINGTON,DC20005
53-0184647 501C3 5,950       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(46) CHURCH OF JESUS CHRIST LDS LDS PHILANTROPHIES
50 E NORTH TEMPLE STREET
SALT LAKE CITY,UT84150
23-7300405 501C3 5,957       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(47) LAFAYETTE PARTNERS IN EDUCATION
PO BOX 923
LAFAYETTE,CA94549
94-2699518 501C3 5,984       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(48) BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB,UT84741
23-7147797 501C3 5,987       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(49) BRANSON SCHOOL
PO BOX 887
ROSS,CA94957
94-0338330 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(50) CLEVELAND FOUNDATIONGOGATE FUND
1422 EUCLID AVENUE SUITE 1300
CLEVELAND,OH44115
34-0714588 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(51) CONSERVATION CORPS NORTH BAY
27 LARKSPUR ST
SAN RAFAEL,CA94901
94-2831592 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(52) COPE FAMILY CENTER
1340 FOURTH STREET
NAPA,CA94559
94-2322399 501C3 6,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(53) TREASURE ISLAND HOMELESS DEVELOPMENT INITIATIVE
1 AVENUE OF THE PALMS ROOM 166
SAN FRANCISCO,CA94130
94-3280624 501C3 6,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(54) ROYAL FAMILY KIDS CAMP
3000 WEST MACARTHUR BOULEVARD 412
SANTA ANA,CA92704
33-0380021 501C3 6,035       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(55) HUMANE SOCIETY OF THE US
2100 L STREET NW
WASHINGTON,DC20037
53-0225390 501C3 6,110       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(56) FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVE STE 1
SAN FRANCISCO,CA94129
94-2699528 501C3 6,113       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(57) SAVE THE CHILDREN FEDERATION INC
54 WILTON ROAD
WESTPORT,CT06880
06-0726487 501C3 6,169       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(58) MARINE MAMMAL CENTER MARIN HEADLANDS
2000 BUNKER ROAD
SAUSALITO,CA94965
51-0144434 501C3 6,191       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(59) A BETTER CHOICE PREGNANCY SERVICES
860 E SAHARA AVENUE
LAS VEGAS,NV89104
16-1706155 501C3 6,300       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(60) SALVATION ARMY GOLDEN GATE DIVISION
PO BOX 193465
SAN FRANCISCO,CA94119
94-1156347 501C3 6,330       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(61) TRI VALLEY HAVEN FOR WOMEN INC
PO BOX 2190
LIVERMORE,CA94551
94-2462357 501C3 6,333       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(62) SECOND HARVEST FOOD BANK-SANTA CLARA AND SAN MATEO
750 CURTNER AVENUE
SAN JOSE,CA95125
94-2614101 501C3 6,418       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(63) JUSTICE & DIVERSITY CENTER OF THE BAR ASSN OF SAN FRANCISCO
301 BATTERY STREET THIRD FLOOR
SAN FRANCISCO,CA94111
94-2931349 501C3 6,450       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(64) BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD
SAUSALITO,CA94965
68-0033227 501C3 6,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(65) MEALS ON WHEELS OF SAN FRANCISCO
1375 FAIRFAX AVENUE
SAN FRANCISCO,CA94124
94-1741155 501C3 6,504       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(66) AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
PO BOX 96929
WASHINGTON,DC20090
13-1623829 501C3 6,550       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(67) ETERNITY MINDED MINISTRIES
PO BOX 2460
PASO ROBLES,CA93447
91-1913711 501C3 6,600       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(68) THE WELL CHURCH
2333 NISSEN DRIVE
LIVERMORE,CA94551
501C3 6,660       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(69) UNITED WAY OF THE WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITE
160
SANTA ROSA,CA95407
94-1669646 501C3 6,739       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(70) BERKELEY FOOD AND HOUSING PROJECT
2362 BANCROFT WAY
BERKELEY,CA94704
94-2979073 501C3 6,807       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(71) SOUTHERN POVERTY LAW CENTER
PO BOX 548
MONTGOMERY,AL36101
63-0598743 501C3 6,843       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(72) SUPER STARS LITERACY
333 HEGENBERGER ROAD SUITE 503
OAKLAND,CA94621
51-0666163 501C3 6,843       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(73) AIDS LEGAL REFERRAL PANEL
1663 MISSION STREET STE 500
SAN FRANCISCO,CA94103
94-3111738 501C3 6,843       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(74) HOMELESS CHILDRENS NETWORK (SAN FRANCISCO)
3450 3RD ST BLDG 1 UNIT 1C
SAN FRANCISCO,CA94124
94-3266686 501C3 6,882       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(75) BAY AREA FINANCIAL RESOURCE CENTER
699 SERRAMONTE BLVD 232
DALY CITY,CA94015
