Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
UNITED WAY OF THE BAY AREA
 
 
Doing business as
UNITED WAY BAY AREA
 
Number and street (or P.O. box if mail is not delivered to street address)
550 KEARNY ST 510
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94108
D Employer identification number

94-1312348
E Telephone number

G Gross receipts $ 33,658,092
F Name and address of principal officer:
KELLY BATSON
550 KEARNY ST 510
SAN FRANCISCO,CA94108
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWBA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1922
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 76
6 Total number of volunteers (estimate if necessary) ............. 6 2,500
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,902,529 20,125,539
9 Program service revenue (Part VIII, line 2g) ......... 47,148 255,288
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,024,748 -649,668
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -114,178 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 20,860,247 19,731,159
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,820,195 8,802,154
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) 6,962,010 8,401,655
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 57,813
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,021,823    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,962,135 7,789,754
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,744,340 25,051,376
19 Revenue less expenses. Subtract line 18 from line 12....... -1,884,093 -5,320,217
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 39,378,849 35,782,855
21 Total liabilities (Part X, line 26)............. 8,716,224 7,458,520
22 Net assets or fund balances. Subtract line 21 from line 20..... 30,662,625 28,324,335
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,761,997 including grants of $ 1,614,487 ) (Revenue $   )
UWBA FREE TAX HELP PROGRAM PROVIDES HIGH-QUALITY FREE TAX PREPARATION IN OUR EIGHT COUNTIES. UWBA WORK CLOSELY WITH IRS AND LOCAL VITA (VOLUNTEER INCOME TAX ASSISTANCE) SITES. UWBA TYPICALLY HAVE MORE THAN 100 TAX SITES MANAGED BY OUR COALITION LOCALLY. IN FISCAL YEAR 2023, MANY OF UWBA SITES WERE ABLE TO OPERATE WITH AN IN-PERSON COMPONENT AS WELL AS VIRTUAL THROUGH UWBA PARTNERSHIP WITH GETYOURREFUND.ORG. THIS YEAR, UWBA SERVED APPROXIMATELY 31,900 HOUSEHOLDS AND HELPED THEM CLAIM OVER $45.4 MILLION IN REFUNDS. UWBA AIM TO SERVE A SIMILAR OR HIGHER NUMBER FOR NEXT TAX SEASON. UWBA ASSIST EITC (EARNED INCOME TAX CREDIT)-ELIGIBLE FAMILIES IN CLAIMING LIFE-CHANGING TAX CREDITS BECAUSE THE EITC AND THE CTC (CHILD TAX CREDIT) ARE CRITICAL POVERTY FIGHTING TOOLS THE CREDITS ARE WELL-RESEARCHED AND PROVEN TO BE THE MOST EFFECTIVE ANTI-POVERTY PROGRAM IN THE COUNTRY. UWBA HAVE ALSO BEEN ABLE TO KEEP NEARLY ALL UWBA SITES OPEN, ENGAGING APPROXIMATELY 1,380 VOLUNTEERS.
4b (Code:   ) (Expenses $ 1,929,704 including grants of $ 1,890,000 ) (Revenue $   )
SPARKPOINT - SPARKPOINT CENTERS WORK WITH FAMILIES TO MEET BASIC NEEDS, INCREASE INCOME, BUILD CREDIT, INCREASE SAVINGS, AND REDUCE DEBT THROUGH OFFERING BASIC NEEDS, CAREER AND EDUCATIONAL, AND FINANCIAL SERVICES. SPARKPOINT PROVIDES FREE FINANCIAL COACHING TO WORK ONE-ON-ONE WITH CLIENTS BOTH VIRTUALLY AND IN PERSON TO RECOGNIZE BEHAVIORAL OUTCOMES, SET GOALS, BRAINSTORM STRATEGIES, AND SET REALISTIC ACTION PLANS TO MOVE PEOPLE TOWARD FINANCIAL PROSPERITY. SPARKPOINT CENTERS ALSO PROVIDE RENT RELIEF AND CONNECT CLIENTS TO HOUSING RESOURCES. THROUGHOUT THE PANDEMIC, SPARKPOINT CENTERS MOVED TOWARD A HYBRID MODEL OF SERVICES TO MEET CLIENTS BOTH VIRTUALLY AND IN-PERSON TO BETTER SUPPORT ACCESS TO PUBLIC BENEFITS AND FINANCIAL COACHING SERVICES. SPARKPOINT PROVIDED SERVICES TO APPROXIMATELY 22,000 INDIVIDUALS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION THROUGH 12 SPARKPOINT CENTERS AND 24 SERVICE LOCATIONS. MOST COMMUNITY MEMBERS SOUGHT OUT SPARKPOINT TO ACCESS SUPPORTIVE SERVICES RELATED TO RENTAL RELIEF AND GETTING HELP MEETING THEIR BASIC NEEDS. A TOTAL OF OVER 2,800 PARTICIPATED IN FREE ONE-ON-ONE FINANCIAL COACHING SERVICES TO REACH THEIR FINANCIAL GOALS, AMONG WHOM 65% WERE ABLE TO MAKE PROGRESS TOWARD THEIR FINANCIAL GOALS AFTER ENROLLING IN SPARKPOINT AND APPROXIMATELY 1,143 OBTAINED JOB PLACEMENTS.
4c (Code:   ) (Expenses $ 1,821,063 including grants of $ 325,000 ) (Revenue $ 79,734 )
211 - 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UWBA 211 SERVES SAN FRANCISCO, SANTA CLARA, SAN MATEO, MARIN, NAPA AND SOLANO COUNTIES. IN FISCAL YEAR 2023, 211 ANSWERED APPROXIMATELY 45,960 CALLS AND TEXTS PROVIDING BAY AREA RESIDENTS WITH INFORMATION AND A TOTAL OF APPROXIMATELY 104,000 REFERRALS TO A VARIETY OF RESOURCES TO ADDRESS THEIR NEEDS. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK IN OVER 150 LANGUAGES. THE NUMBER ONE NEED OF CALLERS IS HOUSING-RELATED, AND SINCE 2022, 211 HAS SCREENING CALLERS FOR HOUSING STABILITY TO ENSURE BAY AREA RESIDENTS CAN ACCESS EVERYTHING FROM SHELTER INFORMATION AND TENANTS' RIGHTS RESOURCES TO RENTAL ASSISTANCE AND SUPPORTIVE HOUSING.
(Code:   ) (Expenses $ 11,472,811 including grants of $ 4,972,667 ) (Revenue $ 175,554 )
EFSP IS CRITICAL TO UWBA'S POVERTY-FIGHTING AGENDA. THIS YEAR, EFSP ENTERED ITS 39TH YEAR OF FUNDING SAFETY NET PROGRAMS. THIS FEDERAL FUNDING IS ALLOCATED TO THE FEDERAL EMERGENCY MANAGEMENT AGENCY ("FEMA"), WHICH WORKS WITH UNITED WAY WORLDWIDE AS THE FISCAL AGENT FOR THE PROGRAM. EFSP IS A UNIQUE PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE FEDERAL GOVERNMENT AND THE UNITED WAY SYSTEM. SINCE ITS INCEPTION, UWBA AND LOCAL BOARDS (LOCAL BOARDS ARE MANDATED LOCAL COMMITTEES THAT HAVE OVERSIGHT OF THE FEDERAL FUNDING) HAVE ALLOCATED FEDERAL FUNDING TO HUNDREDS OF FOOD AND SHELTER PROGRAMS. FOR THIS MOST RECENT ROUND OF FUNDING, EFSP ALLOCATED APPROXIMATELY $11,190,000 TO AGENCIES IN EIGHT COUNTIES. APPROXIMATELY 645,000 UNDUPLICATED INDIVIDUALS WERE SERVED BY ONE OF THE 125 EFSP-FUNDED AGENCIES IN THE BAY AREA DURING THE CURRENT GRANT PERIOD. WHILE THIS IS NOT FUNDING RAISED BY UWBA, IT IS VITAL THAT UWBA EXPERTISE AND RELATIONSHIPS ARE LEVERAGED TO SUPPORT OUR LOCAL FOOD AND SHELTER PROGRAMS.EAN IS A COLLABORATION WITH SEVEN LOCAL SANTA CLARA COUNTY PARTNER AGENCIES THAT OFFERS ASSISTANCE TO FAMILIES AND INDIVIDUALS EXPERIENCING EMERGENCY SITUATIONS. THIS COLLABORATIVE PROVIDES FOOD ASSISTANCE, RENT AND MORTGAGE AID, UTILITY ASSISTANCE, MEDICAL AND TRANSPORTATION AID, OFTEN ALONGSIDE CASE MANAGEMENT AND FINANCIAL EDUCATION. UWBA PROVIDED THE EAN AGENCIES A TOTAL OF $600,000 IN GRANTS TO SUPPORT THAT WORK. THIS YEAR THE EAN SERVED APPROXIMATELY 84,500 INDIVIDUALS AT FOOD PANTRIES AND DISTRIBUTED $275,000 IN DIRECT ASSISTANCE. EAN AGENCIES ASSISTED APPROXIMATELY 3,200 HOUSEHOLDS (APPROXIMATELY 8,470 INDIVIDUALS) IN THE COMMUNITY SPECIFICALLY WITHHOUSING AND UTILITY ASSISTANCE.THE LABOR COMMUNITY SERVICES PROGRAM IS A COMPREHENSIVE RESOURCE FOR WORKING FAMILIES. UWBA LABOR LIAISONS, PLACED WITH