TY 2018 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) MOK ANNA...................................................................... CHAIR	0.10 .................	X	X
(2) SUTHERLAND SUSAN...................................................................... IMMEDIATE PAST CHAIR	2.00 .................	X	X
(3) DETWEILER CHARMAINE...................................................................... TREASURER	2.50 .................	X	X
(4) JOHNSON KEVIN...................................................................... SECRETARY	2.00 .................	X	X
(5) HEACOCK DAVID...................................................................... ASSISTANT SECRETARY	2.00 .................	X	X
(6) ALLAIRE KIWOBA...................................................................... DIRECTOR AT LARGE	0.10 .................	X
(7) BLAYLOCK ADAM...................................................................... DIRECTOR AT LARGE	1.00 .................	X
(8) JULIE DOMINGUEZ...................................................................... DIRECTOR AT LARGE	2.50 .................	X
(9) EBERTS RALPH...................................................................... DIRECTOR AT LARGE	0.30 .................	X
(10) ECKHARDT MICHAEL...................................................................... DIRECTOR AT LARGE	0.50 .................	X
(11) HERBERT III JAMES...................................................................... DIRECTOR AT LARGE	0.30 .................	X
(12) JEROME MICHAEL...................................................................... DIRECTOR AT LARGE	0.30 .................	X
(13) KO AMY...................................................................... DIRECTOR AT LARGE	0.40 .................	X
(14) LEE DANIEL...................................................................... DIRECTOR AT LARGE	2.00 .................	X
(15) LEIBOWITZ TOM...................................................................... DIRECTOR AT LARGE	0.80 .................	X
(16) LONGHURST DAVID...................................................................... DIRECTOR AT LARGE	0.30 .................	X
(17) REMSTEDT LAWRENCE...................................................................... DIRECTOR AT LARGE	0.50 .................	X

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) RODRIGUEZ RAUL........................................................................ DIRECTOR AT LARGE	0.80 .......................	X				0	0
(19) ROGERS MATT........................................................................ DIRECTOR AT LARGE	0.80 .......................	X				0	0
(20) STREET ERIC........................................................................ DIRECTOR AT LARGE	0.80 .......................	X				0	0
(21) TENNYSON SHERRY........................................................................ DIRECTOR AT LARGE	0.30 .......................	X				0	0
(22) WALKER ROBERT........................................................................ DIRECTOR AT LARGE	0.80 .......................	X				0	0
(23) WEINSTEIN LAURIE........................................................................ DIRECTOR AT LARGE	0.30 .......................	X				0	0
(24) BRANCH MICHELLE........................................................................ CHAIR, PUBLIC POLICY COMMITTEE	0.50 .......................	X				0	0
(25) BREBER PIERRE........................................................................ CHAIR, REG. IMPACT & GROWTH	1.00 .......................	X				0	0
(26) FOLEY JIM........................................................................ CHAIR, VOLUNTEER & DONOR	0.80 .......................	X				0	0
(27) MATUSZAK GARY........................................................................ VICE CHAIR, AUDIT COMMITTE	1.00 .......................	X				0	0
(28) OLSON JIM........................................................................ VICE CHAIR, GOVERNANCE COMMITTE	1.00 .......................	X				0	0
(29) PAULSON TIMOTHY........................................................................ LABOR LIAISON	0.30 .......................	X				0	0
(30) WOHL JEFFREY........................................................................ GEN. COUNSEL & CHIEF ETHIC	1.00 .......................	X	X			0	0
(31) WILSON ANNE........................................................................ CHIEF EXECUTIVE OFFICER	50.00 .......................		X			376,380	-71,368
(32) BRAUN JOAN........................................................................ CHIEF OPERATING OFFICER	55.00 .......................		X			228,824	58,192
(33) GOOCH NORA........................................................................ CHIEF DEVELOPMENT OFFICER	37.50 .......................			X		206,120	18,038
(34) GRIFFIN SIDNEY........................................................................ CHIEF MARKETING OFFICER	37.50 .......................			X		168,756	38,423
(35) BATSON KELLY........................................................................ SENIOR VP, CIT	37.50 .......................			X		153,974	19,147
(36) BUENAVISTA SARAHVON........................................................................ SENIOR VP, MARKETING	37.50 .......................				X	108,067	21,351
(37) LI ENA........................................................................ VP, COMMUNITY INVESTMENT	37.50 .......................				X	119,179	7,204
(38) JOSEPH MEGAN........................................................................ EXECUTIVE DIRECTOR, RISE TOGETHER	37.50 .......................				X	143,868	26,490
(39) KUKOVIC LIDIYA........................................................................ VP, CONTROLLER	37.50 .......................				X	125,707	30,011
(40) SCHAVER JOHN........................................................................ VP, INFORMATION TECHNOLOGY	37.50 .......................				X	139,470	26,211

(A) Name and business address	(B) Description of services	(C) Compensation
LANXPERT CORPORATION DBA INTIVIX 605 MARKET STREET SUITE 410 SAN FRANCISCO,CA94105	IT CONSULTING	226,303
NELSON STAFFING PO BOX 49195 SAN JOSE,CA95161	TEMPORARY STAFFING	175,133
THE PURSUANT GROUP INC PO BOX 203421 DALLAS,TX75320	CONSULTING SERVICES	169,000
MOSS ADAMS LLP PO BOX 101822 PASADENA,CA91189	AUDIT/TAX SERVICES	121,000
PUBLIC PROFIT 1212 BROADWAY SUITE 501 OAKLAND,CA94612	CONSULTING SERVICES	115,273
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 10

- TIN:

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 the latest information.

OMB No. 1545-0047

2018

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	34,157,980	33,543,169	43,336,077	35,899,126	28,105,569	175,041,921
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	34,157,980	33,543,169	43,336,077	35,899,126	28,105,569	175,041,921
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)..						13,837,482
6	Public support. Subtract line 5 from line 4.						161,204,439

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..	34,157,980	33,543,169	43,336,077	35,899,126	28,105,569	175,041,921
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	276,771	360,800	413,999	526,312	577,303	2,155,185
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						177,278,829

Gross receipts from related activities, etc. (see instructions) ..................

3,240,548

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

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

90.930 %

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

91.300 %

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2018

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)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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.)..

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

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

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 2018 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-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, 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 2018. 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 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization UNITED WAY OF THE BAY AREA

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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) 2018

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

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) ......................	1,526
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................	27,521
c	Total lobbying expenditures (add lines 1a and 1b) ...................................................................	29,047
d	Other exempt purpose expenditures ........................................................................	28,910,539
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............................................	28,939,586
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? ...................................................................................................................		Yes No

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) 2015	(b) 2016	(c) 2017	(d) 2018	(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	16,828	46,117	28,537	29,047	120,529

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	9,599	9,717	8,662	1,526	29,504

Schedule C (Form 990 or 990-EZ) 2018

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

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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 the latest information.

