United Way of Santa Cruz County

EIN: 941422471 501(c)(3) Philanthropy & Grantmaking

Capitola, CA

Total Revenue
$5,638,281
Total Expenses
$5,379,696
Total Assets
$3,536,869
Net Assets
$2,957,525
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CA
Principal Officer
Yvette Brooks
Phone
8314795466
Tax Period
2024-07-01 to 2025-06-30

United Way of Santa Cruz County, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.6M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $5.4M left a modest 5% surplus.

Mission

THE MISSION OF THE UNITED WAY OF SANTA CRUZ COUNTY IS TO IGNITE OUR COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER SO THAT OUR YOUTH SUCCEED IN SCHOOL AND IN LIFE, OUR RESIDENTS ARE HEALTHY AND OUR FAMILIES ARE FINANCIALLY INDEPENDENT. OUR MOST SIGNIFICANT ACTIVITY IS THE UNITED FOR YOUTH INITIATIVE, A COMMUNITY PARTNERSHIP THAT WORKS TO REDUCE YOUTH POVERTY BY CREATING ENVIRONMENT CHANGES GIVING CHILDREN MORE OPPORTUNITIES FOR LIVING IN A HEALTHIER, THRIVING, AND SAFER SANTA CRUZ COUNTY.Cradle to career and black health initiative as fiscal sponsorship.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,587,605
Program Service Revenue $0
Investment Income $2,570
Other Revenue $48,106
TOTAL REVENUE $5,638,281

Expense Breakdown

Grants Paid $599,248
Salaries & Benefits $3,347,323
Fundraising Expenses $390,068
Program Expenses $4,071,645
Other Expenses $1,433,125
TOTAL EXPENSES $5,379,696

Year-over-Year Comparison

2024 2023 Change
Revenue $5,638,281 $5,946,932 -0.1%
Expenses $5,379,696 $4,895,085 +0.1%
Net Income $258,585 $1,051,847 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
16
Independent Members
16
Employees
38
Volunteers
400

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$168,914
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEISHA FROST PRESIDENT & CEO 40.00
Officer
$145,561 $23,353 $168,914
Michelle Dodge Finance Director 40.00
$123,055 $37,062 $160,117
Sarah Emmert Community Org Dir. 40.00
$97,069 $14,827 $111,896
HAJIME ARNOLD President 4.00
Officer Director
$0 $0 $0
BINDI GANDHI Treasurer 1.00
Officer Director
$0 $0 $0
Beau Wilder Secretary 1.00
Officer Director
$0 $0 $0
PATTY WINTERS VP Campaign 2.00
Officer Director
$0 $0 $0
Cynthia Larive Director 1.00
Director
$0 $0 $0
Brian Spector Director 1.00
Director
$0 $0 $0
DEANRE JAMES Director 1.00
Director
$0 $0 $0
ELAINE JOHNSON Director 1.00
Director
$0 $0 $0
Julia FeldMan Director 1.00
Director
$0 $0 $0
DR FARIS SABBAH Director 1.00
Director
$0 $0 $0
Martine Watkins Director 1.00
Director
$0 $0 $0
DR TRAVARIS HARRIS Director 1.00
Director
$0 $0 $0
Morgan Lyng Lukina Director 1.00
Director
$0 $0 $0
OSCAR SANCHEZ Director 1.00
Director
$0 $0 $0
SHARMARA VAN DER VOORT Director 1.00
Director
$0 $0 $0
REGINA LANGHOUT DIRECTOR 1.00
Director
$0 $0 $0
YVETTE BROOKS PRESIDENT & CEO 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,638,281 $5,379,696 $3,536,869 $258,585
2024 No data No data No data No data
2023 $5,158,561 $4,738,163 $2,136,401 $420,398
2022 $3,528,642 $3,408,283 $1,337,481 $120,359
2021 $3,816,942 $3,684,303 $1,184,373 $132,639
2020 $3,819,902 $3,754,311 $1,488,078 $65,591
2019 $3,699,430 $3,650,789 $1,184,479 $48,641
2018 $2,982,862 $3,134,292 $950,657 $-151,430
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