27-0920145 501C3 7,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(76) COASTSIDE HOPE
99 AVENUE ALHAMBRA
EL GRANADA,CA94018
51-0199747 501C3 7,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(77) COMMUNITY RESOURCES FOR INDEPENDENT LIVING
439 A STREET
HAYWARD,CA94541
94-2598873 501C3 7,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(78) FIRST PLACE FOR YOUTH
426 17TH STREET
OAKLAND,CA94612
94-3341034 501C3 7,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(79) HARVARD UNIVERSITY OFFICE OF THE RECORDING SECRETARY
124 MT AUBURN STREET
CAMBRIDGE,MA02138
53-0199180 501C3 7,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(80) SAMARITAN HOUSE
4031 PACIFIC BLVD
SAN MATEO,CA94403
23-7416272 501C3 7,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(81) SAN FRANCISCO COMMUNITY EMPOWERMENT CTR
2798 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134
20-4121042 501C3 7,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(82) ST FRANCIS EPISCOPAL CHURCH
399 SAN FERNANDO WAY
SAN FRANCISCO,CA94127
94-1508873 501C3 7,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(83) VENTURE SCHOOL-CA SAN RAMON
3280 E CROW CANYON ROAD
SAN RAMON,CA94583
68-0273221 501C3 7,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(84) COMMUNITY HOUSING DEVELOPMENT CORP OF N RICHMOND
1535-A FRED JACKSON WAY
RICHMOND,CA94801
68-0235719 501C3 7,093       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(85) PETAPEOPLE FOR ETHICAL TRTMT OF ANIMALS
501 FRONT STREET
NORFOLK,VA23501
52-1218336 501C3 7,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(86) THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREET
SAN FRANCISCO,CA94110
94-1730620 501C3 7,200       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(87) CATHOLIC CHARITIES CYO
180 HOWARD STREET SUITE 100
SAN FRANCISCO,CA94105
94-1498472 501C3 7,203       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(88) BENICIA EDUCATION FOUNDATION
PO BOX 1611
BENICIA,CA94510
68-0173278 501C3 7,286       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(89) HILLSIDE COVENANT CHURCH
2060 MAGNOLIA WAY
WALNUT CREEK,CA94595
94-1564826 501C3 7,350       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(90) 826 VALENCIA
826 VALENCIA
SAN FRANCISCO,CA94110
04-3694151 501C3 7,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(91) TRUSTEES OF UNIVERSITY OF PENNSYLVANIA THE PENN FUND
3451 WALNUT STREET
PHILADELPHIA,PA19104
23-1352685 501C3 7,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(92) TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION
2890 MITCHELL DRIVE
WALNUT CREEK,CA94598
68-0240341 501C3 7,528       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(93) CALIFORNIA ACADEMY OF SCIENCES
55 CONCOURSE DRIVE
SAN FRANCISCO,CA94118
94-1156258 501C3 7,540       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(94) GIRL SCOUTS OF NORTHERN CALIFORNIA
1650 HARBOR BAY PARKWAY SUITE 100
ALAMEDA,CA94502
94-1551410 501C3 7,692       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(95) FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL
1200 15TH STREET
SAN FRANCISCO,CA94103
94-3371620 501C3 7,700       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(96) DOCTORS WITHOUT BORDERS HEADQUARTER
PO BOX 5030
HAGERSTOWN,MD21741
13-3433452 501C3 7,832       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(97) TRIPS FOR KIDS
138 SUNNYSIDE AVENUE
MILL VALLEY,CA94941
68-0159458 501C3 7,982       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(98) REDLANDS COMMUNITY FOUNDATION
PO BOX 8908
REDLANDS,CA92375
91-2143250 501C3 8,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(99) EAST OAKLAND YOUTH DEVELOPMENT CENTER
8200 INTERNATIONAL BLVD
OAKLAND,CA94621
23-7334590 501C3 8,009       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(100) BRIGHTER BEGINNINGS
2648 INTERNATIONAL BLVD 4TH FLOOR
OAKLAND,CA94601
94-2949749 501C3 8,100       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(101) HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036
52-1481896 501C3 8,367       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(102) KEEN SAN FRANCISCO KIDS ENJOY EXERCISE NOW
PO BOX 191321
SAN FRANCISCO,CA94119
52-1767631 501C3 8,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(103) SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVE DEV DEPT
SAN FRANCISCO,CA94102
94-0836240 501C3 8,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(104) TRI VALLEY HOUSING OPPORTUNITY CENTER
141 NORTH LIVERMORE
LIVERMORE,CA94550
20-8081482 501C3 8,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(105) EAST BAY COMMUNITY LAW CENTER
2921 ADELINE STREET
BERKELEY,CA94703
94-3042565 501C3 8,776       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(106) CITY TEAM MINISTRIES OF SAN FRANCISCO
164 6TH STREET
SAN FRANCISCO,CA94103
51-0163302 501C3 9,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(107) HUMANE SOCIETY OF NAPA COUNTY
PO BOX 695
NAPA,CA94559
23-7315010 501C3 9,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(108) REDWOOD DAY SCHOOL
3245 SHEFFIELD AVE
OAKLAND,CA94602
94-2289521 501C3 9,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(109) SPARK POINT EAST CONTRA COSTA
3105 WILLOW PASS ROAD 3
BAYPOINT,CA94565
94-3337754 501C3 9,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(110) PHILIPPINE INTERNATIONAL AID
5226 DIAMOND HEIGHTS BLVD
SAN FRANCISCO,CA94131
94-3008383 501C3 9,426       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(111) ST VINCENT DE PAUL SOCIETY SAN FRANCISCO
1237 VAN NESS AVENUE SUITE 200
SAN FRANCISCO,CA94109
94-1571017 501C3 9,680       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(112) KQED INC
2601 MARIPOSA ST
SAN FRANCISCO,CA94110
94-1241309 501C3 9,782       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(113) TAYLOR FAMILY FOUNDATION
5555 ARROYO ROAD
LIVERMORE,CA94550
94-3262932 501C3 9,836       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(114) DE LA SALLE HIGH SCHOOL
1130 WINTON DR DEVELPMNT OFC
CONCORD,CA94518
68-0311262 501C3 9,895       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(115) EAST BAY FOOD JUSTICE PROJECT
3124 SHATTUCK AVENUE
BERKELEY,CA94705
27-3466777 501C3 9,920       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(116) ASIAN PACIFIC AMERICAN COMMUNITY CENTER
2442 BAYSHORE BLVD
SAN FRANCISCO,CA94134
94-3357710 501C3 10,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(117) BAY AREA WOMENS AND CHILDRENS CENTER
318 LEAVENWORTH STREET
SAN FRANCISCO,CA94102
94-2722718 501C3 10,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(118) CHILDREN AND FAMILY POLICY CENTER
505 5TH AVENUE STE 404
DES MOINES,IA50309
42-1378567 501C3 10,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(119) CITY OF SOUTH SAN FRANCISCO
PROJECT READ 840 WEST ORANGE AVENUE
SOUTH SAN FRANCISCO,CA94080
94-6000435 501C3 10,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(120) COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
22351CITY CENTER DR SUITE 100
HAYWARD,CA94541
23-7218859 501C3 10,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(121) DUKE UNIVERSITY
614 CHAPEL DIVE ANNEX BOX 90581
DURHAM,NC27708
56-0532129 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(122) FIRST COVENANT CHURCH OF OAKLAND
4000 REDWOOD ROAD
OAKLAND,CA94619
94-1251135 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(123) FULL CIRCLE FUND
133 KEARNEY STREET SUITE 202
SAN FRANCISCO,CA94108
94-3373850 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(124) HALF MOON BAY HIGH SCHOOL CABRILLO UNIFIED SCHOOL DISTRICT
LEWIS FOSTER DRIVE
HALF MOON BAY,CA94019
501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(125) HARVARD UNIVERSITY OFFICE OF THE RECORDING SECRETARY
124 MT AUBURN STREET
CAMBRIDGE,MA02138
53-0199180 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(126) JUNIOR STATESMEN FOUNDATION
PO BOX 25143
SAN MATEO,CA94402
94-6050452 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(127) MEASURES FOR JUSTICE
2 BRUNSWICK STREET
ROCHESTER,NY14607
45-2119421 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(128) MID ATLANTIC INNOCENCE PROJECT
2000 H STREET NW
WASHINGTON,DC20052
54-1993334 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(129) NEW AMERICA FOUNDATION
1899 L STREET NW SUITE 400
WASHINGTON,DC20036
52-2096845 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(130) NEW LEADERS COUNCIL
8837 VILLA LA JOLLA ROAD 13465
LA JOLLA,CA92039
56-2581640 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(131) OUR LADY OF LOURDES CHURCH
745 WARE AVENUE
COLUSA,CA95932
501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(132) PENNSYLVANIA ACADEMY OF FINE ARTS
128 N BROAD STREET
PHILADELPHIA,PA19102
23-1352256 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(133) PHILADELPHIA MUSEUM OF ART
PO BOX 7646
PHILADELPHIA,PA19101
23-1365388 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(134) PI KAPPA ALPHA EDUCATIONAL FOUNDATION
8347 WEST RANGE COVE
MEMPHIS,TN38125
62-6039877 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(135) PRESIDIO TRUST
34 GRAHAM STREET
SAN FRANCISCO,CA94129
94-3306440 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(136) STANFORD UNIVERSITY
PO BOX 20466
STANFORD,CA94309
94-1156365 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(137) STARTOUT
1650 BROADWAY SUITE 609
NEW YORK,NY10019
26-4634162 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(138) SUNLIGHT FOUNDATION
1818 N STREET NW STE 300
WASHINGTON,DC20036
20-3903427 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(139) SAN FRANCISCO SPCA
201 ALABAMA STREET
SAN FRANCISCO,CA94103
94-0836580 501C3 10,047       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(140) BOYS & GIRLS CLUB SAN FRANCISCO
55 HAWTHORNE STREET STE 600
SAN FRANCISCO,CA94105
94-1156608 501C3 10,110       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(141) UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE ROAD
SACRAMENTO,CA95827
94-1225382 501C3 10,180       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(142) SEVENTH DAY ADVENTIST OF PLEASANT HILL
800 GRAYSON ROAD
PLEASANT HILL,CA94523
501C3 10,229       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(143) AMERICAN ANTI-VIVISECTION SOCIETY
801 OLD YORK ROAD SUITE 204
JENKINTOWN,PA19046
23-0341990 501C3 10,400       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(144) TREES WATER AND PEOPLE
633 REMINGTON STREET
FORT COLLINS,CO80524
84-1462044 501C3 10,400       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(145) UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARE
CAMBRIDGE,MA021383780
04-2535767 501C3 10,400       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(146) AMERICAN CONSERVATORY THEATER
30 GRANT AVENUE 7TH FLOOR
SAN FRANCISCO,CA94108
94-6135772 501C3 10,470       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(147) HOMELESS PRENATAL PROGRAM
2500 18TH STREET
SAN FRANCISCO,CA94110
94-3146280 501C3 10,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(148) KIPP FOUNDATION
135 MAIN STREET SUITE 1700
SAN FRANCISCO,CA94105
94-3362724 501C3 10,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(149) THRIVE ALLIANCE OF NON PROFIT FOR SAN MATEO COUNTY
THE SOBRATO CTR REDWOOD SHORES 330
TWIN DOLPHIN DRIVE SUITE
REDWOOD CITY,CA94065
94-1730620 501C3 10,550       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(150) LEGAL AID SOCIETY- EMPLOYMENT LAW CENTER
180 MONTGOMERY STREET SUITE 600
SAN FRANCISCO,CA94104
94-2783401 501C3 10,590       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(151) JEWISH FAMILY & CHILDREN'S SERVICES OF THE EAST BAY
2484 SHATTUCK AVE 210
BERKELEY,CA94704
94-3250304 501C3 10,600       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(152) CALIFORNIA STATE PARKS FOUNDATION
50 FRANCISCO STREET SUITE 110
SAN FRANCISCO,CA94133
94-1707583 501C3 10,700       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(153) CHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATION
2201 BROADWAY SUITE 600
OAKLAND,CA94612
94-1657474 501C3 10,703       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(154) STANFORD UNIVERSITY
PO BOX 20466
STANFORD,CA94309
94-1156365 501C3 10,900       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(155) CALVARY PRESBYTERIAN CHURCH
2515 FILLMORE
SAN FRANCISCO,CA94115
94-1337635 501C3 11,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(156) CREEKSIDE OPEN BIBLE CHURCH
444 FIG TREE LANE
MARTINEZ,CA94553
94-2541096 501C3 11,040       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(157) OAKLAND MUSEUM OF CALIFORNIA FOUNDATION
1000 OAK STREET DEVELOPMENT
OAKLAND,CA94607
94-3094513 501C3 11,040       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(158) JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREET
SAN FRANCISCO,CA94118
94-3227260 501C3 11,180       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(159) MARIN HORIZON SCHOOL
305 MONTFORD AVE
MILL VALLEY,CA94941
94-2427732 501C3 11,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(160) NORTHEAST COMMUNITY FEDERAL CREDIT UNION
683 CLAY STREET
SAN FRANCISCO,CA94111
94-2891498 501C3 11,700       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(161) CHURCH OF JESUS CHRIST LDS LDS PHILANTROPHIES
50 E NORTH TEMPLE STREET
SALT LAKE CITY,UT84150
23-7300405 501C3 11,970       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(162) THE UNITY COUNCIL
1900 FRUITVALE AVE SUITE 2B
OAKLAND,CA94601
94-1670490 501C3 12,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(163) PLANNED PARENTHOOD FOUNDATION-NATL HQ
434 WEST 33RD STREET 12
NEW YORK,NY10001
13-3772613 501C3 12,050       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(164) FAMILIES HELPING FAMILIES
PO BOX AB
FAIRFIELD,CA94534
68-0148410 501C3 12,168       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(165) ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVE
ORINDA,CA94563
94-1399270 501C3 12,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(166) CAMP TAYLOR
5424 PIRRONE ROAD
SALIDA,CA95368
04-3709177 501C3 12,381       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(167) GLADWYNE MONTESSORI SCHOOL
920 YOUNGSFORD ROAD
GLADWYNE,PA19035
23-1628684 501C3 12,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(168) SUSTAINABLE CONSERVATION
