United Way Of San Joaquin County
- Assets
- $2.6m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 10
- Location
- Stockton, CA
- Founding
- 10/1971
- Data as of
- 06/2021
- EIN
- 94-1279805
Organization Overview
United Way Of San Joaquin County is located in Stockton, CA. The organization was established in 1971. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of San Joaquin County employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of San Joaquin County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of San Joaquin County generated $2.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $1.9m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF SAN JOAQUIN COUNTY IMPROVES THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. UNITED WAY OF SAN JOAQUIN COUNTY ENVISIONS A COMMUNITY WHERE GENEROSITY OF INDIVIDUALS AND BUSINESS IS COUPLED WITH THE SERVICES PROVIDED BY COMMUNITY ORGANIZATIONS TO IMPROVE PEOPLE'S LIVES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES, DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF THE COMMUNITY. DURING THE CURRENT TAX YEAR, UNITED WAY OF SAN JOAQUIN DISTRIBUTED OVER $900,000 TO OTHER NON-PROFIT ORGANIZATIONS.
THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES, DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF THE COMMUNITY. DURING THE CURRENT TAX YEAR, UNITED WAY OF SAN JOAQUIN DISTRIBUTED OVER $900,000 TO OTHER NON-PROFIT ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kristen Birtwhistle President & CEO | OfficerTrustee | 40 | $138,769 |
Tammie Murrell Chairman | OfficerTrustee | 5 | $0 |
Bradley Burrell Director | Trustee | 5 | $0 |
Carol Ornelas Director | Trustee | 5 | $0 |
DE Anna Solina Director | Trustee | 5 | $0 |
Patsy Querantes Secretary | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $1,582,207 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $447,223 |
| Noncash contributions included in lines 1a–1f | $18,500 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,029,430 |
| Total Program Service Revenue | $0 |
| Investment income | $1,202 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $205,961 |
| Net Income from Fundraising Events | $35,053 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,271,646 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $956,375 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $139,739 |
| Compensation of current officers, directors, key employees. | $111,791 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $361,445 |
| Pension plan accruals and contributions | $77,355 |
| Other employee benefits | $13,949 |
| Payroll taxes | $36,928 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $6,859 |
| Office expenses | $31,271 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $36,743 |
| Travel | $2,207 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $21,356 |
| Depreciation, depletion, and amortization | $4,252 |
| Insurance | $8,569 |
| All other expenses | $39,812 |
| Total functional expenses | $1,879,673 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $501,087 |
| Savings and temporary cash investments | $1,607,467 |
| Pledges and grants receivable | $387,013 |
| Accounts receivable, net | $2,800 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $8,020 |
| Investments—publicly traded securities | $119,206 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,250 |
| Total assets | $2,628,843 |
| Accounts payable and accrued expenses | $100,371 |
| Grants payable | $665,817 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $766,188 |
| Net assets without donor restrictions | $1,729,391 |
| Net assets with donor restrictions | $133,264 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,628,843 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that United Way Of San Joaquin County has recieved totaling $111,765.
| Awarding Organization | Amount |
|---|---|
Lodi Memorial Hospital Association Inc Lodi, CA PURPOSE: Donation to HealthForce Partners | $26,677 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $26,000 |
Kaiser Foundation Hospitals Oakland, CA PURPOSE: Connected Community Network Outreach And Advocacy | $20,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $16,800 |
United Ways Of California South Pasadena, CA PURPOSE: PROMOTING CALIF EMPLOYEE ITC PROGRAM | $12,500 |
Sutter Valley Hospitals Sacramento, CA | | $6,677 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Giving Back Fund Inc Los Angeles, CA | $11,057,964 | $16,121,591 |
United Way Of The Columbia- Willamette Portland, OR | $45,244,176 | $37,813,880 |
Lutheran Social Services Of Southern California Orange, CA | $12,433,433 | $19,852,722 |
United Way California Capital Region Sacramento, CA | $17,085,587 | $25,165,420 |
United Way Of Tucson And Southern Arizona Inc Tucson, AZ | $24,809,225 | $14,478,255 |
United Way Of Southern Nevada Inc Las Vegas, NV | $13,273,511 | $9,207,930 |
Parker Ranch Foundation Tr 091092 Kamuela, HI | $269,073,510 | $7,172,423 |
Blaise Foundation Claremont, CA | $0 | $239,814 |
Beit Tshuvah Los Angeles, CA | $29,185,703 | $8,355,321 |
Levy Family Campus Los Gatos, CA | $16,282,164 | $7,205,840 |
Neighborhood Funders Group Berkeley, CA | $23,826,861 | $25,307,328 |
United Way Of Monterey County Monterey, CA | $13,516,071 | $8,095,454 |