NonprofitsUnited Way Of The Wine Country

Philanthropy, Voluntarism & Grantmaking Foundations

United Way Of The Wine Country

SANTA ROSA, CA

Total revenue

$1.7M

Total expenses

$2.3M

Net assets

$1.2M

Grants received

$4.3M

76 grants

EIN

941669646

Tax year

2023

Mission

To improve financial stability for all families throughout our service area by activating local businesses, inspiring individual investment, advancing community collaboratives, and influencing public policy.

Programs

1 program

Funding for the earn it! Keep it! Save it! Free tax assistance program enabled 17 nonprofit agencies to provide tax filing services to 5,400+ low-to-moderate income individuals and families resulting in over $8.2 million in tax refunds and credits to residents in sonoma, mendocino, lake and humboldt counties.

Expenses: $689K

Financials

FY 2023

Revenue

Contributions & grants$1.6M
Program service revenue$52K
Investment income$22K
Other revenue$462
Total revenue$1.7M

Expenses

Grants paid$129K
Salaries & benefits$738K
Fundraising$471K
Other expenses$1.4M
Total expenses$2.3M
Total assets$2.5M
Net assets$1.2M

People

13 listed

NameRoleCompensation

LISA G CARRENO

PRESIDENT/CEO

Board

$154K

40 hrs/wk

KRISTIN BERGER

DIRECTOR

Board

1 hrs/wk

JUDY COFFEY

DIRECTOR

Board

1 hrs/wk

EMILY DEBACKER

DIRECTOR

Board

1 hrs/wk

JOCELYN LIN

DIRECTOR

Board

1 hrs/wk

BETH RYAN

DIRECTOR

Board

1 hrs/wk

ROSEANNE IBARRA

CHAIR

Board

2 hrs/wk

ANGELA STRUCKMANN

DIRECTOR

Board

1 hrs/wk

TINA SHELDON

IMMEDIATE PAST CHAIR

Board

2 hrs/wk

HENRI KOMRIJ

PAST BOARD CHAIR

Board

2 hrs/wk

SPENCER BADER

SECRETARY

Board

2 hrs/wk

BECKY BARTLING

TREASURER

Board

2 hrs/wk

SOCORRO SHEILS

DIRECTOR

Board

1 hrs/wk

Independent contractors

BDO USA LLP

ACCOUNTING SERVICES

$193K

Grants received

Showing 76 of 76

FromAmountPurposeYear
$7K
COMMUNITY ENGAGEMENT
2024
$3K
YOUTH LEADERSHIP AND EDUCATION
2024
$323K
PROGRAM GRANT
2023
$118K
SEE PART IV
2023
$15K
TO SUPPORT CREATING A LOCAL CCF COMMUNITY OF PRACTICE
2023
$8K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2023
$7K
CHARITABLE DONATION
2023
$3K
YOUTH LEADERSHIP AND EDUCATION
2023
$10
PROGRAM/OPERATING SUPPORT
2023
$227K
PROGRAM GRANT
2022
$71K
PROMOTING FREE TAX PREP PROGRAM
2022
$42K
PUBLIC, SOCIETAL BENEFIT
2022
$18K
FUNDS PRIDE UNITED GRANTS AUTHORIZED BY UNITED WAY COMMUNITY BOARD FOR DISBURSEMENT IN 2022
2022
$10K
GENERAL SUPPORT
2022
$9K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2022
$7K
DESIGNATED BY DONOR TO AGENCY
2022
$5K
YOUTH LEADERSHIP AND EDUCATION
2022
$1K
General & Unrestricted
2022
$20
PROGRAM/OPERATING SUPPORT
2022
$298K
PUBLIC, SOCIETAL BENEFIT
2021
$250K
NORTH BAY FIRE RECOVERY AND REBUILDING FRAMEWORK
2021
$225K
PROGRAM GRANT
2021
$10K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2021
$5K
YOUTH LEADERSHIP AND EDUCATION
2021
$4K
Earn It! Keep It! Save It!/ VITA Free Tax Assistan
2021
$354K
PROGRAM GRANT - CA WILDFIRE RELIEF & DESIGNATED BY DONOR TO AGENCY
2020
$250K
TO FILL THE UNMET REBUILDING NEEDS OF THOSE WHO LOST THEIR HOMES IN THE KINCADE FIRE.
2020
$250K
GENERAL SUPPORT
2020
$163K
TO SUPPORT THE MAP ONE SONOMA INITIATIVE; FOR PARTNERSHIP WITH ECONOMIC DEVELOPMENT BOARD; TO SUPPORT 2-1-1 PROGRAM
2020
$50K
2020-2021 NCAL 2-1-1 Grants Program
2020
$39K
Promoting Calif Employee ITC Program
2020
$35K
Promoting Free Tax Prep Program
2020
$25K
DONATION TO GENERAL FUND
2020
$22K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2020
$20K
TO PROMOTE THE ORGANIZATION'S MISSION & EXPAND ITS REACH TO THE UNDERSERVED POPULATION
2020
$10K
GENERAL CHARITABLE OPERATIONS
2020
$9K
YOUTH LEADERSHIP AND EDUCATION
2020
$5K
Unrestricted
2020
$5K
Covid Relief
2020
$4K
Health & Human Services
2020
$281K
FOR GENERAL OPERATING SUPPORT; TO SUPPORT A TWO-DAY SUMMIT TO CREATE A COMMUNITY-WIDE RESILIENCE COLLABORATIVE; TO SUPPORT 2-1-1, ETC.
2019
$98K
DESIGNATED BY DONOR TO AGENCY & PROGRAM GRANT - VITA
2019
$67K
PUBLIC, SOCIETAL BENEFIT
2019
$25K
DISASTER RELIEF - COVID-19
2019
$17K
For grant recipient's exempt purposes
2019
$15K
General Charitable Operation
2019
$10K
RESIDENTS SERVICES PROGRAMS
2019
$7K
KINCADE RELIEF FUND.
2019
$196K
PROGRAM GRANT TO SUPPORT NAPA WILDFIRE RELIEF FUND
2018
$17K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2018
$220
GENERAL OPERATING SUPPORT
2018
$40K
DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS
2017
$20K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2017
$19K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$6K
EMPLOYEE GIVING PROGRAM MATCH- SANTA ROSA, CA
2017
$16K
FOR THE OPERATION AND MAINTENANCE OF THIS ORGANIZATION.
2016

Funded by

$4.3M from 29 funders · 76 grants · 2016–2024

United Way Of The Bay Area

$1.5M · 8 grants · 2017–2023

American Online Giving Foundation Inc

$576K · 6 grants · 2019–2024

Sonoma County Community Foundation

$458K · 3 grants · 2019–2023

Donor Advised Charitable Giving Inc

$426K · 4 grants · 2017–2022

United Ways Of California

$267K · 5 grants · 2020–2023

The Dallas Foundation

$250K · 1 grant · 2020

East Bay Community Foundation

$250K · 1 grant · 2021

Center For Disaster Philanthropy Inc

$250K · 1 grant · 2020

Details

EIN941669646
NTEE codeT70Z
Subsection03
Ruling date1968-08
Formed1967
Employees8
Volunteers186
UNITED WAY OF THE WINE COUNTRY — Mission, Financials & Grants Received | Grantivo