THREE LOCAL CENTRAL LABOR COUNCILS, PROVIDE INFORMATION AND REFERRAL, DIRECT HARDSHIP ASSISTANCE, HIGH-IMPACT WORKFORCE PROGRAMS, COMMUNITY ORGANIZING, IMMIGRATION LEGAL SERVICES, AND CIVIC ENGAGEMENT OPPORTUNITIES. UWBA'S THREE LABOR COMMUNITY SERVICES STAFF SERVED APPROXIMATELY 1,240 HOUSEHOLDS APPROXIMATELY 2,220 INDIVIDUALS) WITH DIRECT FINANCIAL ASSISTANCE FOR HARDSHIPS OR PROVIDED NAVIGATION SERVICES AND CONNECTION TO OTHER LOCAL SOCIAL SERVICES AGENCIES.THROUGH YOUTH OPPORTUNITY PATHWAYS, UWBA IS PROVIDING CAREER EXPLORATION AND READINESS OPPORTUNITIES FOR YOUTH AGED 14-24. THIS YEAR, UWBA CONTINUED TO PARTNER ACROSS THE REGION. THE PARTNERS TO PROVIDE YOUTH WITH MENTORSHIP, JOB READINESS ACTIVITIES, AND COLLEGE ACCESS SUPPORT. WE ENGAGED WITH 5 COMMUNITY PARTNERS, SERVING OVER 1,200 YOUTH. WE HOSTED OUR FIRST COLLEGE ESSAY REVIEW EVENT WHICH SUPPORTED 35 YOUTH IN THEIR COLLEGE APPLICATION JOURNEY. ADDITIONALLY, OUR SIGNATURE EVENT, ON TRACK, WAS HOSTED AT SAN FRANCISCO STATE UNIVERSITY, OUR FIRST TIME AT A FOUR-YEAR UNIVERSITY, BASED ON THE FEEDBACK OF OUR COMMUNITY PARTNERS.DURING THE FIRST HALF OF FISCAL YEAR 2023, UWBA CONTINUED SUPPORT OF OUR HOUSING JUSTICE GRANTEES. WE ALSO LAUNCHED OUR COMMUNITY AMBASSADOR GRANTMAKING EFFORTS, TRAINING AND SUPPORTING UWBA AMBASSADORS TO REVIEW APPLICATIONS AND AWARDS. THE AMBASSADORS LED A PROCESS TO GRANT $250,000 TO 10 GRANTEES. A SECOND ROUND OF GRANTS AT THE END OF THE YEAR PROVIDED CONTINUED SUPPORT TO MOST OF THE ORIGINAL GRANTEES. IN APRIL, UWBA HIRED A NEW DIRECTOR, HOUSING JUSTICE INITIATIVE. DURING FISCAL YEAR 2023, UWBA DRAFTED A REGION-WIDE PUBLIC WILL-BUILDING CAMPAIGN THAT WE WILL BEGIN IMPLEMENTING IN FISCAL YEAR 2024.UWBA RECOGNIZES THAT IN ORDER TO ACHIEVE UWBA'S GOAL OF ENDING POVERTY IN THE COMMUNITY, WE MUST ADVANCE PUBLIC POLICIES THAT SUPPORT UWBA'S MISSION. UWBA'S PUBLIC POLICY TEAM INFLUENCES POLICY AND ENGAGES IN ADVOCACY AT ALL LEVELS OF GOVERNMENT. UWBA'S PRIMARY POLICY FOCUS IS TARGETED AT THE LOCAL LEVEL IN THE EIGHT-COUNTY SERVICE AREA (ALAMEDA, CONTRA COSTA, MARIN, NAPA, SAN FRANCISCO, SANTA CLARA, SAN MATEO, AND SOLANO). IN ADDITION, UWBA PROVIDES ADVOCACY SUPPORT TO STATE AND FEDERAL ISSUES IMPORTANT TO THE UNITED WAY NETWORK. TWO KEY ACCOMPLISHMENTS INCLUDE: 1) OUR WORK TO ENSURE BI-PARTISAN LEGISLATION FOR 211 FUNDING ON THE STATE AND FEDERAL LEVELS PROGRESSES THROUGH RESPECTIVE LEGISLATURES AND 2) UWBA WORKED WITH PARTNERS TO EDUCATE COMMUNITIES AND ELECTED OFFICIALS REGARDING LOCAL TENANT PROTECTIONS ORDINANCES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 11,472,811 including grants of $ 4,972,667 ) (Revenue $ 175,554 )
4e Total program service expensesMediumBullet17,985,575
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
37
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
76
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBRIAN KATAOKA550 KEARNY ST 510   SAN FRANCISCO,CA94108 (415) 808-4300
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BREBER PIERRE......................................................................
BOARD CHAIR
 2.00
.................
0.00 		X   X       0 0 0
(2) JOHNSON KEVIN......................................................................
SECRETARY, GOVERNANCE COMMITTEE
 2.00
.................
0.00 		X   X       0 0 0
(3) MCCARTHY GIOIA......................................................................
TREASURER
 2.00
.................
0.00 		X   X       0 0 0
(4) ALAFIA JOY......................................................................
DIRECTOR, GOVERNANCE COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(5) BASOCO-VILLARREAL ANISSA......................................................................
DIRECTOR, GOVERNANCE COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(6) BOLARIA-SHIFRIN RUBY......................................................................
DIRECTOR
 2.00
.................
0.00 		X           0 0 0
(7) BRANCH MICHELLE......................................................................
DIR., CHAIR GOVERN. COM, & PP COM
 2.00
.................
0.00 		X           0 0 0
(8) CABA OUSMANE......................................................................
CHAIR OF ADVANCEMENT COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(9) CHEN ALICE......................................................................
DIRECTOR, ADVANCEMENT COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(10) GONZALEZ RUDY......................................................................
DIRECTOR, ADVANCEMENT COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(11) KRIVKOVICH ALEXIS......................................................................
DIRECTOR, FINANCE COMMITTE
 2.00
.................
0.00 		X           0 0 0
(12) MANZO PETE......................................................................
DIRECTOR, FINANCE COMMITTE
 2.00
.................
0.00 		X           0 0 0
(13) STREET ERIC......................................................................
DIRECTOR, TOQSOC COUNCIL, AUDIT COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(14) ZWICK KEVIN......................................................................
CHIEF EXECUTIVE OFFICER
 37.50
.................
0.00 		    X       374,525 0 49,697
(15) BENAVIDEZ ROBERT......................................................................
CHIEF FINANCIAL OFFICER (THRU 12/22)
 37.50
.................
0.00 		    X       259,191 0 14,964
(16) KATAOKA BRIAN......................................................................
CHIEF FINANCIAL OFFICER (AS OF 06/23)
 37.50
.................
0.00 		    X       0 0 0
(17) BERINI CHRISTOPHER......................................................................
CHIEF ADVANCEMENT OFFICER
 37.50
.................
0.00 		      X     269,577 0 24,727
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BATSON KELLY A........................................................................
CHIEF COMMUNITY IMPACT OFFICER
 37.50
.......................0.00 		      X     211,190 0 22,627
(19) RAMOS JOSE........................................................................
VICE PRESIDENT, MARKETING
 37.50
.......................0.00 		        X   190,515 0 49,558
(20) MARTIN CAROLINA........................................................................
VICE PRESIDENT, DEVELOPMENT
 37.50
.......................0.00 		        X   189,021 0 41,002
(21) YASUHARA LI ENA........................................................................
SENIOR VP, IMPACT STRATEGIES
 37.50
.......................0.00 		        X   173,390 0 10,123
(22) ESCOBAR LAURA........................................................................
VICE PRESIDENT, SAFETY NET SERVICES
 37.50
.......................0.00 		        X   154,640 0 40,927
(23) HARDEN NICOLE........................................................................
VICE PRESIDENT, ECONOMIC SUCCESS
 37.50
.......................0.00 		        X   149,515 0 23,612














