NORTHERN SANTA BARBARA COUNTY UNIT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Phone

8059220329

Tax Period

2024-01-01 to 2024-12-31

NORTHERN SANTA BARBARA COUNTY UNITED WAY, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 7% surplus.

Mission

NSBCUW IS ORGANIZED TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES IN NORTHERN SANTA BARBARA COUNTY, CALIFORNIA. NSBCUW WORKS WITH INDIVIDUALS AND ORGANIZATIONS TO IDENTIFY AND RESOLVE PRESSING COMMUNITY ISSUES THROUGH ITS VARIOUS PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $1,609,629

FINANCIAL STABILITY PROGRAMS ALLOW LOW-INCOME WORKING FAMILIES TO WORK TOWARD FINANCIAL INDEPENDENCE THROUGH SUCH PROGRAMS AS VOLUNTEER INCOME TAX ASSISTANCE (VITA) FOR PREPARATION OF TAX RETURNS...

FINANCIAL STABILITY PROGRAMS ALLOW LOW-INCOME WORKING FAMILIES TO WORK TOWARD FINANCIAL INDEPENDENCE THROUGH SUCH PROGRAMS AS VOLUNTEER INCOME TAX ASSISTANCE (VITA) FOR PREPARATION OF TAX RETURNS WITH A FOCUS ON OBTAINING THE EARNED INCOME TAX CREDIT FOR THOSE WHO QUALIFY, FINANCIAL LITERACY, AND ASSISTANCE WITH BUDGETING AND PLANNING.

Program 2

Expenses: $640,036

HOME4GOOD PROGRAM USES AVAILABLE RESOURCES TO REDUCE THE NUMBER OF PEOPLE WHO ARE HOMELESS, AND REDUCE THE IMPACTS OF HOMELESSNESS IN SANTA BARBARA COUNTY.

Program 3

Expenses: $145,753

AMERICORPS PROGRAM MEMBERS SERVE IN AGENCIES THAT HELP VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS OBTAIN HOUSING, EMPLOYMENT, PROVIDE ASSISTANCE TO THE FORMERLY HOMELESS AND CONNECT TO OTHER...

AMERICORPS PROGRAM MEMBERS SERVE IN AGENCIES THAT HELP VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS OBTAIN HOUSING, EMPLOYMENT, PROVIDE ASSISTANCE TO THE FORMERLY HOMELESS AND CONNECT TO OTHER MAINSTREAM SERVICES TO INCREASE SELF-SUFFICIENCY.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,006,922

Program Service Revenue $553,215

Investment Income $55,622

Other Revenue $322,048

TOTAL REVENUE $2,937,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,361,644

Fundraising Expenses $40,212

Program Expenses $2,407,258

Other Expenses $1,361,437

TOTAL EXPENSES $2,723,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,937,807	$1,948,731	+0.5%
Expenses	$2,723,081	$1,690,848	+0.6%
Net Income	$214,726	$257,883	-0.2%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDDIE TAYLOR	N/A	40.00		$115,680	$0	$115,680
MOLLY SCHIFF	Secretary	2.00	Officer Director	$0	$0	$0
JACOB GROSSMAN	Vice President	2.00	Officer Director	$0	$0	$0
BENJAMIN ALANIZ	Member	2.00	Director	$0	$0	$0
TERRI LEIFESTE	Member	2.00	Director	$0	$0	$0
CLAUDIA ORTIZ	Member	2.00	Director	$0	$0	$0
MIKE CORDERO	Member	2.00	Officer	$0	$0	$0
SCOTT SANTELLA	President	2.00	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
2024	$2,937,807	$2,723,081	$2,668,095	$214,726
2023	$1,948,731	$1,690,848	$2,245,521	$257,883
2022	$1,802,558	$1,350,733	$2,068,502	$451,825
2021	$1,982,105	$1,826,037	$1,280,004	$156,068
2020	$2,265,315	$1,997,356	$1,368,314	$267,959
2019	$2,177,977	$2,352,310	$984,281	$-174,333
2018	$1,980,465	$2,265,489	$1,150,146	$-285,024

NORTHERN SANTA BARBARA COUNTY UNITED WAY