United Way of The Wine Country

California
Registered In
03/05/1968
Incorp. Date

Company Summary

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.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
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People

Lisa Carreno Individual Agent
975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
Lisa Carreno CEO
975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
Kate Stefan Chief Financial Officer
975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
Socorro Shiels Secretary
975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

975 CORPORATE CENTER PKWY STE 160, SANTA ROSA, CA 95407 (Mailing) View Map

Financials

Financial Information for United Way of The Wine Country

Form 5500

UNITED WAY OF THE WINE COUNTRY

975 Corporate Cntr. Pkwy. Ste. 160, Santa Rosa, Ca 95407 (707) 528-4485 EIN:94-1669646 Plan Admin:Faviola Ortiz
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
Benefit & Retirement Plans based on Form 5500.
Form 990

UNITED WAY OF THE WINE COUNTRY

975 Corporate Center Pkwy No 160, Santa Rosa, Ca 95407-5466 EIN:94-1669646 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Federated Giving Programs
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
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
Tax Returns based on Form 990 & 990N.
PPP Loans

UNITED WAY OF THE WINE COUNTRY

975 Corporate Cntr Pkwy Ste 160, Santa Rosa, CA 95407-5466 Industry:Other Grantmaking and Giving Services Ethnicity:Hispanic or Latino Race:White Veteran:No
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
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration • Internal Revenue Service
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