2025-05-15T18:15:32-05:00 2024-06-30 273401331 ALICIA OREJEL CPA 1175 IDAHO STREET SUITE 203 REDLANDS CA 92374 990 2023-07-01 951742174 INLAND SOUTHERN CALIFORNIA UNITED WAY INLA 9516974700 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 KIMBERLY STARRS PRESIDENT & CEO 9516974700 2025-05-15 1 0 ALICIA OREJEL P00847432 9092560975 2025-05-15 X 2023 2025-03-06 01:10:19Z KIMBERLY STARRS 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 7243166 0 X INLANDSOCALUW.ORG X 1954 CA THE MISSION OF INLAND SOUTHERN CALIFORNIA UNITED WAY IS TO UNITE PEOPLE, IDEAS, AND RESOURCES TO EMPOWER OUR COMMUNITY AND IMPROVE LIVES. THIS MISSION IS ACCOMPLISHED UNDER THE FOCUS AREAS OF COMMUNITY RESILIENCY, HEALTHY COMMUNITY, FINANCIAL SECURITY, AND YOUTH OPPORTUNITY. ESTABLISHED IN 1931, ISCUW SERVES COMMUNITIES IN RIVERSIDE, SAN BERNARDINO, AND EAST LOS ANGELES COUNTIES. ISCUW WORKS TO BUILD THRIVING COMMUNITIES WHERE EVERYONE CAN ACHIEVE WHAT THEY ENVISION FOR THEIR LIVES. ISCUW HAS OFFICES IN THE CALIFORNIA CITIES OF RIVERSIDE, ONTARIO, AND LA QUINTA. ISCUW ADMINISTERS LOCAL PROGRAMS AND INITIATIVES, FACILITATES AND DISTRIBUTES FUNDS TO LOCAL NONPROFITS BASED ON NEEDS IDENTIFIED BY VOLUNTEERS AND COMMUNITY MEMBERS, AND ENGAGES APPROXIMATELY 1,200 VOLUNTEERS EACH YEAR, INCLUDING COMPANY CAMPAIGN COORDINATORS AND DONORS. 30 30 20 642 0 0 4267842 6567394 0 0 5800 28938 -7638 -82281 4266004 6514051 1545714 2399769 0 0 758779 1501150 0 0 487635 2017781 1655343 4322274 5556262 -56270 957789 5644509 6449535 2427987 1416357 3216522 5033178 X THE MISSION OF UNITED WAY OF THE INLAND VALLEYS IS TO UNITE PEOPLE, IDEAS, AND RESOURCES WITH OUR COMMUNITY TO IMPROVE LIVES. UNITED WAY FIGHTS FOR THE EDUCATION, FINANCIAL STABILITY, AND HOUSING OF EVERY PERSON IN OUR COMMUNITY. UWIV ACCOMPLISHES THIS MISSION THROUGH ADMINISTERING LOCAL PROGRAMS AND INITIATIVES THAT ALIGN WITH OUR PRIMARY OBJECTIVE OF IMPROVING LIVES AND FIGHTING FOR EDUCATION, FINANCIAL STABILITY, AND HOUSING. ADDITIONALLY, UWIV GRANTS MONEY TO LOCAL AGENCIES WHICH ALIGN WITH OUR PRIMARY FOCUS AREAS. 0 0 3415402 2340000 GUARANTEED INCOMEINLAND SOCAL UNITED WAY IS TESTING GUARANTEED INCOME AS A TOOL TO POSITIVELY AFFECT LIFE TRAJECTORIES. THIS MODEL ASSISTS INDIVIDUALS AT CRITICAL LIFE STAGES WHERE FINANCIAL SECURITY IS CRUCIAL IN DETERMINING LONG-TERM OUTCOMES FOR BOTH INDIVIDUALS AND COMMUNITIES. CURRENTLY, THIS WORK IS ACCOMPLISHED UNDER THE CALIFORNIA STATEWIDE GUARANTEED INCOME PILOT WITH BLENDED FUNDING FROM MULTIPLE PARTNERS. THE PILOT USES A RANDOMIZED CONTROLLED TRIAL TO TEST AND EVALUATE THE EFFICACY AND OUTCOMES OF GUARANTEED INCOME ON EMPLOYMENT, HEALTH, PREGNANCY AND EARLY CHILDHOOD, AND OTHER AREAS OF LIFE. THE PILOT RUNS FOR 18 MONTHS AND STARTED IN 2024. ENROLLMENT IS NOW CLOSED BECAUSE IT IS AT CAPACITY. RESULTS ARE ANTICIPATED FOR PUBLICATION IN 2026. FOR 2024, WE WERE ABLE TO PROVIDE FUNDING TO 409 PREGNANT PERSONS AND 35 FOSTER YOUTH. POPULATION(S) SERVED:ECONOMICALLY DISADVANTAGED PEOPLEFOSTER AND ADOPTIVE CHILDRENLOW-INCOME PEOPLEYOUNG ADULTSPREGNANT PEOPLE 444644 GRANT ADMINISTRATIONINLAND SOCAL UNITED WAY ADMINISTERS GRANT FUNDING TO NONPROFITS, MICRO AND SMALL BUSINESSES, AND DISASTER-IMPACTED HOUSEHOLDS. GRANTS ARE MADE WHEN FUNDING IS AVAILABLE. AS A UNITED WAY WITH A 90+ YEAR HISTORY OF COMMUNITY GIVING, WE WORK WITH GOVERNMENTAL AND OTHER FUNDING PARTNERS TO UTILIZE OUR TIME-TESTED UNITED WAY GRANTMAKING FRAMEWORK. WE REDUCE BARRIERS, INCREASE FISCAL ACCOUNTABILITY, AND CUSTOMIZE GRANTS ADMINISTRATION TO DIFFERENT GOALS, REGULATIONS, AND OTHER FACTORS. WE FUNDRAISE FOR THE ISCUW WILDFIRE RELIEF FUND TO SUPPORT FAMILIES DISPLACED BY WILDFIRES. FROM 2020-2023, INLAND SOCAL UNITED WAY ADMINISTERED $300M+ IN FISCALLY REGULATED FEDERAL CORONAVIRUS RELIEF IN PARTNERSHIP WITH LOCAL CITIES AND COUNTIES.POPULATION(S) SERVED:ADULTSCHILDREN AND YOUTHECONOMICALLY DISADVANTAGED PEOPLELOW-INCOME PEOPLESENIORS 416330 59769 COMMUNITY ENGAGEMENTINLAND SOCAL UNITED WAY CONNECTS COMMUNITY MEMBERS WITH MEANINGFUL VOLUNTEER OPPORTUNITIES TO HELP BUILD A THRIVING FUTURE. WE HAVE OVER 1,200 VOLUNTEERS SUPPORTING A BROAD RANGE OF ACTIVITIES UNDER INLAND SOCAL UNITED WAY AND INLAND SOCAL 211+. VOLUNTEERS PROVIDE INVALUABLE SUPPORT: PACKING FOOD BAGS AND SCHOOL SUPPLIES, ANSWERING MENTAL HEALTH CRISIS CALLS, COORDINATING EMPLOYEE GIVING TO SUPPORT SERVICES, LEADING TOY AND SCHOOL SUPPLY DRIVES, HELPING CLIENTS DEVELOP SKILLS THROUGH MOCK INTERVIEWS AND FINANCIAL LITERACY WORKSHOPS, AND MUCH MORE.POPULATION(S) SERVED:LOW-INCOME PEOPLESENIORS 557462 DONOR DESIGNATIONSAS A CONVENIENCE TO OUR DONORS, ISCUW FACILITATES DIRECT, UNRESTRICTED CONTRIBUTIONS TO OTHER NON-PROFIT AGENCIES. THE ORGANIZATION DOES NOT REQUIRE THE RECIPIENT ORGANIZATION TO PROVIDE INFORMATION RELATIVE TO THE USE RESULTS OF THESE CONTRIBUTIONS. 557462 4833838 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 300 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9516974700 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 ALI ARA BOARD MEMBER 0.50 0.50 X 0 0 0 BENITA BYRD SECRETARY 0.50 0.50 X X 0 0 0 DAVID WAHLQUIST BOARD MEMBER 0.50 0.50 X 0 0 0 EDWARD ORNELAS BOARD MEMBER 0.50 0.50 X 0 0 0 ELIA LUNA BOARD MEMBER 0.50 0.50 X 0 0 0 ELLIE BENNETT BOARD MEMBER 0.50 0.50 X 0 0 0 GRACIE TORRES BOARD MEMBER 0.50 0.50 X 0 0 0 JEFF LEWIS VICE CHAIR 0.50 0.50 X X 0 0 0 JENNIFER FULLER BOARD MEMBER 0.50 0.50 X 0 0 0 JIJI ABRAHAM BOARD MEMBER 0.50 0.50 X 0 0 0 JIM GAYNOR BOARD MEMBER 0.50 0.50 X 0 0 0 JOANN YOUNG BOARD MEMBER 0.50 0.50 X 0 0 0 JOHN LAPKE BOARD MEMBER 0.50 0.50 X 0 0 0 JOHNNY MENESES BOARD MEMBER 0.50 0.50 X 0 0 0 JULIANA ADAMS BOARD MEMBER 0.50 0.50 X 0 0 0 KURT VON STEINBERGS BOARD MEMBER 0.50 0.50 X 0 0 0 MARTINREX KEDZIORA BOARD MEMBER 0.50 0.50 X 0 0 0 MICAH TOKUDA TREASURER 0.50 0.50 X X 0 0 0 MICHAEL KOUYOUMDIJAN BOARD MEMBER 0.50 0.50 X 0 0 0 NOLAN GOUVEIA BOARD MEMBER 0.50 0.50 X 0 0 0 ORION GOE BOARD MEMBER 0.50 0.50 X 0 0 0 ROB LURKINS BOARD MEMBER 0.50 0.50 X 0 0 0 ROGER CRAWFORD BOARD MEMBER 0.50 0.50 X 0 0 0 RUBY HUEY BOARD MEMBER 0.50 0.50 X 0 0 0 RUDY LOVATO BOARD MEMBER 0.50 0.50 X 0 0 0 STEVE HEMENWAY BOARD MEMBER 0.50 0.50 X 0 0 0 TIFFANY GOMEZ CHAIR 0.50 0.50 X X 0 0 0 VADIM DEMENTYEV BOARD MEMBER 0.50 0.50 X 0 0 0 RANDY HORD BOARD MEMBER 0.50 0.50 X 0 0 0 DAVID HUGHES BOARD MEMBER 0.50 0.50 X 0 0 0 KIMBERLY STARRS PRESIDENT/CEO 40.00 X 252252 0 12384 BYANCA SMITH EXECUTIVE DIRECTOR OF FINANCE AND HR 40.00 X 176670 0 9647 DANIELLE KILCHENSTEIN EXECUTIVE DIRECTOR OF GOVERNMENT RELATIONS 40.00 X 114320 0 12631 KRISTAL GRANADOS EXECUTIVE DIRECTOR OF STRATEGY 40.00 X 108991 0 10067 ALISA LEMKE EXECUTIVE DIRECTOR OF NARRATIVE AND COMPLIANCE 40.00 X 104400 0 9177 756633 0 53906 5 0 1 0 OPEXA 24 CAMELIA IRVINE CA 92620 IT SERVICES 225124 MOMENTOUS 777 EAST TAHQUITZ CANYON WAY SUITE PALM SPRINGS CA 92262 EVENT PRODUCERS 154250 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DR SAN BERNARDINO CA 92408 AUDIT SERVICES 100625 3 4347339 2220055 6567394 26548 26548 497471 492486 2595 4985 -2595 2390 2390 151753 234034 -82281 -82281 6514051 0 0 -53343 2399769 2399769 252252 252252 952247 571956 77365 302926 23376 16012 2294 5070 174128 119270 17091 37767 99147 67911 9731 21505 11215 11215 43034 25016 18018 5275 5275 247842 247842 79481 21924 57557 22865 19105 3479 281 322777 322777 133617 110175 23416 26 2181 1618 563 3134 3134 37795 20275 17520 DESIGNATIONS 557462 557462 UNITED WAY WORLDWIDE DU 46696 17522 29174 TELEPHONE EXPENSE 41930 38014 1922 1994 TRANSPORTATION AND TRAV 28868 8455 14180 6233 71171 22790 23842 24539 5556262 4833838 234789 487635 448432 860987 636632 22814 1280566 2032172 292947 152253 17438 23383 857744 201165 639421 656579 889301 437694 1439772 2263653 5644509 6449535 448250 392055 536205 521516 45277 1443532 457509 2427987 1416357 X 3182519 4672045 34003 361133 3216522 5033178 5644509 6449535 X 957789 10618 848249 X 0 1 X 0 1 1 X 7404946 30422869 9159608 4267842 6567394 57822659 7404946 30422869 9159608 4267842 6567394 57822659 57822659 10567 7041 8856 16680 28938 72082 69550 252884 168042 157880 151753 800109 58694850 0.98510 0.98730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 43,961. 2020 AMOUNT: $ 166,322. 2021 AMOUNT: $ 41,204. INCOME FROM SPECIAL EVENTS - 2019 AMOUNT: $ 25,589. 2020 AMOUNT: $ 86,562. 2021 AMOUNT: $ 126,838. 2022 AMOUNT: $ 157,880. 2023 AMOUNT: $ 151,753. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29496 250000 4219 283715 26336 3160 29496 31155 -4819 26336 25392 5763 31155 24715 723 46 25392 1.00000 0 0 169900 169900 564327 122024 442303 71380 69583 1797 52137 9558 42579 656579 DUE FROM INLAND EMPIRE UNITED WAY 2140491 SECURITY DEPOSIT 16597 RIGHT OF USE ASSETS, NET 106565 2263653 DESIGNATIONS PAYABLE 318693 OPERATING LEASE PAYABLE 105906 DEPOSITS WITH FISCAL AGENTS 32910 457509 X 6524669 10618 10618 6514051 0 6514051 5556262 0 5556262 0 5556262 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND WAS MADE UP OF ONE FUND ESTABLISHED BY A DONOR. THE FUND WAS ESTABLISHED TO SUPPORT CIVIC ENGAGMENT IN THE INLAND EMPIRE OF SOUTHERN CALIFORNIA. IN 2023, THE ORGANIZATION MERGED WITH UNITED WAY OF THE DESERT. A $250,000 ENDOWMENT ESTABLISHED BY DONORS OF THAT ORGANIZATION WERE MERGED INTO NET ASSETS WITH DONOR RESTRICTIONS OF THE SURVIVING ENTITY. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IT IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE ORGANIZATION CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR EXAMINATION OF FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. GALA 144135 144135 179803 4 7618 7618 54231 151753 151753 234034 234034 -82281 1 GUARANTEED INCOME 409 2340000 CASH GIFT CARDS AND COMMUNITY AWARDS 26 59769 CASH PART I, LINE 2: THE VARIOUS GRANT AGREEMENTS OUTLINE THE CRITERIA AND GUIDELINES TO FOLLOW IN ORDER TO DETERMINE APPLICANT ELIGIBILITY TO RECEIVE FUNDING. X X X 0 0 0 0 0 0 0 0 0 KIMBERLY STARRS PRESIDENT/CEO 252252 0 0 0 0 0 11450 0 934 0 264636 0 0 0 BYANCA SMITH EXECUTIVE DIRECTOR OF FINANCE AND HR 176670 0 0 0 0 0 8750 0 897 0 186317 0 0 0 PART I, LINE 1A N/A PART I, LINE 1B N/A PART I, LINE 3 THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S PERFORMANCE AND DETERMINES COMPENSATION. PART I, LINE 6 N/A PART I, LINE 7 N/A PART I, LINE 8 N/A FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING MANAGER AND VICE PRESIDENT OF FINANCE REVIEW THE FORM 990 BEFORE IT IS PRESENTED TO THE PRESIDENT FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ISCUW HAS A FORMAL CODE OF ETHICS THAT CONTAINS CONFLICT OF INTEREST GUIDELINES. THE POLICY APPLIES TO BOTH STAFF AND GOVERNING VOLUNTEERS. IT IDENTIFIES ACTIVITIES THAT MAY CREATE A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. STAFF AND VOLUNTEERS ARE REQUIRED TO AVOID THESE ACTIVITIES, AND IN THE EVENT THAT CERTAIN CONFLICTING ACTIVITIES CANNOT BE AVOIDED, FULL DISCLOSURE MUST BE MADE AND GOVERNING VOLUNTEERS MUST RECUSE THEMSELVES FROM APPLICABLE VOTING ACTIVITY. ALL EMPLOYEES AND GOVERNING VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT INTEREST STATEMENT ANNUALLY. VOLUNTEERS ARE ASKED TO SIGN THE STATEMENT ANNUALLY DURING THE FEBRUARY BOARD OF DIRECTORS MEETING. THE SIGNERS WILL CERTIFY THAT THERE IS NO CONFLICT OF INTEREST OR DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST. THE POTENTIAL CONFLICTS OF INTEREST WILL BE REVIEWED BY SENIOR MANAGEMENT AND, IF DEEMED NECESSARY, THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S PERFORMANCE AND DETERMINES COMPENSATION. KEY EMPLOYEES: VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF OPERATIONS THE PRESIDENT REVIEWS KEY EMPLOYEES PERFORMANCE AND DETERMINES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENTS AFTER TAX RETURN FILED 248,238. NET ASSETS OF UNITED WAY OF THE DESERT TRANSFERRED TO ISCUW 600,011. INLAND SOUTHERN CALIFORNIA 211 1511 S VINEYARD AVE ONTARIO CA 91761 952287250 RESOURCE REFERRALS CA 501(C)3 LINE 7 0 INLAND EMPIRE UNITED WAY 1511 S VINEYARD AVE ONTARIO CA 91761 330502676 EDUCATION/FINANCIAL STABILITY/HOUSING CA 501(C)3 LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0