2026-05-15T13:37:31-05:00 2025-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2024-07-01 941279805 UNITED WAY OF SAN JOAQUIN COUNTY UNIT 2094696980 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 KRISTEN BIRTWHISTLE PRESIDENT & CEO 2094696980 2026-05-14 1 1 TOBBIE J WELLS P01426383 2094731040 2026-05-07 2024 2025-03-06 01:10:19Z KRISTEN BIRTWHISTLE 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 2426327 0 X WWW.UNITEDWAYSJC.ORG X 1926 CA TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. 12 12 31 50 0 0 1501438 1847548 394616 397871 60130 69988 -100172 8069 1856012 2323476 238635 0 0 0 738036 886184 0 0 0 716591 961753 1693262 1847937 162750 475539 3919562 4075710 1930949 1609568 1988613 2466142 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 1433197 419511 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. 1433197 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 78 0 1 31 1 0 0 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 0 1 0 0 CA X THE ORGANIZATION 2094696980 777 N PERSHING AVENUE SUITE 2B STOCKTON CA 95203 BRADLEY BURRELL BOARD CHAIR 5.00 X X 0 0 0 CAROL ORNELAS DIRECTOR 5.00 X 0 0 0 DEVINDER GREWAL DIRECTOR 5.00 X 0 0 0 VENA FORD DIRECTOR 5.00 X 0 0 0 PHILLIP MERLO DIRECTOR 5.00 X 0 0 0 ANDREA ANDRADE DIRECTOR 5.00 X 0 0 0 LAUREN SCHOENTHALER DIRECTOR 5.00 X 0 0 0 NELLY VALDOVINOS DIRECTOR 5.00 X 0 0 0 ANNA MARIE CARTER DIRECTOR (EFF 1/25) 5.00 X 0 0 0 CARMEN PADILLA DIRECTOR (EFF 1/25) 5.00 X 0 0 0 ALEX SUGAR DIRECTOR (EFF 5/25) 5.00 X 0 0 0 ROBIN BAGLIETTO DIRECTOR (THRU 6/25) 5.00 X 0 0 0 KRISTEN BIRTWHISTLE PRESIDENT & CEO 40.00 X 152655 0 12184 SAMNANG PRAK FINANCE DIRECTOR 40.00 X 101853 0 11158 254508 0 23342 2 0 1 0 0 535825 73991 438466 799266 1847548 ADMINISTRATIVE FEES 541900 334067 334067 MEMBERSHIP AND TUITION 541900 41710 41710 SERVICE FEES 541900 22094 22094 397871 66558 66558 21640 0 21640 21640 21640 3430 0 3430 3430 3430 89280 73991 102851 -13571 -13571 2323476 419511 0 56417 299348 187417 111931 466103 383324 82779 6958 6208 750 51166 40733 10433 62609 46956 15653 23575 23575 1254 1254 180992 135744 45248 23143 17357 5786 106066 79550 26516 45637 34227 11410 109566 82174 27392 30936 23202 7734 16931 12698 4233 22143 22143 8133 6100 2033 19555 14666 4889 PROGRAM EXPENSES 329901 329901 SPONSORSHIP FEES 25036 18777 6259 MEMBERSHIP DUES 18885 14163 4722 1847937 1433197 414740 0 1174581 967320 1599594 2035027 365568 347022 159081 170349 5470 1656 82582 56918 25672 25664 121323 130192 468273 398480 3919562 4075710 210719 250546 397687 379772 36599 26685 806741 542107 479203 410458 1930949 1609568 X 1988613 2466142 1988613 2466142 3919562 4075710 475539 1990 0 X X 0 1 X 1 0 X 1232425 887637 1236170 1501438 1847548 6705218 1232425 887637 1236170 1501438 1847548 6705218 6705218 21072 569 36638 69048 88197 215524 698795 41871 89280 829946 7750688 1187447 0.86510 0.73950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 698,795. SPECIAL EVENTS - 2021 AMOUNT: $ 41,871. 2024 AMOUNT: $ 89,280. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 806741 4287254 4523421 570574 0 20000 7196 12804 62582 49722 12860 25664 SECURITY DEPOSITS 8530 RIGHT-OF-USE ASSETS - OPERATING, NET 377568 RIGHT-OF-USE ASSETS - FINANCING, NET 12382 398480 LEASE LIABILITIES - OPERATING 398014 LEASE LIABILITIES - FINANCING 12444 410458 X 2324212 1990 1990 2322222 1254 1254 2323476 1846683 0 1846683 1254 1254 1847937 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 78446 33141 45305 7231 112 12843 12431 BOLDER BREAKFAST 25000 25000 10260 1036 3597 8 59825 15850 43975 1132 14323 7926 31960 163271 73991 89280 18623 15471 20769 47988 102851 -13571 X X X X 0 0 0 0 0 0 0 0 0 KRISTEN BIRTWHISTLE PRESIDENT & CEO 152655 0 0 0 0 0 4869 0 7315 0 164839 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.