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Nonprofiteer
← UNITED WAY OF SAN JOAQUIN COUNTY

Form 990 for tax year 2024

Filed by UNITED WAY OF SAN JOAQUIN COUNTY.

Totals

Total revenue
$2,323,476
Total expenses
$1,847,937
Contributions and grants received
$1,847,548
Grants paid
$0
Program service revenue
$397,871
Investment income
$69,988
Other revenue
$8,069
Total assets, end of year
$4,075,710
Total liabilities, end of year
$1,609,568
Net assets or fund balances, end of year
$2,466,142
Program services expenses (Part IX)
$1,433,197
Management and general expenses
$414,740
Fundraising expenses
$0
Program service expenses (Part III)
$1,433,197

Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRADLEY BURRELL

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • CAROL ORNELAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DEVINDER GREWAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • VENA FORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PHILLIP MERLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ANDREA ANDRADE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • LAUREN SCHOENTHALER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • NELLY VALDOVINOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ANNA MARIE CARTER

    DIRECTOR (EFF 1/25)

    Total calculated
    $0
    Hours/week
    5

  • CARMEN PADILLA

    DIRECTOR (EFF 1/25)

    Total calculated
    $0
    Hours/week
    5

  • ALEX SUGAR

    DIRECTOR (EFF 5/25)

    Total calculated
    $0
    Hours/week
    5

  • ROBIN BAGLIETTO

    DIRECTOR (THRU 6/25)

    Total calculated
    $0
    Hours/week
    5

  • KRISTEN BIRTWHISTLE

    PRESIDENT & CEO

    Total calculated
    $164,839
    From this org
    $152,655
    From related orgs
    $0
    Other
    $12,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,655
    Bonus
    $0
    Other
    $0
    Deferred
    $4,869
    Nontaxable benefits
    $7,315
    Filer's total
    $164,839

  • SAMNANG PRAK

    FINANCE DIRECTOR

    Total calculated
    $113,011
    From this org
    $101,853
    From related orgs
    $0
    Other
    $11,158
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611359349308441

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