UNITED WAY OF THE BAY AREA
550 KEARNY ST NO 1000, SAN FRANCISCO, CA 94108 www.uwba.org

Total Revenue
$34,442,776
Total Expenses
$32,150,150
Net Assets
$14,149,285

Organizations Filed Purposes: TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER.

GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES

211 IS A FREE, EASY-TO-REMEMBER PHONE NUMBER AND WEB RESOURCE THAT ANYONE CAN CALL FOR INFORMATION AND REFERRAL TO LOCAL PROGRAMS AND SERVICES. LAST YEAR, UWBA AND ITS CALL CENTER PARTNER RESPONDED TO APPROXIMATELY 66,200 CALLS AND TEXTS. MORE THAN HALF OF THESE REQUESTS CAME FROM THOSE REQUESTING HELP WITH BASIC NEEDS ISSUES SUCH AS FOOD, LEGAL HELP, AND SHELTER. ONCE THE PANDEMIC HIT, 211 BEGAN TAKING COVID RELATED CALLS. IN FY20, MORE THAN 24,000 OF THE CALLS WERE COVID RELATED. 211 BAY AREA INCREASED CALL VOLUME BY ALMOST DOUBLE FROM THE PREVIOUS YEAR.

SPARKPOINTSPARKPOINT HAS SERVED MORE THAN 30,000 INDIVIDUALS SINCE LAUNCHING SPARKPOINT OAKLAND IN 2009, AND APPROXIMATELY 5,950 PEOPLE IN THE LAST YEAR ALONE. MORE THAN 26% OF OUR CLIENTS ARE SEEING PROGRESS ON THEIR INCOME, SAVINGS, CREDIT OR DEBT GOALS. SPARKPOINT CENTERS OFFER AN ARRAY OF SERVICES IN ONE CONVENIENT LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY, INCLUDING FINANCIAL COACHING ON BUDGETING AND SAVINGS, CREDIT AND DEBT MANAGEMENT, CAREER OR EDUCATION COUNSELING, SCREENING FOR PUBLIC BENEFITS, AND OTHERS. SPARKPOINT AIMS TO HAVE CLIENTS MOVE FROM POVERTY TO ECONOMIC SUCCESS BY (1) INCREASING INCOME; (2) REDUCING DEBT; (3) INCREASING CREDIT SCORES; AND (4) INCREASING SAVINGS. THE SPARKPOINT REGIONAL NETWORK INCLUDES MORE THAN 100 OUTSTANDING PARTNER ORGANIZATIONS ACROSS THE BAY AREA.FISCAL YEAR 2020 HIGHLIGHTS INCLUDE: 217 CLIENTS ACHIEVED SELF-SUFFICIENT INCOME, 1,789 CLIENTS ARE MAKING PROGRESS TOWARD ONE ELEMENT OF FINANCIAL PROSPERITY: SELF-SUFFICIENT INCOME, 3 MONTHS' SAVINGS, 700 CREDIT SCORE, NO REVOLVING DEBT. THERE ARE MORE THAN 20 LOCATIONS THROUGHOUT OUR 8 COUNTIES, WITH TWO NEW COMMUNITY COLLEGE LOCATIONS PLANNED TO OPEN IN FY21.THE EARN IT! KEEP IT! SAVE IT! ("EKS"), A VOLUNTEER INCOME TAX ASSISTANCE PROGRAM ("VITA"), IS A UWBA-LED COALITION OF PARTNERS THAT PREPARES TAX RETURNS FOR FREE, ENSURING LOW-TO MODERATE-INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2019 TAX SEASON, 2,887 VOLUNTEERS PREPARED MORE THAN 80,595 RETURNS AND BROUGHT BACK OVER $80.6 MILLION IN REFUNDS. ADDITIONALLY, $20.1 MILLION OF THOSE REFUNDS WAS IN EARNED INCOME TAX CREDIT ("EITC"). EITC GOES TO THE POOREST, MOST VULNERABLE BAY AREA HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY-FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR. FAMILIES USE THEIR REFUNDS PRIMARILY TO PAY BILLS, RENT, AND TO BUY FOOD OR CLOTHES. THROUGH ITS TAX PREPARATION EFFORTS, EKS PROVIDES RESOURCES TO MEET BASIC NEEDS, WHICH IS CRITICAL TO ENDING THE CYCLE OF POVERTY IN THE BAY AREA. EKS HAS 230 LOCATIONS IN EIGHT COUNTIES.IN ADDITION TO PREPARING TAX RETURNS, EKS USES THE PROGRAM VISIT AS A MOMENT TO OFFER LOW-INCOME FAMILIES THE OPPORTUNITY TO INCREASE THEIR SAVINGS.YOUTH WORKFORCEUNITED WAY'S YOUTH WORKFORCE PROGRAMMING INCLUDES OUR BUSINESS PATHWAYS INTERNSHIP PROGRAM, WHERE 23 INTERNS WERE PLACED IN LOCAL COMPANIES FOR 10-WEEK INTERNSHIP AND WEEKLY PROFESSIONAL DEVELOPMENT SEMINARS. THE TEAM ALSO CONDUCTED SEVERAL YOUTH EMPLOYMENT EVENTS: 1) CAREERPREP BRINGS VOLUNTEERS IN TO SUPPORT YOUNG PEOPLE IN PREPARING FOR INTERVIEWS AND JOB SEARCHES THROUGH MOCK INTERVIEWS AND RESUME REVIEW AND 2) ONTRACK IS A CAREER EXPOSURE EVENT WHERE EMPLOYERS TABLE AND PRESENT ON THEIR INDUSTRY OR COMPANY TO EXPOSE YOUNG PEOPLE TO VARIOUS CAREER PATHS. IN SAN FRANCISCO, THIS EVENT WAS HELD IN PARTNERSHIP WITH THE AFRICAN AMERICAN ACHIEVEMENT INITIATIVE AND SPECIFICALLY FOCUSED ON YOUNG PEOPLE OF COLOR AND PROFESSIONALS WHO ARE PEOPLE OF COLOR TO INCREASE THEIR SAVINGS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Wilson AnneCHIEF EXECUTIVE OFFICER (THRU 05/20)50$400,726
Braun JoanCHIEF OPERATING OFFICER (THRU 09/19)50$292,973
Griffin SidneyCHIEF MARKETING OFFICER50$179,131
Schaver John Thru 1019VP, INFORMATION TECHNOLOGY50$174,209
Batson KellySENIOR VP, CIT50$165,639
Kukovic LidiyaVP, CONTROLLER (THRU 12/19)50$143,186
Nichols Virginia Thru 1019SR DIRECTOR, CORP RELATIONS50$131,803
Gooch Nora Thru 0619CHIEF DEVELOPMENT OFFICER50$129,709
Nguyen MariaSR DIRECTOR, GRANTS (THRU 10/19)50$110,241
Kitson BillINTERIM CEO (THRU 6/19)50$0
Wohl JeffreyGEN COUNS, CHIEF ETHIC OFF (THRU 12/19)0.3$0
Weinstein LaurieDIRECTOR AT LARGE (THRU 12/19)0.3$0
Walker RobertDIRECTOR AT LARGE (THRU 12/19)0.8$0
Tennyson SherryDIRECTOR AT LARGE (THRU 12/19)0.3$0
Sutherland SusanIMMEDIATE PAST CHAIR (THRU 12/19)0.3$0
Rodriguez RaulDIRECTOR AT LARGE (THRU 12/19)0.8$0
Remstedt LawrenceDIRECTOR AT LARGE (THRU 12/19)0.5$0
Paulson TimothyLABOR LIAISON (THRU 12/19)0.3$0
Olson JamesSECRETARY (THRU 12/19)2$0
Mok Anna Thru 1219CHAIR, GOV COM & VC-CHAIR ELECT1$0
Matuszak GaryCHAIR, AUDIT COMMITTEE (THRU 12/19)1$0
Longhurst DavidDIRECTOR AT LARGE (THRU 12/19)0.3$0
Leibowitz ThomasDIRECTOR AT LARGE (THRU 12/19)0.8$0
Lee DanielDIRECTOR AT LARGE (THRU 12/19)2$0
Ko AmyDIRECTOR AT LARGE (THRU 12/19)0.4$0
Jerome MichaelDIRECTOR AT LARGE (THRU 12/19)0.3$0
Heacock DavidASSISTANT SECRETARY (THRU 12/19)2$0
Foley JimCHAIR, ENGAGEMENT COMM (THRU 12/19)0.8$0
Eckhardt MichaelDIRECTOR AT LARGE (THRU 12/19)0.5$0
Eberts RalphDIRECTOR AT LARGE (THRU 12/19)0.3$0
Domingue JulieDIRECTOR AT LARGE (THRU 12/19)0.3$0
Detweiler CharmaineTREASURER (THRU 12/19)2.5$0
Blaylock AdamDIRECTOR AT LARGE (THRU 12/19)1$0
Allaire KiwobaDIRECTOR AT LARGE (THRU 12/19)0.3$0
Street EricDIR., CHAIR TOCQ SOC, AUDIT COM2$0
Rogers MattDIRECTOR2$0
Mccarthy GioiaTREASURER2$0
Manzo PeteDIRECTOR2$0
Lara AliciaDIRECTOR2$0
Johnson KevinSECRETARY, GOVERNANCE COMMITTEE2$0
Herbert Iii JamesDIRECTOR, AUDIT COMMITTEE2$0
Breber PierreBOARD CHAIR2$0
Branch MichelleDIRECTOR2$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202101379349306790_public.xml