2024-05-14T12:08:09-05:00 2023-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2022-07-01 941279805 UNITED WAY OF SAN JOAQUIN COUNTY UNIT 2094696980 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 KRISTEN BIRTHWHISTLE PRESIDENT & CEO 2094696980 2024-05-09 1 KRISTEN BIRTHWHISTLE 999009999 0 TOBBIE J WELLS P01426383 2094731040 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN BIRTHWHISTLE 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 1560908 0 X WWW.UNITEDWAYSJC.ORG X 1926 CA TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. 11 11 15 50 0 0 887637 1236170 196113 266625 569 32078 -29892 -38882 1054427 1495991 59337 114156 0 0 674746 667078 0 0 0 409235 660273 1143318 1441507 -88891 54484 2521174 3668980 758402 1846390 1762772 1822590 TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. WE ENVISION A COMMUNITY WHERE GENEROSITY OF INDIVIDUALS AND BUSINESSES IS COUPLED WITH SERVICES PROVIDED BY COMMUNITY ORGANIZATIONS TO IMPROVE PEOPLE'S LIVES. 0 0 1081886 114156 271185 THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES AND DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF THE COMMUNITY. DURING THE CURRENT TAX YEAR, UNITED WAY OF SAN JOAQUIN DISTRIBUTED OVER $100,000 TO OTHER NON-PROFIT ORGANIZATIONS. 1081886 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X THE ORGANIZATION 2094696980 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 TAMMIE MURRELL CHAIRMAN 5.00 X X 0 0 0 BRADLEY BURRELL DIRECTOR 5.00 X 0 0 0 JANE R BUTTERFIELD THRU 623 DIRECTOR 5.00 X 0 0 0 PAMELA EIBECK THRU 123 DIRECTOR 5.00 X 0 0 0 KAT GONZALES THRU 1122 DIRECTOR 5.00 X 0 0 0 CAROL ORNELAS DIRECTOR 5.00 X 0 0 0 ERIC HORTON THRU 822 DIRECTOR 5.00 X 0 0 0 WILLIAM BUBBA PARIS DIRECTOR 5.00 X 0 0 0 BRANDY THURMAN DIRECTOR 5.00 X 0 0 0 DE ANNA SOLINA DIRECTOR 5.00 X 0 0 0 RHODESIA RANSOM THRU 623 DIRECTOR 5.00 X 0 0 0 DEVINDER GREWAL DIRECTOR 5.00 X 0 0 0 ROBIN BAGLIETTO DIRECTOR 5.00 X 0 0 0 VENA FORD EFF 223 DIRECTOR 5.00 X 0 0 0 PHILLIP MERLO EFF 123 DIRECTOR 5.00 X 0 0 0 KEN MULLEN EFF 722 DIRECTOR 5.00 X 0 0 0 KRISTEN BIRTHWHISTLE PRESIDENT & CEO 40.00 X 168230 0 18414 SAMNANG PRAK FINANCE DIRECTOR 40.00 X 78906 0 8772 247136 0 27186 1 0 1 0 0 579932 122380 420046 113812 1236170 ADMINISTRATIVE FEES 541900 207733 207733 SERVICE FEES 541900 39889 39889 MEMBERSHIP AND TUITION 541900 19003 19003 266625 32078 32078 4560 0 4560 4560 4560 21165 122380 64917 -43752 -43752 REALIZED GAIN FROM POO 525990 310 310 310 1495991 271185 0 -11364 86181 86181 27975 27975 274322 154203 120119 327794 294752 33042 4564 4124 440 21813 18290 3523 38585 28938 9647 30850 30850 68511 7687 60824 13035 13035 94064 70687 23377 31035 23276 7759 107772 80829 26943 22653 16990 5663 28963 5294 23669 8379 6284 2095 14364 10773 3591 PROGRAM EXPENSES 213011 213011 MEMBERSHIP DUES 14421 9492 4929 SPONSORSHIP FEES 12600 9450 3150 MISCELLANEOUS EXPENSES 615 615 1441507 1081886 359621 0 495772 924318 1466566 1580272 356342 346862 40356 127362 8735 5564 74457 40162 36931 34295 107942 113586 8530 536721 2521174 3668980 74499 129351 482921 534149 23129 26599 177853 610928 0 545363 758402 1846390 X 1659872 1729690 102900 92900 1762772 1822590 2521174 3668980 54484 5334 0 X X 0 1 X 1 0 X 1560248 1472842 1232425 887637 1236170 6389322 1560248 1472842 1232425 887637 1236170 6389322 6389322 13563 12276 21072 569 36638 84118 84184 1349591 698795 41871 2174441 8647881 443735 0.73880 0.74250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 84,184. 2019 AMOUNT: $ 1,349,591. 2020 AMOUNT: $ 698,795. SPECIAL EVENTS - 2021 AMOUNT: $ 41,871. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 177853 1052283 618340 611796 0 20000 2652 17348 54457 37510 16947 34295 SECURITY DEPOSITS 8530 RIGHT-OF-USE ASSETS - OPERATING, NET 499299 RIGHT-OF-USE ASSETS - FINANCING, NET 28892 536721 LEASE LIABILITIES - OPERATING 516209 LEASE LIABILITIES - FINANCING 29154 545363 X 1501325 5334 5334 1495991 0 1495991 1441507 0 1441507 0 1441507 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SEC. 501(C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN OTHER-THAN-PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE TO FOUR YEARS AFTER THEY WERE FILED. POWER OF ONE 72150 65750 6400 1770 10505 7980 13507 WINE & CHOCOLATE 54855 47230 7625 200 20000 400 9320 1 16540 9400 7140 450 785 143545 122380 21165 1970 30505 8830 23612 64917 -43752 1 UNIVISION COMMUNICATION PO BOX 740719 LOS ANGELES CA 90074 501(C)(3) 17000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT REINVENT SOUTH STOCKTONTIDES CENTER PO BOX 29907 STOCKTON CA 941290907 821005719 501(C)(3) 10000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT TOKAY PRESS INC 7207 MURRAY DRIVE STOCKTON CA 95210 6760 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT FAMILY RESOURCE CENTER 3127 TRANSWORLD DRIVE SUITE 100 STOCKTON CA 95206 941691503 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT EL CONCILIO 445 N SAN JOAQUIN STREET STOCKTON CA 95202 941677202 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT LITTLE MANILA RISING 2154 S SAN JOAQUIN STREET STOCKTON CA 95206 202661354 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT THE AMELIA ANN ADAMS WHOLE LIFE CENTER PO BOX 1694 STOCKTON CA 95201 814694078 501(C)(3) 5495 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT ASIAN PACIFIC SELF-DEVELOPMENT 3830 N ALVARADO STE C STOCKTON CA 95204 680224100 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT THE COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN PO BOX 1569 STOCKTON CA 95201 680475602 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT TRACY INTERFAITH MINISTRIES PO BOX 404 TRACY CA 95378 943150638 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT SOW A SEED COMMUNITY FOUNDATION 42 W 8TH STREET TRACY CA 95376 113821058 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT CHEST OF HOPE 1143 WALL STREET TRACY CA 95376 331110800 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT COMMUNITY PARTNERS PO BOX 741265 LOS ANGELES CA 90074 954302067 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT 12 1 GRANTS 3 27975 GRANTS PAID TO INDIVIDUALS X X X X 0 0 0 0 0 0 0 0 0 KRISTEN BIRTHWHISTLE PRESIDENT & CEO 168230 0 0 0 0 0 4688 0 13726 0 186644 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUESTS ALL BOARD MEMBERS AND MANAGEMENT TEAM MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD RELIES ON COMPARABILITY DATA OBTAINED FROM 990'S OF SIMILAR ORGANIZATIONS TO DETERMINE COMPENSATION. THE RECOMMENDATIONS OF THE COMMITTEE ARE PRESENTED TO THE BOARD WHO VOTES ON THE COMPENSATION PACKAGE, WHICH IS NOTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.