2024-11-15T10:27:02-06:00 2024-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2023-07-01 941279805 UNITED WAY OF SAN JOAQUIN COUNTY UNIT 2094696980 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 KRISTEN BIRTWHISTLE PRESIDENT & CEO 2094696980 2024-11-14 1 1 TOBBIE J WELLS P01426383 2094731040 2024-11-11 2023 2024-10-15 13:58:12Z KRISTEN BIRTWHISTLE 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 1996145 0 X WWW.UNITEDWAYSJC.ORG X 1926 CA TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. 13 12 17 50 0 0 1236170 1501438 266625 394616 32078 60130 -38882 -100172 1495991 1856012 114156 238635 0 0 667078 738036 0 0 0 660273 716591 1441507 1693262 54484 162750 3668980 3919562 1846390 1930949 1822590 1988613 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 1351891 238636 403534 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 $200,000 TO OTHER NON-PROFIT ORGANIZATIONS. 1351891 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 47 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 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 KRISTEN BIRTWHISTLE PRESIDENT & CEO 40.00 X 156260 0 8651 SAMNANG PRAK FINANCE DIRECTOR 40.00 X 84696 0 9264 BRADLEY BURRELL BOARD CHAIR 5.00 X X 0 0 0 TAMMIE MURRELL DIRECTOR (THRU 6/24) 5.00 X 0 0 0 CAROL ORNELAS 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 DEVINDER GREWAL DIRECTOR 5.00 X 0 0 0 ROBIN BAGLIETTO DIRECTOR 5.00 X 43320 0 0 VENA FORD DIRECTOR 5.00 X 0 0 0 PHILLIP MERLO DIRECTOR 5.00 X 0 0 0 KEN MULLEN DIRECTOR (THRU 3/24) 5.00 X 0 0 0 ANDREA ANDRADE DIRECTOR (EFF 8/23) 5.00 X 0 0 0 LAUREN SCHOENTHALER DIRECTOR (EFF 1/24) 5.00 X 0 0 0 NELLY VALDOVINOS DIRECTOR 5.00 X 0 0 0 284276 0 17915 1 0 1 0 0 604531 175758 621115 100034 1501438 ADMINISTRATIVE FEES 541900 306933 306933 MEMBERSHIP AND TUITION 541900 48775 48775 SERVICE FEES 541900 38908 38908 394616 60130 60130 8918 0 8918 8918 8918 29702 175758 140133 -110431 -110431 REALIZED GAIN - POOLED 525990 1341 1341 1341 1856012 403534 0 -48960 218635 218635 20000 20000 313583 214781 98802 321414 258688 62726 3559 3468 91 36090 29049 7041 63390 47542 15848 29550 29550 1159 1159 135543 101657 33886 11873 8904 2969 82491 61868 20623 36262 27197 9065 101142 75856 25286 28177 21133 7044 13148 1889 11259 8622 6467 2155 15474 11605 3869 PROGRAM EXPENSES 215052 215052 SPONSORSHIP FEES 23800 17850 5950 MEMBERSHIP DUES 12065 8576 3489 MISCELLANEOUS EXPENSES 2233 1674 559 1693262 1351891 341371 0 924318 1174581 1580272 1599594 346862 365568 127362 159081 5564 5470 74457 48785 34295 25672 113586 121323 536721 468273 3668980 3919562 129351 210719 534149 397687 26599 36599 610928 806741 545363 479203 1846390 1930949 X 1729690 1988613 92900 0 1822590 1988613 3668980 3919562 162750 3273 0 X X 0 1 X 1 0 X 1472842 1232425 887637 1236170 1501438 6330512 1472842 1232425 887637 1236170 1501438 6330512 6330512 12276 21072 569 36638 69048 139603 1349591 698795 41871 2090257 8560372 789576 0.73950 0.73880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,349,591. 2020 AMOUNT: $ 698,795. SPECIAL EVENTS - 2021 AMOUNT: $ 41,871. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 611796 2131754 1936809 806741 0 20000 4923 15077 54457 43862 10595 25672 SECURITY DEPOSITS 8530 RIGHT-OF-USE ASSETS - OPERATING, NET 439106 RIGHT-OF-USE ASSETS - FINANCING, NET 20637 468273 LEASE LIABILITIES - OPERATING 458281 LEASE LIABILITIES - FINANCING 20922 479203 X 1858126 3273 3273 1854853 1159 1159 1856012 1692103 0 1692103 1159 1159 1693262 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 58150 51750 6400 2230 10505 7980 13047 WINE & CHOCOLATE 16540 10440 6100 450 785 4 130770 113568 17202 1490 8714 5000 89932 205460 175758 29702 3720 19219 13430 103764 140133 -110431 1 PORT CITY MARKETING 6507 PACIFIC AVENUE SUITE 298 STOCKTON CA 95207 32682 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT UNIVISION COMMUNICATION PO BOX 740656 LOS ANGELES CA 90074 30000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT CCN - HEALTHFORCE 778 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 20000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT CHILD ABUSE PREVENTION COUNCIL PO BOX 1257 STOCKTON CA 95201 942497046 501(C)(3) 20000 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) 20000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT PREVAIL 620 N SAN JOAQUIN STREET STOCKTON CA 95202 942341360 501(C)(3) 20000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT LAMAR COMPANIES PO BOX 746966 ATLANTA GA 30374 12748 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT STOCKTONIA NEWS GROUP 165 W CLEVELAND STREET STOCKTON CA 95204 861923156 501(C)(3) 10000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT AFRICAN AMERICAN CHAMBER OF SAN JOAQUIN FOUNDATION 42 N SUTTER STREET SUITE 218 STOCKTON CA 95202 300667359 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT BOYS & GIRLS CLUB - LODI PO BOX 244 LODI CA 95241 941570121 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT CENTRAL VALLEY ASIAN AMERICAN CHAMBER 178 S ADAMS STREET STOCKTON CA 95204 680453141 501(C)(6) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT LITTLE MANILA 2154 S SAN JOAQUIN STREET STOCKTON CA 95206 202661354 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT REINVENT STOCKTON 110 N SAN JOAQUIN ST STOCKTON CA 95202 821005719 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT SJC HISPANIC CHAMBER OF COMMERCE 5637 N PERSHING AVENUE SUITE B-8 STOCKTON CA 95207 237195741 501(C)(6) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT STANISLAUS STATE FOUNDATION ONE UNIVERSITY CIRCLE MSR 301 TURLOCK CA 95382 770492209 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT THE AMELIA ANN ADAMS PO BOX 1964 STOCKTON CA 95201 814694078 501(C)(3) 5000 0 FUNDS RAISED FROM PUBLIC DISBURSED TO DESIGNATED NON-PROFIT 10 6 GRANT 1 20000 GRANT PAID TO INDIVIDUAL X X X X 0 0 0 0 0 0 0 0 0 KRISTEN BIRTWHISTLE PRESIDENT & CEO 156260 0 0 0 0 0 4688 0 3963 0 164911 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.