OMB No. 1545-0047

2018

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
1	Total number at end of year .........	21
2	Aggregate value of contributions to (during year)	1,168,121
3	Aggregate value of grants from (during year)	1,110,860
4	Aggregate value at end of year ........	156,693

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	5,208,751	5,061,854	4,648,599	5,022,885	5,254,646
b	Contributions ...	1,656	1,400	1,300	1,400	1,400
c	Net investment earnings, gains, and losses	266,882	366,395	630,428	-150,974	-12,314
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	201,426	197,406	196,906	199,384	194,752
f	Administrative expenses ....	23,043	23,492	21,567	20,867	26,095
g	End of year balance ......	5,252,820	5,208,751	5,061,854	4,653,060	5,022,885

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

74.210 %

Temporarily restricted endowment SchDMd Bullet

25.790 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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	377,040	270,022	107,018
d	Equipment ....	220,684	149,533	71,151
e	Other .....	1,640,148	1,387,628	252,520
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				430,689

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther 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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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.)
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) 2018

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	17,105,020
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	133,809
b	Donated services and use of facilities .........	2b	545,542
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	679,351
3	Subtract line 2e from line 1..................			3	16,425,669
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	67,311
b	Other (Describe in Part XIII.) ...........	4b	13,807,946
c	Add lines 4a and 4b....................			4c	13,875,257
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	30,300,926

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	17,930,617
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	545,542
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	-936,974
e	Add lines 2a through 2d....................			2e	-391,432
3	Subtract line 2e from line 1...................			3	18,322,049
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	67,311
b	Other (Describe in Part XIII.) ............	4b	13,807,946
c	Add lines 4a and 4b.....................			4c	13,875,257
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	32,197,306

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, 2019 AND 2018.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DONOR DESIGNATED PLEDGES 13,807,946.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -937,174. UNCOLLECTIBLE PLEDGES 200.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DONOR DESIGNATED PLEDGES 13,807,946.

Schedule D (Form 990) 2018

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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

2018

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

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) ADVENT LUTHERAN CHURCH MORGAN HILL PO BOX 607 MORGAN HILL,CA95038	77-0011232	501(C)(3)	12,860	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(2) AIDS LEGAL REFERRAL PANEL 1663 MISSION STREET STE 500 SAN FRANCISCO,CA94103	94-3111738	501(C)(3)	7,471	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(3) ALISA ANN RUCH BURN FOUNDATION 4534 MISSION STREET SUITE 5 SAN FRANCISCO,CA94112	23-7162017	501(C)(3)	5,720	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(4) AMERICAN CANCER SOCIETY INC CALIFORNIA 1001 MARINA VILLAGE PARKWAY SUITE 300 ALAMEDA,CA94501	13-1788491	501(C)(3)	10,415	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(5) AMERICAN CONSERVATORY THEATER 30 GRANT AVENUE 7TH FLOOR SAN FRANCISCO,CA94108	94-6135772	501(C)(3)	8,820	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(6) AMERICAN RED CROSS BAY AREA CHAPTER 1663 MARKET STREET SAN FRANCISCO,CA94103	53-0196605	501(C)(3)	14,936	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(7) AMERICA'S BEST LOCAL CHARITIES 1100 LARKSPUR LANDING CIRCLE STE 340 LARKSPUR,CA94939	94-3042430	501(C)(3)	168,141	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(8) ARC OF SAN FRANCISCO 1500 HOWARD STREET SAN FRANCISCO,CA94103	94-1415287	501(C)(3)	15,309	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(9) ARCHDIOCESE OF SAN FRANCISCO 1 PETER YORKE WAY SAN FRANCISCO,CA94109	51-0219028	501(C)(3)	25,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(10) ASIAN LAW CAUCUS INC 55 COLUMBUS AVENUE SAN FRANCISCO,CA94111	94-2176139	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(11) AT THE CROSSROADS 167 JESSIE STREET SAN FRANCISCO,CA94105	27-2603924	501(C)(3)	6,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(12) AVALON ACADEMY 818 MAHLER ROAD BURLINGAME,CA94010	20-1651912	501(C)(3)	9,643	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(13) BARBARA & GERSON BAKAR FOUNDATION 201 FILBERT STREET STE 400 SAN FRANCISCO,CA94133	20-5691977	501(C)(3)	7,863	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(14) BAY AREA DISCOVERY MUSEUM 557 MCREYNOLDS ROAD SAUSALITO,CA94965	68-0033227	501(C)(3)	6,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(15) BAY AREA LEGAL AID 1735 TELEGRAPH AVENUE OAKLAND,CA94612	94-1631316	501(C)(3)	10,360	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(16) BISHOP'S RANCH OF THE DIOCESE OF CALIF 5297 WESTSIDE ROAD HEALDSBURG,CA95448	94-1156840	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(17) BLACK GIRLS CODE INC POBOX 640926 SAN FRANCISCO,CA94164	45-4930539	501(C)(3)	5,010	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(18) BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE STREET NW ATLANTA,GA30309	13-5562976	501(C)(3)	18,068	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(19) BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH,CT06830	61-4535000	501(C)(3)	9,889	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(20) CAMP TAYLOR 8224 W GRAYSON ROAD MODESTO,CA95358	43-7091770	501(C)(3)	9,753	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(21) CARONDELET HIGH SCHOOL 1133 WINTON DRIVE CONCORD,CA94518	94-3333365	501(C)(3)	22,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(22) CATHOLIC CHARITIES OF THE EAST BAY 433 JEFFERSON STREET OAKLAND,CA94607	94-2677202	501(C)(3)	8,588	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(23) CHILDRENS CREATIVITY MUSEUM 221 FOURTH STREET SAN FRANCISCO,CA94103	94-3178735	501(C)(3)	19,778	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(24) CHILDREN'S TRUST FUND SANTA CLARA COUNTY 373 W JULIAN STREET SAN JOSE,CA95110	94-6000533	501(C)(3)	11,378	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(25) CHINATOWN COMMUNITY CHILDREN'S CENTER 979 CLAY STREET SAN FRANCISCO,CA94108	23-7126354	501(C)(3)	5,200	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(26) CHURCH OF JESUS CHRIST LDS CORPORATION 50 E NORTH TEMPLE STREET SALT LAKE CITY,UT84150	87-0234341	501(C)(3)	32,532	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(27) CHURCH OF THE NATIVITY 210 OAK GROVE AVENUE MENLO PARK,CA94025	000000000	501(C)(3)	125,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(28) CIRCLE OF CARE 303 VAN BUREN AVENUE OAKLAND,CA94610	94-1358309	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(29) CITY TEAM MINISTRIES OF SAN FRANCISCO 164 6TH STREET SAN FRANCISCO,CA94103	51-0163302	501(C)(3)	10,537	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(30) CITYTEAM SAN JOSE 2306 ZANKER ROAD SAN JOSE,CA95131	94-1501265	501(C)(3)	11,827	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(31) COMMONWEALTH CLUB OF CALIFORNIA 110 THE EMBARCADERO SAN FRANCISCO,CA94105	94-0399260	501(C)(3)	26,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(32) COMMUNITY HEALTH CHARITIES OF CALIFORNIA 1199 N FAIRFAX ST STE 600 ALEXANDRIA,VA22314	13-6167225	501(C)(3)	141,115	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(33) COMPASS FAMILY SERVICES 49 POWELL STREET 3RD FLOOR SAN FRANCISCO,CA94102	94-1156622	501(C)(3)	26,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(34) CONSERVATION CORPS NORTH BAY 27 LARKSPUR ST SAN RAFAEL,CA94901	94-2831592	501(C)(3)	7,599	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(35) DE LA SALLE HIGH SCHOOL 1130 WINTON DR DEVELPMNT OFC CONCORD,CA94518	68-0311262	501(C)(3)	8,732	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(36) DFCS EDUCATION SCHOLARSHIP FUND 333 WEST JULIAN STREET SAN JOSE,CA95110	94-6000533	501(C)(3)	6,287	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(37) DOCTORS WITHOUT BORDERS HEADQUARTER 333 7TH AVENUE 2ND FLOOR NEW YORK,NY10016	13-3433452	501(C)(3)	6,741	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(38) DON BOSCO SALESIAN MISSIONS 120 VILLAGE SQUARE 44 ORINDA,CA94563	000000000	501(C)(3)	5,250	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(39) EARTHSHARE CALIFORNIA 870 MARKET STREET SUITE 703 SAN FRANCISCO,CA94102	94-2840364	501(C)(3)	43,736	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(40) EAST BAY COMMUNITY LAW CENTER 1950 UNIVERSITY AVENUE STE 200 BERKELEY,CA94704	94-3042565	501(C)(3)	19,447	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(41) EDGEWOOD CENTER FOR CHILDREN & FAMILIES 1801 VICENTE STREET SAN FRANCISCO,CA94116	94-1186168	501(C)(3)	28,641	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(42) FAMILY HOUSE- SAN FRANCISCO 540 MISSION BAY BLVD NORTH SAN FRANCISCO,CA94158	94-2722663	501(C)(3)	25,219	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(43) FIRE ASSOCIATES OF SANTA CLARA VALLEY PO BOX 494 CAMPBELL,CA95009	23-7087975	501(C)(3)	14,897	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(44) FOOD BANK OF CONTRA COSTA & SOLANO PO BOX 6324 CONCORD,CA94524	94-2418054	501(C)(3)	32,052	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(45) FRESH LIFELINES FOR YOUTHFLY 568 VALLEY WAY MILPITAS,CA95035	52-2234595	501(C)(3)	9,472	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(46) GIFFORDS LAW CTR TO PREVENT GUN VIOLENCE 268 BUCH STREET 555 SAN FRANCISCO,CA94104	46-4638549	501(C)(3)	6,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(47) GLOBAL IMPACT 1199 N FAIRFAX STREET SUITE 300 ALEXANDRIA,VA22314	52-1273585	501(C)(3)	44,652	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(48) GRATTAN ELEMENTARY SCHOOL PTA 165 GRATTAN STREET SAN FRANCISCO,CA94111	94-2967138	501(C)(3)	5,700	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(49) HABITAT FOR HUMANITY EAST BAYSILICON 2619 BROADWAY 205 OAKLAND,CA94612	94-3053687	501(C)(3)	7,310	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(50) HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS,GA31709	91-1914868	501(C)(3)	5,062	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(51) HAMILTON FAMILIES 1631 HAYES STREET SAN FRANCISCO,CA94117	94-3055602	501(C)(3)	35,024	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(52) HAMLIN SCHOOL 2120 BROADWAY SAN FRANCISCO,CA94115	94-1393894	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(53) HARVARD-CLASS OF 1992 SOLDIERS FIELD BOSTON,MA02163	53-0199180	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(54) HOSPICE OF THE VALLEY 4850 UNION AVENUE SAN JOSE,CA95124	94-2788907	501(C)(3)	6,140	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(55) HUMANE SOCIETY SILICON VALLEY 901 AMES AVENUE MILPITAS,CA95035	94-1196215	501(C)(3)	9,873	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(56) IMMIGRANT LEGAL RESOURCE CENTER 1663 MISSION ST 602 SAN FRANCISCO,CA94103	94-2939540	501(C)(3)	5,765	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(57) J DAVID GLADSTONE INSTITUTES 1650 OWENS STREET SAN FRANCISCO,CA94158	23-7203666	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(58) JEWISH FAMILY & COMMUNITY SERVICES 2484 SHATTUCK AVE 210 BERKELEY,CA94704	94-3250304	501(C)(3)	5,340	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(59) JF KAPNEK CHARITABLE TRUST 936 DEWING AVENUE SUITE E3 LAFAYETTE,CA94549	23-7165692	501(C)(3)	50,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(60) JUBILEE CHRISTIAN CENTER 175 NORTECH PARKWAY SAN JOSE,CA95134	77-0195311	501(C)(3)	7,266	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(61) JUNIOR ACHIEVEMENT NORTHERN CALIFORNIA 3003 OAK ROAD SUITE 130 WALNUT CREEK,CA94597	94-1322179	501(C)(3)	20,100	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(62) JUSTICE & DIVERSITY CENTER OF THE BAR 301 BATTERY STREET THIRD FLOOR SAN FRANCISCO,CA94111	94-2931349	501(C)(3)	15,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(63) KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET SUITE 500 OAKLAND,CA94612	20-5010766	501(C)(3)	16,259	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(64) KQED INC 2601 MARIPOSA ST SAN FRANCISCO,CA94110	94-1241309	501(C)(3)	10,196	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(65) LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVENUE SAN FRANCISCO,CA94102	94-2917999	501(C)(3)	6,819	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(66) LAWYERS COMMITTEE FOR CIVIL RIGHTS- SF 131 STEUART ST STE 400 SAN FRANCISCO,CA94105	94-2581415	501(C)(3)	48,100	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(67) LEGAL AID AT WORK 180 MONTGOMERY STREET SUITE 600 SAN FRANCISCO,CA94104	94-2783401	501(C)(3)	54,315	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(68) LOYOLA UNIVERSITY NEW ORLEANS 6363 SAINT CHARLES AVENUE NEW ORLEANS,LA70118	72-0408946	501(C)(3)	10,217	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(69) MAKE A WISH FOUNDATION GREATER BAY AREA 1333 BROADWAY SUITE 200 OAKLAND,CA94612	94-2958481	501(C)(3)	13,403	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(70) MARIN ACADEMY 1600 MISSION AVE SAN RAFAEL,CA94901	94-1186189	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(71) MICHAEL J FOX FOUNDATION CHURCH STREET STATION NEW YORK,NY10163	13-4141945	501(C)(3)	8,336	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(72) MILE HIGH UNITED WAY 711 PARK AVENUE WEST DENVER,CO80205	84-0404235	501(C)(3)	6,469	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(73) MULTIPLYING GOOD 15 WEST 38TH STREET SUITE 1210 NEW YORK,NY10018	52-0959336	501(C)(3)	20,250	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(74) NATURE CONSERVANCY 4245 NORTH FAIRFAX DR STE 100 ARLINGTON,VA22203	53-0242652	501(C)(3)	5,866	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(75) NATURE CONSERVANCY OF CALIFORNIA THE 201 MISSION STREET 4TH FLOOR SAN FRANCISCO,CA94105	53-0242652	501(C)(3)	6,138	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(76) NEUROEDOCRINE TUMOR RESEARCH FDN 321 COLUMBUS AVENUE SUITE 5R BOSTON,MA02116	20-1945347	501(C)(3)	8,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(77) NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE 234 EAST GISH ROAD 200 SAN JOSE,CA95112	94-2420708	501(C)(3)	6,535	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(78) NUEVA SCHOOL 6565 SKYLINE BLVD HILLSBOROUGH,CA94010	94-1633387	501(C)(3)	15,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(79) OAK HILLS BAPTIST CHURCH 1100 BLUE RAVINE RD FOLSOM,CA95630	68-0083157	501(C)(3)	17,915	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(80) OAKLAND MUSEUM OF CALIFORNIA FOUNDATION 1000 OAK STREET DEVELOPMENT OAKLAND,CA94607	94-3094513	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(81) ONEJUSTICE 433 CALIFORNIA STREET SUITE 815 SAN FRANCISCO,CA94104	94-2589423	501(C)(3)	12,780	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(82) OPERATION FREEDOM PAWS 777 FIRST STREET PMB 515 GILROY,CA95020	45-2566382	501(C)(3)	7,306	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(83) PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA,PA19101	23-1365388	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(84) PLANNED PARENTHOOD FEDERATION 123 WILLIAM STREET 10TH FLOOR NEW YORK,NY10038	13-1644147	501(C)(3)	5,181	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(85) PLAYWRIGHTS FOUNDATION 1616 16TH STREET SUITE 350 SAN FRANCISCO,CA94103	94-2565759	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(86) PUBLIC ADVOCATES 131 STEUART STREET SUITE 300 SAN FRANCISCO,CA94105	23-7103042	501(C)(3)	6,300	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(87) REBEKAH CHILDRENS SERVICES 290 IOOF AVENUE GILROY,CA95020	94-1167402	501(C)(3)	22,991	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(88) SAFE & SOUND 1757 WALLER ST SAN FRANCISCO,CA94117	94-2455072	501(C)(3)	6,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(89) SAN FRANCISCO MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO,CA94107	94-3041517	501(C)(3)	6,617	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(90) SAN FRANCISCO SPCA 201 ALABAMA STREET SAN FRANCISCO,CA94103	94-0836580	501(C)(3)	5,216	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(91) SANTA CLARA COUNTY ANIMAL SHELTER 1555 BERGER DRIVE SAN JOSE,CA95112	94-6000533	501(C)(3)	31,543	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(92) SANTA CLARA COUNTY MEALS ON WHEELS 333 WEST JULIAN STREET SAN JOSE,CA95110	94-6000533	501(C)(3)	14,217	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(93) SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE,CA95125	94-2614101	501(C)(3)	48,584	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(94) SELF HELP FOR THE ELDERLY 731 SANSOME STREET SUITE 100 SAN FRANCISCO,CA94111	94-1750717	501(C)(3)	5,219	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(95) SHEN YUN PERFORMING ARTS 140 GALLEY HILL ROAD CUDDEBACKVILLE,NY12729	20-8812402	501(C)(3)	8,102	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(96) SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR,PA19010	23-1352677	501(C)(3)	30,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(97) SILICON VALLEY CREATES 38 W SANTA CLARA ST SAN JOSE,CA95113	94-2825213	501(C)(3)	13,694	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(98) SMILE TRAIN INC 41 MADISON AVENUE 28TH FLOOR NEW YORK,NY10010	13-3661416	501(C)(3)	8,699	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(99) SPCA OF SOLANO COUNTY PO BOX 356 VACAVILLE,CA95696	94-2607843	501(C)(3)	5,733	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(100) ST BASIL THE GREAT GREEK ORTHODOX CHURCH 6430 BOSE LANE SAN JOSE,CA95120	000000000	501(C)(3)	5,375	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(101) ST DOMINICS CATHOLIC CHURCH 2390 BUSH STREET SAN FRANCISCO,CA94115	000000000	501(C)(3)	10,578	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(102) ST MARY CATHOLIC CHURCH 2051 MT DIABLO BLVD WALNUT CREEK,CA94596	000000000	501(C)(3)	7,100	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(103) ST MARY-VIRGIN EPISCOPAL CHURCH 2325 UNION STREET SAN FRANCISCO,CA94123	000000000	501(C)(3)	10,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(104) ST STEPHENS EPISCOPAL CHURCH-ORINDA 66 ST STEPHENS DRIVE ORINDA,CA94563	94-1399270	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(105) ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO,CA94102	94-1513140	501(C)(3)	11,242	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(106) ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS,TN38105	62-0646012	501(C)(3)	15,903	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(107) STANFORD UNIVERSITY PO BOX 20466 STANFORD,CA94309	94-1156365	501(C)(3)	23,233	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(108) SUMMER SEARCH 101 HOWARD STREET SUITE 250 SAN FRANCISCO,CA94105	68-0200138	501(C)(3)	10,784	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(109) THE FATHERS HOUSE 126 PEABODY ROAD VACAVILLE,CA95687	68-0408159	501(C)(3)	10,481	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(110) THE TABLE AT CENTRAL UMC 5265 H STREET SACRAMENTO,CA95819	68-0003355	501(C)(3)	13,555	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(111) TRIPS FOR KIDS MARIN 610 4TH STREET SAN RAFAEL,CA94901	68-0159458	501(C)(3)	5,549	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(112) UC REGENTSUC BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY,CA947041070	94-6002123	501(C)(3)	18,500	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(113) UCSF BENIOFF CHILDRENS HOSPITAL PO BOX 45339 SAN FRANCISCO,CA94145	94-1657474	501(C)(3)	7,188	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(114) UCSF FOUNDATION BOX 45339 SAN FRANCISCO,CA94145	94-2829914	501(C)(3)	10,525	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(115) UNITED WAY CALIFORNIA CAPITAL REGION 10389 OLD PLACERVILLE ROAD SACRAMENTO,CA95827	94-1225382	501(C)(3)	17,012	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(116) UNITED WAY MONTEREY COUNTY 60 GARDEN COURT SUITE 350 MONTEREY,CA93940	94-1322169	501(C)(3)	12,899	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(117) UNITED WAY NORTHERN CALIF BUTTE CO FIRE PO BOX 990248 REDDING,CA96099	94-1251675	501(C)(3)	203,711	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(118) UNITED WAY OF GREATER ATLANTA PO BOX 2692 ATLANTA,GA30301	58-0566194	501(C)(3)	6,146	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(119) UNITED WAY OF GREATER UNION COUNTY 33 W GRAND STREET ELIZABETH,NJ07202	22-1904427	501(C)(3)	10,688	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(120) UNITED WAY VENTURALOS ANGELES WILDFIRES 1150 S OLIVE STREET SUITE T500 LOS ANGELES,CA90015	95-2274801	501(C)(3)	40,980	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(121) UNIVERSITY OF SOUTHERN CALIFORNIA 1150 SOUTH OLIVE STREET 25TH FLOOR LOS ANGELES,CA90015	95-1642394	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(122) URBAN SCHOOL OF SAN FRANCISCO 1563 PAGE ST SAN FRANCISCO,CA94117	94-1622034	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(123) USA CYCLING INC 210 USA CYCLING POINT SUITE 100 COLORADO SPRINGS,CO80919	84-1284437	501(C)(3)	25,983	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(124) VMC FOUNDATION - BOOSTER SHOT PROGRAM 2400 CLOVE DRIVE SAN JOSE,CA95128	77-0187890	501(C)(3)	158,330	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(125) WESTERN CENTER ON LAW & POVERTY 3701 WILSHIRE BLVD STE 208 LOS ANGELES,CA90010	95-2897721	501(C)(3)	8,253	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(126) WILDAID 333 PINE STREET SUITE 300 SAN FRANCISCO,CA94104	20-3644441	501(C)(3)	5,038	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(127) WILLIAMS COLLEGE PO BOX 67 WILLIAMSTOWN,MA01267	42-1048470	501(C)(3)	5,238	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(128) WOODSIDE SCHOOL FOUNDATION 3195 WOODSIDE ROAD WOODSIDE,CA94062	94-2928552	501(C)(3)	15,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(129) WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA,KS66675	20-2370934	501(C)(3)	15,401	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(130) ZEPHYR INSTITUTE 560 COLLEGE AVENUE PALO ALTO,CA94306	47-1979289	501(C)(3)	20,000	DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
(131) ALAMEDA COUNTY SOCIAL SVCS AGENCY 2000 SAN PABLO AVENUE 4TH FLOOR OAKLAND,CA94612	94-6000501	501(C)(3)	24,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(132) ALLEN TEMPLE BAPTIST CHURCH 8501 INTERNATIONAL BLVD OAKLAND,CA94621	94-1747125	501(C)(3)	8,300	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(133) AMIGOS DE GUADALUPE CENTER FOR JUSTICE & EMPOWERMENT 1897 ALUM ROCK AVENUE STE 35 SAN JOSE,CA95116	77-0555838	501(C)(3)	10,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(134) ASIAN INC 1167 MISSION STREET 4TH FLOOR SAN FRANCISCO,CA94103	94-1753170	501(C)(3)	5,250	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(135) ASIAN PACIFIC AMERICAN COMMUNITY CENTER 66 RAYMOND AVENUE SAN FRANCISCO,CA94134	94-3357710	501(C)(3)	7,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(136) BAY AREA COMMUNITY RESOURCES 171 CARLOS DRIVE SAN RAFAEL,CA94903	94-2346815	501(C)(3)	122,917	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(137) BAYVIEW HUNTERS POINT YMCA 1601 LANE STREET SAN FRANCISCO,CA94124	94-0997140	501(C)(3)	6,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(138) BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA,CA94510	68-0294153	501(C)(3)	7,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(139) BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES,CA90015	26-1254255	501(C)(3)	8,750	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(140) CALIFORNIA FORWARD CO LEVENTHAL KLINE 127 UNIVERSITY AVENUE BERKELEY,CA94710	26-0566540	501(C)(3)	26,668	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(141) CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD SAN JOSE,CA95134	94-2762269	501(C)(3)	63,896	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(142) CATHOLIC CHARITIES OF SOLANO INC 125 CORPORATE PLACE SUITE A VALLEJO,CA94590	94-2576612	501(C)(3)	7,700	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(143) CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT 7600 DUBLIN BLVD 3RD FLOOR DUBLIN,CA94568	94-1670563	501(C)(3)	18,400	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(144) CHILDREN'S NETWORK OF SOLANO COUNTY 2320 COURAGE DRIVE SUITE 107 FARIFIELD,CA94533	68-0014506	501(C)(3)	437,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(145) CHINESE NEWCOMERS SERVICE CENTER 777 STOCKTON STREET 104 SAN FRANCISCO,CA94108	94-2152893	501(C)(3)	48,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(146) CITY OF SOUTH SAN FRANCISCO PROJECT READ 840 WEST ORANGE AVENUE SOUTH SAN FRANCISCO,CA94080	94-6000435	501(C)(3)	13,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(147) COASTSIDE HOPE 99 AVENUE ALHAMBRA EL GRANADA,CA94018	51-0199747	501(C)(3)	9,100	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(148) COMMUNITY ACTION MARIN 29 MARY STREET SAN RAFAEL,CA94901	94-6136365	501(C)(3)	369,450	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(149) COMMUNITY ACTION NAPA VALLEY 2310 LAUREL STREET SUITE 1 NAPA,CA94559	94-1610851	501(C)(3)	30,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(150) COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA 22351 CITY CENTER DRIVE SUITE 100 HAYWARD,CA94541	23-7218859	501(C)(3)	19,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(151) COMMUNITY LIVING CAMPAIGN 1360 MISSION STREET SUITE 400 SAN FRANCISCO,CA94103	26-1697250	501(C)(3)	114,485	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(152) COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW 204 STIERLIN ROAD MOUNTAIN VIEW,CA94043	94-1422465	501(C)(3)	50,365	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(153) COMMUNITY YOUTH CENTER OF SF 1038 POST STREET SAN FRANCISCO,CA94109	94-1728818	501(C)(3)	77,083	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(154) COMPASSPOINT NONPROFIT SERVICES 500 - 12TH STREET SUITE 320 OAKLAND,CA94607	93-1196632	501(C)(3)	5,500	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(155) CONTRA COSTA CRISIS CENTER PO BOX 3364 WALNUT CREEK,CA94598	94-1747227	501(C)(3)	65,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(156) EAST BAY ASIAN LOCAL DEVELOPMENT CORP 1825 SAN PABLO AVE SUITE 200 OAKLAND,CA94612	51-0171851	501(C)(3)	368,600	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(157) EDEN I AND R INC 570 B STREET HAYWARD,CA94541	94-2339050	501(C)(3)	90,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(158) FREMONT FAMILY RESOURCE CENTER CORP 39155 LIBERTY STREET SUITE A110 FREMONT,CA94537	94-3333831	501(C)(3)	128,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(159) GOLDEN STATE OPPORTUNITY FOUNDATION 10877 WILSHIRE BLVD SUITE 708 LOS ANGELES,CA90024	47-4325738	501(C)(3)	118,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(160) GREATER NAPA FAIR HOUSING CENTER 1804 SOSCOL AVENUE SUITE 203 NAPA,CA94559	42-1576121	501(C)(3)	77,500	PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
(161) HAYWARD AREA RECREATION AND PARK DISTRICT (HARD) 1099 E STREET HAYWARD,CA94541	94-6000728	501(C)(3)	9,800	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(162) HELIA MORENO 1125 FIRST STREET FAIRFIELD,CA94533	63-6288320	501(C)(3)	15,700	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(163) HIGH EXPECTATIONS PARENTAL SERVICES LLC 333 HEGENBERGER ROAD SUITE 309 OAKLAND,CA94621	27-0903541	501(C)(3)	6,500	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(164) INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT 360 - 14TH STREET SUITE 500A OAKLAND,CA94612	94-2410277	501(C)(3)	31,800	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(165) INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO,CA930125121	95-2944459	501(C)(3)	691,733	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(166) JAPANESE COMMUNITY YOUTH COUNCIL 2012 PINE STREET SAN FRANCISCO,CA94115	23-7092514	501(C)(3)	96,240	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(167) JESUS FLORES 250 MERRYDALE ROAD APT 6 SAN RAFAEL,CA94903	60-2168886	501(C)(3)	18,100	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(168) JEWISH VOCATIONAL SERVICES 225 BUSH STREET SUITE 400 SAN FRANCISCO,CA94104	94-2213100	501(C)(3)	73,333	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(169) LAO FAMILY COMMUNITY DEVELOPMENT INC 2325 EAST 12TH STREET OAKLAND,CA94601	94-3115164	501(C)(3)	20,700	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(170) LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK,CA94025	77-0160469	501(C)(3)	66,743	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(171) MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO,CA94110	51-0187791	501(C)(3)	226,083	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(172) NEW DOOR VENTURES 3221 - 20TH STREET SAN FRANCISCO,CA94110	94-2780274	501(C)(3)	100,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(173) NORTHEAST COMMUNITY FEDERAL CREDIT UNION 683 CLAY STREET SAN FRANCISCO,CA94111	94-2891498	501(C)(3)	22,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(174) ON THE MOVE 780 LINCOLN AVENUE NAPA,CA94558	75-3149095	501(C)(3)	133,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(175) ONE TREASURE ISLAND 1 AVENUE OF THE PALMS ROOM 166 SAN FRANCISCO,CA94130	94-3280624	501(C)(3)	8,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(176) OPPORTUNITY JUNCTION 3102 DELTA FAIR BOULEVARD ANTIOCH,CA94509	68-0459131	501(C)(3)	6,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(177) PACIFICA RESOURCE CENTER 1809 PALMETTO AVENUE PACIFICA,CA94044	81-1496989	501(C)(3)	7,700	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(178) PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATON PARK WAY OAKLAND,CA946121201	94-3136771	501(C)(3)	7,650	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(179) PLANNED PARENTHOOD MAR MONTE INC KIDS IN COMMON 1605 THE ALAMEDA SAN JOSE,CA95050	94-1583439	501(C)(3)	65,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(180) PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO,CA94060	37-1484262	501(C)(3)	6,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(181) PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER 952 NAPA STREET NAPA,CA94559	20-3126333	501(C)(3)	9,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(182) REDWOOD CITY SCHOOL DISTRICT 750 BRADFORD STREET REDWOOD CITY,CA94063	94-3084018	501(C)(3)	131,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(183) RENAISSANCE ENTREPRENEURSHIP CENTER 275 5TH STREET SAN FRANCISCO,CA94103	94-2793122	501(C)(3)	9,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(184) RICHMOND COMMUNITY FOUNDATION 1014 FLORIDA AVENUE SUITE 200 RICHMOND,CA94804	94-3337754	501(C)(3)	892,800	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(185) RUBICON PROGRAMS INC 2500 BISSELL AVENUE RICHMOND,CA94804	94-2301550	501(C)(3)	13,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(186) SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE,CA95110	23-7179787	501(C)(3)	230,982	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(187) SAMARITAN HOUSE 4031 PACIFIC BLVD 3RD FLOOR SAN MATEO,CA94403	23-7416272	501(C)(3)	10,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(188) SAN ANTONIO COMMUNITY DEVELOPMENT CORP 2228 EAST 15TH STREET OAKLAND,CA94606	94-2675448	501(C)(3)	30,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(189) SAN FRANCISCO COMMUNITY EMPOWERMENT CTR 2798 SAN BRUNO AVENUE SAN FRANCISCO,CA94134	20-4121042	501(C)(3)	7,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(190) SAN FRANCISCO HOUSING DEVELOPMENT CORPORATION 4439 THIRD STREET SAN FRANCISCO,CA94124	94-3090854	501(C)(3)	10,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(191) SAN FRANCISCO UNIFIED SCHOOL DISTRICT 555 FRANKLIN STREET SAN FRANCISCO,CA94102	94-6000416	501(C)(3)	44,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(192) SAN JOSE CITY COLLEGE 2100 MOORPARK AVENUE SAN JOSE,CA95128	77-0100756	501(C)(3)	6,000	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(193) SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT 40 SOUTH MARKET STREET SAN JOSE,CA95113	77-0100756	501(C)(3)	259,695	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(194) SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT SKYLINE COLLEGE 3401 CSM DRIVE SAN MATEO,CA94402	94-3084147	501(C)(3)	250,350	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(195) SELF-HELP ECONOMIC DEVELOPMENT INC 1330 BROADWAY SUITE 604 OAKLAND,CA94612	20-5330006	501(C)(3)	25,800	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(196) SPARK POINT EAST CONTRA COSTA 1014 FLORIDA AVENUE SUITE 200 RICHMOND,CA94804	94-6000509	501(C)(3)	9,700	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(197) ST JOSEPHS FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY,CA95020	03-0391775	501(C)(3)	48,000	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(198) SUCCESS CENTER SAN FRANCISCO 375 WOODSIDE AVE BLDG W-2 SAN FRANCISCO,CA94127	94-2844443	501(C)(3)	92,917	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(199) SUNNYVALE COMMUNITY SERVICES 725 KIFER ROAD SUNNYVALE,CA94086	94-1713897	501(C)(3)	57,920	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(200) TAX-AID 55 NEW MONTGOMERY ST SUITE 500 SAN FRANCISCO,CA94105	94-3062518	501(C)(3)	8,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(201) THE SALVATION ARMY-SANTA CLARA COUNTY 359 NORTH 4TH ST SAN JOSE,CA95112	94-1156347	501(C)(3)	95,000	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(202) THE UNITY COUNCIL OF ALAMEDA COUNTY INC 1900 FRUITVALE AVE SUITE 2B OAKLAND,CA94601	94-1670490	501(C)(3)	16,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(203) THE WOMEN'S BUILDING-SF WOMENS CENTER INC 3543 - 18TH STREET SAN FRANCISCO,CA94110	94-1730620	501(C)(3)	16,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(204) TRAVIS CREDIT UNION P O BOX 2069 VACAVILLE,CA95696	94-1242831	501(C)(3)	12,000	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(205) UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PARKWAY SUITE 160 SANTA ROSA,CA95407	94-1669646	501(C)(3)	195,829	PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
(206) UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET SAINT HELENA,CA94574	80-0023012	501(C)(3)	43,500	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(207) URBAN SERVICES YMCA 1426 FILLMORE STREET SUITE 204 SAN FRANCISCO,CA94115	94-0997140	501(C)(3)	45,833	PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
(208) WEST VALLEY COMMUNITY SERVICES 10104 VISTA DRIVE CUPERTINO,CA95014	94-2211685	501(C)(3)	160,000	PROGRAM GRANT TO SUPPORT EMERGENCY ASSISTANCE NETWORK
(209) YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO,CA94111	94-0997140	501(C)(3)	42,323	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES
(210) YOUNG COMMUNITY DEVELOPERS INC 1715 YOSEMITE AVENUE SAN FRANCISCO,CA94124	94-2187776	501(C)(3)	77,083	PROGRAM GRANT TO SUPPORT OTHER COMMUNITY SERVICES

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

250

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

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

2018

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

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1WILSON ANNE CHIEF EXECUTIVE OFFICER	(i) (ii)	364,284 ------------- 0	0 ------------- 0	12,096 ------------- 0	-84,303 ------------- 0	12,935 ------------- 0	305,012 ------------- 0	0 ------------- 0
2BRAUN JOAN CHIEF OPERATING OFFICER	(i) (ii)	221,749 ------------- 0	51 ------------- 0	7,024 ------------- 0	18,434 ------------- 0	39,758 ------------- 0	287,016 ------------- 0	0 ------------- 0
3GOOCH NORA CHIEF DEVELOPMENT OFFICER	(i) (ii)	203,916 ------------- 0	1,151 ------------- 0	1,053 ------------- 0	9,494 ------------- 0	8,544 ------------- 0	224,158 ------------- 0	0 ------------- 0
4GRIFFIN SIDNEY CHIEF MARKETING OFFICER	(i) (ii)	167,335 ------------- 0	277 ------------- 0	1,144 ------------- 0	8,121 ------------- 0	30,302 ------------- 0	207,179 ------------- 0	0 ------------- 0
5BATSON KELLY SENIOR VP, CIT	(i) (ii)	143,466 ------------- 0	51 ------------- 0	10,457 ------------- 0	9,038 ------------- 0	10,109 ------------- 0	173,121 ------------- 0	0 ------------- 0
6JOSEPH MEGAN EXECUTIVE DIRECTOR, RISE TOGETHER	(i) (ii)	132,946 ------------- 0	51 ------------- 0	10,871 ------------- 0	6,805 ------------- 0	19,685 ------------- 0	170,358 ------------- 0	0 ------------- 0
7KUKOVIC LIDIYA VP, CONTROLLER	(i) (ii)	118,213 ------------- 0	55 ------------- 0	7,439 ------------- 0	10,356 ------------- 0	19,655 ------------- 0	155,718 ------------- 0	0 ------------- 0
8SCHAVER JOHN VP, INFORMATION TECHNOLOGY	(i) (ii)	132,634 ------------- 0	54 ------------- 0	6,782 ------------- 0	6,463 ------------- 0	19,748 ------------- 0	165,681 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2018

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 $23,783 AS WELL AS THE ANNUAL ACTUARIAL DECREASE IN VALUE OF THE NOW FROZEN DEFINED BENEFIT PLAN ($ 223,401), HAVE BEEN INCLUDED TO ARRIVE AT NET DECREASE OF ($ 84,303).

Schedule J (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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	31	614,023	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 ( TV )	X	1	898	FMV
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2018)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

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

2018

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 OPERATING OFFICER AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE UP TO A WEEK TO RESPOND WITH QUESTIONS AND PRESENT CONCERNS. AFTER THAT, THE 990 IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. IT ALSO HAS A POLICY OF REVIEWING THE POLICIES ON A PERIODIC BASIS.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFAO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY WRITTEN OR IN-PERSON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -937,174. UNCOLLECTIBLE PLEDGES -200.
FORM 990, PART VIII AND PART IX	UNITED WAY STANDARD OVERHEAD CALCULATION MANAGEMENT AND GENERAL EXPENSES - $3,449,191 FUNDRAISING EXPENSES - $3,257,720 TOTAL SUPPORT SERVICES EXPENSES - $6,706,911 TOTAL REVENUE - $30,300,926 OVERHEAD PERCENTAGE - 22.13%

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	30
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	30
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	81
6	Total number of volunteers (estimate if necessary) .............	6	3,534
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	35,899,126	28,105,569
9	Program service revenue (Part VIII, line 2g) .........	544,958	1,298,477
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	559,513	688,505
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	255,154	208,375
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	37,258,751	30,300,926
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	25,037,786	18,653,987
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)	7,498,009	7,817,722
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	83,888	0
b	Total fundraising expenses (Part IX, column (D), line 25) 3,257,720
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	5,060,384	5,725,597
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	37,680,067	32,197,306
19	Revenue less expenses. Subtract line 18 from line 12.......	-421,316	-1,896,380
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	29,158,879	26,569,645
21	Total liabilities (Part X, line 26).............	11,856,263	11,966,974
22	Net assets or fund balances. Subtract line 21 from line 20.....	17,302,616	14,602,671

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 13,816,296 including grants of $ 13,816,296 ) (Revenue $ 1,298,477 )
	GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES

4b	(Code: ) (Expenses $ 1,186,943 including grants of $ 100,000 ) (Revenue $ 0 )
	211 IS A FREE, EASY-TO-REMEMBER PHONE NUMBER AND WEB RESOURCE THAT ANYONE CAN CALL FOR INFORMATION AND REFERRAL TO RESOURCES. LAST YEAR, UWBA AND ITS PARTNER CALL CENTERS IN EIGHT BAY AREA COUNTIES RESPONDED TO APPROXIMATELY 129,900 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.

4c	(Code: ) (Expenses $ 6,858,399 including grants of $ 3,804,399 ) (Revenue $ 0 )
	SPARKPOINTSPARKPOINT HAS SERVED MORE THAN 29,000 INDIVIDUALS SINCE LAUNCHING SPARKPOINT OAKLAND IN 2009, AND APPROXIMATELY 6,200 PEOPLE IN THE LAST YEAR ALONE. MORE THAN 20% 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 100 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 HAVE A SPARKPOINT. WE HAVE ALSO BEGUN THE PLANNING FOR SPARKPOINT AT CHABOT COLLEGE, SCHEDULED TO LAUNCH IN SPRING 2020. 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 SUCCEEDNOW 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.FISCAL YEAR 2019 HIGHLIGHTS INCLUDE: 188 CLIENTS ACHIEVED SELF-SUFFICIENT INCOME 1,709 CLIENTS ARE MAKING PROGRESS TOWARD ONE ELEMENT OF FINANCIAL PROSPERITY: SELF-SUFFICIENT INCOME, 3 MONTHS' SAVINGS, 700 CREDIT SCORE, NO REVOLVING DEBT THERE ARE MORE THAN 20 LOCATIONS THROUGHOUT OUR 8 COUNTIES.EARN IT! KEEP IT! SAVE IT! ("EKS") IS A UWBA-LED COALITION OF PARTNERS THAT PREPARES TAX RETURNS FOR FREE, ENSURING LOW- TO MODERATE-INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2019 TAX SEASON, 2,887 VOLUNTEERS PREPARED MORE THAN 80,595 RETURNS AND BROUGHT BACK OVER $80.6 MILLION IN REFUNDS. ADDITIONALLY, $20.1 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 230 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 PROGRAMMING INCLUDES OUR BUSINESS PATHWAYS INTERNSHIP PROGRAM, WHERE 23 INTERNS WERE PLACED IN LOCAL COMPANIES FOR 10-WEEK INTERNSHIP AND WEEKLY PROFESSIONAL DEVELOPMENT SEMINARS. THE TEAM ALSO CONDUCTED SEVERAL YOUTH EMPLOYMENT EVENTS: 1) CAREERPREP BRINGS VOLUNTEERS IN TO SUPPORT YOUNG PEOPLE IN PREPARING FOR INTERVIEWS AND JOB SEARCHES THROUGH MOCK INTERVIEWS AND RESUME REVIEW AND 2) ONTRACK IS A CAREER EXPOSURE EVENT WHERE EMPLOYERS TABLE AND PRESENT ON THEIR INDUSTRY OR COMPANY TO EXPOSE YOUNG PEOPLE TO VARIOUS CAREER PATHS. IN SAN FRANCISCO, THIS EVENT WAS HELD IN PARTNERSHIP WITH THE AFRICAN AMERICAN ACHIEVEMENT INITIATIVE AND SPECIFICALLY FOCUSED ON YOUNG PEOPLE OF COLOR AND PROFESSIONALS WHO ARE PEOPLE OF COLOR TO INCREASE THEIR SAVINGS.

	(Code: ) (Expenses $ 3,628,757 including grants of $ 933,292 ) (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 FISCAL YEAR 2019, UWBA DISTRIBUTED MORE THAN $2.8 MILLION IN EIGHT COUNTIES TO AGENCIES THAT PROVIDED MILLIONS OF MEALS AND THOUSANDS OF SHELTER NIGHTS. IN ADDITION, OUR EMERGENCY ASSISTANCE NETWORK IN SANTA CLARA COUNTY WAS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO 109 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 FISCAL YEAR 2019, OUR LABOR LIAISONS IN TWO COUNTIES (SAN MATEO AND SAN FRANCISCO) HELPED 1,557 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 FISCAL YEAR 2019, WE WORKED ALONGSIDE OUR CA SYSTEM TO SUCCESSFULLY ADVOCATE FOR THE CA EARNED INCOME TAX CREDIT EXPANSION. THE TEAM JOINED THE UNITED WAY NATIONAL NETWORK IN JUNE TO ADVOCATE FOR PERMANENTLY AUTHORIZING THE VITA GRANT PROGRAM. WE ALSO PRODUCED A VOTER GUIDE FOR THE NOVEMBER 2018 ELECTION, TAKING POSITIONS ON LOCAL AND STATEWIDE BALLOT MEASURES. EACH YEAR, UWBA TAKES VOLUNTEERS AND STAFF TO VISIT OUR LEGISLATORS IN SACRAMENTO AND WASHINGTON, D.C. OUR SACRAMENTO VISITS INCLUDED OUR SPARKPOINT CLIENT AMBASSADORS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 3,628,757 including grants of $ 933,292 ) (Revenue $ 0 )
4e	Total program service expenses25,490,395

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,770,345	0	173,699

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	1,646,500

f	All other contributions, gifts, grants, and similar amounts not included above		1f	26,459,069

g	Noncash contributions included in lines 1a - 1f:$ 614,921
h Total. Add lines 1a-1f.......		28,105,569

		Business Code
2a	CONSULTING FEE INCOME	900099	1,001,918	1,001,918
b	PLEDGE PROCESSING FEES	900099	285,959	285,959
c	OFFICE SPACE RENTAL	900099	10,600	10,600
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		1,298,477

3 Investment income (including dividends, interest, and othersimilar amounts) ......			368,928			368,928
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		208,375
b	Less: rental expenses		0
c	Rental income or (loss)		208,375
d	Net rental income or (loss)......			208,375			208,375
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,167,602
b	Less: cost or other basis and sales expenses		848,025
c	Gain or (loss)		319,577
d	Net gain or (loss).....			319,577			319,577
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			30,300,926	1,298,477	0	896,880

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	18,653,987	18,653,987
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, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	1,417,671	143,481	1,060,899	213,291
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	4,658,907	2,568,645	691,332	1,398,930
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	380,389	247,333	19,723	113,333
9	Other employee benefits .......	957,913	498,461	232,948	226,504
10	Payroll taxes ...........	402,842	194,890	113,169	94,783
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	77,466		77,466
c	Accounting ...........	136,000		136,000
d	Lobbying ...........	29,047		29,047
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	67,311		67,311
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,522,142	1,139,340	167,873	214,929
12	Advertising and promotion ....	549,491	419,717	62,766	67,008
13	Office expenses .......	747,016	460,368	128,870	157,778
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	1,263,396	541,212	376,788	345,396
17	Travel ............	142,910	85,854	19,630	37,426
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	522,236	219,252	78,975	224,009
20	Interest ...........
21	Payments to affiliates .......	348,547	145,972	105,749	96,826
22	Depreciation, depletion, and amortization ..	242,218	136,632	55,105	50,481
23	Insurance ...	53,706	22,492	16,294	14,920
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	6,134		6,134
b
c
d
e	All other expenses	17,977	12,759	3,112	2,106
25	Total functional expenses. Add lines 1 through 24e	32,197,306	25,490,395	3,449,191	3,257,720
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			4,587,814	1	1,530,184
2	Savings and temporary cash investments .........			869,751	2	267,569
3	Pledges and grants receivable, net ......			8,853,673	3	9,867,785
4	Accounts receivable, net .............				4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....				7	160,000
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			224,835	9	132,663
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,237,872
b	Less: accumulated depreciation	10b	1,807,183	549,543	10c	430,689
11	Investments—publicly traded securities .			13,374,562	11	13,852,107
12	Investments—other securities. See Part IV, line 11 .....			160,000	12	0
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			538,701	15	328,648
16	Total assets. Add lines 1 through 15 (must equal line 34)...			29,158,879	16	26,569,645

17	Accounts payable and accrued expenses .....	5,426,199	17	6,088,120
18	Grants payable ...	3,479,724	18	3,009,842
19	Deferred revenue .........	550,340	19	469,012
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..	2,400,000	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..	11,856,263	26	11,966,974

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	6,619,701	27	4,974,506
28	Temporarily restricted net assets ...........	6,786,440	28	5,731,690
29	Permanently restricted net assets	3,896,475	29	3,896,475
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	17,302,616	33	14,602,671
34	Total liabilities and net assets/fund balances ........	29,158,879	34	26,569,645