EIN 94-1312348

United Way Bay Area

IRS 501(c) type
501(c)(3)
Num. employees
76
Year formed
1922
Most recent tax filings
2023-06-01
Description
United Way Bay Area is an organization that enables people to strengthen their communities by investing in each other. Sparkpoint, one of its programs, has served 30,000 individuals and 5,950 people in the last year alone. 211 is a free phone number and web resource that UWBA partners with to respond to approximately 66,200 calls and texts. It is located in San Francisco, CA.
Also known as...
United Way of the Bay Area
Total revenues
$19,731,159
2023
Total expenses
$25,051,376
2023
Total assets
$35,782,855
2023
Num. employees
76
2023

Program areas at United Way Bay Area

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.
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.
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.
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.

Grants made by United Way Bay Area

GranteeGrant descriptionAmount
Richmond Community FoundationProgram Grant$748,000
East Bay Asian Local Development Corporation (EBALDC)Program Grant$355,000
Golden State OpportunityProgram Grant$321,000
...and 179 more grants made totalling $7,478,382

Who funds United Way Bay Area

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Sergey Brin Family FoundationGeneral Operating Support$1,000,095
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$391,196
The Bank of America Charitable FoundationProgram/operating Support$350,000
...and 82 more grants received totalling $5,563,043

Personnel at United Way Bay Area

NameTitleCompensation
Kelly BatsonInterim Chief Executive Officer
Kevin ZwickChief Executive Officer
Robert BenavidezChief Financial and Operating Officer / Chief Financial Officer / Vice President , Business Operations
Brian KataokaChief Financial Officer
Christopher BeriniChief Advancement Officer
...and 59 more key personnel

Financials for United Way Bay Area

RevenuesFYE 06/2023
Total grants, contributions, etc.$20,125,539
Program services$255,288
Investment income and dividends$873,782
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,523,450
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$19,731,159

Form 990s for United Way Bay Area

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-09990View PDF
2021-062022-05-16990View PDF
2020-062021-05-25990View PDF
2019-062020-12-10990View PDF
...and 9 more Form 990s
Data update history
August 13, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 11, 2024
Updated personnel
Identified 1 new personnel
August 2, 2024
Received grants
Identified 21 new grant, including a grant for $350,000 from The Bank of America Charitable Foundation
July 16, 2024
Used new vendors
Identified 4 new vendors, including , , , and
May 18, 2024
Received grants
Identified 5 new grant, including a grant for $346,125 from American Online Giving Foundation
Nonprofit Types
Grantmaking organizationsFamily service centersCharitiesCommunity Action Programs
Issues
Community improvement
Characteristics
Political advocacyOperates donor advised fundsProvides grantsLobbyingReceives government fundingEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
550 Kearny St 510
San Francisco, CA 94108
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
uwba.org/ 
Phone
(415) 808-4300
Facebook page
unitedwaybayarea 
Twitter profile
@unitedwaysfbay 
IRS details
EIN
94-1312348
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1922
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
000365
FTB Entity ID
0301266
AB 488 data last updated ("as-of") date
2024-10-16
Free account sign-up

Want updates when United Way Bay Area has new information, or want to find more organizations like United Way Bay Area?

Create free Cause IQ account