United Way of Santa Barbara County Inc
Donations deductibleUnited Way of Santa Barbara County Inc's network
19 people10 organisationsi19 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (19). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
19 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 18 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Cliff Lundberg Chair | Chair | 2019 | 7 yrs |
| Rick Scott Chair | Immediate Past Chair | 2019 | 7 yrs |
| Alex Koper | Director | 2019 | 7 yrs |
| Alice Hampton | Director | 2025 | 1 yr |
| Art Merovick | Director | 2020 | 6 yrs |
| Clayton Coleman | Director | 2025 | 1 yr |
| David Flattery | Director | 2019 | 7 yrs |
| Diane B Doiron | Vice Chair | 2021 | 5 yrs |
| Dustin Dodgin | Director | 2024 | 2 yrs |
| Julie Heider-Gray | Director | 2025 | 1 yr |
| Kevin Nelson | Director | 2019 | 7 yrs |
| Lance Connor | Director | 2019 | 7 yrs |
| LEO Hamill | Treasurer | 2019 | 7 yrs |
| Patrice Ryan | Director (7/1/24-12/31/24) | 2020 | 6 yrs |
| Robert Hollman | Director | 2019 | 7 yrs |
| Steve Ortiz | President & CEO/Board Secr | 2019 | 7 yrs |
| Sue Birch | Director | 2023 | 3 yrs |
| Susan Hersberger | Vice Chair | 2019 | 7 yrs |
| Terri Maus-Nisich | Director | 2019 | 7 yrs |
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Frances Contreras | Director of Programs & Partnerships | 2025 |
| Melinda Cabrera | Vice President | since 2022 |
| Nicole Blair | Chief Financial Officer | since 2021 |
| Rose Levy | Director of Strategic Partnerships and Advancement | 2025 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Steve Ortiz | President & CEO/Board Secr | 40 | $346k | $59k | |
| Nicole Blair | Chief Financial Officer | 40 | $131k | $21k | |
| Rose Levy | Director of Strategic Partnerships and Advancement | 40 | $109k | $7k | |
| Frances Contreras | Director of Programs & Partnerships | 40 | $104k | $8k | |
| Cliff Lundberg | Chair | 1 | $0 | ||
| Diane B Doiron | Vice Chair | 1 | $0 | ||
| Susan Hersberger | Vice Chair | 1 | $0 | ||
| Leo Hamill | Treasurer | 1 | $0 | ||
| Rick Scott | Immediate Past Chair | 1 | $0 | ||
| Sue Birch | Director | 1 | $0 | ||
| Clayton Coleman | Director | 1 | $0 | ||
| Lance Connor | Director | 1 | $0 | ||
| Dustin Dodgin | Director | 1 | $0 | ||
| David Flattery | Director | 1 | $0 | ||
| Alice Hampton | Director | 1 | $0 | ||
| Julie Heider-Gray | Director | 1 | $0 | ||
| Robert Hollman | Director | 1 | $0 | ||
| Alex Koper | Director | 1 | $0 | ||
| Terri Maus-Nisich | Director | 1 | $0 | ||
| Art Merovick | Director | 1 | $0 | ||
| Kevin Nelson | Director | 1 | $0 | ||
| Patrice Ryan | Director (7/1/24-12/31/24) | 1 | $0 |
About
- Legal name
- United Way of Santa Barbara County Inc
- EIN
- 951641968
- Address
- 320 E Gutierrez St, Santa Barbara, CA, 93101-1707
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- T700 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- Formed
- 1923
- Principal officer
- Cliff Lundberg (as named on the Form 990)
- IRS ruling date
- 1 August 1953
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsCliff Lundberg
≥7years on the filingsRick Scott
≥7years on the filingsAlex Koper
≥7years on the filingsDavid Flattery
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $17m
- Total liabilities
- $565k
- Net assets or fund balances
- $16.4m
- Contributions and grants received
- $2.9m
- Program service revenue
- $626k
- Grants and similar paid out
- $471k
- Employees
- 93
- Volunteers
- 430
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $3.7m | $3.9m | Deficit $186k |
As filed on the IRS Form 990. US dollars.
Grants paid
5 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Guadalupe Union School District | Brighter futures childcare | $100k |
| Regents of the University of California | Brighter futures childcare | $80k |
| Lean Engage Advocate Partner | Brighter futures childcare | $75k |
| Little Angels Preschool | Brighter futures childcare | $15k |
| Coastal Family Preschool | Brighter futures childcare | $15k |