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,971,564 0 277,237
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet24
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
UNITED WAYS OF CALIFORNIA

1107 FAIR OAKS AVE 12
SOUTH PASADENA,CA91030 		211 CONSULTING SERVICES 1,121,249
THE PURSUANT GROUP INC

PO BOX 120519
DALLAS,TX75312 		MARKETING & ANALYTICS 207,311
INTELLIGENT TECHNICAL SOLUTIONS

PO BOX 29650
OLYMPIA,WA98502 		TECHNICAL SUPPORT SERVICES 176,802
MOSS ADAMS LLP

PO BOX 101822
PASADENA,CA91189 		AUDIT/TAX SERVICES 148,988
CENTURY GROUP PROFESSIONALS LLC

222 N PACIFIC COAST HWY SUITE 21
EL SEGUNDO,CA90245 		STAFFING SERVICES 135,764
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 4,852,692
f All other contributions, gifts, grants, and similar amounts not included above1f 15,272,847
g Noncash contributions included in lines 1a - 1f:$ 1g 1,277,264
h Total. Add lines 1a-1f.......MediumBullet 20,125,539
Program Service RevenueAmt Business Code
2a PLEDGE PROCESSING FEES 900099 195,288 195,288    
b CONSULTING FEE INCOME 900099 60,000 60,000    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 255,288
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 873,782     873,782
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   12,403,483 7a
b Less: cost or other basis and sales expenses   13,926,933 7b
c Gain or (loss)   -1,523,450 7c
d Net gain or (loss).........MediumBullet -1,523,450     -1,523,450
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 19,731,159 255,288 0 -649,668
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 8,802,154 8,802,154
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,226,913 252,268 645,255 329,390
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........ 6,357,011 3,903,310 1,006,471 1,447,230
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 309,691 188,794 51,090 69,807
9 Other employee benefits ....... 43,745 24,174 9,311 10,260
10 Payroll taxes ........... 464,295 255,696 100,075 108,524
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 8,437   8,437  
c Accounting ........... 288,556   288,556  
d Lobbying ........... 26,038 26,038    
e Professional fundraising services. See Part IV, line 17 57,813 57,813
f Investment management fees ...... 208,980   208,980  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,970,863 2,015,691 235,829 719,343
12 Advertising and promotion .... 1,088,869 783,189 146 305,534
13 Office expenses ....... 551,080 328,825 88,271 133,984
14 Information technology ...... 570,344 272,473 84,483 213,388
15 Royalties ..        
16 Occupancy ........... 558,567 267,941 146,776 143,850
17 Travel ............ 152,817 111,847 7,261 33,709
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 118,338 76,813 4,490 37,035
20 Interest ........... 130,690 73,835 28,714 28,141
21 Payments to affiliates ....... 462,046 375,115 42,893 44,038
22 Depreciation, depletion, and amortization .. 173,034 97,758 38,017 37,259
23 Insurance ... 66,949 37,824 14,709 14,416
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 BRANDING 238,253     238,253
b RECRUITMENT 90,452 42,910 16,687 30,855
c PLEDGE PROCESSING 79,772 45,068 17,527 17,177
d
e All other expenses 5,669 3,852   1,817
25 Total functional expenses. Add lines 1 through 24e 25,051,376 17,985,575 3,043,978 4,021,823
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,115,523 1 1,728,858
2 Savings and temporary cash investments ......... 606,207 2 220,675
3 Pledges and grants receivable, net ...... 6,401,996 3 9,155,810
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 7,891 9 83,471
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,554,485
b Less: accumulated depreciation 10b 2,297,626 104,792 10c 256,859
11 Investments—publicly traded securities . 30,012,142 11 21,604,365
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 130,298 15 2,732,817
16 Total assets. Add lines 1 through 15 (must equal line 33)... 39,378,849 16 35,782,855
Liabilities 17 Accounts payable and accrued expenses ..... 3,543,929 17 2,851,792
18 Grants payable ...   18  
19 Deferred revenue ......... 0 19 175,000
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 3,031,504 21 1,731,141
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 2,022,818 23 3,102
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 117,973 25 2,697,485
26 Total liabilities. Add lines 17 through 25.. 8,716,224 26 7,458,520
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 22,335,925 27 18,276,209
28 Net assets with donor restrictions ........... 8,326,700 28 10,048,126
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 30,662,625 32 28,324,335
33 Total liabilities and net assets/fund balances ........ 39,378,849 33 35,782,855
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
19,731,159
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
25,051,376
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-5,320,217
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
30,662,625
5
Net unrealized gains (losses) on investments ...............
5
2,469,616
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
512,311
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
28,324,335
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 27,760,517 31,542,519 40,856,628 19,902,529 20,125,539 140,187,732
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 27,760,517 31,542,519 40,856,628 19,902,529 20,125,539 140,187,732
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) .. 18,476,174
6 Public support. Subtract line 5 from line 4. 121,711,558
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 27,760,517 31,542,519 40,856,628 19,902,529 20,125,539 140,187,732
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 577,303 689,075 739,399 975,411 873,782 3,854,970
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 144,042,702
12
12
3,939,151
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
84.500 %
15
15
85.510 %
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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
b
10%-facts-and-circumstances test—2021. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 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 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
UNITED WAY OF THE BAY AREA
  		Employer identification number
94-1312348
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
UNITED WAY OF THE BAY AREA
  		Employer identification number

94-1312348
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


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

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

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

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 0  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 26,038  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 26,038  
d Other exempt purpose expenditures ............................................................................... 21,003,515  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 21,029,553  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (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 1,046 900   26,038 27,984
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 1,046 900     1,946
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 18  
2 Aggregate value of contributions to (during year) 324,324  
3 Aggregate value of grants from (during year) 372,126  
4 Aggregate value at end of year ........ 1,015,204  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 6,280,532 6,524,436 5,060,888 5,252,820 5,208,751
b Contributions ...       -967 1,656
c Net investment earnings, gains, and losses 514,990 85,177 1,731,554 10,038 266,882
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		883,951 329,081 241,941 177,972 201,426
f Administrative expenses ....     26,065 23,031 23,043
g End of year balance ...... 5,911,571 6,280,532 6,524,436 5,060,888 5,252,820
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet66.000 %
c
Term endowment SchDMd Bullet34.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   428,240 374,711 53,529
d Equipment ....   220,684 212,314 8,370
e Other .....   1,905,561 1,710,601 194,960
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 256,859
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)OTHER RECEIVABLES 137,581
(2)ROU ASSET 2,595,236
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 2,732,817
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,697,485
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) 2021

Schedule D (Form 990) 2021
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 20,378,047
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 2,469,616
b Donated services and use of facilities ......... 2b 109,482
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,039,246
e Add lines 2a through 2d ..................... 2e 3,618,344
3 Subtract line 2e from line 1.................. 3 16,759,703
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 208,980
b Other (Describe in Part XIII.) ........... 4b 2,762,476
c Add lines 4a and 4b.................... 4c 2,971,456
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 19,731,159
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 22,716,337
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 109,482
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 109,482
3 Subtract line 2e from line 1................... 3 22,606,855
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 208,980
b Other (Describe in Part XIII.) ............ 4b 2,235,541
c Add lines 4a and 4b..................... 4c 2,444,521
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 25,051,376
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 IV, LINE 2B: DONOR DESIGNATIONS (OR "AGENCY TRANSACTIONS") CONSIST OF CONTRIBUTIONS THAT ARE DESIGNATED BY THE DONOR TO NONPROFIT ORGANIZATIONS OTHER THAN UWBA. THE DONOR DESIGNATIONS AND ALLOCATIONS PAYABLE IS REPORTED ON FORM 990, PART X, LINE 21.
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 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. 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, 2023 AND 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION 1,039,246.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 2,762,476.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 2,235,541.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
HAYES GROUP INC
1874 BROOKTREE WAY
 
PLEASANTON, CA94566 		GRANTS SEEKING AND APPLICATION TYPE OF FUNDRAISING   No 1,000,000 57,813 942,187
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 1,000,000 57,813 942,187
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

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

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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
2022
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number
94-1312348
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ABODE SERVICES
40849 FREMONT BOULEVARD
FREMONT,CA94538 		94-3087060 501(C)(3) 60,867 0     DESIGNATED BY DONOR TO AGENCY
(2) ACCESS REPRODUCTIVE JUSTICE
PO BOX 3609
OAKLAND,CA94609 		51-0163201 501(C)(3) 10,000 0     PROGRAM GRANT
(3) ADOPT A FAMILY OF MARIN
35 MITCHELL BLVD SUITE 16
SAN RAFAEL,CA94903 		68-0239712 501(C)(3) 50,000 0     PROGRAM GRANT
(4) AIDS LEGAL REFERRAL PANEL
1663 MISSION STREET STE 500
SAN FRANCISCO,CA94103 		94-3111738 501(C)(3) 6,960 0     DESIGNATED BY DONOR TO AGENCY
(5) AIM AT MELANOMA
3040 CUTTING BLVD
RICHMOND,CA94804 		56-2427805 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(6) ALAMEDA COUNTY COMMUNITY FOOD BANK INC
7900 EDGEWATER DRIVE
OAKLAND,CA94621 		94-2960297 501(C)(3) 5,185 0     DESIGNATED BY DONOR TO AGENCY
(7) ALAMEDA COUNTY SOCIAL SVCS AGENCY
2000 SAN PABLO AVENUE 4TH FLOOR
SUITE 445
OAKLAND,CA94612 		94-6000501 501(C)(3) 51,000 0     PROGRAM GRANT
(8) ALL STARS HELPING KIDS INC
4675 STEVENS CREEK BLVD 125
SANTA CLARA,CA95051 		77-0325111 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(9) AMERICAN CANCER SOCIETY INC
PO BOX 6704
HAGERSTOWN,MD21741 		13-1788491 501(C)(3) 7,574 0     DESIGNATED BY DONOR TO AGENCY
(10) AMERICAN DIABETES ASSOCIATION NATIONAL HEADQUARTERS
2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		13-1623888 501(C)(3) 5,175 0     DESIGNATED BY DONOR TO AGENCY
(11) AMERICAN RED CROSS NATIONAL HEADQUARTERS
431 18TH STREET NW
WASHINGTON,DC20006 		53-0196605 501(C)(3) 5,789 0     DESIGNATED BY DONOR TO AGENCY
(12) AMERICA'S BEST LOCAL CHARITIES
100 SMITH RANCH ROAD SUITE 122
SAN RAFAEL,CA94903 		94-3042430 501(C)(3) 22,720 0     DESIGNATED BY DONOR TO AGENCY
(13) AMIGOS DE GUADALUPE CENTER FOR JUSTICE & EMPOWERMENT
1897 ALUM ROCK AVENUE SUITE 35
SAN JOSE,CA95116 		77-0555838 501(C)(3) 10,000 0     PROGRAM GRANT
(14) ARC OF SAN FRANCISCO
1500 HOWARD STREET
SAN FRANCISCO,CA94103 		94-1415287 501(C)(3) 10,250 0     DESIGNATED BY DONOR TO AGENCY
(15) ASIAN INC
1167 MISSION STREET 4TH FLOOR
SAN FRANCISCO,CA94103 		94-1753170 501(C)(3) 6,000 0     PROGRAM GRANT
(16) ASIAN PACIFIC AMERICAN COMMUNITY CENTER
66 RAYMOND AVENUE
SAN FRANCISCO,CA94134 		94-3357710 501(C)(3) 12,000 0     PROGRAM GRANT
(17) AYUDANDO LATINOS A SONAR
636 PURISSIMA ST
HALF MOON BAY,CA94109 		46-2464722 501(C)(3) 10,000 0     PROGRAM GRANT
(18) BAY AREA CRISIS NURSERY
1506 MENDOCINO DRIVE
CONCORD,CA94521 		94-2681676 501(C)(3) 6,047 0     DESIGNATED BY DONOR TO AGENCY
(19) BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD
SAUSALITO,CA94965 		68-0033227 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(20) BAYVIEW HUNTERS POINT YMCA
1601 LANE STREET
SAN FRANCISCO,CA94124 		94-0997140 501(C)(3) 6,000 0     PROGRAM GRANT
(21) BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EAST
BENICIA,CA94510 		68-0294153 501(C)(3) 8,000 0     PROGRAM GRANT
(22) BENICIA COMMUNITY ACTION COUNCIL
480 MILITARY EAST BENICIA CA 94510
BENICIA,CA94510 		68-0294153 501(C)(3) 7,160 0     DESIGNATED BY DONOR TO AGENCY
(23) BILL WILSON CENTER
3490 THE ALAMEDA
SANTA CLARA,CA95050 		94-2221849 501(C)(3) 11,500 0     PROGRAM GRANT
(24) BLACK GIRLS CODE INC
POBOX 640926
SAN FRANCISCO,CA94164 		45-4930539 501(C)(3) 20,705 0     DESIGNATED BY DONOR TO AGENCY
(25) BLACK WOMEN BUILD - BALTIMORE
PO BOX 16564
BALTIMORE,MD21217 		82-1982378 501(C)(3) 22,838 0     DESIGNATED BY DONOR TO AGENCY
(26) BOYS & GIRLS CLUB SAN FRANCISCO
380 FULTON STREET
SAN FRANCISCO,CA94102 		94-1156608 501(C)(3) 5,034 0     DESIGNATED BY DONOR TO AGENCY
(27) BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS)
1918 UNIVERSITY AVE 2A
BERKELEY,CA94704 		51-0173390 501(C)(3) 60,000 0     PROGRAM GRANT
(28) BUILDING SKILLS PARTNERSHIP
828 W WASHINGTON BLVD
LOS ANGELES,CA90015 		26-1254255 501(C)(3) 11,500 0     PROGRAM GRANT
(29) CAMP TAYLOR
8224 W GRAYSON ROAD
MODESTO,CA95358 		04-3709177 501(C)(3) 11,676 0     DESIGNATED BY DONOR TO AGENCY
(30) CANAL ALLIANCE
91 LARKSPUR STREET
SAN RAFAEL,CA94901 		94-2832648 501(C)(3) 55,000 0     PROGRAM GRANT
(31) CARONDELET HIGH SCHOOL FOUNDATION
1133 WINTON DR
CONCORD,CA94518 		94-3333365 501(C)(3) 5,500 0     DESIGNATED BY DONOR TO AGENCY
(32) CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD 200
SAN JOSE,CA95134 		94-2762269 501(C)(3) 7,701 0     DESIGNATED BY DONOR TO AGENCY
(33) CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
TRI-VALLEY CAREER CENTER 7600
DUBLIN BLVD 3RD FLOOR
DUBLIN,CA94568 		94-1670563 501(C)(3) 24,500 0     PROGRAM GRANT
(34) CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT FOUNDATION
SPARKPOINT CHABOT COLLEGE 25555
HESPERIAN BLVD
HAYWARD,CA94545 		94-1670563 501(C)(3) 30,000 0     PROGRAM GRANT
(35) CHALLENGER ATHLETICS
PO BOX 5511 BAY SHORE
BAY SHORE,NY11706 		46-2993141 501(C)(3) 7,553 0     DESIGNATED BY DONOR TO AGENCY
(36) CHC CREATING HEALTHIER COMMUNITIES
1199 N FAIRFAX ST STE 600
ALEXANDRIA,VA22314 		13-6167225 501(C)(3) 52,894 0     DESIGNATED BY DONOR TO AGENCY
(37) CHILDREN NOW
1404 FRANKLIN STREET SUITE 700
OAKLAND,CA94612 		94-3059243 501(C)(3) 31,001 0     DESIGNATED BY DONOR TO AGENCY
(38) CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
2201 BROADWAY 600
OAKLAND,CA94612 		94-0382330 501(C)(3) 5,490 0     DESIGNATED BY DONOR TO AGENCY
(39) CHILDREN'S NETWORK OF SOLANO COUNTY
827 MISSOURI STREET SUITE 5
FARIFIELD,CA94533 		68-0014506 501(C)(3) 295,000 0     PROGRAM GRANT
(40) CHINATOWN COMMUNITY DEVELOPMENT CENTER
615 GRANT AVENUE
SAN FRANCISCO,CA94108 		94-2514053 501(C)(3) 5,361 0     DESIGNATED BY DONOR TO AGENCY
(41) CHINESE NEWCOMERS SERVICE CENTER
777 STOCKTON STREET 104
SAN FRANCISCO,CA94108 		94-2152893 501(C)(3) 40,000 0     PROGRAM GRANT
(42) CHRIST COVENANT ATLANTA GEORGIA
225 OTTLEY DRIVE SUITE 100
ATLANTA,GA30324 		82-3589765 501(C)(3) 6,225 0     DESIGNATED BY DONOR TO AGENCY
(43) CHRIST THE KING CHURCH OF PLEASANT HILL
199 BRANDON ROAD
PLEASANT HILL,CA94523 		94-1535363 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(44) CHURCH OF JESUS CHRIST LDS CORPORATION OF THE PRESIDENT
50 E NORTH TEMPLE STREET
SALT LAKE CITY,UT84150 		87-0234341 501(C)(3) 5,782 0     DESIGNATED BY DONOR TO AGENCY
(45) CIRCLE OF CARE PROGRAM OF EAST BAY AGENCY FOR CHILDREN
2828 FORD STREET
OAKLAND,CA94601 		94-1358309 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(46) CITY COLLEGE OF SAN FRANCISCO
50 FRIDA KAHLO WAY SMITH HALL ROOM
118
SAN FRANCISCO,CA94112 		94-1682567 501(C)(3) 20,000 0     PROGRAM GRANT
(47) CITY TEAM MINISTRIES OF SAN FRANCISCO
164 6TH STREET
SAN FRANCISCO,CA94103 		94-1501265 501(C)(3) 8,821 0     DESIGNATED BY DONOR TO AGENCY
(48) COASTSIDE HOPE
99 AVENUE ALHAMBRA
EL GRANADA,CA94018 		51-0199747 501(C)(3) 20,000 0     PROGRAM GRANT
(49) COCOKIDS INC
1035 DETROIT AVE SUITE 200
CONCORD,CA94518 		94-2383037 501(C)(3) 20,000 0     PROGRAM GRANT
(50) COLLABORATING AGENCIES DISASTER RELIEF EFFORT (CADRE)
2731 NORTH FIRST STREET
SAN JOSE,CA95134 		83-1035628 501(C)(3) 90,000 0     PROGRAM GRANT
(51) COMMUNITY ACTION MARIN
555 NORTHGATE DR 201
SAN RAFAEL,CA94903 		94-6136365 501(C)(3) 225,000 0     PROGRAM GRANT
(52) COMMUNITY CHILD CARE COORDINATING CNCL OF ALAMEDA
22351 CITY CENTER DRIVE SUITE 100
HAYWARD,CA94541 		23-7218859 501(C)(3) 16,000 0     PROGRAM GRANT
(53) COMMUNITY FOUNDATION FOR EAGLE PEAK
800 HUTCHINSON ROAD
WALNUT CREEK,CA94598 		87-0743084 501(C)(3) 5,843 0     DESIGNATED BY DONOR TO AGENCY
(54) COMMUNITY HOUSING DEVELOPMENT CORPORATION
1535 A FRED JACKSON WAY
RICHMOND,CA94801 		68-0235719 501(C)(3) 50,000 0     PROGRAM GRANT
(55) COMMUNITY LIVING CAMPAIGN
1663 MISSION STREET SUITE 525
SAN FRANCISCO,CA94103 		26-1697250 501(C)(3) 131,671 0     PROGRAM GRANT
(56) COMPASS FAMILY SERVICES
37 GROVE STREET
SAN FRANCISCO,CA94102 		94-1156622 501(C)(3) 87,250 0     DESIGNATED BY DONOR TO AGENCY
(57) CONSERVATION CORPS NORTH BAY
11 PIMENTEL CT
NOVATO,CA94949 		94-2831592 501(C)(3) 8,075 0     DESIGNATED BY DONOR TO AGENCY
(58) CONTRA COSTA CRISIS CENTER
PO BOX 3364
WALNUT CREEK,CA94598 		94-1747227 501(C)(3) 125,000 0     PROGRAM GRANT
(59) COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVENUE
LOS ANGELES,CA90027 		13-3391210 501(C)(3) 50,000 0     PROGRAM GRANT
(60) DISTRICT COUNCIL OF CC COUNTY SOCIETY OF ST VINCENT DE PAUL
2210 GLADSTONE DRIVE
PITTSBURG,CA94565 		94-1448577 501(C)(3) 50,000 0     PROGRAM GRANT
(61) DIXON FAMILY SERVICES
155 NORTH SECOND STREET
DIXON,CA95620 		68-0041829 501(C)(3) 50,000 0     PROGRAM GRANT
(62) DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		13-3433452 501(C)(3) 7,256 0     DESIGNATED BY DONOR TO AGENCY
(63) EARTHSHARE CALIFORNIA
PO BOX 883301
LOS ANGELES,CA900883301 		94-2840364 501(C)(3) 9,682 0     DESIGNATED BY DONOR TO AGENCY
(64) EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY
360 14TH STREET 4TH FLOOR
OAKLAND,CA94612 		94-3314108 501(C)(3) 25,000 0     PROGRAM GRANT
(65) EAST BAY ASIAN LOCAL DEVELOPMENT CORP
1825 SAN PABLO AVE SUITE 200
OAKLAND,CA94612 		51-0171851 501(C)(3) 355,000 0     PROGRAM GRANT
(66) EAST BAY HOUSING ORGANIZATIONS
538 - 9TH STREET STE 200
OAKLAND,CA94607 		94-3232405 501(C)(3) 25,000 0     PROGRAM GRANT
(67) EDEN I AND R INC
570 B STREET
HAYWARD,CA94544 		94-2339050 501(C)(3) 130,000 0     PROGRAM GRANT
(68) EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREET
SAN FRANCISCO,CA94116 		94-1186168 501(C)(3) 88,913 0     DESIGNATED BY DONOR TO AGENCY
(69) ENTERPRISE COMMUNITY PARTNERS INC
101 MONTGOMERY ST SUITE 1350
SAN FRANCISCO,CA94104 		52-1231931 501(C)(3) 70,000 0     PROGRAM GRANT
(70) EQUALITY NOW INC
125 MAIDEN LN FL 9 STE B
NEW YORK,NY10038 		13-3660566 501(C)(3) 39,750 0     DESIGNATED BY DONOR TO AGENCY
(71) FAMILY HOUSE- SAN FRANCISCO
AVENUE SUITE 400
NORTH SAN FRANCISCO,CA94158 		94-2722663 501(C)(3) 87,475 0     DESIGNATED BY DONOR TO AGENCY
(72) FOOD BANK OF CONTRA COSTA & SOLANO
4010 NELSON AVENUE
CONCORD,CA94520 		94-2418054 501(C)(3) 34,646 0     DESIGNATED BY DONOR TO AGENCY
(73) FREMONT FAMILY RESOURCE CENTER
39155 LIBERTY STREET SUITE A110
FREMONT,CA94537 		94-3333831 501(C)(3) 115,000 0     PROGRAM GRANT
(74) FRESH LIFELINES FOR YOUTHFLY
568 VALLEY WAY
MILIPITAS,CA95035 		52-2234595 501(C)(3) 8,199 0     DESIGNATED BY DONOR TO AGENCY
(75) GIRLS ON THE RUN INTERNATIONAL
PO BOX 30667 PMB 65493
CHARLOTTE,NC28230 		56-2201835 501(C)(3) 9,750 0     DESIGNATED BY DONOR TO AGENCY
(76) GLAUCOMA RESEARCH FOUNDATION
251 POST STREET 600
SAN FRANCISCO,CA94108 		94-2495035 501(C)(3) 6,466 0     DESIGNATED BY DONOR TO AGENCY
(77) GLOBAL IMPACT
1199 N FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		52-1273585 501(C)(3) 11,470 0     DESIGNATED BY DONOR TO AGENCY
(78) GOLDEN STATE OPPORTUNITY FOUNDATION
345 CALIFORNIA STREET 600
SAN FRANCISCO,CA94104 		47-4325738 501(C)(3) 321,000 0     PROGRAM GRANT
(79) HABITAT FOR HUMANITY EAST BAY SILICON VALLEY INC
2619 BROADWAY
OAKLAND,CA94612 		94-3053687 501(C)(3) 40,000 0     PROGRAM GRANT
(80) HAMILTON COLLEGE-ATC SCHOLARSHIP FUND
198 COLLEGE HILL ROAD
CLINTON,NY13323 		15-0532200 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(81) HAMILTON FAMILIES
2567 MISSION STREET
SAN FRANCISCO,CA94110 		94-3055602 501(C)(3) 87,250 0     DESIGNATED BY DONOR TO AGENCY
(82) HARVARD-CLASS OF 1992 HARVARD BUSINESS SCHOOL
SOLDIERS FIELD
BOSTON,MA02163 		04-2103580 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(83) HAYWARD AREA RECREATION AND PARK DISTRICT (HARD)
1099 E STREET
HAYWARD,CA94541 		94-6000728 501(C)(3) 9,000 0     PROGRAM GRANT
(84) HOLY SPIRIT SCHOOL-FAIRFIELD
SOLDIERS FIELD
FAIRFIELD,CA94533 		45-3859941 501(C)(3) 12,116 0     DESIGNATED BY DONOR TO AGENCY
(85) HOMEWARD BOUND OF MARIN
1399 N HAMILTON PKWY
NOVATO,CA94949 		68-0011405 501(C)(3) 100,000 0     PROGRAM GRANT
(86) HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
2905 S EL CAMINO REAL
SAN MATEO,CA94403 		94-3395945 501(C)(3) 25,000 0     PROGRAM GRANT
(87) HUMAN INVESTMENT PROJECT INC AKA HIP HOUSING
800 S CLAREMONT STREET 210
SAN MATEO,CA94402 		94-2154614 501(C)(3) 20,000 0     PROGRAM GRANT
(88) HUMANE SOCIETY SILICON VALLEY
901 AMES AVENUE
MILIPITAS,CA95035 		94-1196215 501(C)(3) 9,456 0     DESIGNATED BY DONOR TO AGENCY
(89) IMMIGRANT LEGAL RESOURCE CENTER
1458 HOWARD STREET
SAN FRANCISCO,CA94103 		94-2939540 501(C)(3) 11,330 0     DESIGNATED BY DONOR TO AGENCY
(90) INTERFACE CHILDREN FAMILY SERVICES
4001 MISSION OAKS BLVD SUITE I
CAMARILLO,CA930125121 		95-2944459 501(C)(3) 210,000 0     PROGRAM GRANT
(91) JF KAPNEK CHARITABLE TRUST
936 DEWING AVENUE SUITE E3
LAFAYETTE,CA94549 		23-7165692 501(C)(3) 65,000 0     DESIGNATED BY DONOR TO AGENCY
(92) KIPP BAY AREA PUBLIC SCHOOLS
1000 BROADWAY SUITE 460
OAKLAND,CA94607 		20-5010766 501(C)(3) 8,538 0     DESIGNATED BY DONOR TO AGENCY
(93) LAFAYETTE PARTNERS IN EDUCATION
3450-A GOLDEN GATE WAY
LAFAYETTE,CA94549 		94-2699518 501(C)(3) 5,869 0     DESIGNATED BY DONOR TO AGENCY
(94) LAO FAMILY COMMUNITY DEVELOPMENT INC
2325 EAST 12TH STREET
OAKLAND,CA94601 		94-3115164 501(C)(3) 100,000 0     PROGRAM GRANT
(95) LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555
SAN FRANCISCO,CA94104 		46-4638549 501(C)(3) 8,500 0     DESIGNATED BY DONOR TO AGENCY
(96) LEGAL AID AT WORK
180 MONTGOMERY STREET SUITE 600
SAN FRANCISCO,CA94104 		94-2783401 501(C)(3) 20,000 0     DESIGNATED BY DONOR TO AGENCY
(97) LIFEMOVES
181 CONSTITUTION DRIVE
MENLO PARK,CA94025 		77-0160469 501(C)(3) 70,000 0     PROGRAM GRANT
(98) LYMPHOMA RESEARCH FDN
88 PINE STREET SUITE 2400
NEW YORK,NY10005 		95-4335088 501(C)(3) 7,393 0     DESIGNATED BY DONOR TO AGENCY
(99) MAVEN PROJECT
PO BOX 156781
SAN FRANCISCO,CA94115 		46-5370676 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(100) MAYA EDUCATIONAL FOUNDATION
PO BOX 1483
WELLFLEET,MA02667 		03-0335159 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(101) MICHAEL J FOX FOUNDATION
PO BOX 5014
HAGERSTOWN,MD21741 		13-4141945 501(C)(3) 8,679 0     DESIGNATED BY DONOR TO AGENCY
(102) MILE HIGH UNITED WAY
711 PARK AVENUE WEST
DENVER,CO80205 		84-0404235 501(C)(3) 6,499 0     DESIGNATED BY DONOR TO AGENCY
(103) MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301
SAN FRANCISCO,CA94110 		51-0187791 501(C)(3) 28,000 0     PROGRAM GRANT
(104) MONUMENT IMPACT
1760 CLAYTON ROAD
CONCORD,CA94520 		94-3370919 501(C)(3) 50,000 0     PROGRAM GRANT
(105) MULTIPLYING GOOD
15 WEST 38TH STREET SUITE 1210
NEW YORK,NY10018 		52-0959336 501(C)(3) 49,750 0     DESIGNATED BY DONOR TO AGENCY
(106) NAMI CONTRA COSTA
2151 SALVIO STREET SUITE V
CONCORD,CA94520 		68-0209474 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(107) NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 EAST GISH ROAD 200
SAN JOSE,CA95112 		94-2420708 501(C)(3) 5,404 0     DESIGNATED BY DONOR TO AGENCY
(108) NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA
369 PINE STREET SUITE 350
SAN FRANCISCO,CA94104 		94-2741597 501(C)(3) 35,000 0     PROGRAM GRANT
(109) NORTHEAST COMMUNITY FEDERAL CREDIT UNION
127 WAVERLY PLACE
SAN FRANCISCO,CA94108 		94-2891498 501(C)(3) 22,500 0     PROGRAM GRANT
(110) OAKLAND COMMUNITY LAND TRUST
101 BROADWAY SUITE 310
OAKLAND,CA94607 		32-0285788 501(C)(3) 70,000 0     PROGRAM GRANT
(111) OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREET
OAKLAND,CA94607 		45-3138892 501(C)(3) 20,000 0     DESIGNATED BY DONOR TO AGENCY
(112) ON THE MOVE
780 LINCOLN AVENUE
NAPA,CA94558 		75-3149095 501(C)(3) 160,000 0     PROGRAM GRANT
(113) ONE TREASURE ISLAND
1 AVENUE OF THE PALMS ROOM 166
SAN FRANCISCO,CA94130 		94-3280624 501(C)(3) 20,000 0     PROGRAM GRANT
(114) ONEJUSTICE
433 CALIFORNIA STREET SUITE 815
SAN FRANCISCO,CA94104 		94-2589423 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(115) PACIFICA RESOURCE CENTER
1809 PALMETTO AVENUE
PACIFICA,CA94044 		81-1496989 501(C)(3) 10,000 0     PROGRAM GRANT
(116) PHILLIPS EXETER ANNUAL GIVING CAMPAIGN
20 MAIN ST
EXETER,NH03833 		02-0222174 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(117) PIEDMONT EDUCATIONAL FOUNDATION
401 HIGHLAND AVENUE
PIEDMONT,CA94611 		94-6426176 501(C)(3) 7,500 0     DESIGNATED BY DONOR TO AGENCY
(118) PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN ST
SANTA BARBARA,CA93101 		95-2319356 501(C)(3) 5,750 0     DESIGNATED BY DONOR TO AGENCY
(119) PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA
SAN JOSE,CA95126 		94-1583439 501(C)(3) 10,000 0     PROGRAM GRANT
(120) PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STREET
CONCORD,CA94520 		94-1575233 501(C)(3) 10,000 0     PROGRAM GRANT
(121) PUBLIC ADVOCATES
131 STEUART STREET SUITE 300
SAN FRANCISCO,CA94105 		23-7103042 501(C)(3) 6,290 0     DESIGNATED BY DONOR TO AGENCY
(122) PUENTE DE LA COSTA SUR
PO BOX 554
PESCADERO,CA94060 		37-1484262 501(C)(3) 15,000 0     PROGRAM GRANT
(123) PUNKHIRE
2166 CLEARVIEW CIRCLE
BENICIA,CA94510 		46-1240825 501(C)(3) 5,527 0     DESIGNATED BY DONOR TO AGENCY
(124) RENAISSANCE ENTREPRENEURSHIP CENTER
275 5TH STREET
SAN FRANCISCO,CA94103 		94-2793122 501(C)(3) 11,000 0     PROGRAM GRANT
(125) RICHMOND COMMUNITY FOUNDATION
3260 BLUME DRIVE SUITE 110
RICHMOND,CA94806 		94-3337754 501(C)(3) 748,000 0     PROGRAM GRANT
(126) RICHMOND NEIGHBORHOOD HOUSING SERVICES
3220 BLUME DRIVE STE 198
RICHMOND,CA94806 		94-2791683 501(C)(3) 20,000 0     PROGRAM GRANT
(127) RODRIGUEZ ATHLETIC BOOSTERS
5000 RED TOP ROAD
FAIRFIELD,CA94534 		68-0486564 501(C)(3) 8,019 0     DESIGNATED BY DONOR TO AGENCY
(128) RUBICON PROGRAMS INC
2500 BISSELL AVENUE
RICHMOND,CA94804 		94-2301550 501(C)(3) 10,000 0     PROGRAM GRANT
(129) SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE,CA95110 		23-7179787 501(C)(3) 177,000 0     PROGRAM GRANT
(130) SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE,CA95110 		23-7179787 501(C)(3) 8,413 0     DESIGNATED BY DONOR TO AGENCY
(131) SAMARITAN HOUSE
4031 PACIFIC BLVD 3RD FLOOR
SAN MATEO,CA94403 		23-7416272 501(C)(3) 10,000 0     PROGRAM GRANT
(132) SAN ANTONIO COMMUNITY DEVELOPMENT CORP
2228 EAST 15TH STREET
OAKLAND,CA94606 		94-2675448 501(C)(3) 85,000 0     PROGRAM GRANT
(133) SAN FRANCISCO COMMUNITY AGENCIES RESPONDING TO DISASTER
1270 SANCHEZ STREET
SAN FRANCISCO,CA94114 		45-3600883 501(C)(3) 40,000 0     PROGRAM GRANT
(134) SAN FRANCISCO COMMUNITY EMPOWERMENT CTR
2875 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134 		20-4121042 501(C)(3) 8,500 0     PROGRAM GRANT
(135) SAN JOSE CONSERVATION CORPS
1560 BERGER DRIVE
SAN JOSE,CA95112 		77-0155997 501(C)(3) 30,000 0     PROGRAM GRANT
(136) SAN JOSEEVERGREEN COMMUNITY COLLEGE DISTRICT
40 SOUTH MARKET STREET
SAN JOSE,CA95113 		77-0100756 501(C)(3) 185,000 0     PROGRAM GRANT
(137) SAN MATEO COUNTY CCD - CANADA COLLEGE
3401 CSM DRIVE
SAN MATEO,CA94402 		94-3084147 501(C)(3) 35,000 0     PROGRAM GRANT
(138) SAN MATEO COUNTY CCD - COLLEGE OF SAN MATEO
3401 CSM DRIVE
SAN MATEO,CA94402 		94-3084147 501(C)(3) 60,000 0     PROGRAM GRANT
(139) SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE
SAN MATEO,CA94402 		94-3084147 501(C)(3) 82,500 0     PROGRAM GRANT
(140) SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUE
SAN JOSE,CA95125 		94-2614101 501(C)(3) 28,772 0     DESIGNATED BY DONOR TO AGENCY
(141) SFCASA
2535 MISSION STREET
SAN FRANCISCO,CA94110 		94-3039028 501(C)(3) 6,000 0     PROGRAM GRANT
(142) SFCLOUT
1188 FRANKLIN STREET SUITE 203
SAN FRANCISCO,CA94109 		94-2687066 501(C)(3) 10,000 0     PROGRAM GRANT
(143) SHELTER INC
PO BOX 5368
CONCORD,CA94524 		68-0117241 501(C)(3) 50,000 0     PROGRAM GRANT
(144) SHRINERS HOSPITAL FOR CHILDREN NORTHERN CALIFORNIA
2425 STOCKTON BLVD
SACRAMENTO,CA95817 		36-2193608 501(C)(3) 6,722 0     DESIGNATED BY DONOR TO AGENCY
(145) SILICON VALLEY AT HOME
350 W JULIAN STREET BLDG 5
SAN JOSE,CA95110 		81-4755729 501(C)(3) 25,000 0     PROGRAM GRANT
(146) SILICON VALLEY CREATES
4 NORTH 2ND STREET STE 500
SAN JOSE,CA95113 		94-2825213 501(C)(3) 9,267 0     DESIGNATED BY DONOR TO AGENCY
(147) SISTER TO SISTER 2 INC
2363A SAN PABLO AVENUE
OAKLAND,CA94612 		27-1885809 501(C)(3) 62,500 0     PROGRAM GRANT
(148) SOMOS MAYFAIR INC
1695 ALUM ROCK AVE SUITE 10
SAN JOSE,CA95116 		77-0499813 501(C)(3) 40,000 0     PROGRAM GRANT
(149) SPCA OF SOLANO COUNTY
2200 PEABODY ROAD
VACAVILLE,CA95687 		94-2607843 501(C)(3) 6,829 0     DESIGNATED BY DONOR TO AGENCY
(150) SPECIAL OLYMPICS OF NORTHERN CALIFORNIA
3480 BUSKIRK AVE 340A
PLEASANT HILL,CA94523 		68-0363121 501(C)(3) 5,560 0     DESIGNATED BY DONOR TO AGENCY
(151) ST DOMINIC SCHOOL
475 EAST I STREET
BENICIA,CA94510 		94-1464733 501(C)(3) 5,728 0     DESIGNATED BY DONOR TO AGENCY
(152) ST JOSEPHS FAMILY CENTER
7950 CHURCH STREET SUITE A
GILROY,CA95020 		03-0391775 501(C)(3) 76,000 0     PROGRAM GRANT
(153) ST PERPETUA SCHOOL
3445 HAMLIN RD
LAFAYETTE,CA94549 		94-1535363 501(C)(3) 7,088 0     DESIGNATED BY DONOR TO AGENCY
(154) ST STEPHENS EPISCOPAL CHURCH-ORINDA
66 ST STEPHENS DRIVE
ORINDA,CA94563 		94-1399270 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(155) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105 		62-0646012 501(C)(3) 23,614 0     DESIGNATED BY DONOR TO AGENCY
(156) STANFORD UNIVERSITY
326 GALVEZ STREET GIFT PROCESSING
STANFORD,CA94305 		94-1156365 501(C)(3) 25,028 0     DESIGNATED BY DONOR TO AGENCY
(157) SUMMER SEARCH
304 12TH STREET SUITE 4A
OAKLAND,CA94607 		68-0200138 501(C)(3) 17,682 0     DESIGNATED BY DONOR TO AGENCY
(158) SUNNYVALE COMMUNITY SERVICES
1160 KERN AVE
SUNNYVALE,CA940853907 		94-1713897 501(C)(3) 76,000 0     PROGRAM GRANT
(159) SWARTHMORE COLLEGE
500 COLLEGE AVE
SWARTHMORE,PA19081 		23-1352683 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(160) SYRACUSE UNIVERSITY
640 SKYTOP ROAD 2ND FLOOR
SYRACUSE,NY132445040 		15-0532081 501(C)(3) 28,400 0     DESIGNATED BY DONOR TO AGENCY
(161) TAX-AID
235 MONTGOMERY STREET SUITE 1155
SAN FRANCISCO,CA94104 		94-3062518 501(C)(3) 10,000 0     PROGRAM GRANT
(162) THE BASIC FUND
1301 CLAY STREET UNIT 70450
OAKLAND,CA94612 		94-3290699 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(163) THE FATHERS HOUSE
126 PEABODY ROAD
VACAVILLE,CA95687 		68-0408159 501(C)(3) 19,915 0     DESIGNATED BY DONOR TO AGENCY
(164) THE FORGOTTEN INTERNATIONAL
PO BOX 192066
SAN FRANCISCO,CA94119 		26-1484826 501(C)(3) 49,750 0     DESIGNATED BY DONOR TO AGENCY
(165) THE JED FOUNDATION
PO BOX 412945
BOSTON,MA02241 		13-4131139 501(C)(3) 19,750 0     DESIGNATED BY DONOR TO AGENCY
(166) THE SALVATION ARMY-SANTA CLARA COUNTY
359 NORTH 4TH ST
SAN JOSE,CA95112 		94-1156347 501(C)(3) 70,000 0     PROGRAM GRANT
(167) THE UNITY COUNCIL OF ALAMEDA COUNTY INC
1900 FRUITVALE AVE SUITE 2A
OAKLAND,CA94601 		94-1670490 501(C)(3) 53,487 0     PROGRAM GRANT
(168) THE WOMEN'S BUILDING-SF WOMENS CENTER INC
3543 - 18TH STREET STE 8
SAN FRANCISCO,CA94110 		94-1730620 501(C)(3) 20,000 0     PROGRAM GRANT
(169) TRANSGENDER LAW CENTER
PO BOX 741803
LOS ANGELES,CA900741803 		05-0544006 501(C)(3) 10,000 0     PROGRAM GRANT
(170) TRAVIS CREDIT UNION
PO BOX 1086
VACAVILLE,CA95687 		82-4159040 501(C)(3) 15,000 0     PROGRAM GRANT
(171) TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD,CA90069 		95-4681287 501(C)(3) 22,070 0     DESIGNATED BY DONOR TO AGENCY
(172) UNCOMMON LAW
318 HARRISON ST STE 103
OAKLAND,CA94607 		46-1538094 501(C)(3) 39,807 0     DESIGNATED BY DONOR TO AGENCY
(173) UNION CITY FAMILY CENTER CORPORATION
34200 ALVARADO-NILES ROAD
VACAVILLE,CA94587 		84-2730337 501(C)(3) 25,000 0     PROGRAM GRANT
(174) UNITED PLAYAZ
1038 HOWARD STREET
SAN FRANCISCO,CA94103 		20-5005815 501(C)(3) 5,038 0     DESIGNATED BY DONOR TO AGENCY
(175) UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE ROAD
SACRAMENTO,CA95827 		94-1225382 501(C)(3) 6,273 0     DESIGNATED BY DONOR TO AGENCY
(176) UNITED WAY MONTEREY COUNTY
232 MONTEREY STREET SUITE 200
SALINAS,CA93901 		94-1322169 501(C)(3) 25,000 0     PROGRAM GRANT
(177) UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE STREET SUITE T500
LOS ANGELES,CA90015 		95-2274801 501(C)(3) 10,000 0     DESIGNATED BY DONOR TO AGENCY
(178) UNITED WAY OF GREENVILLE COUNTY
105 EDINBURGH COURT
GREENVILLE,SC29607 		57-0362066 501(C)(3) 9,241 0     DESIGNATED BY DONOR TO AGENCY
(179) UNITED WAY OF MONMOUTH AND OCEAN
4814 OUTLOOK DR STE 107
WALL TOWNSHIP,NJ07753 		22-1828435 501(C)(3) 5,700 0     DESIGNATED BY DONOR TO AGENCY
(180) UNITED WAY OF SANTA CRUZ COUNTY
4450 CAPITOLA RD SUITE 106
CAPITOLA,CA95010 		94-1422471 501(C)(3) 25,000 0     PROGRAM GRANT
(181) UNITED WAY OF THE WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITE
160
SANTA ROSA,CA95407 		94-1669646 501(C)(3) 6,556 0     DESIGNATED BY DONOR TO AGENCY
(182) UNITED WAY WINE COUNTRY
975 CORPORATE CENTER PARKWAY SUITE
160
SANTA ROSA,CA95407 		94-1669646 501(C)(3) 227,211 0     PROGRAM GRANT
(183) UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE 12
SOUTH PASADENA,CA910303311 		94-1646369 501(C)(3) 50,000 0     PROGRAM GRANT
(184) UP VALLEY FAMILY CENTERS OF NAPA COUNTY
1440 SPRING STREET
SAINT HELENA,CA94574 		80-0023012 501(C)(3) 60,000 0     PROGRAM GRANT
(185) URBAN HABITAT PROGRAM
2000 FRANKLIN STREET
OAKLAND,CA94612 		20-0275424 501(C)(3) 55,000 0     PROGRAM GRANT
(186) US NAVAL ACADEMY FOUNDATION
247 KING GEORGE STREET
ANNAPOLIS,MD21402 		23-7003516 501(C)(3) 5,943 0     DESIGNATED BY DONOR TO AGENCY
(187) USA CYCLING FOUNDATION
210 USA CYCLING POINT STE 100
COLORADO SPRINGS,CO80919 		84-1529751 501(C)(3) 42,750 0     DESIGNATED BY DONOR TO AGENCY
(188) VMC FOUNDATION
2400 CLOVE DRIVE
SAN JOSE,CA95128 		77-0187890 501(C)(3) 43,324 0     DESIGNATED BY DONOR TO AGENCY
(189) WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVE
CUPERTNO,CA95014 		94-2211685 501(C)(3) 130,000 0     PROGRAM GRANT
(190) WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300
JACKSONVILLE,FL32256 		20-2370934 501(C)(3) 14,077 0     DESIGNATED BY DONOR TO AGENCY
(191) YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650
SAN FRANCISCO,CA94111 		94-0997140 501(C)(3) 9,760 0     DESIGNATED BY DONOR TO AGENCY
(192) COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW
204 STIERLIN ROAD
MOUNTAIN VIEW,CA94043 		94-1422465 501(C)(3) 76,000 0     PROGRAM GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
192
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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) 2022



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BAY AREA
 
Employer identification number

94-1312348
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1ZWICK KEVIN
CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 328,635
-------------
0 		45,000
-------------
0 		890
-------------
0 		17,734
-------------
0 		31,963
-------------
0 		424,222
-------------
0 		0
-------------
0
2BERINI CHRISTOPHER
CHIEF ADVANCEMENT OFFICER 		(i)

(ii)		 235,750
-------------
0 		31,050
-------------
0 		2,777
-------------
0 		12,943
-------------
0 		11,784
-------------
0 		294,304
-------------
0 		0
-------------
0
3BENAVIDEZ ROBERT
CHIEF FINANCIAL OFFICER (THRU 12/22) 		(i)

(ii)		 225,500
-------------
0 		15,180
-------------
0 		18,511
-------------
0 		13,221
-------------
0 		1,743
-------------
0 		274,155
-------------
0 		0
-------------
0
4RAMOS JOSE
VICE PRESIDENT, MARKETING 		(i)

(ii)		 189,625
-------------
0 		0
-------------
0 		890
-------------
0 		10,192
-------------
0 		39,366
-------------
0 		240,073
-------------
0 		0
-------------
0
5BATSON KELLY A
CHIEF COMMUNITY IMPACT OFFICER 		(i)

(ii)		 199,875
-------------
0 		10,725
-------------
0 		590
-------------
0 		10,652
-------------
0 		11,975
-------------
0 		233,817
-------------
0 		0
-------------
0
6MARTIN CAROLINA
VICE PRESIDENT, DEVELOPMENT 		(i)

(ii)		 188,131
-------------
0 		0
-------------
0 		890
-------------
0 		10,141
-------------
0 		30,861
-------------
0 		230,023
-------------
0 		0
-------------
0
7ESCOBAR LAURA
VICE PRESIDENT, SAFETY NET SERVICES 		(i)

(ii)		 153,750
-------------
0 		0
-------------
0 		890
-------------
0 		9,372
-------------
0 		31,555
-------------
0 		195,567
-------------
0 		0
-------------
0
8YASUHARA LI ENA
SENIOR VP, IMPACT STRATEGIES 		(i)

(ii)		 172,500
-------------
0 		0
-------------
0 		890
-------------
0 		8,571
-------------
0 		1,552
-------------
0 		183,513
-------------
0 		0
-------------
0
9HARDEN NICOLE
VICE PRESIDENT, ECONOMIC SUCCESS 		(i)

(ii)		 147,454
-------------
0 		0
-------------
0 		2,061
-------------
0 		7,440
-------------
0 		16,172
-------------
0 		173,127
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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
PART I, LINE 7 THE ORGANIZATION PAID NON-FIXED BONUSES TO CERTAIN EXECUTIVES BASED ON GOAL ACHIEVEMENT.
Schedule J (Form 990) 2022

Additional Data


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

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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
2022
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 12 1,277,264 PROCEEDS FROM SALE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).
Schedule M (Form 990) (2022)

Additional Data


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

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
2021
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 1A THE 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 THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS A FINAL DRAFT OF FORM 990. THE RETURN IS DISTRIBUTED TO AND REVIEWED BY THE THE AUDIT COMMITTEE PRIOR TO DISTRIBUTING IT TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. AFTER THAT, THE FORM 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 THE 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 IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 123,780. MANAGEMENT AND GENERAL EXPENSES 37,991. FUNDRAISING EXPENSES 332,281. TOTAL EXPENSES 494,052. CONSULTING: PROGRAM SERVICE EXPENSES 1,891,911. MANAGEMENT AND GENERAL EXPENSES 197,838. FUNDRAISING EXPENSES 387,062. TOTAL EXPENSES 2,476,811.
FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS 1,039,246. DONOR DESIGNATED PLEDGES -526,935.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version: