United Way Of The Wine Country
- Assets
- $1.8m
- Revenue
- $2.5m
- Investments
- $0.0
- Employees
- 20
- Location
- Santa Rosa, CA
- Founding
- 08/1968
- Data as of
- 06/2021
- EIN
- 94-1669646
Organization Overview
United Way Of The Wine Country is located in Santa Rosa, CA. The organization was established in 1968. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of The Wine Country employed 20 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Wine Country is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of The Wine Country generated $2.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.8%) each year. All expenses for the organization totaled $3.0m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of The Wine Country has awarded 297 individual grants totaling $10,333,163. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FOR OVER 50 YEARS, UNITED WAY OF THE WINE COUNTRY HAS BEEN WORKING TO SUPPORT SUSTAINABLE IMPROVEMENTS TO SYSTEMS AND SERVICES THAT BENEFIT ALL RESIDENTS IN OUR SHARED COMMUNITIES. WE PROUDLY SERVE FAMILIES AND INDIVIDUALS LIVING AND WORKING IN SONOMA, MENDOCINO, LAKE, HUMBOLDT AND DEL NORTE COUNTIES AND REMAIN DEEPLY COMMITTED TO IMPROVING FAMILY FINANCIAL STABILITY BY SERVING AS A VITAL LINK BETWEEN RESIDENTS, NONPROFIT ORGANIZATIONS, BUSINESSES AND GOVERNMENT LEADERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY'S DISASTER RELIEF FUNDS ENABLED 9 NONPROFIT ORGANIZATIONS TO ADDRESS NEEDS RELATED TO THE 2017 TUBBS FIRE AND 2020 NORTHERN CALIFORNIA WILDFIRES. SOME OF THE USES OF THE FUNDING INCLUDED, DIRECT FINANCIAL ASSISTANCE TO THE MOST VULNERABLE, RENTAL ASSISTANCE, AND LONG-TERM REBUILDING COSTS THROUGH THE LONG-TERM RECOVERY GROUP PROCESS IN SONOMA COUNTY.
FUNDING FOR 2-1-1 HELPED TO CONNECT NEARLY 32,000 SONOMA COUNTY CALLERS AND TEXTERS WITH INFORMATION ABOUT HEALTH AND HUMAN SERVICES AVAILABLE TO THEM.
FUNDING FOR THE EARN IT! KEEP IT! SAVE IT! FREE TAX PREPARATION PROGRAM ENABLED 27 NONPROFIT AGENCIES TO PROVIDE TAX FILING SERVICES TO 4,300 LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES RESULTING IN $6.6M IN TAX RETURNS AND CREDITS THROUGHOUT OUR FIVE COUNTY REGION.
FUNDING FOR MAP ONE SONOMA PROVIDED FUNDING TO EIGHT NONPROFIT ORGANIZATIONS IN SONOMA COUNTY TO SUPPORT PROGRAMS THAT FURTHER THE GOAL OF A PROSPEROUS, RESILIENT, INCLUSIVE, SUSTAINABLE SONOMA COUNTY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa Carreno President/ceo | Officer | 40 | $142,232 |
Jennifer O'donnell Executive V.P. Of Community | Officer | 40 | $100,593 |
Rich Rhodes V.p Of Strategic Engagement | Officer | 40 | $86,269 |
Kate Stefan V.P. Of Finance And Operat | Officer | 40 | $79,517 |
Henri Komrij Board Chair | OfficerTrustee | 1.25 | $0 |
Mike Mckeon Treasurer | OfficerTrustee | 1.25 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
United Ways Of California 211 Services | 6/29/21 | $307,166 |
Interface Children & Family Services Children & Family Services | 6/29/21 | $137,027 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,375,151 |
| All other contributions, gifts, grants, and similar amounts not included above | $967,698 |
| Noncash contributions included in lines 1a–1f | $5,648 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,342,849 |
| Total Program Service Revenue | $74,502 |
| Investment income | $11,760 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,504,895 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,016,245 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $444,404 |
| Compensation of current officers, directors, key employees. | $62,216 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $425,535 |
| Pension plan accruals and contributions | $5,098 |
| Other employee benefits | $79,575 |
| Payroll taxes | $66,962 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $38,667 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $528,391 |
| Advertising and promotion | $55,214 |
| Office expenses | $18,941 |
| Information technology | $111,037 |
| Royalties | $0 |
| Occupancy | $116,254 |
| Travel | $369 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,400 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $37,274 |
| Insurance | $34,487 |
| All other expenses | $5,970 |
| Total functional expenses | $3,049,880 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $364,943 |
| Savings and temporary cash investments | $960,028 |
| Pledges and grants receivable | $274,642 |
| Accounts receivable, net | $67,475 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $11,785 |
| Net Land, buildings, and equipment | $96,794 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,000 |
| Total assets | $1,779,667 |
| Accounts payable and accrued expenses | $236,414 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $181,334 |
| Total liabilities | $417,748 |
| Net assets without donor restrictions | $1,111,474 |
| Net assets with donor restrictions | $250,445 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,779,667 |
Grants Awarded
Over the last fiscal year, United Way Of The Wine Country has awarded $1,016,245 in support to 50 organizations.
| Grant Recipient | Amount |
|---|---|
Concord, CA PURPOSE: October 2017 Fire Relief Fund & Kincade Fire Relief | $156,192 |
Washington, DC PURPOSE: Kincade Fire Relief | $152,150 |
Santa Rosa, CA PURPOSE: General Disaster Relief | $60,000 |
Ukiah, CA PURPOSE: Earn It! Keep It! Save It! / Vita Tax Assistance Program | $44,845 |
Santa Rosa, CA PURPOSE: Earn It! Keep It! Save It! / Vita Tax Assistance Program | $40,000 |
Sonoma, CA PURPOSE: Equity in Education | $25,275 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that United Way Of The Wine Country has recieved totaling $450,262.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $298,199 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $97,332 |
Community Foundation Sonoma County Santa Rosa, CA PURPOSE: TO SUPPORT 2-1-1 PROGRAM | $23,500 |
United Ways Of California South Pasadena, CA PURPOSE: ADVANCING ECONOMIC SECURITY FOR FAMILIES | $10,000 |
Stanislaus Community Foundation Modesto, CA | | $7,000 |
Community Action Partnership Of Sonoma County Santa Rosa, CA PURPOSE: P3 PARTICIPATION STIPEND | $5,667 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Giving Back Fund Inc Los Angeles, CA | $11,057,964 | $16,121,591 |
United Way Of The Columbia- Willamette Portland, OR | $45,244,176 | $37,813,880 |
Lutheran Social Services Of Southern California Orange, CA | $12,433,433 | $19,852,722 |
United Way California Capital Region Sacramento, CA | $17,085,587 | $25,165,420 |
United Way Of Tucson And Southern Arizona Inc Tucson, AZ | $24,809,225 | $14,478,255 |
United Way Of Southern Nevada Inc Las Vegas, NV | $13,273,511 | $9,207,930 |
Parker Ranch Foundation Tr 091092 Kamuela, HI | $269,073,510 | $7,172,423 |
Blaise Foundation Claremont, CA | $0 | $239,814 |
Beit Tshuvah Los Angeles, CA | $29,185,703 | $8,355,321 |
Levy Family Campus Los Gatos, CA | $16,282,164 | $7,205,840 |
Neighborhood Funders Group Berkeley, CA | $23,826,861 | $25,307,328 |
United Way Of Monterey County Monterey, CA | $13,516,071 | $8,095,454 |