Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
United Way Inc
 
% LINING LEE RECENDEZ
Doing business as
United Way of Greater Los Angeles
 
Number and street (or P.O. box if mail is not delivered to street address)
1150 S Olive Street Suite T500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Los Angeles, CA90015
D Employer identification number

95-2274801
E Telephone number

G Gross receipts $ 47,070,471
F Name and address of principal officer:
Elise Buik
1150 S Olive St Suite T500
Los Angeles,CA90015
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.unitedwayla.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: 1962
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: FAMILIES, CHILDREN, VETERANS AND THE HOMELESS.
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 2019 (Part V, line 2a) ...... 5 117
6 Total number of volunteers (estimate if necessary) ............. 6 2,570
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 39 ......... 7b 66,182
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 65,244,901 45,378,145
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 390,833 359,737
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,369,358 967,592
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 67,005,092 46,705,474
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 51,675,371 30,929,061
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) 8,824,429 9,747,120
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 62,083 83,900
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,965,882    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 7,198,360 8,646,332
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 67,760,243 49,406,413
19 Revenue less expenses. Subtract line 18 from line 12....... -755,151 -2,700,939
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 46,247,368 43,016,085
21 Total liabilities (Part X, line 26)............. 15,429,930 13,113,807
22 Net assets or fund balances. Subtract line 21 from line 20..... 30,817,438 29,902,278
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
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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 (2019)
Form 990 (2019)
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 PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: FAMILIES, CHILDREN, VETERANS AND THE HOMELESS.
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 $ 11,302,691 including grants of $ 7,011,430 ) (Revenue $   )
FROM OUR PROGRAM PERTAINING TO ACCESS TO HOUSING, OUR GOAL IS TO CREATE AND SUSTAIN AN END TO HOMELESSNESS, SEE SCHEDULE O FOR FURTHER DETAILS.
4b (Code:   ) (Expenses $ 3,659,769 including grants of $ 2,270,275 ) (Revenue $   )
In our endeavors to improve education, our goal is to increase the high school graduation rate, ensuring all students graduate and are prepared for college and careers. See Schedule O for further details.
4c (Code:   ) (Expenses $ 6,926,097 including grants of $ 4,296,485 ) (Revenue $   )
In our work aimed at improving economic mobility, our goal is to break the cycle of intergenerational poverty. See Schedule O for further details.
(Code:   ) (Expenses $ 17,350,871 including grants of $ 17,350,871 ) (Revenue $ 274,680 )
designations to other nonprofit organizations
4d Other program services (Describe in Schedule O.)
(Expenses $ 17,350,871 including grants of $ 17,350,871 ) (Revenue $ 274,680 )
4e Total program service expensesMediumBullet39,239,428
Form 990 (2019)
Form 990 (2019)
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 IIIClick 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
 
No
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 IIIClick 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 V......
10
 
 
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
Yes
 
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
Yes
 
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
 
No
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
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
 
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
111
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
117
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
Yes
 
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
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLINING LEE RECENDEZ1150 S OLIVE STREET SUITE T500   Los Angeles,CA90015 (213) 808-6399
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) MARK HUTCHINS......................................................................
CHAIR
5.0
.................
0.0
X   X       0 0 0
(2) CHRIS CAREY......................................................................
Vice Chair
5.0
.................
0.0
X   X       0 0 0
(3) JOHN MACK......................................................................
CORPORATE SECRETARY -Part Year
5.0
.................
0.0
X   X       0 0 0
(4) BRIAN CULLINAN......................................................................
TREASURER
5.0
.................
0.0
X   X       0 0 0
(5) RUDY MEDINA......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(6) LISA ALEXANDER......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(7) ERIKA ANDERSON......................................................................
BOARD MEMBER - Part Year
1.0
.................
0.0
X           73,100 0 0
(8) ADELE BERWANGER......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(9) CAROLINE CHOE......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(10) JANET CLAYTON......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(11) LISA CLERI REALE......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(12) TOM CUCE......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(13) KEVIN DEMOFF......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(14) ELISABETH DICK......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(15) DAVID DiCRISTOFARO......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(16) WILLIAM DONOVAN JR......................................................................
BOARD MEMBER
1.0
.................
0.0
X           0 0 0
(17) MARIA ELENA DURAZO......................................................................
BOARD MEMBER - Part Year
1.0
.................
0.0
X           0 0 0
Form 990 (2019)
Form 990 (2019)
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) JANA WARING GREER........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(19) SACHI HAMAI........................................................................
EX-OFFICIO
1.0
.......................0.0
X           0 0 0
(20) MICHELE HAVENS........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(21) RUSTY HICKS........................................................................
EX-OFFICIO
1.0
.......................0.0
X           0 0 0
(22) LARRY JAMES........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(23) KEVIN KIM........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(24) STEWART KWOH........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(25) BRAD LARSEN........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(26) JONATHAN LARSEN........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(27) LESLIE LASSITER........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(28) ROBYN LAWHON........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(29) MARK LOUCHHEIM........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(30) KATHY MANDATO........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(31) CARMEN MOCH........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(32) CAROLINE NAHAS........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(33) JERRY NEUMAN........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(34) IRENE OH........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(35) STEVE OLSON........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(36) MARK PHAIR........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(37) HEATHER RIM........................................................................
BOARD MEMBER - PART YEAR
1.0
.......................0.0
X           0 0 0
(38) REGINA ROSSALL........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(39) MIGUEL SANTANA........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(40) KATHY SIECK........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(41) MICHAEL SILACCI........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(42) RENATA SIMRIL........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(43) DOUGLAS TURK........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(44) JOE WAZ........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(45) ELISE BUIK........................................................................
PRESIDENT & CEO
50.0
.......................0.0
    X       371,890 0 107,378
(46) LINING RECENDEZ........................................................................
VP, FINANCE
50.0
.......................0.0
    X       176,600 0 36,240
(47) MILINDA MARTIN........................................................................
CHIEF OPERATING OFFICER
50.0
.......................0.0
      X     244,084 0 15,429
(48) DEENA MARGOLIS........................................................................
VP, COMMUNITY IMPACT
50.0
.......................0.0
        X   149,955 0 11,658
(49) JANET MORGAN........................................................................
DIRECTOR, MAJOR GIFTS
50.0
.......................0.0
        X   136,741 0 17,089
(50) HONG ALICE CHUNG........................................................................
VP, MARKETING & COMMUNICATION
50.0
.......................0.0
        X   132,573 0 7,565
(51) ELIZABETH PAULSON........................................................................
DIR, Engmt & Strat. Initiative
50.0
.......................0.0
        X   125,409 0 3,067
(52) COREY CASTILLO........................................................................
DIRECTOR, MAJOR ACCOUNTS
50.0
.......................0.0
        X   120,312 0 10,412
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,530,664 0 208,838
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet13
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
Mal Warwick Associates,
2550 Ninth Street Suite 103
BERKELEY,CA94710
Dir Mail Fundraising 392,834
Veritimo Inc,
16843 La Veda Avenue
CANYON COUNTRY,CA91387
IT Management 374,536
MZA Events,
3550 Wilshire Boulevard Suite 890
LOS ANGELES,CA90010
Event Production 227,648
Blue Garnet,
8055 W Manchester Ave Suite 430
PLAYA DEL REY,CA90293
Strategic Planning 209,000
Grant Thornton LLP,
515 S Flower Street 7th Floor
LOS ANGELES,CA90071
Audit & Tax Service 165,758
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet10
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 130,558
f All other contributions, gifts, grants, and similar amounts not included above1f 45,247,587
g Noncash contributions included in lines 1a - 1f:$ 1g 504,258
h Total. Add lines 1a-1f.......MediumBullet 45,378,145
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 0
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 270,199     270,199
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 1,654     1,654
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   454,535 7a
b Less: cost or other basis and sales expenses   364,997 7b
c Gain or (loss)   89,538 7c
d Net gain or (loss).........MediumBullet 89,538     89,538
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a ADMINISTRATIVE FEE AND EXPENSE RECOVERY 900099 801,558 274,680   526,878
b ALL OTHER REVENUE 900099 164,380     164,380
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 965,938
12 Total revenue. See instructions.....MediumBullet 46,705,474 274,680   1,052,649
Form 990 (2019)
Form 990 (2019)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 30,929,061 30,929,061
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 990,558 268,070 403,916 318,572
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 6,545,024 2,508,136 860,754 3,176,134
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,160,263 360,336 297,592 502,335
9 Other employee benefits ....... 514,330 209,873 77,403 227,054
10 Payroll taxes ........... 536,945 214,637 83,911 238,397
11 Fees for services (non-employees):        
a Management ...... 27,619   27,619  
b Legal ......... 18,125   18,125  
c Accounting ........... 162,701   162,701  
d Lobbying ........... 92,542 92,542    
e Professional fundraising services. See Part IV, line 17 83,900 83,900
f Investment management fees ...... 8,008   8,008  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,268,802 2,680,293 228,459 360,050
12 Advertising and promotion .... 896,529 426,087 131,262 339,180
13 Office expenses ....... 313,761 118,975 55,735 139,051
14 Information technology ...... 749,187 278,537 181,531 289,119
15 Royalties .. 0      
16 Occupancy ........... 895,553 292,588 219,687 383,278
17 Travel ............ 318,114 137,546 56,236 124,332
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 298,091 173,346 33,042 91,703
20 Interest ........... 16,155 5,008 4,200 6,947
21 Payments to affiliates ....... 539,043 167,103 140,151 231,789
22 Depreciation, depletion, and amortization .. 163,660 50,735 42,551 70,374
23 Insurance ... 78,757 24,667 20,382 33,708
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 MISCELLANEOUS EXPENSES 799,685 301,888 147,838 349,959
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 49,406,413 39,239,428 3,201,103 6,965,882
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 20,673,844 1 16,605,753
2 Savings and temporary cash investments ......... 57,113 2 1,824,833
3 Pledges and grants receivable, net ...... 13,286,622 3 11,745,557
4 Accounts receivable, net ............. 1,410,468 4 1,383,015
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 350,665 9 649,734
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,183,144
b Less: accumulated depreciation 10b 2,335,685 1,011,119 10c 847,459
11 Investments—publicly traded securities . 9,038,537 11 9,541,042
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 419,000 15 418,692
16 Total assets. Add lines 1 through 15 (must equal line 33)... 46,247,368 16 43,016,085
Liabilities 17 Accounts payable and accrued expenses ..... 3,431,830 17 3,576,207
18 Grants payable ... 9,224,903 18 7,362,115
19 Deferred revenue ......... 100,000 19 100,000
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 419,000 21 418,692
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
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 2,254,197 25 1,656,793
26 Total liabilities. Add lines 17 through 25.. 15,429,930 26 13,113,807
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 30,817,438 32 29,902,278
33 Total liabilities and net assets/fund balances ........ 46,247,368 33 43,016,085
Form 990 (2019)
Form 990 (2019)
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
46,705,474
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
49,406,413
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,700,939
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
30,817,438
5
Net unrealized gains (losses) on investments ...............
5
12,896
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
1,772,883
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
29,902,278
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
 
No
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
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 66,410,600 65,981,395 71,621,707 65,244,901 45,378,145 314,636,748
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 66,410,600 65,981,395 71,621,707 65,244,901 45,378,145 314,636,748
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).. 73,622,440
6 Public support. Subtract line 5 from line 4. 241,014,308
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 66,410,600 65,981,395 71,621,707 65,244,901 45,378,145 314,636,748
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 122,897 134,276 306,123 392,387 271,853 1,227,536
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 0 0 0
11 Total support. Add lines 7 through 10 315,864,284
12
12
6,105,476
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
76.303 %
15
15
76.450 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
United Way Inc
 
Employer identification number
95-2274801
Part I
Contributors
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
 
 
 
 

$  


(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
United Way Inc
 
Employer identification number

95-2274801
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
United Way Inc
 
Employer identification number

95-2274801
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) ...................... 88,157  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 37,309  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 125,466  
d Other exempt purpose expenditures ............................................................................... 49,280,947  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 49,406,413  
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-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (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 52,896 29,770 920,022 125,466 1,128,154
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 28,123 1,480 391 88,157 118,151
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE C, PART II-A In fiscal year 2018, United Way continued to support the two tax ballots passed last fiscal year (Proposition Measure HHH in November 2016 for City of Los Angeles election, and Measure H in March 2017 for County of Los Angeles). The involvements and expenses incurred were significantly reduced from last year. United Way has a 501(h) election pursuant to which it may expend $1 million on legislative lobbying activities. There is no significant lobbying expenses in fiscal year 2018.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 3,398,333 2,955,135 3,056,016 2,954,153 2,499,524
b Contributions ... 100,000        
c Net investment earnings, gains, and losses 269,321 443,198 -100,881 101,863 454,629
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 3,767,654 3,398,333 2,955,135 3,056,016 2,954,153
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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   1,728,117 953,800 774,317
d Equipment ....   1,123,524 1,118,626 4,898
e Other .....   331,503 263,259 68,244
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 847,459
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,656,793
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 29,367,499
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 12,896
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -17,350,871
e Add lines 2a through 2d ..................... 2e -17,337,975
3 Subtract line 2e from line 1.................. 3 46,705,474
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 46,705,474
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 32,055,542
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3 32,055,542
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  
b Other (Describe in Part XIII.) ............ 4b 17,350,871
c Add lines 4a and 4b..................... 4c 17,350,871
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 49,406,413
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
Schedule D, Part IV, Line 2B Custodian funds are held by United Way on behalf of other entities and are disbursed only upon instructions from such entities.
Schedule D, Part V, Line 4 The board designated endowment fund was set up to invest funds and provide security to the future operations of United Way.
SCHEDULE D, PART X, LINE 2 UNITED WAY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AND FRANCHISE TAX BOARD AS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAX ON ITS INCOME, OTHER THAN UNRELATED BUSINESS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ASC TOPIC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRES ENTITIES TO DETERMINE WHETHER IT IS "MORE LIKELY THAN NOT" THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES. AN UNCERTAIN TAX POSITION WILL NOT BE RECOGNIZED IF IT HAS LESS THAN A 50% LIKELIHOOD OF BEING SUSTAINED. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITHIN ITS FINANCIAL STATEMENTS. THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS AS OF JUNE 30, 2018, NOR ARE ANY ANTICIPATED IN THE 12 MONTHS FOLLOWING JUNE 30, 2018. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSES IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE OPEN FEDERAL AND STATE TAX YEARS ARE AS FOLLOWS: FEDERAL US 2014 THROUGH 2017 CALIFORNIA 2013 THROUGH 2017
Schedule D, Part XI, Line 2D On behalf of its donors, United Way processed designations to other nonprofit organizations in the amount of $17,350,871.
SCHEDULE D, PART XII, LINE 4B ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED DESIGNATIONS TO OTHER NONPROFIT ORGANIZATions IN THE AMOUNT OF $17,350,871.
Schedule D (Form 990) 2019


Additional Data


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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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
Part I
Fundraising Activities.Complete if the organization answered "Yes" on 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 10 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
Mal Warwick Associates
2550 9th Street Suite 103
 
Berkeley, CA94710
Direct Mail   No 568,161 83,900 484,261
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 568,161 83,900 484,261
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.
CA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.









VerticalRevenue
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

 

 

 

 

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash 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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct 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 conducted 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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2B MAL WARWICK ASSOCIATES 2550 9TH STREET, SUITE 103 BERKELEY,CA 94710 THE FUNDRAISER WAS PAID $83,900 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. THE FUNDRAISER WAS ALSO PAID $277,422 FOR FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST AND OTHER REIMBURSABLE EXPENSES. FUNDRAISING EXPENSES WERE SEPARATELY IDENTIFIED ON INVOICES.
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
United Way Inc
 
Employer identification number
95-2274801
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) 1736 Family Crisis Center
2116 Arlington Ave Ste 200
Los Angeles,CA90018
95-3989251 501 (c)(3) 40,000 0     Housing
(2) 211 - County of Los Angeles
526 West Las Tunas Dr
San Gabriel,CA91776
95-3510017 501 (c)(3) 169,500 0     Economic Mobility
(3) Advancement Through Opportunitiy & Knowledge Inc
1200 West 37th Place
Los Angeles,CA90007
95-4415115 501 (c)(3) 40,000 0     Education
(4) After-School all Stars
6501 Fountain Ave
Los Angeles,CA90028
91-2162719 501 (c)(3) 40,000 0     Education
(5) All Peoples Community Center
822 E 20th Street
Los Angeles,CA90011
95-2669400 501 (c)(3) 45,000 0     Education
(6) Alliance for a Better Community
1545 Wilshire Blvd Ste 700
Los Angeles,CA90017
31-1760082 501 (c)(3) 35,000 0     Education
(7) American Red Cross of Greater Los Angeles
11355 Ohio Avenue
Los Angeles,CA90025
53-0196605 501 (c)(3) 225,000 0     Economic Mobility
(8) Antelope Valley Boys & Girls Club
PO Box 10047
Lancaster,CA93584
95-4290055 501 (c)(3) 30,000 0     Education
(9) Antelope Valley Domestic Violence Council
PO Box 2980
Lancaster,CA93539
95-3582588 501 (c)(3) 489,500 0     Housing
(10) Antelope Valley Partners for Health
45104 10th St West
Lancaster,CA93534
47-0957404 501 (c)(3) 35,000 0     Education
(11) Ascencia
1851 Tyburn Street
Glendale,CA91204
20-4233822 501 (c)(3) 15,000 0     Housing
(12) Asian American Drug Abuse Program
2900 Crenshaw Blvd
Los Angeles,CA90016
95-2848695 501 (c)(3) 50,000 0     Economic Mobility
(13) Asian Americans Advancing Justice - LA
1145 Wilshire Blvd 2nd Flr
Los Angeles,CA90017
95-3854152 501 (c)(3) 75,000 0     Education
(14) Boys & Girls Club of Burbank
2244 N Buena Vista St
Burbank,CA91504
95-4485745 501 (c)(3) 35,000 0     Education
(15) Boys & Girls Club of Carson
1950 E 220th St Ste 102
Carson,CA90810
33-0475452 501 (c)(3) 40,000 0     Education
(16) Boys & Girls Club of the Los Angeles Harbor
1200 S Cabrillo Ave
San Pedro,CA90731
95-1661682 501 (c)(3) 125,660 0     Education
(17) Boys & Girls Club of Venice
2232 Lincoln Blvd
Venice,CA90291
95-6209203 501 (c)(3) 50,000 0     Education
(18) Boys & Girls Club of West San Gabriel Valley
328 S Ramona Ave
Monterey Park,CA91754
95-2782501 501 (c)(3) 45,000 0     Education
(19) Boys & Girls Club of Whittier
7905 S Greenleaf Ave
Whittier,CA90602
95-6151763 501 (c)(3) 45,000 0     Education
(20) Bridge to Home (Santa Clarita Community Developmen
PO BOX 802978
Santa Clarita,CA91380
95-4587823 501 (c)(3) 35,000 0     Housing
(21) Building Skills Partnership
828 W Washington Blvd
Los Angeles,CA90015
26-1254255 501 (c)(3) 107,500 0     Education & Economic Mobility
(22) Californians for Justice Education Fund
1971 Las Plumas Ave
San Jose,CA95133
94-3256009 501 (c)(3) 30,000 0     Education
(23) CANGRESS dba LA Community Action Network
838 E 6th St
Los Angeles,CA90021
02-0661629 501 (c)(3) 25,000 0     Housing
(24) Career Ladders Project
678 13th Street
Oakland,CA94612
68-0412350 501 (c)(3) 7,500 0     Education
(25) Catholic Charities of Los Angeles Inc
1531 James M Wood Blvd
Los Angeles,CA90015
95-1690973 501 (c)(3) 100,000 0     Housing & Economic Mobility
(26) CAUSE
2021 Sperry Ave Ste 9
Ventura,CA93003
77-0578864 501 (c)(3) 100,000 0     Economic Mobility
(27) Center for Pacific Asian Family Inc
543 N Fairfax Ave 108
Los Angeles,CA90036
95-3532351 501 (c)(3) 25,000 0     Housing
(28) Center for Powerful Public Schools
350 S Bixel St Ste 180
Los Angeles,CA90017
26-0326342 501 (c)(3) 30,000 0     Education
(29) Central American Resource Center of CA
2845 W 7th street
Los Angeles,CA90005
95-3867724 501 (c)(3) 30,000 0     Education
(30) Central City Neighborhood Partners
501 S Bixel St
Los Angeles,CA90017
95-4837709 501 (c)(3) 35,000 0     Economic Mobility
(31) Child and Family Guidance Center
8550 Blaboa Blvd Ste 216
Northridge,CA91325
95-2217348 501 (c)(3) 40,000 0     Economic Mobility
(32) Children's Bureau of Southern California
1910 Magnolia Ave
Los Angeles,CA90007
95-1690975 501 (c)(3) 25,000 0     Economic Mobility
(33) Chinatown Service Center
767 N Hill St Ste 400
Los Angeles,CA90012
95-2918844 501 (c)(3) 25,000 0     Economic Mobility
(34) Chrysalis Center
522 S Main Street
Los Angeles,CA90013
95-3972624 501 (c)(3) 100,000 0     Housing & Economic Mobility
(35) City Year
606 S Olive St 2nd Flr
Los Angeles,CA90014
22-2882549 501 (c)(3) 30,000 0     Education
(36) Coalition For Humane Immigrant Rights of LA
2533 West 3rd St Ste 101
Los Angeles,CA90057
95-4421521 501 (c)(3) 30,000 0     Education
(37) Coalition for Responsible Community Development
3101 South Grand Ave
Los Angeles,CA90007
20-2445113 501 (c)(3) 25,000 0     Economic Mobility
(38) College Track
2130 East 1st Street
Los Angeles,CA90033
94-3279613 501 (c)(3) 30,000 0     Education
(39) Communities in Schools LA West
2000 Ave of Stars Ste 803
Los Angeles,CA90067
26-0404220 501 (c)(3) 30,000 0     Education
(40) Community Asset Development Re-Defining (CADRE)
8410 South Broadway
Los Angeles,CA90003
26-4753821 501 (c)(3) 45,000 0     Education
(41) Community Career Development Inc
3550 Wilshire Blvd Ste 500
Los Angeles,CA90010
23-7209115 501 (c)(3) 50,000 0     Economic Mobility
(42) Community Coalition for Substance Abuse Prevention
8101 S Vermont Avenue
Los Angeles,CA90044
95-4298811 501 (c)(3) 50,000 0     Education
(43) Community Development Technologies Center
520 West 23rd Street
Los Angeles,CA90007
95-4546040 501 (c)(3) 40,000 0     Education
(44) Community Partners
1000 N Alameda Ste 240
Los Angeles,CA90012
95-4302067 501 (c)(3) 200,000 0     Housing
(45) Community Recovery Team Inc
10035 Blossom Valley Rd
El Cajon,CA92021
26-2237161 501 (c)(3) 30,000 0     Economic Mobility
(46) Corporation for Supportive Housing
61 Broadway Ste 2300
New York,NY10006
13-3600232 501 (c)(3) 166,500 0     Housing
(47) Didi Hirsch Community
4760 S Sepulveda Blvd
Culver City,CA90230
95-1816023 501 (c)(3) 50,000 0     Housing
(48) Door of Hope
669 N Los Robles Ave
Pasadena,CA91101
95-4044568 501 (c)(3) 34,188 0     Housing
(49) Downtown Women's Center
442 S San Pedro St
Los Angeles,CA90013
31-1597223 501 (c)(3) 40,000 0     Housing
(50) East LA Community Corp
530 South Boyle Ave
Los Angeles,CA90033
95-4531076 501 (c)(3) 50,000 0     Economic Mobility
(51) EduCare Foundation
16134 Wyandotte St
Van Nuys,CA91406
95-4285350 501 (c)(3) 30,000 0     Education
(52) Educators 4 Excellence
448 S Hill Street
Los Angeles,CA90013
27-3382030 501 (c)(3) 62,500 0     Education
(53) El Centro de Ayuda
1972 E Cesar Chavez
Los Angeles,CA90033
95-4563348 501 (c)(3) 77,500 0     Economic Mobility
(54) Enterprise Community Partners
600 Wilshire Blvd Ste 600
Los Angeles,CA90017
52-1231931 501 (c)(3) 40,000 0     Housing
(55) Families in Schools
1545 Wilshire Blvd Ste 700
Los Angeles,CA90017
95-4818894 501 (c)(3) 45,000 0     Education
(56) Food Share
4156 Southbank Road
Oxnard,CA93036
77-0018162 501 (c)(3) 100,000 0     Economic Mobility
(57) Fulfillment Fund
6100 Wilshire Blvd ste 600
Los Angeles,CA90048
95-3180934 501 (c)(3) 30,000 0     Education
(58) Girls Inc of Carpinteria
5315 Foothill Road
Carpinteria,CA93013
23-7430292 501 (c)(3) 10,000 0     Economic Mobility
(59) Green Dot Public Schools
1149 S Hill St Ste 600
Los Angeles,CA90015
95-4679811 501 (c)(3) 25,000 0     Education
(60) Habitat for Humanity of Ventura County Inc
1850 Eastman Avenue
Oxnard,CA93030
77-0120376 501 (c)(3) 10,000 0     Economic Mobility
(61) Harbor Interfaith Services Inc
670 W Ninth Street
San Pedro,CA90731
33-0031099 501 (c)(3) 708,100 0     Housing
(62) Hathaway - Sycamore
210 S DeLacey Ste 110
Pasadena,CA91105
95-1691005 501 (c)(3) 71,000 0     Housing
(63) Heart of Los Angeles Youth
2701 Wilshire Boulevard
Los Angeles,CA90057
95-4397418 501 (c)(3) 40,000 0     Education
(64) Homeless Health Care Los Angeles (United Homeless
2330 Beverly Blvd
Los Angeles,CA90057
95-4074970 501 (c)(3) 150,000 0     Housing
(65) Imagine LA
5455 Wilshire Blvd Ste 1001
Los Angeles,CA90036
20-4637089 501 (c)(3) 25,000 0     Economic Mobility
(66) Inner City Law Center
1309 E 7th Street
Los Angeles,CA90021
95-3697572 501 (c)(3) 40,000 0     Housing
(67) InnerCity Struggle
124 N Townsend Ave
Los Angeles,CA90063
27-2133211 501 (c)(3) 50,000 0     Education & Housing
(68) Instituto de Educacion Popular del Sur de Californ
1565 West 14th Street
Los Angeles,CA90015
95-4431992 501 (c)(3) 18,000 0     Economic Mobility
(69) Interval House
6615 E PAC Hwy Ste 170
Long Beach,CA90803
95-3389113 501 (c)(3) 30,000 0     Housing
(70) Jewish Free Loan Association
6505 Wilshire Blvd Ste 715
Los Angeles,CA90048
95-1691014 501 (c)(3) 10,000 0     Economic Mobility
(71) Jewish Vocational Services
6505 Wilshire Blvd Ste 700
Los Angeles,CA90048
95-1691012 501 (c)(3) 50,000 0     Economic Mobility
(72) Koreatown Youth and Community Center Inc
3727 W 6th St Suite 300
Los Angeles,CA90020
95-3779389 501 (c)(3) 75,000 0     Education & Economic Mobility
(73) LA Family Housing Corporation
7843 Lankershim Blvd
North Hollywood,CA91605
95-3920560 501 (c)(3) 530,820 0     Housing
(74) LA Works
570 West Ave 26 Ste 400
Los Angeles,CA90065
95-4329727 501 (c)(3) 23,735 0     Housing
(75) LA Promise Fund (formerly LA's Promise)
202 W First St Ste 4-0160
