2025-05-15T18:27:28-05:00 2024-06-30 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2023-07-01 952274560 UNITED WAY OF CENTRAL EASTERN CALIFORNIA DBA UNITED WAY OF KERN COUNTY UNIT 6618341820 5405 STOCKDALE HWY SUITE 200 BAKERSFIELD CA 933092560 ERIC ARIAS PRESIDENT 6618341820 2025-05-15 1 1 PATRICK W PAGGI CPA P01223476 6618347411 2023 2025-03-06 01:10:19Z ERIC ARIAS 5405 STOCKDALE HWY SUITE 200 BAKERSFIELD CA 933092560 2498703 0 X WWW.UWKERN.ORG X 1963 CA THE MISSION OF THE UNITED WAY OF KERN COUNTY IS TO "MOBILIZE DONORS, ADVOCATES AND VOLUNTEERS TO IMPROVE LIVES IN KERN COUNTY." THE ORGANIZATION ACCOMPLISHES THIS BY RAISING AND INVESTING FINANCIAL RESOURCES IN PROGRAMS THAT ADVANCE THE COMMON GOOD; COLLABORATING WITH OTHER ORGANIZATIONS TO LEVERAGE RESOURCES AROUND CRITICAL COMMUNITY ISSUES; ENGAGING VOLUNTEERS IN SERVICE; AND ADVOCATING FOR PUBLIC POLICIES THAT FURTHER ITS OBJECTIVES. 12 12 34 160 0 0 2839231 2363436 54626 1701 20811 13557 0 -52263 2914668 2326431 0 0 0 0 1356803 1504751 0 0 282734 1469614 1322572 2826417 2827323 88251 -500892 1899383 1582661 1200657 1360025 698726 222636 X THE MISSION OF THE UNITED WAY OF KERN COUNTY IS TO "MOBILIZE DONORS, ADVOCATES AND VOLUNTEERS TO IMPROVE LIVES IN KERN COUNTY." THE ORGANIZATION ACCOMPLISHES THIS BY RAISING AND INVESTING FINANCIAL RESOURCES IN PROGRAMS THAT ADVANCE THE COMMON GOOD; COLLABORATING WITH OTHER ORGANIZATIONS TO LEVERAGE RESOURCES AROUND CRITICAL COMMUNITY ISSUES; ENGAGING VOLUNTEERS IN SERVICE; AND ADVOCATING FOR PUBLIC POLICIES THAT FURTHER ITS OBJECTIVES. 0 0 848196 EARLY CHILDHOOD LITERACY AND DEVELOPMENT: THE ORGANIZATION WORKS TO IMPROVE HEALTH AND SCHOOL READINESS AMONG PRE-SCHOOL CHILDREN BY EMPOWERING PARENTS AND CAREGIVERS TO BE THEIR CHILDREN'S FIRST TEACHERS. PROGRAMS INCLUDE RAISING A READER, WHICH PROVIDES BOOK DISTRIBUTIONS TO LOW-INCOME PRESCHOOLS; BORNLEARNING, WHICH PROVIDES PARENT EDUCATION MATERIALS, BOOKS AND RESOURCES TO FAMILIES OF NEWBORNS AND YOUNG CHILDREN; AND A BOOK-OF-THE-MONTH CLUB, WHICH PROVIDES FREE CHILDREN'S BOOKS TO MORE THAN 440 FAMILIES EACH MONTH. BORNLEARNING TRAILS HAVE BEEN INSTALLED IN SIX LOCAL PARKS, PROVIDING EDUCATIONAL ACTIVITIES FOR PARENTS TO ENGAGE IN WITH THEIR CHILDREN AS THEY ENJOY TIME TOGETHER AT PLAY. 1130929 VITA PROGRAM:DURING THE YEAR, UWKC LED A COALITION OF PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS IN PROVIDING FREE VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVICES TO LOW AND MODERATE-INCOME TAXPAYERS. THE GROUP, KNOWN COLLECTIVELY AS THE KERN VITA PARTNERSHIP, OPERATES FIXED-SITE AND MOBILE TAX PREPARATION CENTERS, STAFFED BY IRS-CERTIFIED VOLUNTEERS. THE GOAL IS TO HELP ELIGIBLE RESIDENTS CLAIM ALL THE TAX BENEFITS THEY HAVE EARNED, PARTICULARLY THE EARNED INCOME TAX CREDIT AND THE CHILD TAX CREDIT. NEARLY 2,700 TAX RETURNS WERE FILED, AND $4.4 MILLION IN REFUNDS CLAIMED. 339279 HOMELESS COLLABORATIVE PROJECT MANAGEMENT:UWKC IS THE LEAD AGENCY FOR THE KERN COUNTY HOMELESS COLLABORATIVE, A GROUP OF 24 PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS WORKING TO REDUCE HOMELESSNESS IN KERN COUNTY. UWKC ACTS AS THE COLLABORATIVE'S FISCAL SPONSOR AND EMPLOYS A FULL-TIME PROJECT MANAGER TO OVERSEE AND FACILITATE THE WORK OF THE COLLABORATIVE AND ITS MANY STANDING AND AD HOC COMMITTEES. WITH UWKC SUPPORT, THE COLLABORATIVE SUBMITS AN ANNUAL APPLICATION FOR FEDERAL FUNDING, WHICH BRINGS $3 MILLION TO $5 MILLION PER YEAR TO KERN COUNTY AGENCIES SERVING THE HOMELESS; CONDUCTS AN ANNUAL POINT-IN-TIME COUNT OF THE HOMELESS; CONDUCTS HOMELESS OUTREACH EVENTS; AND CONTINUALLY EDUCATES THE COMMUNITY ON THE ISSUE OF HOMELESSNESS. 2318404 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 6618341820 5405 STOCKDALE HIGHWAY BAKERSFIELD CA 93309 JOE GARCIA CHAIR 2.00 X X 0 0 0 SANDEEP SINGH MALHI VICE CHAIR 2.00 X X 0 0 0 JORDAN KAUFMAN TREASURER 2.00 X X 0 0 0 EMILY DURAN BOARD MEMBER 1.00 X 0 0 0 DR TIMOTHY FULENWIDER BOARD MEMBER 1.00 X 0 0 0 DR JESSICA GRIMES BOARD MEMBER 1.00 X 0 0 0 ANA MONTENEGRO BOARD MEMBER 1.00 X 0 0 0 ANTONIO LOZANO BOARD MEMBER 1.00 X 0 0 0 ENDEE GRIJALVA BOARD MEMBER 1.00 X 0 0 0 ERIC ARIAS BOARD MEMBER 1.00 X 0 0 0 MATT ROGERS PAST CHAIR 2.00 X X 0 0 0 JAVIER LOZANO PAST CHAIR 2.00 X X 0 0 0 MARI PEREZ-DOWLING PRESIDENT 40.00 X 146730 0 0 146730 0 0 1 0 0 0 PROMOTORAS CON ALMA PO BOX 21963 BAKERSFIELD CA 93390 CONTRACT SERVICES 145000 1 343133 168507 487170 1364626 2363436 ADMINISTRATIVE FEES 624100 1701 1701 1701 13557 13557 120009 73400 172272 -52263 -52263 2326431 1701 0 -38706 144733 118681 11579 14473 1360018 1115215 108801 136002 28429 23312 2274 2843 10517 8624 841 1052 283898 232796 22712 28390 166930 136883 13354 16693 1917 1572 153 192 39605 32476 3168 3961 21634 17740 1731 2163 19696 16150 1576 1970 OTHER PROGRAM EXPENSE 516796 423772 41344 51680 SPECIAL EVENTS 185748 152313 14860 18575 CONTRACT SERVICES 47402 38870 3792 4740 2827323 2318404 226185 282734 692922 475472 368251 0 542315 105101 17870 17870 299193 231889 88938 67304 189087 916914 1899383 1582661 366419 793100 0 6997 834238 559928 1200657 1360025 X 698726 222636 698726 222636 1899383 1582661 -500892 24802 0 X 0 1 X 1 0 X 3012124 3147376 1565935 2549672 1817883 12092990 3012124 3147376 1565935 2549672 1817883 12092990 12092990 67 102 6760 16723 38359 62011 12155001 1471032 0.99490 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: THE UNITED WAY OF KERN COUNTY PROVIDES ITS SUPPORTORS WITH INFORMATION ON LEGISLATION RELATED TO PRESERVING TAX BENEFITS FOR CHARITABLE GIVING, AND FOR LOW-COST HEALTH INSURANCE FOR CHILDREN. THE ORGANIZATION URGES SUPPORT OF THESE INITIATIVES AND ENCOURAGES INDIVIDUALS TO EXPRESS THEIR OPINIONS TO THEIR LEGISLATORS. STAFF AND VOLUNTEERS ALSO MAKE DIRECT CONTACT WITH LEGISLATORS ON THESE ISSUES TO ASK FOR SUPPORT. 4931 4931 0 294262 226958 67304 67304 WELLS FARGO 916914 F 916914 X 2351233 24802 24802 2326431 0 2326431 0 0 0 0 0 PART X, LINE 2: THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. FESTIVAL DEL MARIACHI 16417 8700 7717 6483 16041 PROFESSIONAL DEVELOPMENT CONFERENCE 91479 59700 31779 55868 131 250 23083 3 85513 5000 80513 8789 2727 14485 44415 193409 73400 120009 64657 9341 14735 83539 172272 -52263 FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE 990 FILING INCLUDING SCHEDULES AND ATTACHMENTS WAS DELIVERED ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BOARD AND MEMBERS WERE INVITED TO DIRECT QUESTIONS TO THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ANNUALLY SIGN CONFLICT OF INTEREST DISCLOSURE FORMS, WHICH ARE REVIEWED BY MANAGEMENT. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT AND BOARD LEADERSHIP TO DETERMINE WHAT, IF ANY, STEPS SHOULD BE TAKEN TO MANAGE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT WAS ORIGINALLY PROPOSED BY THE SEARCH COMMITTEE OF THE GOVERNING BOARD AFTER A REVIEW OF COMPARABLE SALARY DATA FROM UNITED WAY, LOCAL NONPROFITS, AND LOCAL PRIVATE SECTOR SOURCES. THE RECOMMENDATION WAS APPROVED BY THE FULL BOARD AS PART OF THE HIRING PROCESS. CURRENT COMPENSATION WAS REVIEWED AS PART OF THE PRESIDENT'S PERFORMANCE EVALUATION AND APPROVED BY THE FULL BOARD. COMPENSATION OF OTHER KEY EMPLOYEES IS PERIODICALLY REVIEWED BY THE PRESIDENT IN CONSULTATION WITH THE STANDING PERSONNEL COMMITTEE OF THE GOVERNING BOARD USING SIMILAR COMPARABILITY DATA. COMPENSATION FOR ALL EMPLOYEES IS SUBJECT TO REVIEW AS PART OF THE ANNUAL BUDGETING PROCESS. ADDITIONALLY, MONTHLY FINANCIAL REPORTS TO THE BOARD INCLUDE LINE ITEM REPORTING OF COMPENSATION TO DATE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AND ETHICS POLICIES, COPIES ARE PROVIDED UPON REQUEST.