UNITED WAY OF SANTA BARBARA COUNTY INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF SANTA BARBARA COUNTY INC

EIN 95-1641968 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

to ENRICH THE LIVES of CHILDREN and FAMILIES and BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS and PARTNERSHIPS THAT IMPROVE SCHOOL READINESS and ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, and CRISIS RESPONSE and RECOVERY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.69%of revenue went to mission work81.2% of expenses · Program services

8.84%of revenue went to fundraising10.2% of expenses

$87.08spent for every $100 of revenueRevenue covered expenses this year.

7.55%of revenue went to management and office costs8.7% of expenses

$4.46in assets for every $1 spent this yearSome assets cannot be spent right away.

66.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $404,283 for STEVE ORTIZ (PRESIDENT & CEO/BOARD SECR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,365,267

Mission workProgram services$3,085,61070.69% of revenue81.2% of expenses

ManagementOffice and general costs$329,6537.55% of revenue8.7% of expenses

FundraisingAsking for donations$385,9858.84% of revenue10.2% of expenses

Revenue left after expensesReported annual surplus$564,01912.92% of revenueShown in gray on the chart

Total expenses$3,801,24887.08% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.2% mission · 8.7% management · 10.2% fundraisingTotal expenses: 87.08% of revenue

2023Expense mix: 76.4% mission · 11.4% management · 12.2% fundraisingTotal expenses: 105.00% of revenue

2022Expense mix: 94.9% mission · 2.3% management · 2.8% fundraisingTotal expenses: 98.93% of revenue

2021Expense mix: 95.8% mission · 2.1% management · 2.1% fundraisingTotal expenses: 91.87% of revenue

2020Expense mix: 94.8% mission · 2.6% management · 2.7% fundraisingTotal expenses: 95.41% of revenue

2019Expense mix: 82.1% mission · 8.6% management · 9.3% fundraisingTotal expenses: 77.36% of revenue

2018Expense mix: 70.5% mission · 12.7% management · 16.7% fundraisingTotal expenses: 102.21% of revenue

2017Expense mix: 80.5% mission · 8.4% management · 11.1% fundraisingTotal expenses: 92.33% of revenue

Money in and money out

Revenue$4,365,267

Expenses$3,801,248

Annual surplus $564,019 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,085,610 · 81.2% of expenses

Management and office costs$329,653 · 8.7% of expenses

Fundraising$385,985 · 10.2% of expenses

See all reported dollar amounts

Revenue$4,365,267

Expenses$3,801,248

Assets$16,959,684

Income$8,450,135

Contributions$2,915,265

Mission work (program services)$3,085,610

Fundraising$385,985

Grants given$4,903,416

Average grant$53,298

Management and general$329,653

Stocks and bonds$11,671,993

Accounting fees$35,660

Investing fees$85,557

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEVE ORTIZPRESIDENT & CEO/BOARD SECR · 40 hrs/week $404,283Base $345,506 · Other $58,777

NICOLE BLAIRCHIEF FINANCIAL OFFICER · 40 hrs/week $152,345Base $130,896 · Other $21,449

ROSE LEVYDIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT · 40 hrs/week $116,639Base $109,339 · Other $7,300

FRANCES CONTRERASDIRECTOR OF PROGRAMS & PARTNERSHIPS · 40 hrs/week $111,560Base $103,948 · Other $7,612

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

STEVE ORTIZPRESIDENT & CEO/BOARD SECR

NICOLE BLAIRCHIEF FINANCIAL OFFICER

ROSE LEVYDIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT

FRANCES CONTRERASDIRECTOR OF PROGRAMS & PARTNERSHIPS

LANCE CONNORDIRECTOR

TERRI MAUS-NISICHDIRECTOR

SUSAN HERSBERGERVICE CHAIR

SUE BIRCHDIRECTOR

ROBERT HOLLMANDIRECTOR

RICK SCOTTIMMEDIATE PAST CHAIR

PATRICE RYANDIRECTOR (7/1/24-12/31/24)

LEO HAMILLTREASURER

ALEX KOPERDIRECTOR

KEVIN NELSONDIRECTOR

JULIE HEIDER-GRAYDIRECTOR

DUSTIN DODGINDIRECTOR

DIANE B DOIRONVICE CHAIR

DAVID FLATTERYDIRECTOR

CLIFF LUNDBERGCHAIR

CLAYTON COLEMANDIRECTOR

ART MEROVICKDIRECTOR

ALICE HAMPTONDIRECTOR

About this charity

Recognized since: January 1953
Location: 320 E GUTIERREZ ST, SANTA BARBARA, CA 93101-1707
County: Santa Barbara
In care of: STEVE ORTIZ
Primary officer: STEVE ORTIZ, PRESIDENT/CEO/BOARD SECRETARY

How to reach them

WebsiteVisit the charity’s website Phone(805) 965-8591

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HUTCHINSON & BLOODGOOD LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes