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California · Nonprofit

UNITED WAY OF THE WINE COUNTRY

UNITED WAY OF THE WINE COUNTRY (California) receives grants from 49 organizations whose IRS filings report $11,184,065 to it, the largest being REDWOOD CREDIT UNION COMMUNITY FUND INC ($5,038,500). 19 of them have funded it in more than one year.

Revenue FY2025
$1.7M
Funders on record
49
Grants received
$11M
Net assets
$593k
19/49 repeat fundersgrants exceed reported revenue in one year
01What it does

What United Way of the Wine Country does

Mission

The mission of the United Way of the Wine Country is to improve financial stability for all families throughout our service area by activating local businesses, inspiring individual investment, advancing community collaboratives, and influencing public policy.

As stated on its FY2025 Form 990.

Programs

  1. Funding for 211 sonoma supports free, confidential, 24/7 information and referral services, as well as livestaff social care coordination that connects sonoma county residents with essential health, social, and disasterrelated resources by phone, by text at 898211, and online at 211sonoma.org. 211 sonoma provides multilingual support and realtime navigation to thousands of local services, helping more than 17,000 community members annually to meet basic needs and access stability building opportunities. The program also serves as an official communications partner to the county of sonoma department of emergency management, delivering timely, trusted information during disasters, extreme weather, and other emergencies.

    $624,391 spent
    52% of program spending
  2. Funding for earn it! Keep it! $ave it! Free tax assistance delivers a volunteer-driven tax preparation program that helps low to moderate-income households earning $79,000 or less to access the federal and state tax credits they've earned, including the caleitc and child tax credit. Through trusted community partnerships and trained irs-certified preparers, eks provides accurate, no-cost filing services that strengthen family financial stability and economic security for more than 6,000 households annually. The program brings more than $13 million back into the local economy each year by ensuring eligible residents save on paid tax preparers and receive their full refunds.

    $578,949 spentof which $169,163 as grants
    48% of program spending

The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,203,340.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($3.0M) Expenses 100 ($3.0M) Net assets 100 ($2.2M)2018 Revenue 354 ($11M) Expenses 293 ($8.9M) Net assets 185 ($4.0M)2019 Revenue 120 ($3.7M) Expenses 120 ($3.6M) Net assets 186 ($4.0M)2020 Revenue 134 ($4.1M) Expenses 204 ($6.2M) Net assets 88 ($1.9M)2021 Revenue 83 ($2.5M) Expenses 101 ($3.0M) Net assets 63 ($1.4M)2022 Revenue 99 ($3.0M) Expenses 81 ($2.4M) Net assets 88 ($1.9M)2023 Revenue 76 ($2.3M) Expenses 78 ($2.4M) Net assets 85 ($1.9M)2024 Revenue 55 ($1.7M) Expenses 75 ($2.3M) Net assets 56 ($1.2M)2025 Revenue 56 ($1.7M) Expenses 77 ($2.3M) Net assets 27 ($593k)
'17'18'19'20'21'22'23'24'25
Revenue (56)Expenses (77)Net assets (27)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $4.6M to $2.6M (−45%).

$2.6M
$4.5M
$4.6M
$2.6M
$1.8M
$2.6M
$3.2M
$2.5M
$1.6M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 12% · 2018 3% · 2019 15% · 2020 21% · 2021 55% · 2022 48% · 2023 46% · 2024 74% · 2025 31%. Grants only. Government contracts and fees sit inside program revenue.

99% of UNITED WAY OF THE WINE COUNTRY’s revenue is contributions — more reliant on donations than three-quarters of its peers (82% for the typical peer).

This organization
Typical peer · 3,053 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.

$693
’17
$1.8M
’18
$18k
’19
−$2.1M
’20
−$545k
’21
$558k
’22
−$34k
’23
−$625k
’24
−$632k
’25
4.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Lisa Carreno

President & CEO

Board chair

Roseanne Ibarra

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed262425232114121311
Joined·+5+3+4+1+0+2+7+2
No longer listed·72637464
03Who funds it

Who funds it, year by year

2017 → 2023: the base narrowed from 16 funders to 10 funders, grant income fell $5.5M → $526k.

16 of 49 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 36% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UNITED WAY OF THE WINE COUNTRY’s funders (the co-funder graph). Top 30 of 49 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNITED WAY OF THE WINE COUNTRY leans on a few funders — its largest provides 45% of grant income and the top three 65%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

50% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF THE WINE COUNTRY.

45%
largest funder
65%
top three
~4
effective funders

Largest funder’s share by year: 2017 92% · 2018 52% · 2019 26% · 2020 20% · 2021 67% · 2022 30% · 2023 44% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

28% of UNITED WAY OF THE WINE COUNTRY's funders are still giving 3 years after their first grant; 39% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

90% of UNITED WAY OF THE WINE COUNTRY's grant income comes from California funders.

WA
IL
NY
MA
OR
PA
CA
DE
NC
DC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $4.1M arriving through sponsors registered in 9 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UNITED WAY OF THE WINE COUNTRY's revenue fell 44% between 2017 and 2025.

Operating margin−37% · bottom quartile
Months of reserve4.4mo · below the median
Revenue growth (annualized)−7% · bottom quartile

this organization peer median middle 50% of peers· 1,645 philanthropy nonprofits $1M–$10M, FY2025

Government funding UNITED WAY OF THE WINE COUNTRY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.5M on record.

Federal$1.5M
grants $1.5Mcontracts $0
18
19
20
21
22
24
25
26
Top agencies
  • Department of the Treasury$1.5M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like UNITED WAY OF THE WINE COUNTRY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

52% of spending goes to programs.

Program 52%Management 26%Fundraising 22%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for UNITED WAY OF THE WINE COUNTRY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNITED WAY OF THE WINE COUNTRY?
UNITED WAY OF THE WINE COUNTRY (California) receives grants from 49 organizations whose IRS filings report $11,184,065 to it, the largest being REDWOOD CREDIT UNION COMMUNITY FUND INC ($5,038,500). 19 of them have funded it in more than one year.
How many funders does UNITED WAY OF THE WINE COUNTRY have?
IRS filings report 49 organizations giving $11,184,065 in grants to UNITED WAY OF THE WINE COUNTRY, 19 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF THE WINE COUNTRY?
REDWOOD CREDIT UNION COMMUNITY FUND INC is the largest funder on record, with $5,038,500 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF THE WINE COUNTRY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 49 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing