UNITED WAY OF SANTA BARBARA COUNTY INC

EIN: 951641968 501(c)(3) Philanthropy & Grantmaking

SANTA BARBARA, CA

Total Revenue
$4,365,267
Total Expenses
$3,801,248
Total Assets
$16,959,684
Net Assets
$16,394,873
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
CA
Principal Officer
CLIFF LUNDBERG
Phone
8059658591
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF SANTA BARBARA COUNTY INC, founded in 1923, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.8M left a modest 13% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $495,626 Revenue: $60,347

UNITED FOR LITERACY: SINCE 1923, UWSBC HAS WORKED IN CLOSE PARTNERSHIP WITH LOCAL SCHOOLS, DISTRICTS, AND EDUCATORS IN OUR COMMUNITY TO SUPPORT STUDENTS IN CREATING A STRONGER FOUNDATION FOR ACADEMIC...

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UNITED FOR LITERACY: SINCE 1923, UWSBC HAS WORKED IN CLOSE PARTNERSHIP WITH LOCAL SCHOOLS, DISTRICTS, AND EDUCATORS IN OUR COMMUNITY TO SUPPORT STUDENTS IN CREATING A STRONGER FOUNDATION FOR ACADEMIC SUCCESS. THROUGH DIRECT SERVICES AND PROGRAMS, UWSBC WORKS IN TANDEM WITH LOCAL DISTRICTS TO NARROW THE ACHIEVEMENT GAP FOR STUDENTS IN LOW-RESOURCE COMMUNITIES. UWSBC PROVIDES THREE PROGRAMS TO SUPPORT STUDENTS K-12, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER TUTORING SUPPORT PROGRAM, AND THE BRIDGE THE BREAK PROGRAM. WITHIN EACH PROGRAM IS A FOCUS ON DATA-DRIVEN ACADEMIC CURRICULUM, SOCIAL-EMOTIONAL LEARNING, AND ACCESS TO THE ONGOING TOOLS AND SUPPORT THAT STUDENTS NEED TO BUILD A BRIGHTER FUTURE. AS THE NEEDS OF OUR LOCAL COMMUNITY EVOLVE, UWSBC ADAPTS ITS PROGRAMMATIC INFRASTRUCTURE TO BEST SUPPORT THE STUDENTS AND FAMILIES WE SERVE.

Program 2
Expenses: $1,330,813 Revenue: $565,671

FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 28 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A...

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FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 28 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A COMPREHENSIVE NETWORK OF SUPPORT THROUGHOUT THE SUMMER. THE SUMMER PROGRAM PROVIDES A FULL SPECTRUM OF SERVICES, INCLUDING INDIVIDUALIZED ACADEMIC INSTRUCTION AND LITERACY REMEDIATION, FIELD TRIPS AND ENRICHMENT ACTIVITIES, COMMUNITY ENGAGEMENT AND VOLUNTEERING OPPORTUNITIES, AND A ROBUST SOCIAL-EMOTIONAL LEARNING CURRICULUM. FUN IN THE SUN SERVES OVER 500 STUDENTS FROM TRANSITIONAL KINDERGARTEN TO 12TH GRADE AND THEIR FAMILIES AT SIX CAMPUSES THROUGHOUT SANTA BARBARA COUNTY, WITH SITES AT LOCAL SCHOOLS IN CARPINTERIA, GOLETA, GUADALUPE, SANTA BARBARA, AND SOLVANG.

Program 3
Expenses: $206,799

FINANCIAL SECURITY: UWSBC'S MISSION IS FOCUSED ON CREATING A MORE RESILIENT COMMUNITY. AT THE CORE OF THIS APPROACH IS HELPING LOCAL INDIVIDUALS AND FAMILIES BUILD A STRONG FINANCIAL FOUNDATION TO...

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FINANCIAL SECURITY: UWSBC'S MISSION IS FOCUSED ON CREATING A MORE RESILIENT COMMUNITY. AT THE CORE OF THIS APPROACH IS HELPING LOCAL INDIVIDUALS AND FAMILIES BUILD A STRONG FINANCIAL FOUNDATION TO INCREASE THEIR CAPACITY TO MEET BASIC NEEDS AND ACHIEVE LONG-TERM FINANCIAL STABILITY. UWSBC'S FINANCIAL SECURITY INITIATIVE INCLUDES PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, WHICH ADDRESS THE OBSTACLES THAT FACE THOSE IN LOW-RESOURCE COMMUNITIES COUNTYWIDE. WITH ROBUST PARTNERSHIPS WITH LOCAL SCHOOL DISTRICTS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND COMMUNITY ORGANIZATIONS, UWSBC CONNECTS INDIVIDUALS AND FAMILIES WITH A NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,915,265
Program Service Revenue $626,018
Investment Income $990,996
Other Revenue $-167,012
TOTAL REVENUE $4,365,267

Expense Breakdown

Grants Paid $471,033
Salaries & Benefits $2,119,372
Fundraising Expenses $385,985
Program Expenses $3,085,610
Other Expenses $1,210,843
TOTAL EXPENSES $3,801,248

Year-over-Year Comparison

2024 2023 Change
Revenue $4,365,267 $3,719,909 +0.2%
Expenses $3,801,248 $3,905,838 0.0%
Net Income $564,019 $-185,929 -4.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
17
Employees
93
Volunteers
430

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
7
$556,628
Total Directors
19
$404,283
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE ORTIZ PRESIDENT & CEO/BOARD SECR 40.00
Officer Director
$345,506 $58,777 $404,283
CLIFF LUNDBERG CHAIR 1.00
Officer Director
$0 $0 $0
DIANE B DOIRON VICE CHAIR 1.00
Officer Director
$0 $0 $0
SUSAN HERSBERGER VICE CHAIR 1.00
Officer Director
$0 $0 $0
LEO HAMILL TREASURER 1.00
Officer Director
$0 $0 $0
RICK SCOTT IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
SUE BIRCH DIRECTOR 1.00
Director
$0 $0 $0
CLAYTON COLEMAN DIRECTOR 1.00
Director
$0 $0 $0
LANCE CONNOR DIRECTOR 1.00
Director
$0 $0 $0
DUSTIN DODGIN DIRECTOR 1.00
Director
$0 $0 $0
DAVID FLATTERY DIRECTOR 1.00
Director
$0 $0 $0
ALICE HAMPTON DIRECTOR 1.00
Director
$0 $0 $0
JULIE HEIDER-GRAY DIRECTOR 1.00
Director
$0 $0 $0
ROBERT HOLLMAN DIRECTOR 1.00
Director
$0 $0 $0
ALEX KOPER DIRECTOR 1.00
Director
$0 $0 $0
TERRI MAUS-NISICH DIRECTOR 1.00
Director
$0 $0 $0
ART MEROVICK DIRECTOR 1.00
Director
$0 $0 $0
KEVIN NELSON DIRECTOR 1.00
Director
$0 $0 $0
PATRICE RYAN DIRECTOR (7/1/24-12/31/24) 1.00
Director
$0 $0 $0
NICOLE BLAIR CHIEF FINANCIAL OFFICER 40.00
Officer
$130,896 $21,449 $152,345
FRANCES CONTRERAS DIRECTOR OF PROGRAMS & PARTNERSHIPS 40.00
Highest
$103,948 $7,612 $111,560
ROSE LEVY DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT 40.00
Highest
$109,339 $7,300 $116,639
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 $4,365,267 $3,801,248 $16,959,684 $564,019
2024 $3,719,909 $3,905,838 $16,708,347 $-185,929
2023 $17,013,451 $16,831,184 $16,096,957 $182,267
2022 $21,862,789 $20,084,913 $15,549,253 $1,777,876
2021 $15,674,650 $14,955,107 $16,928,815 $719,543
2020 $5,706,396 $4,414,353 $14,836,796 $1,292,043
2019 $2,636,141 $2,694,479 $13,067,366 $-58,338
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