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 OF THE BAY AREA
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
550 KEARNY ST NO 1000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94108
D Employer identification number

94-1312348
E Telephone number

G Gross receipts $ 37,901,037
F Name and address of principal officer:
ANNE WILSON
550 KEARNY ST NO 1000
SAN FRANCISCO,CA94108
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWBA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1922
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 34
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 34
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 80
6 Total number of volunteers (estimate if necessary) ............. 6 3,812
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 33,229
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 43,337,952 35,899,126
9 Program service revenue (Part VIII, line 2g) ......... 692,981 544,958
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 724,925 559,513
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 176,612 255,154
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 44,932,470 37,258,751
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 25,538,363 25,037,786
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) 8,330,641 7,498,009
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 83,888
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,652,106    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,583,850 5,060,384
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 39,452,854 37,680,067
19 Revenue less expenses. Subtract line 18 from line 12....... 5,479,616 -421,316
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 28,941,570 29,158,879
21 Total liabilities (Part X, line 26)............. 12,607,696 11,856,263
22 Net assets or fund balances. Subtract line 21 from line 20..... 16,333,874 17,302,616
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
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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 BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,610,719 including grants of $ 19,936,436 ) (Revenue $ 544,958 )
GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES
4b (Code:   ) (Expenses $ 7,197,502 including grants of $ 3,357,825 ) (Revenue $ 0 )
ECONOMIC SUCCESSSPARKPOINT HAS SERVED MORE THAN 27,000 INDIVIDUALS SINCE LAUNCHING SPARKPOINT OAKLAND IN 2009, AND 4,656 CLIENTS IN THE LAST YEAR ALONE. 28% OF OUR CLIENTS ARE SEEING PROGRESS ON THEIR INCOME, SAVINGS, CREDIT OR DEBT GOALS.SPARKPOINT CENTERS OFFER AN ARRAY OF SERVICES IN ONE CONVENIENT LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY, INCLUDING FINANCIAL COACHING ON BUDGETING AND SAVINGS, CREDIT AND DEBT MANAGEMENT, CAREER OR EDUCATION COUNSELING, SCREENING FOR PUBLIC BENEFITS, AND OTHERS. SPARKPOINT AIMS TO HAVE CLIENTS MOVE FROM POVERTY TO ECONOMIC SUCCESS BY (1) INCREASING INCOME; (2) REDUCING DEBT; (3) INCREASING CREDIT SCORES; AND (4) INCREASING SAVINGS. THE SPARKPOINT REGIONAL NETWORK INCLUDES MORE THAN 75 OUTSTANDING PARTNER ORGANIZATIONS ACROSS THE BAY AREA.SPARKPOINT HAS EXPANDED WORK INTO COMMUNITY COLLEGES AND COMMUNITY SCHOOLS. IN FACT, SPARKPOINT IN SAN MATEO COUNTY HAS EXPANDED TO THE COMMUNITY COLLEGE DISTRICT LEVEL AND NOW ALL 3 COLLEGES WILL HAVE A SPARKPOINT IN THE NEXT YEAR. SPARKPOINT IN COMMUNITY SCHOOLS TAKES A TWO-GENERATION APPROACH TO IMPROVE THE IMMEDIATE AND LONG-TERM FINANCIAL STABILITY OF PARENTS WHILE ENSURING THAT CHILDREN ARE HEALTHY AND SUPPORTED AT SCHOOL. THIS DISRUPTS THE CYCLE OF POVERTY SO THAT ENTIRE FAMILIES CAN SUCCEED - NOW AND FAR INTO THE FUTURE.SPARKPOINT ALSO RECOGNIZES THAT A GOOD EDUCATION, MARKETABLE SKILLS, AND A GOOD JOB ARE NEEDED TO LIFT SOMEONE OUT OF POVERTY. THROUGH THE EXPANSION INTO COMMUNITY COLLEGES, CENTERS ALIGN THEIR STRONGEST PROGRAMMATIC ASSETS TO IMPROVE THE SCHOOL TO CAREER PATHWAY FOR LOW-INCOME STUDENTS. THEY ENSURE THAT STUDENTS KNOW MORE ABOUT AVAILABLE CAREER AND EDUCATION OPTIONS, INCLUDING POST-SECONDARY JOB TRAINING AND CERTIFICATE AND DEGREE PROGRAMS. SPARKPOINT ENSURES THAT STUDENTS START AND REMAIN ON A PATH TOWARD A GOOD JOB THROUGH WRAP AROUND SUPPORT SERVICES. UWBA'S STRONG RELATIONSHIPS WITH MAJOR EMPLOYERS ACROSS VARIOUS SECTORS, PROVIDE STUDENTS WITH ACCESS TO WORK BASED LEARNING OPPORTUNITIES AND JOBS.FY18 HIGHLIGHTS INCLUDE:-221 CLIENTS ACHIEVED SELF-SUFFICIENT INCOME-1,330 CLIENTS ARE MAKING PROGRESS TOWARD ONE ELEMENT OF FINANCIAL PROSPERITY: SELF-SUFFICIENT INCOME, 3 MONTHS SAVINGS, 700 CREDIT SCORE, NO REVOLVING DEBT- THERE ARE 21 LOCATIONS THROUGHOUT OUR 8 COUNTIESEARN IT! KEEP IT! SAVE IT! (EKS) IS A UWBA-LED COALITION OF PARTNERS THAT PREPARES TAX RETURNS FOR FREE, ENSURING LOW- TO MODERATE-INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2018 TAX SEASON, 2,702 VOLUNTEERS PREPARED MORE THAN 78,014 RETURNS AND BROUGHT BACK OVER $81.9 MILLION IN REFUNDS. ADDITIONALLY, $22.7 MILLION OF THOSE REFUNDS WAS IN EARNED INCOME TAX CREDIT (EITC). EITC GOES TO THE POOREST, MOST VULNERABLE BAY AREA HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY-FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR. FAMILIES USE THEIR REFUNDS PRIMARILY TO PAY BILLS, RENT, AND TO BUY FOOD OR CLOTHES. THROUGH ITS TAX PREPARATION EFFORTS, EKS PROVIDES RESOURCES TO MEET BASIC NEEDS, WHICH IS CRITICAL TO ENDING THE CYCLE OF POVERTY IN THE BAY AREA. EKS HAS 228 LOCATIONS IN EIGHT COUNTIES. IN ADDITION TO PREPARING TAX RETURNS, EKS USES THE PROGRAM VISIT AS A MOMENT TO OFFER LOW-INCOME FAMILIES THE OPPORTUNITY TO INCREASE THEIR SAVINGS.YOUTH WORKFORCEUNITED WAY'S YOUTH WORKFORCE PROGRAM HELPS PREPARE LOW-INCOME YOUTH AND YOUNG ADULTS (AGE 16-24) TO BECOME THE 21ST CENTURY WORKFORCE FOR EMPLOYERS IN SAN FRANCISCO AND ACROSS THE BAY AREA. CONNECTING BUSINESS, GOVERNMENT, SCHOOLS, NONPROFITS AND YOUTH, THE MAYOR'S YOUTH JOBS+ (MYJ+) HELPS YOUNG PEOPLE GET JOB TRAINING AND WORK EXPERIENCE, EXPLORE CAREER PATHS, AND BECOME MOTIVATED TO FINISH HIGH SCHOOL AND GO ON TO COLLEGE OR POSTSECONDARY TRAINING. MYJ+ IS A PARTNERSHIP WITH SAN FRANCISCO MAYOR'S OFFICE, SFUSD, OFFICE OF ECONOMIC AND WORKFORCE DEVELOPMENT, THE DEPARTMENT FOR CHILDREN, YOUTH AND THEIR FAMILIES, COMMUNITY PARTNERS AND EMPLOYERS. SINCE ITS INCEPTION AS SUMMER JOBS+ IN 2012, THE INITIATIVE HAS SERVED OVER 30,000 YOUTH IN SAN FRANCISCO WITH A YEAR-ROUND EFFORT. LAST YEAR, 7,332 YOUTH WERE SERVE A PART OF THE MAYOR'S YOUTH JOBS+ IN SAN FRANCISCO ALONE. WITHIN THE NEXT SEVERAL YEARS, MYJ+ EXPECTS TO EXPAND INTO MORE OF OUR COUNTIES SERVED BY UNITED WAY OF THE BAY AREA.
4c (Code:   ) (Expenses $ 2,462,786 including grants of $ 1,643,525 ) (Revenue $ 0 )
LIKE UNITED WAYS AROUND THE COUNTRY, UWBA MANAGES THE LOCAL ACTIVITIES OF THE FEDERAL EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), WHICH DISTRIBUTES FEDERAL FUNDS TO LOCAL PROGRAMS THAT FEED AND PROVIDE SHELTER TO PEOPLE IN NEED. IN FY18 UWBA DISTRIBUTED MORE THAN $1.8 MILLION IN SEVEN COUNTIES TO AGENCIES THAT PROVIDED MORE THAN 1.2 MILLION MEALS AND OVER 69,000 SHELTER NIGHTS. IN ADDITION, OUR EMERGENCY ASSISTANCE NETWORK IN SANTA CLARA COUNTY WAS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO 195 HOUSEHOLDS.LABOR COMMUNITY SERVICES THE LONG STANDING LABOR-UNITED WAY PARTNERSHIP COMBINES THE POWER OF MORE THAN 12.5 MILLION WORKING FAMILIES AND THEIR COMMUNITIES TOWARD A SHARED VISION WHERE ALL HAVE THE OPPORTUNITY TO REACH THEIR HIGHEST POTENTIAL. LOCALLY, UWBA'S LABOR COMMUNITY SERVICES PROGRAM CONTINUED ITS ESSENTIAL ROLE OF ASSISTING PEOPLE IN POVERTY THROUGH DIRECT PROVISION OF COMMUNITY SERVICES AND POLICY ADVOCACY. IN FY18, OUR LABOR LIAISONS IN TWO COUNTIES (SAN MATEO AND SAN FRANCISCO) HELPED 412 BAY AREA FAMILIES RECEIVE DIRECT HARDSHIP ASSISTANCE AND REFERRALS TO HOUSING, HEALTH, UTILITIES, JOB ACCESS ISSUES, AND OTHER EMERGENCIES. THE LIAISONS ALSO WORKED CLOSELY WITH UNITED WAY'S OTHER PROGRAMS, HELPING TO REFER POTENTIAL CLIENTS TO EKS, 211 AND SPARKPOINT. THEY FOCUSED ON KEY ISSUES SUCH AS STRENGTHENING THE SAFETY NET FOR IMMIGRANT FAMILIES AND RAISING THE MINIMUM WAGE.PUBLIC POLICY-UNITED WAY BAY AREA RECOGNIZES THAT IN ORDER TO ACHIEVE OUR GOAL OF ENDING THE CYCLE OF POVERTY IN OUR COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT OUR MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. OUR PRIMARY POLICY FOCUS IS TARGETED AT THE LOCAL LEVEL IN OUR EIGHT-COUNTY SERVICE AREA (ALAMEDA, CONTRA COSTA, MARIN, NAPA, SAN FRANCISCO, SANTA CLARA, SAN MATEO, AND SOLANO). IN ADDITION, WE PROVIDE ADVOCACY SUPPORT TO STATE AND FEDERAL ISSUES IMPORTANT TO THE UNITED WAY SYSTEM. IN FY18, OUR EFFORTS SUPPORTED THE EXPANSION OF THE STATE EITC TO TAXPAYERS WHO ARE 18-24 YEARS-OLD AND OVER 65. IN FEBRUARY 2018, UWBA ADVOCATED FOR CONGRESS TO APPROVE LONG TERM FUNDING FOR THE CHILDREN'S HEALTH PROGRAM. THE APPROVED FUNDING WILL LAST 6 YEARS, ENSURING MILLIONS OF CHILDREN HAVE ACCESS TO HEALTH CARE. EACH YEAR, UWBA TAKES VOLUNTEERS AND STAFF TO VISIT OUR LEGISLATORS IN SACRAMENTO AND WASHINGTON, D.C.FINALLY, UWBA CONTINUES TO BE THE BACKBONE ORGANIZATION FOR THE RISE TOGETHER COALITION. LAUNCHED BY UWBA IN 2012, RISE TOGETHER IS UNIQUELY A REGIONAL STRATEGY. IN THE LAST FOUR YEARS, RISE TOGETHER HAS: GRADUATED HUNDREDS OF LEADERSHIP FOR EQUITY AND OPPORTUNITY (LEO) PARTICIPANTS; SELECTIVELY ENGAGED ON KEY POLICY ISSUES; HOSTED MAJOR EVENTS, INCLUDING THE OPPORTUNITY SUMMIT, TO SHOWCASE THE ISSUES AND SOLUTIONS OF POVERTY; AND CONVENED WORKGROUPS ON HOUSING, EARLY CHILDHOOD EDUCATION AND WORKER SUPPORTS. UWBA STAFFS THE COALITION AND HELPS THE PARTNERS SELECT AND IMPLEMENT KEY INITIATIVES. PARTNERS INCLUDE POLITICAL AND FAITH LEADERS, BUSINESSES, NONPROFITS, GOVERNMENT, ACADEMIA, MEDIA AND OTHERS.
(Code:   ) (Expenses $ 1,169,499 including grants of $ 100,000 ) (Revenue $ 0 )
211 INITIATIVE211 IS A FREE, EASY-TO-REMEMBER PHONE NUMBER AND WEB RESOURCE THAT ANYONE CAN CALL FOR INFORMATION AND REFERRAL TO RESOURCES. LAST YEAR, UWBA AND ITS PARTNER CALL CENTERS IN EIGHT BAY AREA COUNTIES RESPONDED TO 108,000 CALLS AND TEXTS. MORE THAN HALF OF THESE REQUESTS CAME FROM THOSE REQUESTING HELP WITH POVERTY/BASIC NEEDS ISSUES SUCH AS FOOD, JOBS AND SHELTER.IN ADDITION TO DAILY INFORMATION AND REFERRAL, 211 IS A CRITICAL RESOURCE FOR DISASTERS. IN RECENT YEARS, 211 HAS BEEN AVAILABLE FOR RESPONSES TO AN EARTHQUAKE, A TSUNAMI, AND MAJOR FIRES. 211 ASSISTED WITH THE NORTH BAY WILDFIRES IN OCTOBER 2017. LOOKING AHEAD UWBA PLANS TO UPDATE 211'S TECHNOLOGY PLATFORM TO MAKE SURE IT IS ACCESSIBLE TO AS MANY PEOPLE IN NEED AS POSSIBLE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,169,499 including grants of $ 100,000 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet31,440,506
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
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part 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
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick 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
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
16
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
1
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
80
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
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
34
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
34
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:
MediumBulletJOAN CATHERINE BRAUN550 KEARNY ST 1000   SAN FRANCISCO,CA94108 (415) 808-4465
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) ALLAIRE KIWOBA......................................................................
DIRECTOR AT LARGE
 0.10
.................
  		X           0 0 0
(2) BLAYLOCK ADAM......................................................................
DIRECTOR AT LARGE
 1.00
.................
  		X           0 0 0
(3) BRANCH MICHELLE......................................................................
DIRECTOR AT LARGE
 2.50
.................
  		X           0 0 0
(4) BREBER PIERRE......................................................................
CHAIR, REG. IMPACT & GROWT
 1.00
.................
  		X           0 0 0
(5) CERUSSI RICHARD......................................................................
CHAIR, PUBLIC POLICY COMMI
 0.50
.................
  		X           0 0 0
(6) DETWEILER CHARMAINE......................................................................
TREASURER
 2.50
.................
  		X   X       0 0 0
(7) DILLON MICHAEL......................................................................
DIRECTOR AT LARGE (THRU 4/17/18)
 0.30
.................
  		X           0 0 0
(8) EARLEY JR ANTHONY......................................................................
DIRECTOR AT LARGE
 1.50
.................
  		X           0 0 0
(9) EBERTS RALPH......................................................................
DIRECTOR AT LARGE
 0.30
.................
  		X           0 0 0
(10) ECKHARDT MICHAEL......................................................................
DIRECTOR AT LARGE
 0.50
.................
  		X           0 0 0
(11) FOLEY JIM......................................................................
CHAIR, ENGAGEMENT COMMITTE
 0.80
.................
  		X           0 0 0
(12) HEACOCK DAVID......................................................................
ASSISTANT SECRETARY
 2.00
.................
  		X   X       0 0 0
(13) HERBERT III JAMES......................................................................
DIRECTOR AT LARGE
 0.30
.................
  		X           0 0 0
(14) JEROME MICHAEL......................................................................
DIRECTOR AT LARGE
 0.30
.................
  		X           0 0 0
(15) JOHNSON KEVIN......................................................................
DIRECTOR AT LARGE
 0.30
.................
  		X           0 0 0
(16) KO AMY......................................................................
DIRECTOR AT LARGE
 0.40
.................
  		X           0 0 0
(17) LANG MATTHEW......................................................................
DIRECTOR AT LARGE (THRU 1/1/18)
 0.30
.................
  		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) LAYMON JOE........................................................................
DIRECTOR AT LARGE
 0.20
.......................   		X           0 0 0
(19) LEE DANIEL........................................................................
DIRECTOR AT LARGE
 2.00
.......................   		X           0 0 0
(20) LEIBOWITZ TOM........................................................................
DIRECTOR AT LARGE
 0.80
.......................   		X           0 0 0
(21) LICHTENSTEIN NOAH........................................................................
DIRECTOR AT LARGE
 0.50
.......................   		X           0 0 0
(22) LONGHURST DAVID........................................................................
DIRECTOR AT LARGE
 0.30
.......................   		X           0 0 0
(23) MATUSZAK GARY........................................................................
VICE CHAIR, AUDIT COMMITTEE
 1.00
.......................   		X           0 0 0
(24) MILEY SANDRA........................................................................
DIRECTOR AT LARGE (THRU 5/31/18)
 0.30
.......................   		X           0 0 0
(25) MOK ANNA........................................................................
CHAIR, GOVERNANCE COMMITTEE AND VICE-CHAIR ELECT 2
 1.00
.......................   		X           0 0 0
(26) OLSON JAMES........................................................................
SECRETARY
 2.00
.......................   		X   X       0 0 0
(27) PAULSON TIMOTHY........................................................................
LABOR LIAISON
 0.30
.......................   		X           0 0 0
(28) PEYTON RONALD........................................................................
DIRECTOR AT LARGE
 0.80
.......................   		X           0 0 0
(29) REMSTEDT LAWRENCE........................................................................
DIRECTOR AT LARGE
 0.50
.......................   		X           0 0 0
(30) RODRIGUEZ RAUL........................................................................
DIRECTOR AT LARGE
 0.80
.......................   		X           0 0 0
(31) ROGERS MATT........................................................................
DIRECTOR AT LARGE
 0.80
.......................   		X           0 0 0
(32) SUTHERLAND SUSAN........................................................................
IMMEDIATE PAST CHAIR
 2.00
.......................   		X   X       0 0 0
(33) TENNYSON SHERRY........................................................................
DIRECTOR AT LARGE
 0.30
.......................   		X           0 0 0
(34) WALKER LORETTA........................................................................
CHAIR (THRU 8/17/17)
 0.10
.......................   		X   X       0 0 0
(35) WALKER ROBERT........................................................................
DIRECTOR AT LARGE
 0.80
.......................   		X           0 0 0
(36) WEINSTEIN LAURIE........................................................................
DIRECTOR AT LARGE
 0.30
.......................   		X           0 0 0
(37) WILHELM JULIA........................................................................
DIRECTOR AT LARGE (THRU 1/16/18)
 0.30
.......................   		X           0 0 0
(38) WOHL JEFFREY........................................................................
GEN. COUNSEL & CHIEF ETHIC
 1.00
.......................   		X   X       0 0 0
(39) WYMER MICHELE........................................................................
DIRECTOR AT LARGE (THRU 5/31/18)
 0.20
.......................   		X           0 0 0
(40) SUSAN SUTHERLAND........................................................................
CHAIR
 0.10
.......................   		X           0 0 0
(41) WILSON ANNE........................................................................
CHIEF EXECUTIVE OFFICER
 50.00
.......................   		    X       362,635 0 -42,647
(42) MCDONNELL ERIC........................................................................
CHIEF OPERATING OFFICER (THRU 12/17)
 55.00
.......................   		    X       264,862 0 31,061
(43) BRAUN JOAN........................................................................
CHIEF OPERATING OFFICER
 55.00
.......................   		    X       224,313 0 49,061
(44) HYDE RANDY........................................................................
SENIOR VP, MARKETING
 37.50
.......................   		        X   115,547 0 17,361
(45) KUKOVIC LIDIYA........................................................................
VP, CONTROLLER
 37.50
.......................   		        X   122,338 0 27,886
(46) SCHAVER JOHN........................................................................
VP, INFORMATION TECHNOLOGY
 37.50
.......................   		        X   129,474 0 35,751
(47) JOSEPH MEGAN........................................................................
EXECUTIVE DIRECTOR, RISE TOGETHER
 37.50
.......................   		        X   129,422 0 15,879
(48) LI ENA........................................................................
VP, COMMUNITY INVESTMENT
 37.50
.......................   		        X   115,094 0 6,656
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,463,685 0 141,008
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 MediumBullet16
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
INTERFACE CHILDREN FAMILY SERVICES

