UNITED WAY OF SAN DIEGO COUNTY

EIN: 952213995 501(c)(3) Philanthropy & Grantmaking

SAN DIEGO, CA

Total Revenue
$5,525,576
Total Expenses
$6,320,585
Total Assets
$16,139,176
Net Assets
$13,852,123
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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
SHANNON GONZALEZ
Phone
8584922000
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF SAN DIEGO COUNTY, founded in 1973, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $6.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD AND FAMILY TOWARD A BRIGHTER FUTURE.

Program Service Accomplishments

Program 1
Expenses: $1,244,707

UNITED WAY OF SAN DIEGO COUNTY ENSURES CHILDREN, INDIVIDUALS, AND FAMILIES HAVE THE SUPPORT THEY NEED TO ACHIEVE EDUCATIONAL SUCCESS AND FINANCIAL SECURITY.EDUCATION:UNITED WAY OF SAN DIEGO COUNTY IS...

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UNITED WAY OF SAN DIEGO COUNTY ENSURES CHILDREN, INDIVIDUALS, AND FAMILIES HAVE THE SUPPORT THEY NEED TO ACHIEVE EDUCATIONAL SUCCESS AND FINANCIAL SECURITY.EDUCATION:UNITED WAY OF SAN DIEGO COUNTY IS DEEPLY COMMITTED TO EDUCATION, AND THE URGENCY OF OUR WORK HAS NEVER BEEN MORE APPARENT AS THE EDUCATIONAL ACHIEVEMENT GAPS WITHIN OUR COMMUNITY CONTINUE TO WIDEN. BY LISTENING TO THE PEOPLE IN OUR REGION'S DISTINCT, VIBRANT COMMUNITIES, WE URGENTLY ADDRESS DEEPLY ROOTED DISPARITIES IN HISTORICALLY UNDER-RESOURCED COMMUNITIES WHERE CHILDREN ARE NOT REACHING THEIR FULL POTENTIAL. WE COLLABORATE WITH THESE COMMUNITIES AND LEVERAGE THE STRENGTH OF OUR PARTNERS COUNTYWIDE - BUSINESSES, GOVERNMENT, SCHOOLS, POLICYMAKERS, AND NONPROFIT ORGANIZATIONS - TO COLLECTIVELY ACHIEVE LASTING CHANGE FOR CHILDREN, YOUNG ADULTS, AND FAMILIES. TO BRIDGE THESE GAPS ACROSS THE REGION, WHICH TYPICALLY FALL ALONG RACIAL AND SOCIO-ECONOMIC LINES, WE STRATEGICALLY FOCUS ON KEY AREAS SUCH AS EARLY CHILDHOOD LITERACY, SO CHILDREN CAN REACH MILESTONES LIKE READING PROFICIENTLY BY THE END OF THIRD GRADE, AND CAREER READINESS, SO STUDENTS ARE EXPOSED TO HIGH-PAYING, IN-DEMAND STEAM CAREERS ACROSS DIFFERENT INDUSTRIES. WE ENGAGE 12K DONORS, 341 COMMUNITY AND CORPORATE PARTNERS, 22 SCHOOLS, AND 942 VOLUNTEERS TO SERVE OVER 45K FAMILIES AND CHILDREN THROUGHOUT SAN DIEGO COUNTY. WE KNOW WE ARE ACHIEVING OUR GOALS BY TRACKING FAMILY ENGAGEMENT, DEVELOPING LITERACY-RICH ENVIRONMENTS FOR CHILDREN, AND MEASURING THE NUMBER OF STUDENTS WHO SEE STEAM CAREERS AS A POSSIBILITY THROUGH AFTER-SCHOOL PROGRAMS AND SUMMER WORK-BASED LEARNING OPPORTUNITIES.

Program 2
Expenses: $854,664

ECONOMIC MOBILITY:IN THE FACE OF THE WIDENING ECONOMIC DISPARITIES IN OUR REGION, UNITED WAY OF SAN DIEGO COUNTY REMAINS DEDICATED TO PROVIDING ESSENTIAL FINANCIAL RESOURCES AND CREATING PATHWAYS FOR...

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ECONOMIC MOBILITY:IN THE FACE OF THE WIDENING ECONOMIC DISPARITIES IN OUR REGION, UNITED WAY OF SAN DIEGO COUNTY REMAINS DEDICATED TO PROVIDING ESSENTIAL FINANCIAL RESOURCES AND CREATING PATHWAYS FOR ECONOMIC MOBILITY THAT CAN PROFOUNDLY IMPACT THE LIVES OF THOSE STRUGGLING TO MAKE ENDS MEET. WE IMPROVE THE FINANCIAL SECURITY OF FAMILIES THROUGH FINANCIAL EDUCATION AND COUNSELING, FREE TAX FILING ASSISTANCE TO MAXIMIZE REFUNDS AND ENSURE INDIVIDUALS AND FAMILIES RECEIVE ALL AVAILABLE TAX CREDITS, AND ACCESS TO SAFE, AFFORDABLE FINANCIAL SERVICES THROUGH TRUSTED BANKS. THROUGH THE STRENGTH OF OUR PARTNERSHIPS COUNTYWIDE, THESE PROGRAMS SUPPORT FAMILIES IN BECOMING FINANCIALLY SECURE, EMOTIONALLY HEALTHY, AND ENGAGED IN THE COMMUNITY. FOR OVER 24 YEARS, OUR SAN DIEGO COUNTY EARNED INCOME TAX CREDIT COALITION HAS GROWN TO OVER 47 PARTNER ORGANIZATIONS. IN 2025, OUR COMBINED EFFORTS BROUGHT BACK $31.7M IN FEDERAL AND STATE RETURNS, WHICH INCLUDED THE CHILD TAX CREDITS. THE COALITION SERVED 42.6K FAMILIES, SAVING THEM $7.6M IN TAX PREPARATION FEES.

Program 3
Expenses: $1,450,219 Revenue: $352,925

GIVING BACK:OUR CORPORATE PARTNERS AND THEIR EMPLOYEES PROVIDE OVER $2.6M IN FUNDING TO UWSD AND DESIGNATE OVER $991K TO OTHER ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THE COUNTRY THROUGH...

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GIVING BACK:OUR CORPORATE PARTNERS AND THEIR EMPLOYEES PROVIDE OVER $2.6M IN FUNDING TO UWSD AND DESIGNATE OVER $991K TO OTHER ORGANIZATIONS THROUGHOUT SAN DIEGO COUNTY AND THE COUNTRY THROUGH WORKPLACE GIVING. WE PARTNER WITH MANY CORPORATIONS AND LOCAL BUSINESSES TO PROVIDE SPONSORSHIPS, SPECIAL ENGAGEMENT OPPORTUNITIES, AND VOLUNTEERISM FOR THEIR EMPLOYEES, AS INDIVIDUALS, IN TEAMS, OR AS A WHOLE COMPANY. OUR GROWING AND ROBUST FUNDRAISING EFFORTS BRING IN OVER $5.1M FOR PROGRAMS AND GENERAL OPERATING SUPPORT.

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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 $4,679,542
Program Service Revenue $352,925
Investment Income $580,535
Other Revenue $-87,426
TOTAL REVENUE $5,525,576

Expense Breakdown

Grants Paid $92,500
Salaries & Benefits $3,047,495
Fundraising Expenses $1,177,642
Program Expenses $3,549,590
Other Expenses $3,169,771
TOTAL EXPENSES $6,320,585

Year-over-Year Comparison

2024 2023 Change
Revenue $5,525,576 $6,222,118 -0.1%
Expenses $6,320,585 $6,737,469 -0.1%
Net Income $-795,009 $-515,351 +0.5%
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
17
Independent Members
17
Employees
39
Volunteers
439

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
5
$515,448
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY SASAKI PRESIDENT & CEO 38.00
Officer
$262,739 $27,024 $289,763
SHANNON GONZALEZ COO 38.00
Officer
$183,372 $42,313 $225,685
ALEXIS AVINA UNTIL 22724 VP, COMMUNITY STRATEGIES & PARTNERSHIPS 38.00
Highest
$124,082 $0 $124,082
JAMES MCCONCHIE VP, COLLECTIVE IMPACT 38.00
Highest
$130,043 $23,665 $153,708
RYAN MORRIS SR. DIRECTOR IT 38.00
Highest
$100,047 $13,474 $113,521
SARA PORTILLO SR. DIRECTOR MARKETING 38.00
Highest
$105,722 $6,064 $111,786
LESLIE OLIVER CHAIR 1.00
Officer Director
$0 $0 $0
DEREK DANZIGER VICE CHAIR & GC CHAIR 1.00
Officer Director
$0 $0 $0
JAVIER IGLESIAS TREASURER & FC CHAIR 1.00
Officer Director
$0 $0 $0
GORDON WIENS BOARD MEMBER, AC CHAIR 1.00
Director
$0 $0 $0
MARK CORLEY BOARD MEMBER 1.00
Director
$0 $0 $0
ALEXIS GUTIERREZ BOARD MEMBER, LEGAL COUNSEL 1.00
Director
$0 $0 $0
CRYSTAL IRVING BOARD MEMBER, LABOR REPRESENTATIVE 1.00
Director
$0 $0 $0
GIL JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
TRICIA MERCER BOARD MEMBER 1.00
Director
$0 $0 $0
TONY RUSSELL BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA SHAFER-PAYNE BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK STEWART BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL WOITKOSKI BOARD MEMBER 1.00
Director
$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 $5,525,576 $6,320,585 $16,139,176 $-795,009
2024 $6,222,118 $6,737,469 $16,476,060 $-515,351
2023 $6,290,030 $6,419,554 $20,304,681 $-129,524
2022 $8,439,082 $6,781,223 $15,586,637 $1,657,859
2021 $8,431,405 $8,243,541 $15,718,594 $187,864
2020 $11,643,372 $11,608,628 $14,611,671 $34,744
2019 $8,814,171 $8,492,413 $13,563,774 $321,758
2018 $9,032,792 $8,626,778 $13,043,461 $406,014
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