Los Angeles,CA90012
20-4562686 501 (c)(3) 30,000 0     Education
(76) LA Voice
760 S Westmoreland St 336
Los Angeles,CA90005
95-4781974 501 (c)(3) 45,000 0     Education
(77) LACER Aftershool Program
1277 Wilcox Ave Ste 2
Los Angeles,CA90038
95-3890819 501 (c)(3) 30,000 0     Education
(78) Lamp Inc
526 San Pedro St
Los Angeles,CA90013
95-3993742 501 (c)(3) 500,000 0     Housing
(79) Latino Resource Organization Inc
610 California Avenue
Venice,CA90291
95-3655201 501 (c)(3) 25,000 0     Economic Mobility
(80) LIFT Inc
1910 Magnolia Avenue
Los Angeles,CA90007
52-2168409 501 (c)(3) 25,000 0     Economic Mobility
(81) Los Angeles Alliance for a New Economy
464 Lucas Ave Ste 202
Los Angeles,CA90017
95-4459427 501 (c)(3) 35,000 0     Economic Mobility
(82) Los Angeles Black Worker Center
1000 North Alameda Ste 240
Los Angeles,CA90012
95-4302067 501 (c)(3) 25,000 0     Economic Mobility
(83) Los Angeles Education Partnership
1055 W 7th St Ste 200
Los Angeles,CA90017
95-3909218 501 (c)(3) 25,000 0     Education
(84) Los Angeles Urban League
3450 Mount Vernon Drive
Los Angeles,CA90008
95-1691288 501 (c)(3) 100,000 0     Education & Economic Mobility
(85) Mental Health America of Los Angeles
100 W Broadway Ste 5010
Long Beach,CA90802
95-1881491 501 (c)(3) 25,000 0     Economic Mobility
(86) Mexican American Legal Defense and Education Fund
634 S Spring St 11th Flr
Los Angeles,CA90014
74-1563270 501 (c)(3) 45,000 0     Education
(87) Mexican American Opportunity Foundation
401 North Garfield Avenue
Montebello,CA90640
95-2594166 501 (c)(3) 50,000 0     Economic Mobility
(88) Miguel Contreras Foundation
2130 James M Wood Blvd
Los Angeles,CA90006
27-1149852 501 (c)(3) 230,010 0     Economic Mobility
(89) National Health Foundation
515 S Figueroa St Ste 1300
Los Angeles,CA90071
23-7314808 501 (c)(3) 75,000 0     Housing
(90) PF Bresee Foundation
184 Bimini Place
Los Angeles,CA90004
95-3797363 501 (c)(3) 25,000 0     Economic Mobility
(91) Pacific Asian Consortium Employment (PACE) Busines
1055 Wilshire Blvd Ste 1475
Los Angeles,CA90017
51-0192025 501 (c)(3) 40,000 0     Economic Mobility
(92) Para Los Ninos
500 Lucas Avenue
Los Angeles,CA90017
95-3443276 501 (c)(3) 30,000 0     Education
(93) Parent Institute for Quality Education
825 Colorado Blvd Ste 228
Los Angeles,CA90041
33-0259359 501 (c)(3) 30,000 0     Education
(94) Partnership for LA Schools
1541 Wilshire Blvd Ste 200
Los Angeles,CA90017
26-1759681 501 (c)(3) 45,000 0     Education
(95) PATH Ventures
340 N Madison Avenue
Los Angeles,CA90004
20-1892523 501 (c)(3) 50,000 0     Housing
(96) People Assisting The Homeless (PATH) Partners
340 N Madison Avenue
Los Angeles,CA90004
95-3950196 501 (c)(3) 591,500 0     Housing
(97) Project GRAD Los Angeles
10200 Sepulveda Blvd Ste 255
Mission Hills,CA91345
95-4724314 501 (c)(3) 30,000 0     Education
(98) Proyecto Pastoral
135 N Mission Road
Los Angeles,CA90033
95-3213958 501 (c)(3) 30,000 0     Education
(99) Public Counsel
610 South Ardmore Ave
Los Angeles,CA90005
23-7105149 501 (c)(3) 65,000 0     Education & Housing
(100) PVJOBS (Playa Vista Job Opportunities and Business
4112 S Main Street
Los Angeles,CA90037
95-4706948 501 (c)(3) 40,000 0     Economic Mobility
(101) Ramon C Cortines School of Visual and Performing
450 N Grand Ave
Los Angeles,CA90012
95-6001908 501 (c)(3) 8,424 0     Education
(102) Safe Place for Youth (SPY)
2469 Lincoln Blvd
Venice,CA90291
95-4302067 501 (c)(3) 75,000 0     Housing
(103) Shelter Partnership Inc
520 S Grand Ave Ste 695
Los Angeles,CA90071
95-3976214 501 (c)(3) 45,000 0     Housing
(104) Shields for Families Project
11601 S Western Ave
Los Angeles,CA90047
95-4336420 501 (c)(3) 25,000 0     Economic Mobility
(105) Single Room Occupancy Housing Corporation
1055 W 7th St Ste 3250
Los Angeles,CA90017
95-3909215 501 (c)(3) 135,000 0     Housing
(106) Skid Row Housing Trust
1317 East 7th Street
Los Angeles,CA90021
95-4205316 501 (c)(3) 30,000 0     Housing
(107) Social Research Council
One Pierrepont Plaza 15th Flr
Brooklyn,NY11201
13-1325070 501 (c)(3) 15,000 0     Housing
(108) South Antelope Valley
39139 10th Street E
Palmdale,CA93550
26-1445699 501 (c)(3) 30,000 0     Education
(109) South Bay Center for Counseling
540 North Marine Avenue
Los Angeles,CA90744
23-7360521 501 (c)(3) 75,000 0     Education & Economic Mobility
(110) Southern California Association of NonProfit
501 Shatto Place Ste 403
Los Angeles,CA90020
95-4019655 501 (c)(3) 35,000 0     Housing
(111) Southern California Grantmakers
1000 N Alamdea St Ste 230
Los Angeles,CA90012
95-2831058 501 (c)(3) 35,000 0     Housing
(112) Special Services for Groups Inc
905 East 8th Street
Los Angeles,CA90021
95-1716914 501 (c)(3) 647,500 0     Housing
(113) St Joseph Center
204 Hampton Drive
Venice,CA90291
95-3874381 501 (c)(3) 392,841 0     Housing
(114) Streetlights Inc
622 N Van Ness Ave Ste 105
Hollywood,CA90004
95-4499501 501 (c)(3) 25,000 0     Economic Mobility
(115) The Center at Blessed Sacrament
6636 Selma Avenue
Los Angeles,CA90028
20-3022534 501 (c)(3) 75,000 0     Housing
(116) The Salvation Army
180 E Ocean Blvd Ste 500
Long Beach,CA90802
13-5562351 501 (c)(3) 40,000 0     Housing
(117) The Village Family Services
6736 Laurel Canyon Blvd Ste 200
North Hollywood,CA91606
95-4625826 501 (c)(3) 75,000 0     Housing
(118) The Whole Child-Mental Health & Housing
10155 Colima Road
Whittier,CA90603
95-2031148 501 (c)(3) 40,000 0     Housing
(119) THINK Together
2101 E 4th Street
Santa Ana,CA92705
33-0781751 501 (c)(3) 40,000 0     Education
(120) UAW - Labor Employment and Training Corp
3965 S Vermont Avenue
Los Angeles,CA90037
95-3929756 501 (c)(3) 25,000 0     Economic Mobility
(121) Union Station Homeless Services
825 East Orange Grove Blvd
Pasadena,CA91104
95-3958741 501 (c)(3) 595,500 0     Housing
(122) Unite LA
350 S Bixel St Ste 200
Los Angeles,CA90051
82-0576380 501 (c)(3) 40,000 0     Education
(123) United Friends of the Children
1055 Wilshire Blvd Ste 1955
Los Angeles,CA90017
95-3665186 501 (c)(3) 30,000 0     Education
(124) United Homeless Healthcare Partners
2330 Beverly Boulevard
Los Angeles,CA90057
95-4074970 501 (c)(3) 25,000 0     Housing
(125) United States Veterans initative
800 W 6th St Ste 1505
Los Angeles,CA90017
95-4382752 501 (c)(3) 50,000 0     Economic Mobility
(126) United Way of Santa Barbara County
320 E Gutierrez St
Santa Barbara,CA93101
95-1641968 501 (c)(3) 300,000 0     Economic Mobility
(127) United Ways of California
1107 Fair Oaks Avenue 12
South Pasadena,CA91030
94-1646369 501 (c)(3) 97,004 0     Economic Mobility
(128) Upward Bound House
1104 Washington Ave
Santa Monica,CA90403
95-4288926 501 (c)(3) 35,000 0     Housing
(129) USC Sol Price Center for Social Innovation
635 Downey Way 2nd Flr Ste 207
Los Angeles,CA90089
95-1642394 501 (c)(3) 50,000 0     Housing
(130) Veterans Career Xchange
17412 Ventura Blvd Ste 218
Encino,CA91316
46-4927755 501 (c)(3) 20,000 0     Economic Mobility
(131) Veterans in Media & Entertainment (formerly Vetera
1237 S Crescent Heights Blvd
Los Angeles,CA90035
80-0805473 501 (c)(3) 25,000 0     Economic Mobility
(132) Volunteers of America Los Angeles
3600 Wilshire Blvd Ste 1500
Los Angeles,CA90010
95-1691330 501 (c)(3) 109,500 0     Housing & Economic Mobility
(133) WattsWillowbrook Boys & Girls Club
1339 East 120th St
Los Angeles,CA90059
95-1945829 501 (c)(3) 35,000 0     Education
(134) West Valley Boys & Girls Club
7245 Remmet Avenue
Canoga Park,CA91303
95-4419365 501 (c)(3) 30,000 0     Education
(135) Western Center on Law and Proverty
3701 Wilshire Blvd Ste 208
Los Angeles,CA90010
95-2897721 501 (c)(3) 25,000 0     Housing
(136) Women in Non Tradition Employment Roles Inc (WIN
3655 S Grand Ave 210
Los Angeles,CA90007
95-4513961 501 (c)(3) 35,000 0     Economic Mobility
(137) Woodcraft Rangers
340 E Second St Ste 200
Los Angeles,CA90012
95-1729319 501 (c)(3) 40,000 0     Education
(138) YMCA of Greater Long Beach
525 East 7th Street
Long Beach,CA90813
95-1643396 501 (c)(3) 50,000 0     Education
(139) Youth Policy Institute
634 S Spring St 10th Flr
Los Angeles,CA90014
52-1278339 501 (c)(3) 55,000 0     Education & Economic Mobility
(140) YWCA of Greater Los Angeles
1020 S Olive Street
Los Angeles,CA90015
95-1652919 501 (c)(3) 50,000 0     Economic Mobility
(141) YWCA of San Gabriel Valley
943 N Grand Ave
Covina,CA91724
95-1641967 501 (c)(3) 40,000 0     Housing
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
141
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
Schedule I, Part I, Line 2 ALL GRANTEES ARE REQUIRED TO SUBMIT REPORTS TO US TWICE PER YEAR. THE GRANT PERIOD BEGINS ON JULY 1ST SO THE FIRST REPORT IS DUE BY JANUARY 15TH AND THE SECOND REPORT IS DUE 15 DAYS AFTER THE GRANT PERIOD IS OVER (JULY 15TH) IN ORDER FOR US TO RECEIVE FINAL RESULTS. THE REPORT INCLUDES QUANTITATIVE AND QUALITATIVE DATA REQUESTS. WE ALSO REQUIRE UPDATED FINANCIALS AND AUDIT REPORTS. UWGLA STAFF REVIEW THESE REPORTS TO ASCERTAIN PROGRESS AGAINST OBJECTIVES AND OUTCOMES IN EACH GRANTEE SCOPE OF WORK. AN ANALYSIS OF THE REPORT AGGREGATING ALL THE DATA IS PROVIDED TO THE COMMUNITY IMPACT CABINET (CIC) FOR THEIR REVIEW. ANY GRANTEE PERFORMANCE PROBLEMS ARE HIGHLIGHTED TO THE CIC WITH A STAFF PLAN ON HOW THESE GRANTS WILL BE MONITORED.
Schedule I (Form 990) 2019



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
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 on 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 on 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 on 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 on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ELISE BUIK
PRESIDENT & CEO
(i)

(ii)
322,754
-------------
0
46,820
-------------
0
2,316
-------------
0
82,891
-------------
0
24,487
-------------
0
479,268
-------------
0
0
-------------
0
2LINING RECENDEZ
VP, FINANCE
(i)

(ii)
160,896
-------------
0
9,365
-------------
0
6,339
-------------
0
16,124
-------------
0
20,116
-------------
0
212,840
-------------
0
0
-------------
0
3MILINDA MARTIN
CHIEF OPERATING OFFICER
(i)

(ii)
221,227
-------------
0
14,825
-------------
0
8,032
-------------
0
7,147
-------------
0
8,282
-------------
0
259,513
-------------
0
0
-------------
0
4DEENA MARGOLIS
VP, COMMUNITY IMPACT
(i)

(ii)
143,398
-------------
0
1,950
-------------
0
4,607
-------------
0
0
-------------
0
11,658
-------------
0
161,613
-------------
0
0
-------------
0
5JANET MORGAN
DIRECTOR, MAJOR GIFTS
(i)

(ii)
129,982
-------------
0
5,000
-------------
0
1,759
-------------
0
3,087
-------------
0
14,002
-------------
0
153,830
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 I, Line 4B THE ORGANIZATION HAS A BENEFIT RESTORATION PLAN (BRP) FOR ITS CURRENT CEO AND PRESIDENT, ELISE BUIK. THIS PLAN WAS APPROVED BY THE BOARD IN JULY 2008 AND $25,000 WAS FUNDED TO A RABBI TRUST IN DECEMBER 2008. ADDITIONAL AMOUNT WAS FUNDED IN FISCAL YEAR 2018. THE $24,938 ESTIMATED INCREASE IN THE VALUE OF THE PLAN IS REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II. MS. BUIK IS NOT VESTED AND THE PLAN DID NOT MAKE ANY DISTRIBUTIONS. THE BRP IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND THESE AMOUNTS MAY NEVER BE RECEIVED BY THE INDIVIDUAL. IF ANY AMOUNTS ARE PAID OUT UNDER THE BRP, THE AMOUNT WILL ALSO BE REPORTED AS COMPENSATION IN THE YEAR PAID. SEE SCHEDULE O FOR FURTHER DETAILS ON PERFORMANCE PAY.
Schedule J (Form 990) 2019

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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
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 37 504,258 FMV
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 ...        
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
 
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 isn't 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 nonstandard contributions?
31
Yes
 
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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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, Part I, Column (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B).
Schedule M (Form 990) (2019)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
United Way Inc
 
Employer identification number

95-2274801
Return Reference Explanation
FORM 990, PART III, LINE 4 Statement of Purpose WHAT WE DO - MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY BY: 1. MONITORING DATA. 2. INVESTING FUNDS. 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE. 4. FOCUSING ON SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES. 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS IN THE AREAS OF HOUSING, EDUCATION AND ECONOMIC MOBILITY. OUR THREE-YEAR GOALS United Way of Greater Los Angeles (UWGLA) focuses on three pillars that are critical to addressing poverty: Housing Solutions, Educational Equity, and Economic Mobility. Over the next three years, UWGLA will focus on the following goals: 1. Increase the number of students of color who graduate from high school prepared for college and a career. 2. Increase transfer and completion rates of community college students. 3. Prevent vulnerable families and individuals from falling into homelessness. 4. Reduce street and chronic homelessness. 5. Expand the production and availability of supportive housing for our most vulnerable homeless neighbors. 6. Increase the number of vulnerable youth and adults who obtain workplace skills and are connected to jobs. 7. Build economic equity across the region by increasing the assets and net worth of low-income families and individuals. 8. Expand the civic engagement and participation of all individuals and families, particularly people of color and youth, to reduce poverty and inequity. SCALING SOLUTIONS Improving policy and driving systems change is a critical part of the work we do at United Way. In a region as large, complex, and fragmented as Los Angeles County, systems change is the only way to scale long-term solutions that truly break the cycle of poverty. We advocate for and influence public policy, demanding solutions that provide lasting change and we make long-term commitments to implementing them. We also research social problems to deliver data and evidence-based solutions that demonstrate real outcomes. LEVERAGING PARTNERSHIPS Solving complex problems like poverty cant be done by the power of one it requires the power of many. Thats why we focus on bringing people together to work on our regions most difficult issues. We work alongside public, private, and non-profit sectors to tackle the root causes of poverty, and we build on programs and strategies that impact and influence a greater number of neighbors and communities. MAKING COMMUNITY IMPACT Through our grants, we invest in local nonprofits and programs which will have the greatest impact in reaching our goals to end poverty, expanding their resources to meet the needs of the most vulnerable people in our communities. We annually invest in approximately 150 high-performing nonprofit partners aligned with the goals in our three pillars.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACTIVITY - ENDING HOMELESS THROUGH HOUSING STABILITY. GOAL CREATE AND SUSTAIN AN END TO HOMELESSNESS. OUR WORK AND RESULTS IN 2018, UNITED WAY OF GREATER LOS ANGELES CREATED A MOVEMENT TO END HOMELESSNESS. BRINGING TOGETHER A DIVERSE COALITION OF NONPROFITS, COMMUNITY LEADERS AND DONORS TO BUILD A GRASSROOTS-TO-GRASSTOPS EDUCATION, THE EVERYONE IN CAMPAIGN ENGAGES COMMUNITIES AND ACTIVATES INDIVIDUALS. SINCE ITS INCEPTION, EVERYONE IN IS DRIVING THE CONVERSATION ABOUT PERMANENT SOLUTIONS TO HOMELESSNESS, AND ACTIVATING TENS OF THOUSANDS OF PEOPLE TO ADVOCATE FOR REAL HOUSING SOLUTIONS IN THEIR NEIGHBORHOODS. EVERYONE IN CAMPAIGN ORGANIZERS KNOCK ON DOORS, ACTIVATING AND TRAINING OTHERS TO DO THE SAME. WITH THE PARTNERSHIP OF JOHN AND MARILYN WELLS FAMILY FOUNDATION, UNITED WAY CO-HOSTS A SERIES OF STORYTELLING EVENTS CALLED EVERYONE IN: STORIES FROM THE FRONTLINE. ADDITIONALLY WE HOST POP-UP EVENTS CENTERED AROUND EDUCATION AND RESOURCES. THROUGH UNITED WAY OF GREATER LOS ANGELESS HOME FOR GOOD INITIATIVE, LAUNCHED IN 2010 WITH THE LOS ANGELES AREA CHAMBER OF COMMERCE AND POWERED BY THE PARTNERSHIP OF OVER 200 CROSS-SECTOR LEADERS, WE HAVE HOUSED OVER 40,000 PEOPLE WHO WERE EXPERIENCING HOMELESSNESS. BEGINNING IN 2007, WE HOST HOMEWALK, AN ANNUAL 5K FAMILY RUN/WALK THAT RAISES FUNDS AND AWARENESS AROUND ENDING HOMELESSNESS, MOBILIZING OVER 100,000 WALKERS AND RAISING $8.6M OVER ITS HISTORY. THROUGH HOMEWALK WE HAVE TRANSFORMED 19,000 LIVES WITH THE STABILITY OF A HOME. HOMEWALK IS NOW THE LARGEST PUBLIC EVENT TO END HOMELESSNESS IN THE NATION. UNITED WAY OF GREATER LOS ANGELES LED THE CAMPAIGN TO PASS PROP HHH, THE MOST SIGNIFICANT EFFORT TO END HOMELESSNESS. THE MEASURE PASSED BY AN OVERWHELMINGLY 77 PERCENT OF VOTERS, AND WILL RAISE $1.2 BILLION TO CREATE 10,000 UNITS OF PERMANENT SUPPORTIVE HOUSING ENOUGH TO HOUSE ALL OF OUR CHRONICALLY HOMELESS IN THE CITY OF LOS ANGELES. UNITED WAY OF GREATER LOS ANGELES HELPED DEVELOP THE COORDINATED ENTRY SYSTEM (CES) PLATFORM THAT CONNECTS SERVICE AGENCIES TO DELIVER HOUSING RESOURCES TO THE PEOPLE WHO NEED IT MOST. PILOTED IN 2011, CES OPERATES IN ALL AREAS OF LOS ANGELES COUNTY THROUGH THE SUPPORT AND COORDINATION OF OVER 100 LOCAL SERVICE PROVIDERS. CES NOW SERVES AS A NATIONAL MODEL IN 25 U.S. CITIES. UNITED WAY CREATED A CENTRAL TABLE TO POOL AND ALIGN PUBLIC AND PILOT RESOURCES TO END HOMELESSNESS. SPARKED BY A $1 MILLION CHALLENGE GRANT FROM THE CONRAD N. HILTON FOUNDATION, WE GATHERED LOCAL FUNDERS TO INVEST PRIVATE DOLLARS TO TEST AND PROVE SOLUTIONS THAT COULD BE SCALED AND SUSTAINED THROUGH PUBLIC RESOURCES. THIS COLLABORATIVE NOW HAS 70 PARTNERS. ADDITIONALLY, PLEASE REFER TO OUR ONLINE 10-YEAR RETROSPECTIVE 2007-2018 AT UNITEDWAYLA.ORG/IMPACTREPORT2019
FORM 990, PART III, LINE 4B PROGRAM SERVICE ACTIVITY - HELPING STUDENTS GRADUATE AND PREPARE FOR COLLEGE AND CAREERS GOAL INCREASE THE HIGH SCHOOL GRADUATION, ENSURING ALL STUDENTS GRADUATE ARE PREPARED FOR COLLEGE AND CAREERS. OUR WORK AND RESULTS 2007 STATISTICS - COUNTYWIDE: 76% GRAD RATE; 40% A-G COMPLETIONS WITH A C OR BETTER CLASS OF 2018 STATISTICS (CALIFORNIA DEPARTMENT OF EDUCATION, L.A. COUNTY, DATAQUEST) - COUNTYWIDE: 82% GRAD RATE, 56% A-G COMPLETIONS WITH A C OR BETTER SERVICE DELIVERY - 72K WORK-BASED LEARNING OPPORTUNITIES CREATED THE YOUNG CIVIC LEADER PROGRAM (YCLP) IS A LEADERSHIP DEVELOPMENT PROGRAM THAT RECRUITS LOS ANGELES UNIFIED SCHOOL DISTRICT (LAUSD) HIGH SCHOOL STUDENT LEADERS TO BECOME UNITED WAY AMBASSADORS ALONG THREE TRACKS: LEAD, ADVOCATE, AND ENGAGE. THE PROGRAM EMPOWERS STUDENT VOICES AND STUDENT LEADERS VIA SOCIAL JUSTICE AND PROJECT BASED ADVOCACY WORK. THE YCLP IS A PIECE OF OUR DYNAMIC EFFORTS TO ENGAGE THOSE MOST IMPACTED BY EDUCATION POLICY AND TO DEVELOP SOLUTIONS THAT CAN INCREASE THE NUMBER OF LAUSD STUDENTS THAT ARE COLLEGE-ELIGIBLE AND CAREER READY. ADDITIONALLY, SINCE 2015, OUR YOUNG CIVIC LEADERS HAVE CREATED, LED AND MODERATED NUMEROUS BOARD OF EDUCATION CANDIDATE FORUMS WHERE THEY EXCHANGE VIEWS AND ASSERT THEIR PRIORITIES TO LAUSD CANDIDATES RUNNING FOR ELECTION. STUDENTS ARE DIRECTLY IMPACTED BY LAUSD BOARD DECISIONS. THE LAUSD CANDIDATE FORUMS ARE AN OPPORTUNITY FOR LOS ANGELES STUDENTS TO EXCHANGE VIEWS, ASSERT THEIR PRIORITIES TO THE CANDIDATES, AND SHINE A SPOTLIGHT ON CRITICAL SCHOOL BOARD RACES. CLASS (COMMUNITIES FOR LOS ANGELES STUDENT SUCCESS) IS UNITED WAY OF GREATER LOS ANGELES EDUCATIONAL JUSTICE COALITION OF NONPROFIT ADVOCACY AND COMMUNITY ORGANIZATIONS. WE HAVE FOUGHT FOR KEY POLICY CHANGES AND EQUITABLE SCHOOL EXPERIENCES FOR ALL LAUSD STUDENTS. A PRIMARY FOCUS FOR UNITED WAY OVER THE LAST 10 YEARS, AND OF CLASS SINCE IT BEGAN SEVERAL YEARS AGO, HAS BEEN EQUITY IN ACCESS TO QUALITY A-G COURSES AND STUDENTS COMPLETION OF THESE COURSES WITH A C OR BETTER. THE LAUSD SCHOOL BOARD CURRENTLY HAS A GRADUATION REQUIREMENT THAT STUDENTS COMPLETE THEIR A-G COURSES WITH A D OR BETTER, AND OUR COALITION IS WORKING TO RAISE THE BAR FOR STUDENTS AND SCHOOLS, SO THAT MORE YOUNG PEOPLE CAN APPLY AND SUCCEED IN COLLEGE AND 21ST CENTURY CAREERS. THE COALITION, UNDER THE LEADERSHIP OF UNITED WAY, HAS ALSO DEMANDED INCREASED EQUITY IN SCHOOL DISTRICT BUDGETING AND GREATER TRANSPARENCY AND ACCOUNTABILITY OF LAUSDS LEADERSHIP. IN 2018, UNITED WAY ACTIVATED LEADERS AND POLICYMAKERS TO COLLABORATE TO INTRODUCE AND PASS A GROUNDBREAKING BOARD OF EDUCATION RESOLUTION FOR EDUCATIONAL EQUITY. THE "CLOSE THE GAP" RESOLUTION SETS EDUCATION ACHIEVEMENT BENCHMARKS, MANDATES KEY SYSTEMIC SOLUTIONS TO IMPROVE TEACHING CAPACITY AND ENSURES EQUITABLE ACCESS TO RESOURCES FOR OUR LOWER-INCOME STUDENT SO THEY ARE WELL-EQUIPPED FOR THE FUTURE. THESE STRATEGIC GRASSROOTS EFFORTS HAVE ENGAGED THOUSANDS OF INDIVIDUALS IN TRAININGS AND ADVOCACY, AND SECURED FUNDING TO ENSURE RESOURCES ARE INVESTED INTO PROPER COLLEGE- AND CAREER-READY SUPPORT PROGRAMS AMONG SCHOOLS WITH THE HIGHEST NEED. THE PASSAGE OF LCFF (LOCAL CONTROL FUNDING FORMULA) PRESENTS A TREMENDOUS OPPORTUNITY TO UNDERSERVED STUDENTS IN OUR LOCAL SCHOOLS (STUDENTS IN FOSTER CARE, ENGLISH LANGUAGE LEARNERS, AND STUDENTS EXPERIENCING HOMELESSNESS). SCHOOLS ARE REQUIRED TO GO THROUGH A COMMUNITY FEEDBACK PROCESS THAT WILL SHAPE THE USE OF LOCAL DOLLARS. WE HAVE HELD COMMUNITY TOWN HALLS AND FORUMS FOR PARENTS TO PROVIDE INPUT IN THIS PROCESS, AND WE PUBLISH AN LCFF REPORT CARD THAT BREAKS DOWN LAUSDS EFFECTIVENESS AND SHORTFALLS IN IMPLEMENTING LCFF DOLLARS TO IMPROVE HIGH-NEED STUDENT OUTCOMES. UNITED WAY OF GREATER LOS ANGELES AND THE COMMUNITIES FOR LOS ANGELES STUDENT SUCCESS (CLASS) COALITION LAUNCHED THE PARENT ENGAGEMENT TOOLKIT, AIMED AT HELPING PARENTS NAVIGATE THE COMPLEX LAUSD SYSTEM, AND DETERMINE IF THEIR SCHOOL IS ADEQUATELY SUPPORTING THEIR CHILD TOWARD GRADUATION, COLLEGE AND CAREER. THE FOCUS OF THE TOOLKIT, DESIGNED BY UNITED WAY, IS TO HELP STRENGTHEN AND SUPPORT PARENT-PRINCIPAL PARTNERSHIPS, CREATE A SYSTEM-WIDE CONVERSATION ABOUT INADEQUATE FUNDING FOR HIGH-NEED STUDENT POPULATIONS, AND ENCOURAGE SCHOOL SITES TO RETHINK BUDGET ALLOCATIONS. THE FREE PRINTED AND DOWNLOADABLE GUIDE IS AVAILABLE IN ENGLISH AND SPANISH. COPIES OF THE FREE PARENT ENGAGEMENT TOOLKIT HAVE BEEN DISTRIBUTED TO PARENTS AND COMMUNITY ORGANIZATIONS. ADDITIONALLY, PLEASE REFER TO OUR ONLINE 10-YEAR RETROSPECTIVE 2007-2018 AT UNITEDWAYLA.ORG/IMPACTREPORT2019
FORM 990, PART III, LINE 4C PROGRAM SERVICE ACTIVITY - ENSURING ECONOMIC MOBILITY THROUGH JOBS AND FINANCIAL COACHING. GOAL BREAK THE CYCLE OF INTERGENERATION POVERTY. OUR WORK AND RESULTS 40% OF HOUSEHOLDS IN L.A. COUNTY HAVE AN INSUFFICIENT FINANCIAL CUSHION TO SUBSIST AT THE POVERTY LEVEL FOR THREE MONTHS. THE AMOUNT OF TIME EXPERTS HAVE AGREED THAT A FAMILY NEEDS TO RECOVER FROM A LOSS OF INCOME. 20% OF HOUSEHOLDS IN L.A. COUNTY ARE ESTIMATED TO HAVE ZERO NET WORTH. - 2018 PROSPERITY NOW SCORECARD SINCE 2016, MORE THAN 19,400 HOUSEHOLDS HAVE RECEIVED ASSISTANCE WITH BASIC HOUSEHOLD NECESSITIES. THROUGH 2017 TO 2018, UNITED WAY OF GREATER LOS ANGELES HELPED DISTRIBUTE OVER $5 MILLION IN RESOURCES TO VULNERABLE HOUSEHOLDS IN L.A. COUNTY. UTILITY ASSISTANCE IN 2018, UNITED WAY LAUNCHED AN INNOVATIVE PILOT PROGRAM CALLED SUBSIDIZED HOUSING ASSISTANCE RELIEF FOR ENERGY (SHARE) WITH SOUTHERN CALIFORNIA EDISON AND SOCALGAS TO PROVIDE FUNDS TO COVER A HOUSEHOLDS UNPAID ACCOUNTS, CLEARING THEM FOR APPROVAL TO SUBSIDIZED HOUSING. TAX PREPARATION UNITED WAY HELPS FAMILIES FILE THEIR TAXES FOR FREE AND TAKE ADVANTAGE OF THE EARNED INCOME TAX CREDIT (EITC). MANY HOUSEHOLDS ARE ELIGIBLE FOR THE INCOME-BASED EITC, BUT MOST ARE NOT AWARE OF THE OPPORTUNITY, LEAVING HUNDREDS OF MILLIONS OF DOLLARS UNCLAIMED EACH YEAR. SINCE 2007, WE HAVE BEEN A LEADER IN PROMOTING THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) AND BEGAN TRAINING VOLUNTEERS AND COORDINATING LOCATIONS SO THAT QUALIFYING FAMILIES CAN GET THE RETURNS THAT THEY DESERVE. WE ALSO LAUNCHED A COMMUNICATIONS CAMPAIGN TO SPREAD AWARENESS ABOUT THE CREDIT AND SUCCESSFULLY ADVOCATED FOR THE PASSAGE OF THE CALEITC, A STATE INCOME-BASED TAX CREDIT. IN 2009, WE CO-CREATED A COALITION, FREE TAX PREP LA, THAT BUILDS SYNERGIES BETWEEN GOVERNMENT, BUSINESS PARTNERS AND LOCAL NONPROFIT ORGANIZATIONS. UNITED WAY-SUPPORTED ORGANIZATIONS FILED MORE THAN 9,000 RETURNS AND SECURED NEARLY $11.5 MILLION FOR LOW-INCOME FAMILIES THROUGH FREE TAX ASSISTANCE SINCE 2016. FINANCIAL COACHING SINCE 2007, WE HAVE SUPPORTED THE DEVELOPMENT AND EXPANSION OF FINANCIAL COACHING PROGRAMS. THESE HELP INDIVIDUALS AND FAMILIES MAKE THE BEST USE OF THEIR INCOMES, SO THAT THEY CAN ACHIEVE ECONOMIC STABILITY AND START ON THE PATHWAY TO PROSPERITY. DISASTER RECOVERY UNITED WAY CREATED PARTNERSHIPS AND GATHERED THE COMMUNITY TO ASSIST NEIGHBORS AFFECTED BY FIRES AND MUDSLIDES RAISING OVER $3.5 MILLION SINCE 2017. WE RAISED FUNDS TO POWER THE EFFORTS OF LOCAL ORGANIZATIONS THAT MEET EMERGENCY NEEDS AND THAT ASSIST WITH LONGER-TERM ECONOMIC, EMOTIONAL, AND HOUSING SUPPORT; HOME AND NEIGHBORHOOD IMPROVEMENTS; AND FUTURE DISASTER PREPARATION. FOR 2017 WILDFIRES AND MUDSLIDES, UNITED WAY MOBILIZED THE COMMUNITY TO RAISE $800,000 DOLLARS AND PARTNERED WITH ORGANIZATIONS ON THE GROUND TO HELP 2,000 LOW-INCOME HOUSEHOLDS RECOVER FROM THE DISASTERS. WHEN OUR COMMUNITIES WERE HIT BY THE HILL AND WOOLSEY FIRES, WE PARTNERED WITH THE LOS ANGELES RAMS, CBS 2/KCAL 9 ON A 12-HOUR FIRE RELIEF FUNDRAISER THAT RAISED OVER $1 MILLION. WE CONTINUED OUR EFFORTS WITH BENEFIT CONCERTS AND A COMMUNICATION CAMPAIGN, ULTIMATELY RAISING MORE THAN $2.7 MILLION TO HELP AFFECTED LOW-INCOME NEIGHBORS RECOVER FOR THE LONG TERM. ADDITIONALLY, PLEASE REFER TO OUR ONLINE 10-YEAR RETROSPECTIVE 2007-2018 AT UNITEDWAYLA.ORG/IMPACTREPORT2019
FORM 990, PART VI, LINE 4D OTHER PROGRAM SERVICES DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS: ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED $17,350,871 IN DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS.
FORM 990, PART VI, SECTION B, LINE 11B Once the Form 990 has been completed by staff and reviewed by professional tax preparers, the document was sent electronically on April 16, 2019 to the members of the audit committee. The committee members reviewed the document as part of a meeting on April 18, 2019. The committee then reviewed and accepted the document. The Form 990 was then sent electronically to each board member. The Form 990 is scheduled to be filed by May 15, 2019.
FORM 990, PART VI, SECTION B, LINE 12C Annually, board members and members of certain committees are provided a copy of the conflict of interest policy and a questionnaire that elicits responses to a variety of questions related to any actual or perceived conflicts of interest in their role. The questionnaires are reviewed and any potential conflicts are discussed and further documented. In the very limited number of cases where a board member of the firms that they represent are paid for services, the board approves the potential conflict of interest. In the cases where a board member has a relationship with an organization that receives grant funding from United Way, the board member recuses herself/himself from any discussions related to the potential conflict of interest. Staff receive and sign the same policy and questionnaire.
FORM 990, PART VI, SECTION B, LINES 15A AND 15B United Way of Greater Los Angeles The Human Resources Committee, of the Board of United Way of Greater Los Angeles, aims to fully disclose the compensation paid out in an open and transparent manner which is consistent with best practices, applicable regulatory requirements, and establishes a "rebuttable presumption" of reasonableness. To that end, this report provides information on United Way of Greater Los Angeles governance and oversight of executive compensation and general compensation philosophy. GENERAL COMPENSATION PHILOSOPHY The primary objective of UWGLAs compensation policy is to provide reasonable and competitive total compensation opportunities for executives, consistent with market-based compensation practices for individuals possessing the experience and skills needed to improve the overall performance of the organization. The organizations executive compensation program is designed to: - Provide base compensation at the median of the local market, or national market depending on the nature of the executive position - Provide total compensation potential to be around the 75th percentile through its vriable Performance Pay Plan - Be flexible to reward individual accopmlishments as well as organizational success - Encourage the attraction and retention of high caliber executives - Provide a competitive total compensation package, includin benefits - Balance the need to be competitive within the limits of available financial resources - Ensure that pay is perceived to be fair and equitable - Ensure that the program is easy to explain, understand, and administer - Enture the program complies with state and federal regulations, is consistent, and free of discrimination In order to reinforce pay-for-performance and to ensure a focus on the UWGLA mission, the Human Resources Committee (HR Committee) believes a portion of executive compensation should be variable and tied to performance. As such, the HR Committee has instituted a Performance Pay Plan, which provides the CEO, other Chief Officers, and Vice Presidents the opportunity to earn performance awards based on successfully producing the results determined annually in UWGLAs performance Scorecard. The annual goals, which form the Scorecard, are tied directly to the mission of Creating Pathways out of Poverty and long-term organizational goals. The HR Committee strives to provide market competitive base salaries for comparable positions and periodically commissions an independent consulting firm to review CEO, other Chief Officers, and Vice Presidents compensation to ensure the compensation programs and levels reflect the Committees commitment to align compensation with organization goals, objectives, and performance. In those years where an independent consultant is not engaged, the Human Resources Committee relies on general market conditions to make any changes to the executive compensation program. On an annual basis, the Committee is responsible for evaluating the performance of the CEO and recommending to the full Board for approval any adjustments to this compensation and benefits, including incentive or performance pay awards. The Committee is also responsible for reviewing and recommending to the full Board for approval any new compensation or benefits plans or programs, or any changes to existing plans and programs that relate to the CEO, other Chief Officers or the Vice Presidents.
FORM 990, PART VI, SECTION C, LINE 19 Annual financial statements are available through the organization's website. We make our conflict of interest policy and bylaws available upon request. Form 990, Part VII, Section A, Line 1a: Due to the departure of the Vice President, Development, United Way engaged services from a board member, Erika Anderson, during the critical Fall fundraising campaign season
FORM 990, PART XI, LINE 9 Change in additional pension liability United Way has a defined benefit, noncontributory pension plan covering substantially all of its regular employees. Accounting Standards Codification Topic 715 requires employers to recognize non-cash periodic pension expense, changes in the overfunded status and actuarial valuation of the plan in the year in which the expense and changes occur through changes in net assets. That amount was $1,772,883 in the current year.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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