4001 MISSION OAKS BLVD SUITE 1
CAMARILLO,CA93012 		PROGRAM CALL CENTER SERVICE 756,982
LANEXPERT DBA INTIVIX

605 MARKET STREET SUITE 410
SAN FRANCISCO,CA94105 		IT CONSULTING 181,912
JAPANESE COMMUNITY COUNCIL

2012 PINE STREET
SAN FRANCISCO,CA94115 		CONSULTING 168,100
MOSS ADAMS

PO BOX 101822
PASADENA,CA911891822 		AUDIT/TAX EXPENSE 119,550
NELSON STAFFING

PO BOX 49195
SAN JOSE,CA951169195 		TEMPORARY STAFFING 117,460
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 2,715,162
f All other contributions, gifts, grants, and similar amounts not included above1f 33,183,964
g Noncash contributions included in lines 1a - 1f:$ 1g 409,354
h Total. Add lines 1a-1f.......MediumBullet 35,899,126
Program Service RevenueAmt Business Code
2a PLEDGE PROCESSING FEES 900099 470,069 470,069    
b CONSULTING FEE INCOME 900099 62,289 62,289    
c OFFICE SPACE RENTAL 900099 12,600 12,600    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 544,958
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 319,432     319,432
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   206,880 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   206,880 6c
d Net rental income or (loss).......MediumBullet 206,880     206,880
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   875,045 7a
b Less: cost or other basis and sales expenses   634,964 7b
c Gain or (loss)   240,081 7c
d Net gain or (loss).........MediumBullet 240,081     240,081
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 55,596
b Less: direct expenses ... 8b 7,322
c Net income or (loss) from fundraising events..MediumBullet 48,274   48,274
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 37,258,751 544,958 0 814,667
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 .... 25,037,786 25,037,786
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 772,843 160,250 469,713 142,880
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 4,881,476 2,620,055 1,151,413 1,110,008
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 589,370 268,736 189,750 130,884
9 Other employee benefits ....... 860,136 448,382 236,617 175,137
10 Payroll taxes ........... 394,184 193,220 121,176 79,788
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 122,015   122,015  
c Accounting ........... 133,595   133,595  
d Lobbying ........... 28,537   28,537  
e Professional fundraising services. See Part IV, line 17 83,888 83,888
f Investment management fees ...... 69,356   69,356  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,059,394 882,827 94,023 82,544
12 Advertising and promotion .... 488,460 342,355 56,827 89,278
13 Office expenses ....... 681,221 325,098 220,986 135,137
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 1,238,410 539,810 404,343 294,257
17 Travel ............ 134,295 71,014 22,416 40,865
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 499,764 261,968 81,535 156,261
20 Interest ...........        
21 Payments to affiliates ....... 307,134 135,416 99,050 72,668
22 Depreciation, depletion, and amortization .. 278,250 146,183 75,909 56,158
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a UBI TAXES 7,188   7,188  
b
c
d
e All other expenses 12,765 7,406 3,006 2,353
25 Total functional expenses. Add lines 1 through 24e 37,680,067 31,440,506 3,587,455 2,652,106
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 ........ 3,613,595 1 4,587,814
2 Savings and temporary cash investments ......... 263,205 2 869,751
3 Pledges and grants receivable, net ...... 10,358,467 3 8,853,673
4 Accounts receivable, net .............   4  
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 .......
  5  
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) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 225,151 9 224,835
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,473,461
b Less: accumulated depreciation 10b 1,923,918 521,018 10c 549,543
11 Investments—publicly traded securities . 13,640,720 11 13,374,562
12 Investments—other securities. See Part IV, line 11 ..... 80,000 12 160,000
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 239,414 15 538,701
16 Total assets. Add lines 1 through 15 (must equal line 33)... 28,941,570 16 29,158,879
Liabilities 17 Accounts payable and accrued expenses ..... 5,657,198 17 5,426,199
18 Grants payable ... 3,832,355 18 3,479,724
19 Deferred revenue ......... 618,143 19 550,340
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to 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 .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 2,500,000 23 2,400,000
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 12,607,696 26 11,856,263
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 ........... 16,333,874 32 17,302,616
33 Total liabilities and net assets/fund balances ........ 28,941,570 33 29,158,879
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
37,258,751
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
37,680,067
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-421,316
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
16,333,874
5
Net unrealized gains (losses) on investments ...............
5
207,361
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
1,182,697
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
17,302,616
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 OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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.") .. 36,845,784 34,157,980 33,543,169 43,336,077 35,899,126 183,782,136
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 36,845,784 34,157,980 33,543,169 43,336,077 35,899,126 183,782,136
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).. 14,238,796
6 Public support. Subtract line 5 from line 4. 169,543,340
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.. 36,845,784 34,157,980 33,543,169 43,336,077 35,899,126 183,782,136
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 266,236 276,771 360,800 413,999 526,312 1,844,118
9 Net income from unrelated business activities, whether or not the business is regularly carried on..       33,449 48,274 81,723
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 185,707,977
12
12
2,236,517
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
91.300 %
15
15
93.410 %
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 OF THE BAY AREA
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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 OF THE BAY AREA
  		Employer identification number
94-1312348
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 OF THE BAY AREA
  		Employer identification number

94-1312348
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
UNITED WAY OF THE BAY AREA
  		Employer identification number

94-1312348
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 OF THE BAY AREA
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (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) ...................... 8,662  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 19,875  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 28,537  
d Other exempt purpose expenditures ............................................................................... 34,999,424  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 35,027,961  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the 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 42,087 16,828 46,117 28,537 133,569
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 11,124 9,599 9,717 8,662 39,102
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
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," 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 OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 27 0
2 Aggregate value of contributions to (during year) 1,108,927 0
3 Aggregate value of grants from (during year) 1,083,361 0
4 Aggregate value at end of year ........ 99,435 0
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" 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 .... 5,061,854 4,648,599 5,022,885 5,254,646 4,794,701
b Contributions ... 1,400 1,300 1,400 1,400 1,000
c Net investment earnings, gains, and losses 366,395 630,428 -150,974 -12,314 840,114
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		197,406 196,906 199,384 194,752 360,534
f Administrative expenses .... 23,492 21,567 20,867 26,095 20,635
g End of year balance ...... 5,208,751 5,061,854 4,653,060 5,022,885 5,254,646
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet74.810 %
c
Term endowment SchDMd Bullet25.190 %
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   579,411 418,035 161,376
d Equipment ....   282,483 257,937 24,546
e Other .....   1,611,567 1,247,946 363,621
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 549,543
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  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 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 18,567,150
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 207,361
b Donated services and use of facilities ......... 2b 1,041,431
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 7,322
e Add lines 2a through 2d ..................... 2e 1,256,114
3 Subtract line 2e from line 1.................. 3 17,311,036
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 69,356
b Other (Describe in Part XIII.) ........... 4b 19,878,359
c Add lines 4a and 4b.................... 4c 19,947,715
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 37,258,751
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 19,967,552
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 1,041,431
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 1,193,769
e Add lines 2a through 2d.................... 2e 2,235,200
3 Subtract line 2e from line 1................... 3 17,732,352
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 69,356
b Other (Describe in Part XIII.) ............ 4b 19,878,359
c Add lines 4a and 4b..................... 4c 19,947,715
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 37,680,067
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ENDOWMENTS ARE USED FOR PERMANENTLY OR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR.
PART X, LINE 2: UWBA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. HOWEVER, AS A RESULT OF THE PASSAGE OF THE TAX CUTS AND JOBS ACT AS OF JANUARY 1, 2018, NONPROFIT EMPLOYERS HAVE TO PAY 21% UNRELATED BUSINESS INCOME TAX ON TRANSPORTATION FRINGE BENEFITS (I.E. PARKING AND TRANSIT PASSES) PROVIDED TO EMPLOYEES. SINCE UWBA HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UWBA HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018 AND 2017.
PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 7,322.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 19,878,359.
PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 7,322. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 1,184,572. UNCOLLECTIBLE PLEDGES 1,875.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 19,878,359.
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 OF THE BAY AREA
 
Employer identification number

94-1312348
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
 
GRENZEBACH GLIER & ASSOCIATES INC
200 S MICHIGAN AVENUE SUITE 2100
 
CHICAGO, IL60604 		MAJOR DONOR PROGRAM DESIGN   No 0 83,888 -83,888
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   83,888 -83,888
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 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

BAY TO BREAKERS
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

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

1
Gross receipts . . . . .
55,596
 
 
55,596

2
Less: Contributions . . . .
0
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
55,596
 
 
55,596



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 6,045     6,045
8 Entertainment . . . .        
9 Other direct expenses . . . 1,277     1,277
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 7,322
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 48,274
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 (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 OF THE BAY AREA
 
Employer identification number
94-1312348
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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) 10000 DEGREES
1650 LOS GAMOS DRIVE SUITE 110
SAN RAFAEL,CA94903 		95-3667812 501C3 5,114       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(2) ADULT PROTECTIVE SERVICES SANTA CLARA CO
333 W JULIAN STREET
SAN JOSE,CA95110 		94-6000533 501C3 5,166       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(3) ADVENT LUTHERAN CHURCH MORGAN HILL
PO BOX 607
MORGAN HILL,CA95038 		77-0011232 501C3 10,390       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(4) AIDS LEGAL REFERRAL PANEL
1663 MISSION STREET STE 500
SAN FRANCISCO,CA94103 		94-3111738 501C3 7,667       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(5) ALISA ANN RUCH BURN FOUNDATION
4534 MISSION STREET SUITE 5
SAN FRANCISCO,CA94112 		23-7162017 501C3 8,386       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(6) ALL STARS HELPING KIDS INC
4675 STEVENS CREEK BLVD 125
SANTA CLARA,CA95051 		77-0325111 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(7) AMERICAN CANCER SOCIETY SILICON VALLEY
747 CAMDEN AVENUE SUITE B
CAMPBELL,CA95008 		13-1788491 501C3 6,411       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(8) AMERICAN CANCER SOCIETY INC CALIFORNIA
1001 MARINA VILLAGE PARKWAY SUITE
300
ALAMEDA,CA94501 		13-1788491 501C3 11,225       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(9) AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		13-6213516 501C3 10,766       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(10) AMERICAN CONSERVATORY THEATER
30 GRANT AVENUE 7TH FLOOR
SAN FRANCISCO,CA94108 		94-6135772 501C3 8,820       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(11) AMERICAN HEART ASSOCIATION
816 S FIQUEROA STREET
LOS ANGELES,CA90017 		13-5613797 501C3 13,313       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(12) AMERICAN RED CROSS BAY AREA CHAPTER
1663 MARKET STREET
SAN FRANCISCO,CA94103 		53-0196605 501C3 36,755       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(13) AMERICA'S BEST LOCAL CHARITIES
1100 LARKSPUR LANDING CIRCLE STE
340
LARKSPUR,CA94939 		94-3042430 501C3 169,721       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(14) ANNUNCIATION GREEK ORTHODOX CATHEDRAL
245 VALENCIA STREET
SAN FRANCISCO,CA94103 		501C3 8,073       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(15) ARC OF SAN FRANCISCO
1500 HOWARD STREET
SAN FRANCISCO,CA94103 		94-1415287 501C3 9,230       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(16) ARCHDIOCESE OF SAN FRANCISCO
1 PETER YORKE WAY
SAN FRANCISCO,CA94109 		51-0219028 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(17) ASIAN AMERICAN FOR COMMUNITY INVOLVEMENT
2400 MOORPARK AVENUE 300
SAN JOSE,CA95128 		94-2292491 501C3 18,136       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(18) ASIAN ART MUSEUM
200 LARKIN STREET
SAN FRANCISCO,CA94102 		94-1704765 501C3 13,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(19) AVALON ACADEMY
818 MAHLER ROAD
BURLINGAME,CA94010 		20-1651912 501C3 12,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(20) BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD
SAUSALITO,CA94965 		68-0033227 501C3 5,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(21) BERKELEY REPERTORY THEATRE
999 HARRISON STREET
BERKELEY,CA94710 		94-1679756 501C3 20,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(22) BIG BROTHERS BIG SISTERS OF THE BAY AREA
65 BATTERY STREET 2ND FLOOR
SAN FRANCISCO,CA94111 		23-7108045 501C3 6,685       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(23) BISHOP'S RANCH OF THE DIOCESE OF CALIF
5297 WESTSIDE ROAD
HEALDSBURG,CA95448 		94-1156840 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(24) BOYS & GIRLS CLUB EL SOBRANTE
PO BOX 20090
EL SOBRANTE,CA94820 		94-1525614 501C3 6,292       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(25) BOYS & GIRLS CLUB OAKLAND
PO BOX 23203
OAKLAND,CA94623 		94-1279794 501C3 5,929       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(26) BOYS & GIRLS CLUB SAN FRANCISCO
380 FULTON STREET
SAN FRANCISCO,CA94102 		94-1156608 501C3 8,554       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(27) BOYS & GIRLS CLUBS OF AMERICA
1275 PEACHTREE STREET NW
ATLANTA,GA30309 		13-5562976 501C3 15,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(28) BREAST CANCER ALLIANCE
48 MAPLE AVENUE
GREENWICH,CT06830 		06-1453500 501C3 9,875       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(29) BRIDGE THE GAP
PO BOX 1390
SAUSALITO,CA94965 		91-1930327 501C3 7,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(30) CALGUNS FOUNDATION
4212 N FREEWAY BLVD STE 6
SACRAMENTO,CA95834 		26-2794094 501C3 5,128       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(31) CALICO CENTER
524 ESTUDILLO AVE
SAN LEANDRO,CA94577 		94-3256781 501C3 10,040       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(32) CAMP TAYLOR
8224 W GRAYSON ROAD
MODESTO,CA95358 		04-3709177 501C3 14,359       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(33) CANYON CREEK PRESBYTERIAN CHURCH
9015 S GALE RIDGE ROAD
SAN RAMON,CA94582 		68-0152944 501C3 6,135       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(34) CARONDELET HIGH SCHOOL
1133 WINTON DRIVE
CONCORD,CA94518 		94-3333365 501C3 28,069       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(35) CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD 200
SAN JOSE,CA95134 		94-2762269 501C3 95,829       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(36) CATHOLIC CHARITIES OF THE EAST BAY
433 JEFFERSON STREET
OAKLAND,CA94607 		94-2677202 501C3 7,318       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(37) CATHOLIC CHARITIES SAN FRANCISCO MARIN
990 EDDY STREET
SAN FRANCISCO,CA94109 		94-1498472 501C3 8,709       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(38) CHILDREN NOW
1404 FRANKLIN STREET SUITE 700
OAKLAND,CA94612 		94-3059243 501C3 5,927       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(39) CHILDRENS CREATIVITY MUSEUM
221 FOURTH STREET
SAN FRANCISCO,CA94103 		94-3178735 501C3 19,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(40) CHILDRENS DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAY
SAN JOSE,CA95110 		94-2870828 501C3 38,022       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(41) CHILDREN'S TRUST FUND SANTA CLARA COUNTY
373 W JULIAN STREET
SAN JOSE,CA95110 		94-6000533 501C3 11,628       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(42) CHINATOWN COMMUNITY CHILDREN'S CENTER
979 CLAY STREET
SAN FRANCISCO,CA94108 		23-7126354 501C3 5,982       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(43) CHURCH OF JESUS CHRIST LDS CORPORATION
50 E NORTH TEMPLE STREET
SALT LAKE CITY,UT84150 		87-0234341 501C3 26,008       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(44) CITY CHURCH OF SAN FRANCISCO
PO BOX 641049
SAN FRANCISCO,CA94164 		501C3 6,875       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(45) CITY TEAM MINISTRIES OF SAN FRANCISCO
164 6TH STREET
SAN FRANCISCO,CA94103 		51-0163302 501C3 10,002       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(46) CITYTEAM SAN JOSE
2306 ZANKER ROAD
SAN JOSE,CA95131 		94-1501265 501C3 6,323       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(47) COMMON SENSE MEDIA
650 TOWNSEND STREET SUITE 435
SAN FRANCISCO,CA94103 		41-2024986 501C3 12,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(48) COMMUNITY HEALTH CHARITIES OF CALIFORNIA
1199 N FAIRFAX ST STE 600
ALEXANDRIA,VA22314 		13-6167225 501C3 148,637       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(49) COMPASS FAMILY SERVICES
49 POWELL STREET 3RD FLOOR
SAN FRANCISCO,CA94102 		94-1156622 501C3 25,755       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(50) CONSERVATION CORPS NORTH BAY
27 LARKSPUR ST
SAN RAFAEL,CA94901 		94-2831592 501C3 6,750       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(51) DE LA SALLE HIGH SCHOOL
1130 WINTON DR DEVELPMNT OFC
CONCORD,CA94518 		68-0311262 501C3 9,277       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(52) DOCTORS WITHOUT BORDERS HEADQUARTER
333 7TH AVENUE 2ND FLOOR
NEW YORK,NY10016 		13-3433452 501C3 5,727       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(53) EARTHSHARE CALIFORNIA
870 MARKET STREET SUITE 703
SAN FRANCISCO,CA94102 		94-2840364 501C3 37,478       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(54) EAST BAY COMMUNITY LAW CENTER
2921 ADELINE STREET
BERKELEY,CA94703 		94-3042565 501C3 7,511       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(55) EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREET
SAN FRANCISCO,CA94116 		94-1186168 501C3 27,566       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(56) EDUCATIONAL FOUNDATION OF ORINDA
21 C ORINDA WAY 123
ORINDA,CA94563 		94-2623617 501C3 8,741       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(57) FAMILY GIVING TREE
606 VALLEY WAY
MILPITAS,CA95035 		77-0284682 501C3 7,289       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(58) FAMILY HOUSE- SAN FRANCISCO
540 MISSION BAY BLVD NORTH
SAN FRANCISCO,CA94158 		94-2722663 501C3 25,884       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(59) FIRE ASSOCIATES OF SANTA CLARA VALLEY
PO BOX 494
CAMPBELL,CA95009 		23-7087975 501C3 16,302       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(60) FIRST HEBREW CONGREGATION OF OAKLAND
2808 SUMMIT STREET
OAKLAND,CA94609 		501C3 20,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(61) FIRST PLACE FOR YOUTH
426 17TH STREET
OAKLAND,CA94612 		94-3341034 501C3 9,019       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(62) FOOD BANK OF CONTRA COSTA & SOLANO
PO BOX 6324
CONCORD,CA94524 		94-2418054 501C3 67,351       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(63) FOUNDATION OF CITY COLLEGE SAN FRANCISCO
PO BOX 40488
SAN FRANCISCO,CA94140 		94-1682567 501C3 13,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(64) FRESH LIFELINES FOR YOUTHFLY
568 VALLEY WAY
MILPITAS,CA95035 		52-2234595 501C3 7,874       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(65) GIRLS INC OF ALAMEDA COUNTY
510 - 16TH STREET
OAKLAND,CA94612 		94-1558073 501C3 8,304       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(66) GLOBAL IMPACT
1199 N FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		52-1273585 501C3 48,940       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(67) GRATTAN ELEMENTARY SCHOOL PTA
165 GRATTAN STREET
SAN FRANCISCO,CA94111 		94-2967138 501C3 5,300       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(68) HABITAT FOR HUMANITY EAST BAYSILICON
2619 BROADWAY 205
OAKLAND,CA94612 		94-3053687 501C3 13,582       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(69) HAMILTON FAMILIES
1631 HAYES STREET
SAN FRANCISCO,CA94117 		94-3055602 501C3 35,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(70) HAMLIN SCHOOL
2120 BROADWAY
SAN FRANCISCO,CA94115 		94-1393894 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(71) HARVARD LAW SCHOOL FUND
125 MOUNT AUBURN ST 4TH FLOOR
CAMBRIDGE,MA02138 		04-2103580 501C3 5,100       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(72) HOSPICE OF THE VALLEY
4850 UNION AVENUE
SAN JOSE,CA95124 		94-2788907 501C3 5,871       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(73) HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		52-1481896 501C3 5,850       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(74) HUMANE SOCIETY SILICON VALLEY
901 AMES AVENUE
MILPITAS,CA95035 		94-1196215 501C3 6,970       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(75) JEWISH COMMUNITY FEDERATION
121 STEUART STREET 7TH FLOOR
SAN FRANCISCO,CA94105 		94-1156533 501C3 9,056       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(76) JEWISH FAMILY & COMMUNITY SERVICES
2484 SHATTUCK AVE 210
BERKELEY,CA94704 		94-3250304 501C3 5,340       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(77) JF KAPNEK CHARITABLE TRUST
936 DEWING AVENUE SUITE E3
LAFAYETTE,CA94549 		23-7165692 501C3 40,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(78) JUBILEE CHRISTIAN CENTER
175 NORTECH PARKWAY
SAN JOSE,CA95134 		77-0195311 501C3 19,965       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(79) JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA
3003 OAK ROAD SUITE 109
WALNUT CREEK,CA94597 		94-1322179 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(80) JUSTICE & DIVERSITY CENTER OF THE BAR
301 BATTERY STREET THIRD FLOOR
SAN FRANCISCO,CA94111 		94-2931349 501C3 5,074       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(81) KEEN SAN FRANCISCO
PO BOX 191321
SAN FRANCISCO,CA94119 		20-5458028 501C3 5,140       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(82) KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET SUITE 500
OAKLAND,CA94612 		20-5010766 501C3 14,919       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(83) K-LOVE AND AIR1 CHRISTIAN RADIO
5700 W OAKS BLVD
ROCKLIN,CA95765 		94-2816342 501C3 5,701       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(84) KQED INC
2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		94-1241309 501C3 5,148       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(85) LA CASA DE LAS MADRES
1663 MISSION STREET SUITE 225
SAN FRANCISCO,CA94103 		94-2330864 501C3 10,392       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(86) LA CLINICA DE LA RAZA
PO BOX 17054
OAKLAND,CA94601 		94-1744108 501C3 7,260       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(87) LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2
SAN FRANCISCO,CA94109 		94-2917999 501C3 11,212       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(88) LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555
SAN FRANCISCO,CA94104 		94-3324402 501C3 6,595       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(89) LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF
131 STEUART ST STE 400
SAN FRANCISCO,CA94105 		94-2581415 501C3 47,150       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(90) LEGAL AID AT WORK
180 MONTGOMERY STREET SUITE 600
SAN FRANCISCO,CA94104 		94-2783401 501C3 15,908       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(91) LIFEMOVES
181 CONSTITUTION DRIVE
MENLO PARK,CA94025 		77-0160469 501C3 6,338       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(92) LOAVES & FISHES FAMILY KITCHEN SAN JOSE
1534 BERGER DRIVE
SAN JOSE,CA95112 		77-0370874 501C3 8,913       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(93) LOYOLA UNIVERSITY NEW ORLEANS
6363 SAINT CHARLES AVENUE
NEW ORLEANS,LA70118 		72-0408946 501C3 9,533       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(94) MAKE A WISH FOUNDATION GREATER BAY AREA
55 HAWTHORNE STREET 800
SAN FRANCISCO,CA94105 		94-2958481 501C3 16,728       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(95) MAPSTORY FOUNDATION
400 YALE DRIVE
ALEXANDRIA,VA22314 		27-0784209 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(96) MARIN ACADEMY
1600 MISSION AVE
SAN RAFAEL,CA94901 		94-1186189 501C3 20,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(97) MARIN FOOD BANK
75 DIGITAL DR
NOVATO,CA94949 		94-3041517 501C3 6,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(98) MEALS ON WHEELS OF SOLANO CO
95 MARINA CENTER
SUISUN CITY,CA94585 		94-2453452 501C3 5,214       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(99) MICHAEL J FOX FOUNDATION
CHURCH STREET STATION
NEW YORK,NY10163 		13-4141945 501C3 7,518       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(100) MILE HIGH UNITED WAY
711 PARK AVENUE WEST
DENVER,CO80205 		84-0404235 501C3 5,753       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(101) MIRAMONTE HIGH SCHOOL BOOSTER CLUB
750 MORAGA WAY
ORINDA,CA94563 		501C3 20,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(102) MIT SLOAN SCHOOL OF MANAGEMENT
77 MASSACHUSETTS AVE E60-300
CAMBRIDGE,MA02139 		501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(103) NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST
NEW YORK,NY10011 		13-2654926 501C3 5,071       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(104) NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 EAST GISH ROAD 200
SAN JOSE,CA95112 		94-2420708 501C3 6,131       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(105) OAK HILLS BAPTIST CHURCH
1100 BLUE RAVINE RD
FOLSOM,CA95630 		68-0083157 501C3 22,954       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(106) OAKLAND MUSEUM OF CALIFORNIA FOUNDATION
1000 OAK STREET DEVELOPMENT
OAKLAND,CA94607 		94-3094513 501C3 20,520       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(107) OFFICE OF SUPPORTIVE HOUSING
3180 NEWBERRY DRIVE SUITE 150
SAN JOSE,CA95118 		94-6000533 501C3 5,060       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(108) OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 258818
OKLAHOMA CITY,OK73125 		73-6097060 501C3 9,033       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(109) ONEJUSTICE
433 CALIFORNIA STREET SUITE 815
SAN FRANCISCO,CA94104 		94-2589423 501C3 13,280       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(110) ORANGE COUNTY UNITED WAY
18012 MITCHELL AVENUE SOUTH
IRVINE,CA92614 		33-0047994 501C3 16,319       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(111) PLANNED PARENTHOOD FEDERATION
123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		13-1644147 501C3 8,065       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(112) RANCHO ROMERO EDUCATION FUND
180 HEMME AVENUE
ALAMO,CA94507 		91-1796297 501C3 6,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(113) REDLANDS COMMUNITY FOUNDATION
PO BOX 8908
REDLANDS,CA92375 		91-2143250 501C3 7,650       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(114) REDWOOD CREDIT UNION COMMUNITY FUND
PO BOX 6104
SANTA ROSA,CA95406 		47-5084832 501C3 5,630       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(115) SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE,CA95110 		23-7179787 501C3 209,093       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(116) SAN FRANCISCO ASSOCIATION OF REALTORS
301 GROVE STREET
SAN FRANCISCO,CA94102 		94-3158665 501C3 6,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(117) SAN FRANCISCO SPCA
201 ALABAMA STREET
SAN FRANCISCO,CA94103 		94-0836580 501C3 5,600       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(118) SANTA CATALINA SCHOOL FDN
1500 MARK THOMAS DRIVE
MONTEREY,CA93940 		94-1156652 501C3 5,025       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(119) SANTA CLARA COUNTY ANIMAL SHELTER
1555 BERGER DRIVE
SAN JOSE,CA95112 		94-6000533 501C3 33,587       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(120) SANTA CLARA COUNTY MEALS ON WHEELS
333 WEST JULIAN STREET
SAN JOSE,CA95110 		94-6000533 501C3 14,645       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(121) SANTA CLARA SWIM CLUB
2625 PATRICIA DRIVE
SANTA CLARA,CA95051 		94-1432138 501C3 13,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(122) SAVE THE CHILDREN
501 KINGS HWY E SUITE 400
FAIRFIELD,CT06825 		06-0726487 501C3 8,252       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(123) SCHWAB FUND FOR CHARITABLE GIVING
PO BOX 628298
ORLANDO,FL32862 		31-1640316 501C3 305,512       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(124) SECOND HARVEST FOOD BANK-SANTA CLARA & SAN MATEO
750 CURTNER AVENUE
SAN JOSE,CA95125 		94-2614101 501C3 46,952       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(125) SELF HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100
SAN FRANCISCO,CA94111 		94-1750717 501C3 10,599       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(126) SHELTER INC
PO BOX 5368
CONCORD,CA94524 		68-0117241 501C3 9,144       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(127) SHEN YUN PERFORMING ARTS
140 GALLEY HILL ROAD
CUDDEBACKVILLE,NY12729 		20-8812402 501C3 8,824       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(128) SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612 		94-6069890 501C3 5,328       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(129) SILICON VALLEY CREATES
38 W SANTA CLARA ST
SAN JOSE,CA95113 		94-2825213 501C3 11,208       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(130) SMILE TRAIN INC
41 MADISON AVENUE 28TH FLOOR
NEW YORK,NY10010 		13-3661416 501C3 8,767       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(131) SPCA OF SOLANO COUNTY
PO BOX 356
VACAVILLE,CA95696 		94-2607843 501C3 7,054       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(132) SPECIAL NEEDS CHILDREN CENTER INC
40087 MISSION BLVD SUITE 204
FREMONT,CA94539 		20-4628298 501C3 6,767       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(133) ST DOMINICS CATHOLIC CHURCH
2390 BUSH STREET
SAN FRANCISCO,CA94115 		501C3 10,813       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(134) ST JOSEPH BASILICA
1109 CHESTNUT
ALAMEDA,CA94501 		501C3 5,092       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(135) ST MARY CATHOLIC CHURCH
2051 MT DIABLO BLVD
WALNUT CREEK,CA94596 		501C3 7,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(136) ST MARY-VIRGIN EPISCOPAL CHURCH
2325 UNION STREET
SAN FRANCISCO,CA94123 		501C3 14,200       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(137) ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVE
ORINDA,CA94563 		94-1399270 501C3 25,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(138) ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		94-1513140 501C3 13,882       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(139) ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105 		62-0646012 501C3 24,045       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(140) STANFORD GRADUATE SCHOOL OF BUSINESS
326 GALVEZ
PALO ALTO,CA94305 		94-1156365 501C3 10,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(141) STANFORD UNIVERSITY
PO BOX 20466
STANFORD,CA94309 		94-1156365 501C3 24,734       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(142) SUMMER SEARCH
101 HOWARD STREET SUITE 250
SAN FRANCISCO,CA94105 		68-0200138 501C3 5,257       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(143) SUNNYVALE COMMUNITY SERVICES
725 KIFER ROAD
SUNNYVALE,CA94086 		94-1713897 501C3 54,381       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(144) THE FATHERS HOUSE
126 PEABODY ROAD
VACAVILLE,CA95687 		68-0408159 501C3 8,290       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(145) THE TABLE AT CENTRAL UMC
5265 H STREET
SACRAMENTO,CA95819 		68-0003355 501C3 15,379       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(146) TRI VALLEY HAVEN FOR WOMEN INC
PO BOX 2190
LIVERMORE,CA94551 		94-2462357 501C3 5,184       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(147) TRIPS FOR KIDS MARIN
610 4TH STREET
SAN RAFAEL,CA94901 		68-0159458 501C3 7,358       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(148) UC REGENTSUC BERKELEY
2080 ADDISON STREET 4200
BERKELEY,CA94720 		94-6002123 501C3 8,002       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(149) UCSF BENIOFF CHILDRENS HOSPITAL FOUNDATION
PO BOX 45339
SAN FRANCISCO,CA94145 		94-1657474 501C3 7,683       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(150) UCSF FOUNDATION
BOX 45339
SAN FRANCISCO,CA94145 		94-2829914 501C3 5,284       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(151) UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE ROAD
SACRAMENTO,CA95827 		94-1225382 501C3 21,838       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(152) UNITED WAY MONTEREY COUNTY
60 GARDEN COURT SUITE 350
MONTEREY,CA93940 		94-1322169 501C3 22,132       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(153) UNITED WAY OF GREATER UNION COUNTY
33 W GRAND STREET
ELIZABETH,NJ07202 		22-1904427 501C3 6,960       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(154) UNITED WAY OF METROPOLITAN CHICAGO
333 S WABASH 30TH FLOOR
CHICAGO,IL60604 		30-0200478 501C3 9,175       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(155) UNITED WAY OF SALT LAKE
257 EAST 200 SOUTH SUITE 300
SALT LAKE CITY,UT84111 		87-0227091 501C3 7,532       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(156) UNITED WAY OF THE WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITE
160
SANTA ROSA,CA95407 		94-1669646 501C3 40,430       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(157) UNITED WAY OLMSTED COUNTY
903 W CENTER ST RM 100
ROCHESTER,MN55902 		41-0695594 501C3 13,103       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(158) UNITED WAY SANTA CRUZ
PO BOX 1458
CAPITOLA,CA95010 		94-1422471 501C3 9,120       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(159) UNITED WAY WORLDWIDE HURRICANE HARVEY
PO BOX 418607
BOSTON,MA02241 		13-1635294 501C3 9,727       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(160) UNITED WAY WORLDWIDE HURRICANE IRMA & MARIA
PO BOX 418607
BOSTON,MA02241 		13-1635294 501C3 10,041       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(161) UNITY PALO ALTO
3391 MIDDLEFIELD ROAD
PALO ALTO,CA94306 		94-6091915 501C3 5,843       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(162) UNIVERSITY OF SOUTHERN CALIFORNIA
PO BOX 80354
LOS ANGELES,CA90080 		95-1642394 501C3 5,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(163) URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE ST
SAN FRANCISCO,CA94117 		94-1622034 501C3 25,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(164) USA CYCLING INC
210 USA CYCLING POINT SUITE 100
COLORADO SPRINGS,CO80919 		84-1284437 501C3 14,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(165) VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075
SOUTHEASTERN,PA19398 		23-2888152 501C3 84,480       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(166) VMC FOUNDATION
2400 CLOVE DRIVE
SAN JOSE,CA95128 		77-0187890 501C3 52,114       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(167) WASHINGTON UNIVERSITY SCHOOL OF LAW
ONE BROOKINGS DRIVE CAMPUS BOX 1082
1082
SAINT LOUIS,MO63130 		43-0653611 501C3 5,500       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(168) WESTERN CENTER ON LAW & POVERTY
3701 WILSHIRE BLVD STE 208
LOS ANGELES,CA90010 		95-2897721 501C3 8,910       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(169) WOODSIDE SCHOOL FOUNDATION
3195 WOODSIDE ROAD
WOODSIDE,CA94062 		94-2928552 501C3 12,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(170) WOUNDED WARRIOR PROJECT
PO BOX 758517
TOPEKA,KS66675 		20-2370934 501C3 18,413       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(171) YALE LAW SCHOOL FUND
PO BOX 2038
NEW HAVEN,CT06521 		06-0646973 501C3 10,000       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(172) YALE UNIVERSITY
PO BOX 2038/DEVELOPMENT OFFICE
NEW HAVEN,CT06521 		06-0646973 501C3 10,083       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(173) YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650
SAN FRANCISCO,CA94111 		94-0997140 501C3 59,108       DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(174) ALAMEDA COUNTY SOCIAL SERVICES AGENCY
2000 SAN PABLO AVE
OAKLAND,CA94612 		94-6000501 501C3 9,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(175) BAY AREA COMMUNITY RESOURCES CHALK
271 AUSTIN ST
SAN FRANCISCO,CA94109 		94-3243115 501C3 47,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(176) BAY AREA LEGAL AID
1735 TELEGRAPH AVENUE
OAKLAND,CA94612 		94-1633136 501C3 66,515       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(177) CHABOT LAS POSITAS COMMUNITY COLLEGE DISTRICT DBA TRI-VALLEY ONE-STOP CAREE
6300 VILLAGE PARKWAY SUITE 100
DUBLIN,CA94568 		23-7074515 501C3 6,600       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(178) CHILDREN'S NETWORK OF SOLANO COUNTY
2320 COURAGE DR 107
FAIRFIELD,CA94533 		68-0014506 501C3 266,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(179) CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET SUITE 104
SAN FRANCISCO,CA94134 		94-2152893 501C3 16,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(180) COMMUNITY ACTION MARIN
29 MARY STREET
SAN RAFAEL,CA94901 		94-6136365 501C3 221,550       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(181) COMMUNITY CHILD CARE COORDINATING COUNCIL (4CS) OF ALAMEDA COUNTY
22351 CITY CENTER DR STE 100
HAYWARD,CA94541 		23-7218859 501C3 6,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(182) COMMUNITY SERVICES AGENCY MOUNTAIN VIEW
204 STIERLIN RD
MOUNTAIN VIEW,CA94043 		94-1422465 501C3 46,000       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(183) COMMUNITY YOUTH CENTER OF SF
1038 POST STREET
SAN FRANCISCO,CA94109 		94-1728818 501C3 37,500       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(184) CONTRA COSTA CRISIS CENTER
307 LENNON LANE
WALNUT CREEK,CA94598 		94-1747227 501C3 65,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(185) DAN WILLIAMS FOUNDATION INC
269S BEVERLY DRIVE 338
BEVERLY HILLS,CA90212 		81-0746498 501C3 50,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(186) DRIVING FORCE GROUP INC (TORREY SMITH FAMILY FUND)
1109 PARK STREET NW
WASHINGTON,DC20002 		45-4641567 501C3 50,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(187) EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION
1825 SAN PABLO AVENUE SUITE 200
OAKLAND,CA94612 		51-0171851 501C3 292,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(188) EDEN I AND R INC
570 B STREET
HAYWARD,CA94541 		94-2339050 501C3 56,000       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(189) FOOTHILL DEANZA COMMUNITY COLLEGE
12345 EL MONTE DRIVE
LOS ALTOS,CA94022 		94-1597718 501C3 46,667       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(190) FREMONT FAMILY RESOURCE CENTER CORPORATION
39155 LIBERTY STREET SUITE A110 PO
BOX 5006
FREMONT,CA94537 		94-3333831 501C3 89,900       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(191) GREATER NAPA FAIR HOUSING CENTER
1804 SOSCOL AVENUE SUITE 203
NAPA,CA94559 		42-1576121 501C3 37,500       PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
(192) JAPANESE COMMUNITY YOUTH COUNCIL
2012 PINE ST
SAN FRANCISCO,CA94115 		23-7092514 501C3 168,100       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(193) JEWISH VOCATIONAL SERVICES (JVS)
225 BUSH ST
SAN FRANCISCO,CA94104 		94-2213100 501C3 10,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(194) KIDS IN COMMON (A PROGRAM OF EL MONTE PLANNED PARENTHOOD)
1691 THE ALAMEDA
SAN JOSE,CA95126 		94-1583439 501C3 41,667       PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(195) LAO FAMILY COMMUNITY DEVELOPMENT INC
1551 23RD AVE
OAKLAND,CA94606 		94-3115164 501C3 7,800       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(196) LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2
SAN FRANCISCO,CA94109 		94-2917999 501C3 20,000       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(197) MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301
SAN FRANCISCO,CA94110 		51-0187791 501C3 140,025       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(198) NAPA EMERGENCY WOMENS SERVICES
1141 PEAR TREE LANE SUITE 220
NAPA,CA94558 		94-2745889 501C3 20,000       PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
(199) NEW DOOR VENTURES
3221 20TH ST
SAN FRANCISCO,CA94110 		94-2780274 501C3 25,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(200) NORTHEAST COMMUNITY FEDERAL CREDIT UNION
683 CLAY STREET
SAN FRANCISCO,CA94111 		94-2891498 501C3 9,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(201) ON THE MOVE
780 LINCOLN AVENUE
NAPA,CA94559 		75-3149095 501C3 81,350       PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
(202) REDWOOD CITY SCHOOL DISTRICT
750 BRADFORD STREET
REDWOOD CITY,CA94063 		94-3034018 501C3 79,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(203) RICHMOND COMMUNITY FOUNDATION
1014 FLORIDA AVENUE SUITE 200
RICHMOND,CA94804 		94-3337754 501C3 710,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(204) SAN ANTONIO CDC
2228 E15TH STREET
OAKLAND,CA94606 		94-2675448 501C3 12,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(205) SAN JOSE EVERGREEN COMMUNITY COLLEGE DISTRICT
40 SOUTH MARKET STREET
SAN JOSE,CA95113 		77-0100756 501C3 33,222       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(206) SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE
SAN MATEO,CA94402 		94-3084147 501C3 8,400       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(207) SPANISH SPEAKING UNITY COUNCIL OF ALAMEDA COUNTY INC
1900 FRUITVALE AVE
OAKLAND,CA94601 		94-1670490 501C3 6,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(208) ST JOSEPHS
7950 CHURCH STREET SUITE A
GILROY,CA95020 		03-0391775 501C3 46,000       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(209) SUCCESS CENTER SAN FRANCISCO
375 WOODSIDE AVE BLDG W-2
SAN FRANCISCO,CA94127 		94-2844443 501C3 57,500       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(210) T&B CONSULTANTS DBA LIFE ONTRAK
69 LINCOLN BLVD A216
LINCOLN,CA95648 		45-3608301 501C3 18,360       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(211) THE SALVATION ARMY
359 NORTH 4TH STREET
SAN JOSE,CA95112 		94-1156347 501C3 95,000       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(212) THE SAN FRANCISCO WOMEN'S CENTERS INC
3543 18TH STREET
SAN FRANCISCO,CA94110 		94-1730620 501C3 6,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(213) THE STRIDE CENTER
1212 BROADWAY - SUITE 400
OAKLAND,CA94612 		94-3333571 501C3 32,500       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(214) UP VALLEY FAMILY CENTERS OF NAPA COUNTY
1440 SPRING ST
SAINT HELENA,CA94574 		80-0023012 501C3 34,000       PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(215) WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVE
CUPERTINO,CA95014 		94-2211685 501C3 117,667       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(216) YOUNG COMMUNITY DEVELOPERS INC
1715 YOSEMITE AVENUE
SAN FRANCISCO,CA94124 		94-2187776 501C3 37,500       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(217) YOUTH EMPLOYMENT PARTERNSHIP
2300 INTERNATIONAL BLVD
OAKLAND,CA94601 		94-2517075 501C3 37,500       PROGRAM GRANT TO SUPPORT JOBS+ SERVICES
(218) LIFEMOVES
181 CONSTITUTION DRIVE
MENLO PARK,CA94025 		77-0160469 501C3 61,000       PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
218
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 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
PART I, LINE 2: FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. ALLOCATIONS AND RE-GRANTS TO PARTNERS: UNITED WAY OF THE BAY AREA PARTNERS WITH OTHER 501(C)3 ORGANIZATIONS/PARTNERS TO SUPPORT ITS MISSION IN VARIOUS PROGRAM AREAS. GRANT PROPOSALS ARE EVALUATED ON THE BASIS OF THEIR ALIGNMENT WITH UWBA'S STRATEGIC PLAN AS WELL AS THE AGENCY'S ABILITY TO DEMONSTRATE HIGH STANDARDS IN FISCAL AND PROGRAMMATIC OPERATIONS AND OVERALL ORGANIZATIONAL STRENGTH.
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 OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 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
1WILSON ANNE
CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 350,539
-------------
0 		0
-------------
0 		12,096
-------------
0 		-90,801
-------------
0 		48,154
-------------
0 		319,988
-------------
0 		0
-------------
0
2MCDONNELL ERIC
CHIEF OPERATING OFFICER (THRU 12/17) 		(i)

(ii)		 263,502
-------------
0 		51
-------------
0 		1,309
-------------
0 		12,745
-------------
0 		18,316
-------------
0 		295,923
-------------
0 		0
-------------
0
3BRAUN JOAN
CHIEF OPERATING OFFICER 		(i)

(ii)		 217,442
-------------
0 		51
-------------
0 		6,820
-------------
0 		16,554
-------------
0 		32,507
-------------
0 		273,374
-------------
0 		0
-------------
0
4KUKOVIC LIDIYA
VP, CONTROLLER 		(i)

(ii)		 115,049
-------------
0 		54
-------------
0 		7,235
-------------
0 		9,483
-------------
0 		18,403
-------------
0 		150,224
-------------
0 		0
-------------
0
5SCHAVER JOHN
VP, INFORMATION TECHNOLOGY 		(i)

(ii)		 123,735
-------------
0 		54
-------------
0 		5,685
-------------
0 		7,846
-------------
0 		27,905
-------------
0 		165,225
-------------
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 II, COLUMN C: THE IRS DEFINES OTHER COMPENSATION, AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. THREE CURRENT DIRECTORS, OFFICERS OR KEY EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN: THE CEO, COO, AND VP, IT. FOR UWBA'S PURPOSES, BOTH THE COMPANY PORTION OF THE CEO'S 401K EXPENSES $21,600 AS WELL AS THE ANNUAL ACTUARIAL DECREASE IN VALUE OF THE NOW FROZEN DEFINED BENEFIT PLAN ($ 223,401), HAVE BEEN INCLUDED TO ARRIVE AT NET DECREASE OF ($ 90,801).
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 OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 25 407,451 PROCEEDS FROM SALE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( CREDIT CARDS FOR SPARKPOINT CENTERS ) X 1 1,403 FMV
26 Other Right pointing arrow large image ( TV ) X 1 499 FMV
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which 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
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization 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 (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 OF THE BAY AREA
 
Employer identification number

94-1312348
Return Reference Explanation
FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS.
FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE IS EMPOWERED WITH LIMITATIONS TO TAKE ACTION ON BEHALF OF THE BOARD BETWEEN ITS REGULARLY SCHEDULED MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11B CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE 5-7 DAYS TO RESPOND WITH QUESTIONS AND PRESENT CONCERNS. AFTER THAT, THE 990 IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 1,184,572. UNCOLLECTIBLE PLEDGES -1,875.
FORM 990, PART VIII AND PART IX UNITED WAY STANDARD OVERHEAD CALCULATION MANAGEMENT AND GENERAL EXPENSES - $3,587,455 FUNDRAISING EXPENSES - $2,652,106 TOTAL SUPPORT SERVICES EXPENSES - $6,239,561 TOTAL REVENUE - $37,258,751 OVERHEAD PERCENTAGE - 16.75%
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


Additional Data


Software ID:  
Software Version: