2025-11-19T17:36:01-06:00 2024-12-31 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2024-07-01 952274560 UNITED WAY OF CENTRAL EASTERN CALIFORNIA DBA UNITED WAY OF KERN COUNTY UNIT 6618341820 1707 EYE STREET 3RD FLOOR BAKERSFIELD CA 93301 ERIC ARIAS PRESIDENT 6618341820 2025-11-19 1 1 PATRICK W PAGGI CPA P01223476 6618347411 2024 2025-03-06 01:10:19Z ERIC ARIAS 1707 EYE STREET 3RD FLOOR BAKERSFIELD CA 93301 1006355 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 33 87 0 0 2363436 988954 1701 1000 13557 10283 -52263 -15082 2326431 985155 0 0 0 0 1504751 800124 0 0 140524 1322572 584141 2827323 1384265 -500892 -399110 1582661 1455500 1360025 1170248 222636 285252 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 413616 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. 551488 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 2,900 TAX RETURNS WERE FILED, AND $6,015,417 MILLION IN REFUNDS CLAIMED. 165447 UNITED WAY OF CENTRAL EASTERN CALIFORNIA REMAINS A DEEPLY ENGAGED AND INVOLVED MEMBER OF THE BAKERSFIELD KERN REGIONAL HOMELESS COLLABORATIVE TO ADDRESS THE IMMEDIATE NEEDS OF OUR MOST VULNERABLE COMMUNITY MEMBERS. AS A CAL-AIM PROVIDER FOR KERN, INYO, AND MONO COUNTIES, UWCEC OFFERS A HOST OF WRAP-AROUND SERVICES TO THOSE ARE AT RISK OF BECOMING HOMELESS AND THOSE CURRENTLY EXPERIENCING HOMELESSNESS. 1130551 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 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 11 0 1 33 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 1707 EYE STREET 3RD FLOOR BAKERSFIELD CA 93301 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 INTERIM PRESIDENT 40.00 X X 86339 0 0 MARI PEREZ-DOWLING PAST PRESIDENT 40.00 X X 73095 0 0 MATT ROGERS PAST CHAIR 2.00 X X 0 0 0 159434 0 0 0 0 0 0 0 134619 32695 116722 704918 988954 ADMINISTRATIVE FEES 624100 1000 1000 1000 10283 10283 6118 8000 21200 -15082 -15082 985155 1000 0 -4799 159434 130736 12755 15943 640690 525366 51255 64069 3055 2505 244 306 7778 6378 622 778 77389 63459 6191 7739 72899 59777 5832 7290 24835 20365 1987 2483 569 569 10817 8870 865 1082 14587 11961 1167 1459 OTHER PROGRAM EXPENSE 346669 284550 27418 34701 CONTRACT SERVICES 20224 16584 1618 2022 SPECIAL EVENTS 5319 0 2667 2652 1384265 1130551 113190 140524 475472 235239 105101 315336 17870 7384 299193 242706 67304 56487 916914 841054 1582661 1455500 793100 243031 6997 6997 559928 337450 0 582770 1360025 1170248 X 222636 285252 222636 285252 1582661 1455500 -399110 16275 445451 0 X 0 1 X 1 0 X 3147376 1565935 2549672 1817883 956260 10037126 3147376 1565935 2549672 1817883 956260 10037126 10037126 102 6760 16723 38359 10283 72227 10109353 1477846 0.99290 0.99490 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 237775 56487 56487 AMERIPRISE FINANCIAL 461992 F OTHER ASSETS 379062 F 841054 CA TAX PAYABLE 1568 CREDIT CARDS 72839 PAYROLL LIABILITIES 9096 OTHER CURRENT LIABILITIES 404473 ACCRUED EXPENSES 94794 582770 X 1016607 16275 15177 31452 985155 0 985155 1399443 15178 15178 1384265 0 1384265 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING ACTIVITY 15,177. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING ACTIVITY 15,178. FESTIVAL DEL MARIACHI 12298 8000 4298 2409 2255 7082 TEDDY BEAR TOSS 1820 1820 9454 3 14118 8000 6118 2409 2255 16536 21200 -15082 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.