2026-05-15T18:53:54-05:00 2025-06-30 273401331 ALICIA OREJEL CPA 1175 IDAHO STREET SUITE 203 REDLANDS CA 92374 990 2024-07-01 330502676 INLAND EMPIRE UNITED WAY INLA 9099802857 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 BYANCA SMITH CHIEF FINANCIAL OFFICER 9099802857 2026-05-15 1 1 ALICIA OREJEL P00847432 9092560975 2026-05-15 X 2024 2025-03-06 01:10:19Z X BYANCA SMITH 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 1924911 0 X WWW.INLANDSOCALUW.ORG X 1992 CA THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TO IMPROVE THE LIVES AND FUTURES OF THOSE IN NEED. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED. PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 8 8 0 0 0 0 633821 1868208 0 0 21065 56531 0 0 654886 1924739 0 2686949 0 0 499346 302609 0 0 0 284212 162013 783558 3151571 -128672 -1226832 2790452 180176 1419764 36320 1370688 143856 X THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TO IMPROVE THE LIVES AND FUTURES OF THOSE IN NEED. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED. PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 0 0 2824542 2617199 EDUCATION AND HEALTH INITIATIVE PROGRAMS PROVIDE DISADVANTAGED CHILDREN WITH THE RESOURCES THEY NEED TO LEARN AND SUCCEED IN SCHOOL. THESE PROGRAMS ARE WORKING IN OUR COMMUNITY TO ALLEVIATE CHILDHOOD HUNGER AND FOOD INSECURITY AND PROVIDE SCHOOL SUPPLIES AND TO MEET OTHER BASIC NEEDS. WE PARTNER WITH LOCAL SCHOOLS, COMPANIES, COMMUNITY ORGANIZATIONS, AND VOLUNTEERS TO ACCOMPLISH THESE GOALS. THE ORGANIZATION ALSO PROVIDES SERVICES TO HELP THE COMMUNITY REDUCE TOBACCO-RELATED DISEASES BY OFFERING TO HELP USERS QUIT NICOTINE. 246732 69750 PATHWAYS HOME IS A COORDINATED ENTRY SYSTEM RESPONDING TO HOMELESSNESS IN SAN BERNARDINO COUNTY. IEUW, THROUGH ITS 211 PROGRAMS, IS THE CONTINUUM OF CARE AND HUD APPROVED AGENCY DESIGNATED TO OPERATE AS THE SOLE COORDINATOR WITHIN THIS HOMELESSNESS RESPONSE SYSTEM AND IS ULTIMATELY RESPONSIBLE FOR SYSTEM WIDE METRICS. UNDER THE UNIQUE NEUTRAL AND TRUSTED OPERATIONAL SPACE OF UNITED WAY'S 211 SYSTEM,PATHWAYS HOME CONSISTS OF A TIGHT COLLABORATION OF MORE THAT TWO DOZEN NONPROFIT AGENCIES AND SEVERAL COUNTY DEPARTMENTS, PARTNERING TO ACTUALLY END HOMELESSNESS IN SAN BERNARDINO COUNTY. 211 OFFERS MUCH MORE SIMPLE INFORMATION & REFERRALS, WITH PEER-TO-PEER VETERANS AND REENTRY STAFF AND ADDIONAL NAVIGATION SPECIALISTS IN EMPLOYMENT, FOSTER SYSTEM FAMILIES, AND PRESCHOOL. 3071274 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 9099802857 1835 CHICAGO AVENUE B RIVERSIDE CA 92507 JOHN BIBEAU CHAIR 0.50 X X 0 0 0 LISA WRIGHT BOARD MEMBER 0.50 X 0 0 0 KURT VON STEINBERGS TREASURER 0.50 X X 0 0 0 JIM GAYNOR BOARD MEMBER 0.50 X 0 0 0 ROGER CRAWFORD BOARD MEMBER 0.50 X 0 0 0 EDWARD ORNELAS BOARD MEMBER 0.50 X 0 0 0 ELIA LUNA BOARD MEMBER 0.50 X 0 0 0 ANNA WANG BOARD MEMBER 0.50 X 0 0 0 ABRAHAM FONSECA SECRETARY 0.50 X X 0 0 0 KIMBERLY STARRS PRESIDENT AND CEO 5.00 40.00 X X 0 286041 12688 0 286041 12688 0 0 1 0 0 1592430 158557 117221 1592430 1868208 8753 8753 47950 172 47778 47778 47778 1924739 47778 0 8753 2617199 2617199 69750 69750 250161 212637 37524 4455 3863 592 23975 20789 3186 24018 20827 3191 30540 20157 10383 7452 4918 2534 868 868 49522 49522 50807 43337 7470 806 532 274 2355 2355 COPIER LEASE 14604 14604 DUES AND SUBSCRIPTIONS 4520 4520 BANK CHARGES 539 539 3151571 3071274 80297 0 75598 25795 232407 142458 297868 5934 3858 5855 107779 107645 36363 134 2144358 0 2790452 180176 5164 7619 198268 565 1216332 28136 1419764 36320 X 1300451 143369 70237 487 1370688 143856 2790452 180176 -1226832 0 X 1 X 0 0 0 X 6716794 3834535 1017363 633821 275778 12478291 6716794 3834535 1017363 633821 275778 12478291 12478291 457 619 27664 21065 8753 58558 136069 73439 8505 218013 12754862 0.97830 0.98160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107779 107645 134 134 FISCAL AGENT ACCOUNTS 19627 DESIGNATIONS PAYABLE 8509 28136 X 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 1 INLAND SOUTHERN CALIFORNIA 211 1835 CHICAGO AVE B RIVERSIDE CA 92507 952287250 501(C)3 0 2617199 FORGIVENESS OF OUTSTANDING AMOUNTS ADVANCED THE ORGANIZATION FORGAVE AMOUNTS ADVANCED TO A RELATED PARTY FOR OPERATING COSTS. 1 BLUE CUT FIRE FUNDS WERE USED TO VICTIMS OF THE WILDFIRES IN SOUTHERN CALIFORNIA. 93 69750 CASH AWARDS PART I, LINE 2: THE VARIOUS GRANT AGREEMENTS OUTLINE THE CRITERIA AND GUIDELINES TO FOLLOW IN ORDER TO DETERMINE APPLICANT ELIGIBILITY TO RECEIVE FUNDING. 0 0 0 0 0 0 0 0 0 KIMBERLY STARRS PRESIDENT AND CEO 0 286041 0 0 0 0 0 11700 0 988 0 298729 0 0 PART I, LINE 1A N/A PART I, LINE 1B N/A PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE A CEO/EXECUTIVE DIRECTOR. INSTEAD, THE ORGANIZATION HAS A MANAGEMENT SERVICES AGREEMENT WITH INLAND SOUTHERN CALIFORNIA UNITED WAY. THE BOARD OF DIRECTORS CONDUCTS IS BOARD MEETINGS IN PARTNERSHIP WITH THE ISCUW BOARD OF DIRECTORS. COMPENSATION POLICIES ARE DESCRIBED IN SCHEDULE O. PART I, LINE 7 N/A PART I, LINE 8 N/A X FORGIVENESS OF ADVANCES FOR OPERATING COSTS 1 1592430 CASH ADVANCES FROM 2 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND ACCOUNTING MANAGER REVIEW THE FORM 990 BEFORE IT IS PRESENTED TO THE PRESIDENT FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ASSIGNMENT AS A MEMBER OF THE BOARD, COMMITEE MEMBER, OR INLAND EMPIRE UNITED WAY (IEUW) EMPLOYEE AND ANNUALLY THEREAFTER, VOLUNTEERS AND STAFF WILL BE ASKED TO DISCLOSE THE FOLLOWING: A) CURRENT UNITED WAY VOLUNTEER AND STAFF ASSIGNMENTS, B) BOARD MEMBERSHIPS OF VOLUNTARY ORGANIZATIONS, C) CONTRACTS AND/OR VOLUNTEER SERVICES WITH SYSTEM PARTNERS, D) STAFF OR BOARD ASSOCIATIONS OF IMMEDIATE FAMILY MEMBERS AND E) AND OTHER POSSIBLE CONFLICTS OF INTEREST RELATED TO POTENTIAL SERVICE PROVIDERS. THROUGHOUT THEIR TERMS OF APPOINTMENT AND EMPLOYMENT WITH IEUW, VOLUNTEERS AND STAFF ARE RESPONSIBLE FOR IDENTIFYING POTENTIAL CONFLCTS OF INTEREST AS THEY ARISE. ANNUALLY, THE OFFICERS, DIRECTORS AND EMPLOYEES OF IEUW WILL BE EMAILED IEUW'S CONFLICT OF INTEREST POLICY OR DUALITY OF INTEREST CERTIFICATION. EACH RECIPIENT WILL EITHER MANUALLY OR ELECTRONICALLY COMPLETE THE CONFLICT OR DUALITY OF INTEREST CERTIFICATION AND RETURN IT BY EMAIL OR MAIL IT TO THE CFO OF IEUW. THE CFO WILL THEN SUMMARIZE AND REVIEW THE CERTIFICATION FOR COMPLETENESS. IN THE EVENT THAT A POTENTIAL CONFLICT OR DUALITY OF INTEREST FOR ANY VOLUNTEER OR EMPLOYEE OF IEUW IS REVEALED, THOSE CERTIFICATIONS WILL BE FORWARDED TO THE CHAIR OF THE BOARD OF DIRECTORS. ALL CERTIFICATIONS WILL BE KEPT ON FILE. THE CHAIR THEN DECIDES WHETHER A) THE VOLUNTEER (S)/ EMPLOYEE(S) SHOULD LEAVE THE ROOM DURING THE DISCUSSION, REVIEW AND VOTING IN CONNECTIONS OF THE MATTER; OR B) WHETHER THE VOLUNTEER (S)/EMPLOYEE(S) REMAIN IN THE ROOM FOR ANY PORTION OF THE DISCUSSION, REVIEW AND VOTING. VOLUNTEER (S)/STAFF WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING. FUNDED AGENCY REPRESENTATIVES BOARD, STAFF OR VOLUNTEER) SHOULD OFFER TO EXCUSE THEMSELVES FROM ANY MEETING WHEN THEIR ORGANIZATION IS DISCUSSED IN ANY MATTER WHEREBY THAT ORGANIZATION MIGHT BE MATERIALLY AFFECTED. THERE MAY BE TIME WHEN IT WILL BE APPROPRATE FOR AGENCY REPRESENTATIVES TO PARTICIPATE IN PLANNING AND DECISION MAKING. THE GROUP WILL MAKE THE DETERMINATION. ALL DISCLOSURES, WITHDRAWALS AND ABSTENTIONS WILL BE RECORDED DULY IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 INLAND EMPIRE UNITED WAY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH-CALIBER EXECUTIVES; PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE INCLUDING BENEFITS; STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES; REINFORCE THE GOALS OF THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION; ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE; BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS; ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER; BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES; AND ENSURE THAT THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. WHILE IEUW FOCUSES ON COMPARABLE UNITED WAY ORGANIZATIONS NATIONWIDE TO BENCHMARK PAY, WE ALSO UNDERSTAND THAT THE MARKET FOR EXECUTIVE TALENT MAYBE BROADER THAN THIS GROUP. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS, AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS MAY BE USED AS A SUPPLEMENT. IN ADDITION, IEUW MAY ALSO COLLECT OTHER PUBLISHED SURVEY DATA, WHEN APPROPRIATE, FOR FOR-PROFIT ORGANIZATIONS FOR SPECIFIC FUNCTIONAL COMPETENCIES SUCH AS FINANCE AND HUMAN RESOURCES. TOGETHER WITH DATA FROM INLAND EMPIRE UNITED WAY THE COMPARABLE UNITED WAY ORGANIZATIONS, DATA FROM THESE MARKET SEGMENTS ARE USED TO ASSESS THE COMPETITIVENESS OF COMPENSATION. IN GENERAL, IEUW POSITIONS TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MEDIAN OF THE MARKET. PROGRAMS ARE DESIGNED TO BE FLEXIBLE SO THAT COMPENSATION CAN BE ABOVE OR BELOW THE MEDIAN BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEED TO ATTRACT AND RETAIN SPECIFIC TALENT. IEUW'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. THE EXECUTIVE COMMITTEE COMMISSIONS AN ANNUAL REVIEW TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE SPRING OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW,THE COMMITTEE REVIEWS AND APPROVES FOR SELECTED KEY EXECUTIVES BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD OF DIRECTORS SALARY APPROVAL AND INCENTIVE AWARDS FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE INLAND EMPIRE UNITED WAY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA OUR ORGANIZATIONS'S WEBSITE: WWW.ISCUW.ORG. INLAND SOUTHERN CALIFORNIA UNITED WAY 1835 CHICAGO AVENUE RIVERSIDE CA 92507 951742174 EDUCATION, FINANCIAL STABILITY, HOUSING CA 501(C)3 7 0 INLAND SOUTHERN CALIFORNIA 211 1511 S VINEYARD AVENUE ONTARIO CA 91761 952287250 RESOURCE REFERRALS CA 501(C)3 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 INLAND SOUTHERN CALIFORNIA 211 P 302609 COST REIMBURSEMENT INLAND SOUTHERN CALIFORNIA 211 B 2617199 FORGIVENESS OF FUNDS ADVANCED