98 BATTERY STREET SUITE 302
SAN FRANCISCO,CA94111
94-3232437 501C3 12,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(169) ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLAZA
MEMPHIS,TN38105
62-0646012 501C3 12,527       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(170) SELF HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100
SAN FRANCISCO,CA94111
94-1750717 501C3 12,597       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(171) CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET 104
SAN FRANCISCO,CA94108
94-2152893 501C3 12,600       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(172) SALVATION ARMY- CONCORD CORPS
PO BOX 348000
SACRAMENTO,CA95834
94-1156347 501C3 12,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(173) CONCORD COMMUNITY ECONOMIC DEV ORGANIZATION
2699 MONUMENT BLVD UNIT G
CONCORD,CA94520
94-3370919 501C3 13,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(174) PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAY
OAKLAND,CA94612
94-3136771 501C3 13,200       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(175) CANAL ALLIANCE
91 LARKSPUR
SAN RAFAEL,CA94901
94-2832648 501C3 13,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(176) HAYWARD AREA RECREATION AND PARK DISTRICT
1099 E STREET
HAYWARD,CA94541
94-6000728 501C3 13,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(177) ST IGNATIUS COLLEGE PREPARATORY
2001 37TH AVE
SAN FRANCISCO,CA94116
94-1451515 501C3 14,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(178) SHELTER INC OF CONTRA COSTA COUNTY
1815 ARNOLD DRIVE
MARTINEZ,CA94553
68-0117241 501C3 14,052       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(179) MORAGA EDUCATIONAL FOUNDATION
PO BOX 34
MORAGA,CA94556
94-2791659 501C3 14,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(180) CENTER FOR VOLUNTEER & NONPROFIT LEADERSHIP OF MARIN
555 NORTHGATE DRIVE SUITE 200
SAN RAFAEL,CA94903
68-0101012 501C3 14,500       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(181) CATHOLIC CHARITIES OF THE EAST BAY
433 JEFFERSON STREET
OAKLAND,CA94607
94-2677202 501C3 15,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(182) FIRST PRESBYTERIAN CHURCH OF CONCORD
1965 COLFAX ST
CONCORD,CA94520
94-1510160 501C3 15,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(183) LICK WILMERDING HIGH SCHOOL
755 OCEAN AVE
SAN FRANCISCO,CA94112
94-1186156 501C3 15,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(184) SELF-HELP ECONOMIC DEVELOPMENT INC
1330 BROADWAY SUITE 604
OAKLAND,CA94612
20-5330006 501C3 15,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(185) WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET
NEW YORK,NY10014
13-1789318 501C3 15,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(186) SUCCESS CENTER SAN FRANCISCO
375 WOODSIDE AVE BLDG W-2
SAN FRANCISCO,CA94127
94-2844443 501C3 15,300       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(187) EAST BAY SPCA
8323 BALDWIN ST
OAKLAND,CA94621
94-1322202 501C3 15,755       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(188) 10000 DEGREES
781 LINCOLN AVE SUITE 140
SAN RAFAEL,CA94901
95-3667812 501C3 16,000       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(189) HARVARD BUSINESS SCHOOL DEVELOPMENT OFFICE
TEELE HALL SOLDIERS FIELD
BOSTON,MA02163
04-2103580 501C3 16,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(190) WELLSPRING CHURCH
1020 SERPENTINE LANE SUITE 100
PLEASANTON,CA94566
501C3 16,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(191) ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102
94-1513140 501C3 16,205       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(192) ON LOK INC
1333 BUSH STREET
SAN FRANCISCO,CA94109
94-3101464 501C3 16,241       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(193) ALAMEDA COUNTY SOCIAL SVCS AGENCY
2000 SAN PABLO AVENUE 4TH FLOOR
OAKLAND,CA94612
70-2010325 501C3 16,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(194) WOUNDED WARRIOR PROJECT
PO BOX 758516
TOPEKA,KS66675
20-2370934 501C3 16,567       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(195) VALLEY BIBLE CHURCH
1477 WILLOW AVENUE
HERCULES,CA94547
94-2208487 501C3 16,575       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(196) DOMINICAN UNIVERSITY OF CALIFORNIA
50 ACACIA AVENUE
SAN RAFAEL,CA94901
94-1156525 501C3 16,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(197) MAKE A WISH FOUNDATION GREATER BAY AREA
55 HAWTHORNE STREET SUITE 800
SAN FRANCISCO,CA94105
94-2958481 501C3 17,486       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(198) ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599
OAKLAND,CA94614
94-2960297 501C3 17,930       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(199) PLANNED PARENTHOOD SHASTA PACIFIC
2185 PACHECO STREET
CONCORD,CA94520
94-1575233 501C3 17,940       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(200) NUEVA SCHOOL
6565 SKYLINE BLVD
HILLSBOROUGH,CA94010
94-1633387 501C3 18,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(201) CORNERSTONE FELLOWSHIP
348 W CANYONS PKWY
LIVERMORE,CA94551
94-3178882 501C3 18,651       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(202) SAN ANTONIO COMMUNITY DEVELOPMENT CORP
2228 EAST 13TH STREET
OAKLAND,CA94606
94-2675448 501C3 19,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(203) CATHOLIC CHARITIES OF THE EAST BAY
433 JEFFERSON STREET
OAKLAND,CA94607
94-2677202 501C3 19,584       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(204) FAIRFIELD SUISUN UNIFIED SCHOOL DISTRICT
2490 HILBORN ROAD
FAIRFIELD,CA94534
68-0128848 501C3 20,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(205) GREAT OAKLAND PUBLIC SCHOOLS LEADERSHIP CENTER
54 WASHINGTON STREET
OAKLAND,CA94607
27-1491564 501C3 20,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(206) LIVERMORE VALLEY JOINT USD-MARYLIN AVENUE SCHOOL
800 MARYLIN AVENUE
LIVERMORE,CA94551
94-2175582 501C3 20,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(207) SAN FRANCISCO STUDY CENTER
944 MARKET STREET STE 701
SAN FRANCISCO,CA94102
94-2138883 501C3 20,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(208) STAR VISTA
610 ELM STREET SUITE 212
SAN CARLOS,CA94070
94-3094966 501C3 20,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(209) TIDES CENTER
P O BOX 29907
SAN FRANCISCO,CA941290907
94-3213100 501C3 20,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(210) URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE ST
SAN FRANCISCO,CA94117
94-1622034 501C3 20,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(211) LOYOLA MARYMOUNT UNIVERSITY
1 LMU DRIVE
LOS ANGELES,CA90045
95-1643334 501C3 20,468       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(212) REDWOOD CITY SCHOOL DISTRICT
750 BRADFORD STREET
REDWOOD CITY,CA94063
94-3034018 501C3 21,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(213) TEACH FOR AMERICA BAY AREA
22 FOURTH STREET 7TH FLOOR
SAN FRANCISCO,CA94103
13-3541913 501C3 21,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(214) FIGHTING BACK PARTNERSHIP
505 SANTA CLARA STREET THIRD FLOOR
VALLEJO,CA94590
68-0298092 501C3 22,400       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS & COMMUNITY SCHOOL SERVICES
(215) OAKLAND SCHOOLS FOUNDATION
P O BOX 27148
OAKLAND,CA94602
43-2014630 501C3 23,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(216) COMMONWEALTH CLUB OF CALIFORNIA
595 MARKET STREET 2ND FLOOR
SAN FRANCISCO,CA94105
94-0399260 501C3 23,700       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(217) CALISTOGA FAMILY CENTER
1500 CEDAR STREET
CALISTOGA,CA94515
80-0023012 501C3 24,200       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(218) LA CASA DE LAS MADRES
1663 MISSION STREET SUITE 225
SAN FRANCISCO,CA94103
94-2330864 501C3 24,383       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(219) CHILDREN NOW
1404 FRANKLIN STREET SUITE 700
OAKLAND,CA94612
94-3059243 501C3 25,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(220) COMMITTEE FOR ECONOMIC DEVELOPMENT
2000 L STREET NW SUITE 700
WASHINGTON,DC20036
13-1623973 501C3 25,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(221) FIRST 5 SOLANO CHILDREN AND FAMILIES COMMISSION
601 TEXAS ST STE 210
FAIRFIELD,CA94533
94-6000538 501C3 25,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(222) CHILDRENS CREATIVITY MUSEUM
221 FOURTH STREET
SAN FRANCISCO,CA94103
94-3178735 501C3 25,360       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(223) SYRACUSE UNIVERSITY-NY
820 COMCTOCK AVENUE SUITE 100
SYRACUSE,NY13244
15-0532081 501C3 25,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(224) ON THE MOVE
780 LINCOLN AVENUE
NAPA,CA94558
75-3149095 501C3 26,484       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS & COMMUNITY SCHOOL SERVICES
(225) COMMUNITY INITIATIVES
354 PINE STREET SUITE 700
SAN FRANCISCO,CA94104
94-3255070 501C3 27,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(226) COMPASS FAMILY SERVICES
49 POWELL STREET 3RD FLOOR
SAN FRANCISCO,CA94102
94-1156622 501C3 27,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(227) SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVE
SAN FRANCISCO,CA94107
94-3041517 501C3 27,088       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(228) COMMUNITY YOUTH CENTER OF SF
1038 POST STREET
SAN FRANCISCO,CA94109
94-1728818 501C3 27,400       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(229) YOUNG COMMUNITY DEVELOPERS INC
1715 YOSEMITE AVENUE
SAN FRANCISCO,CA94124
94-2187776 501C3 27,400       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(230) WALNUT CREEK CHURCH OF CHRIST
500 MINERT ROAD
WALNUT CREEK,CA94598
94-2659678 501C3 27,650       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(231) AMERICAN CANCER SOCIETY INC CALIFORNIA DIVISION INC
601 MONTGOMERY STREET SUITE 650
SAN FRANCISCO,CA94111
13-1788491 501C3 29,182       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(232) SINGLE STOP USA INC
1825 PARK AVE
NEW YORK,NY10035
20-8837690 501C3 29,800       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(233) FIRST HEBREW CONGREGATION OF OAKLAND TEMPLE SINAI
2808 SUMMIT STREET
OAKLAND,CA94609
501C3 30,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(234) PHI KAPPA PSI FOUNDATION
5395 EMERSON WAY
INDIANAPOLIS,IN46226
36-6130655 501C3 30,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(235) BISHOP O'DOWD HIGH SCHOOL
9500 STEARNS AVENUE
OAKLAND,CA94605
501C3 30,490       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(236) INTERNATIONAL RESCUE COMMITTEE
PO BOX 98152
WASHINGTON,DC20090
13-5660870 501C3 30,794       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(237) UNITED WAY SILICON VALLEY
1400 PARKMOOR AVENUE SUITE 250
SAN JOSE,CA95126
94-1450153 501C3 31,256       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(238) LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2
SAN FRANCISCO,CA94109
94-2917999 501C3 31,996       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(239) BERKELEY REPERTORY THEATRE
999 HARRISON STREET
BERKELEY,CA94710
94-1679756 501C3 33,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(240) CHRONICLE SEASON OF SHARING FUND
PO BOX 44740
SAN FRANCISCO,CA94144
94-3019992 501C3 35,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(241) COMMON CAUSE EDUCATION FUND
1133 19TH STREET NW 9TH FLOOR
WASHINGTON,DC20036
31-1705370 501C3 35,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(242) THE CHILDRENS AID SOCIETY
NATIONAL CNTR FOR COMMUNITY SCHOOLS
475 RIVERSIDE DRIVE SUITE 1220
NEW YORK,NY10115
13-5562191 501C3 35,245       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(243) KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET SUITE 500
OAKLAND,CA94612
20-5010766 501C3 35,955       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(244) CALIFORNIA FORWARD
300 MONTGOMERY STREET
SAN FRANCISCO,CA94104
26-0566540 501C3 36,721       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(245) CARONDELET HIGH SCHOOL
1133 WINTON DRIVE
CONCORD,CA94518
94-3333365 501C3 38,126       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(246) LAVENDER YOUTH RECREATION AND INFO CENTER
127 COLLINGWOOD STREET
SAN FRANCISCO,CA94114
94-3227296 501C3 40,500       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(247) BAY AREA COMMUNITY RESOURCES
171 CARLOS DRIVE
SAN RAFAEL,CA94903
94-2346815 501C3 41,000       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(248) EDEN I&R INC
570 B STREET
HAYWARD,CA94541
94-2339050 501C3 41,669       PROGRAM GRANT TO SUPPORT 2-1-1 INITIATIVE SERVICES
(249) FREMONT FAMILY RESOURCE CENTER
39155 LIBERTY STREET SUITE A110
FREMONT,CA94537
94-3333831 501C3 42,400       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(250) LAO FAMILY COMMUNITY DEVELOPMENT INC
2325 E 12TH STREET
OAKLAND,CA94601
94-3115164 501C3 43,380       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(251) AMERICAN HEART ASSOCIATION GREATER BAY AREA
816 S FIQUEROA STREET
LOS ANGELES,CA90017
13-5613797 501C3 46,909       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(252) VALLEJO CITY UNIFIED SCHOOL DISTRICT
665 WALNUT AVE
VALLEJO,CA94592
68-0111380 501C3 50,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS SERVICES
(253) CABRILLO EDUCATION FOUNDATION
PO BOX 354
HALF MOON BAY,CA94019
94-2976402 501C3 51,440       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(254) AMERICAN RED CROSS BAY AREA CHAPTER
1663 MARKET STREET
SAN FRANCISCO,CA94103
94-3045430 501C3 55,634       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(255) CONTRA COSTA CRISIS CENTER
307 LENNON LANE
WALNUT CREEK,CA94598
94-1747227 501C3 60,833       PROGRAM GRANT TO SUPPORT 2-1-1 INITIATIVE SERVICES
(256) YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650
SAN FRANCISCO,CA94111
94-0997140 501C3 65,000       PROGRAM GRANT TO SUPPORT COMMUNITY SCHOOLS & JOBS+ SERVICES
(257) OAKLAND ARMY BASE WORKFORCE DEVELOPMENT COLLABORATIVE
1433 WEBSTER STREET SUITE 100
OAKLAND,CA94612
91-2095892 501C3 74,200       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(258) CHINESE CONSOLIDATED BENEVOLENT ASSOCIATION
550 KEARNY STREET SUITE 100
SAN FRANCISCO,CA94108
94-1538598 501C3 75,248       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(259) OPERATION HOPE INC
707 WILSHIRE BLVD SUITE 3030
LOS ANGELES,CA90017
95-4378084 501C3 79,989       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(260) FOOD BANK OF CONTRA COSTA AND SOLANO
PO BOX 6324
CONCORD,CA94524
94-2418054 501C3 101,727       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(261) SUMMER SEARCH FOUNDATION
PO BOX 39000
SAN FRANCISCO,CA94139
68-0200138 501C3 101,863       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(262) EAST BAY ASIAN LOCAL DEVELOPMENT CORP
310 EIGHTH STREET SUITE 200
OAKLAND,CA94607
51-0171851 501C3 104,400       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(263) TAX-AID
55 2ND STREET SUITE 1400
SAN FRANCISCO,CA94105
94-3062518 501C3 120,200       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(264) SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE
SAN MATEO,CA94402
94-3084147 501C3 161,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(265) POINTS OF LIGHT INSTITUTE
600 MEANS STREET SUITE 210
ATLANTA,GA30318
65-0206641 501C3 166,403       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(266) MISSION ECONOMIC DEVELOPMENT AGENCY (MEDA)
2301 MISSION STREET SUITE 301
SAN FRANCISCO,CA94110
51-0187791 501C3 183,088       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS & JOBS+ SERVICES
(267) AMERICAN CANYON FAMILY RESOURCE CENTER
3423 BROADWAY SUITE D 1
AMERICAN CANYON,CA94503
36-4612853 501C3 263,069       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(268) COMMUNITY ACTION MARIN
29 MARY STREET
SAN RAFAEL,CA94901
94-3126365 501C3 288,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(269) CHILDREN'S NETWORK OF SOLANO COUNTY
2320 COURAGE DR 107
FAIRFIELD,CA94533
68-0014506 501C3 370,560       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(270) RICHMOND COMMUNITY FOUNDATION
1014 FLORIDA AVENUE SUITE 200
RICHMOND,CA94804
94-3337754 501C3 391,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(271) FUSE CORPS
925 MISSION STREET SUITE 109
SAN FRANCISCO,CA94103
27-5469219 501C3 552,886       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(272) SAN FRANCISCO UNIFIED SCHOOL DISTRICT
555 FRANKLIN STREET
SAN FRANCISCO,CA94102
94-6000416 501C3 2,765,101       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
268
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)3 ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH. GRANTS AND THE FOCUS OF GRANT MAKING ACTIVITIES ARE REPORTED TO AND APPROVED BY UWBA'S BOARD OF DIRECTORS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ANNE WILSONCEO (i)
(ii)
275,621
0
52
0
9,168
0
170,485
0
2,547
0
457,873
0
0
0
(2)ERIC MCDONNELLCOO (i)
(ii)
228,404
0
52
0
13,347
0
37,487
0
24,223
0
303,513
0
0
0
(3)JOAN BRAUNCFAO (i)
(ii)
162,128
0
52
0
3,241
0
9,744
0
21,673
0
196,838
0
0
0
(4)STUART CANNINGCHIEF DEVELOPMENT OFFICER (i)
(ii)
198,561
0
52
0
1,380
0
10,051
0
12,467
0
222,511
0
0
0
(5)LORNE NEEDLECHIEF COMMUNITY INVESTMENT (i)
(ii)
179,254
0
52
0
3,852
0
11,044
0
19,985
0
214,187
0
0
0
(6)TSE MING TAMVP, COMMUNITY INVESTMENT (i)
(ii)
111,317
0
15,052
0
1,878
0
7,465
0
19,648
0
155,360
0
0
0
(7)JOHN SCHAVERVP, INFORMATION TECHNOLOGY (i)
(ii)
115,125
0
1,555
0
3,014
0
23,396
0
21,908
0
164,998
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART II, COLUMN C: THE IRS DEFINES OTHER COMPENSATION (COLUMN C) AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. THREE CURRENT DIRECTORS, OFFICERS OR KEY EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN - THE CEO, COO AND VP, IT. FOR UWBA'S PURPOSES, BOTH THE COMPANY PORTION OF THE CEO'S 401K EXPENSES ($20,400) AS WELL AS THE ANNUAL ACTUARIAL VALUE OF THE NOW FROZEN DEFINED BENEFIT PLAN ($150,085), HAVE BEEN INCLUDED TO ARRIVE AT $170,485.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 34 886,476 PROCEEDS FROM SALE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 4 5,376 FMV
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Return Reference Explanation
FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS.
FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11 CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE UP TO A WEEK TO RESPOND WITH QUESTIONS AND PRESENT CONCERNS. AFTER THAT, THE 990 IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 146,908.
FORM 990, PART XII, LINE 2C AUDIT COMMITTEE AND OVERSIGHT THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM PRIOR YEAR.
FORM 990, PART VIII AND PART IX UNITED WAY STANDARD OVERHEAD CALCULATION MANAGEMENT AND GENERAL EXPENSES $3,459,238 FUNDRAISING EXPENSES $2,586,471 TOTAL SUPPORT SERVICES EXPENSES $6,045,709 TOTAL REVENUE $37,882,396 OVERHEAD PERCENTAGE 15.96%
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version: