United Way of The Wine Country at 975 Corporate Center Pkwy STE 160, Santa Rosa, Ca 95407 lists Lisa Carreno and Kate Stefan of Santa Rosa, CA as associates.
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Lisa Carreno
Individual Agent
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975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
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Lisa Carreno
CEO
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975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
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Kate Stefan
Chief Financial Officer
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975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
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Socorro Shiels
Secretary
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975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
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975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUNITED WAY OF THE WINE COUNTRY 401(K) PLAN Plan #002 Participants BOY/EOY13 / 10 Assets BOY/EOY$257,547 / $333,902 | 2023 | UNITED WAY OF THE WINE COUNTRY 401(K) PLAN - Plan #002 | 13 / 10 | $257,547 / $333,902 |
| 2022 | Plan NameUNITED WAY OF THE WINE COUNTRY 401(K) PLAN Plan #002 Participants BOY/EOY17 / 12 Assets BOY/EOY$422,771 / $257,547 | 2022 | UNITED WAY OF THE WINE COUNTRY 401(K) PLAN - Plan #002 | 17 / 12 | $422,771 / $257,547 |
| 2021 | Plan NameUNITED WAY OF THE WINE COUNTRY 401(K) PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$278,541 / $422,771 | 2021 | UNITED WAY OF THE WINE COUNTRY 401(K) PLAN - Plan #002 | 17 / 16 | $278,541 / $422,771 |
| 2020 | Plan NameUNITED WAY OF THE WINE COUNTRY 401(K) PLAN Plan #002 Participants BOY/EOY24 / 17 Assets BOY/EOY$373,583 / $278,541 | 2020 | UNITED WAY OF THE WINE COUNTRY 401(K) PLAN - Plan #002 | 24 / 17 | $373,583 / $278,541 |
| 2019 | Plan NameUNITED WAY OF THE WINE COUNTRY 401(K) PLAN Plan #002 Participants BOY/EOY21 / 23 Assets BOY/EOY$262,215 / $373,583 | 2019 | UNITED WAY OF THE WINE COUNTRY 401(K) PLAN - Plan #002 | 21 / 23 | $262,215 / $373,583 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps14 Contributions$2,950,411 Revenue$3,006,505 Expenses$2,448,581 Assets EOY$2,564,885 Liabilities$645,042 | 2022 | 14 | $2,950,411 | $3,006,505 | $2,448,581 | $2,564,885 | $645,042 |
| 2021 | # of Emps20 Contributions$2,342,849 Revenue$2,504,895 Expenses$3,049,880 Assets EOY$1,779,667 Liabilities$417,748 | 2021 | 20 | $2,342,849 | $2,504,895 | $3,049,880 | $1,779,667 | $417,748 |
| 2020 | # of Emps19 Contributions$3,951,211 Revenue$4,073,192 Expenses$6,196,780 Assets EOY$2,561,356 Liabilities$654,452 | 2020 | 19 | $3,951,211 | $4,073,192 | $6,196,780 | $2,561,356 | $654,452 |
| 2019 | # of Emps20 Contributions$3,496,277 Revenue$3,651,514 Expenses$3,633,202 Assets EOY$4,629,347 Liabilities$598,855 | 2019 | 20 | $3,496,277 | $3,651,514 | $3,633,202 | $4,629,347 | $598,855 |
| 2018 | # of Emps17 Contributions$10,499,756 Revenue$10,728,326 Expenses$8,886,198 Assets EOY$4,505,304 Liabilities$492,404 | 2018 | 17 | $10,499,756 | $10,728,326 | $8,886,198 | $4,505,304 | $492,404 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/19/2021 | Approved$255,000 Forgiven$256,169 LenderSummit State Bank Jobs13 | 02/19/2021 | $255,000 | $256,169 | Summit State Bank | 13 |
| 04/11/2020 | Approved$255,000 Forgiven$256,339 LenderSummit State Bank Jobs19 | 04/11/2020 | $255,000 | $256,339 | Summit State Bank | 19 |
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