Form 990 for tax year 2024

Filed by UNITED AND GUIDED.

What the amendment changed

Compared with the return it replaced , filed 15 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $0 changed to $465,362
Contributions and grants received: $0 changed to $266,501
Program service revenue: $0 changed to $198,748
Investment income: $0 changed to $113

Totals

Total revenue: $465,362
Total expenses: $420,771
Contributions and grants received: $266,501
Grants paid: $0
Program service revenue: $198,748
Investment income: $113
Other revenue: $0
Total assets, end of year: $44,591
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $44,591
Program services expenses (Part IX): $420,771
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $420,771

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$266,501
1f · All other contributions, gifts and grants

$0
1g · Noncash contributions included above

$0
2f · All other program service revenue

total $198,748 · related or exempt $198,748 · unrelated business $0 · excluded $0
3 · Investment income

total $113 · related or exempt $113 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $7,997 · program services $7,997
5 · Compensation of officers, directors and key employees

total $146,296 · program services $146,296 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $99,547 · program services $99,547 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $61,111 · program services $61,111 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $709 · program services $709 · management and general $0 · fundraising $0
11c · Fees: accounting

total $3,336 · program services $3,336 · management and general $0 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $2,592 · program services $2,592 · management and general $0 · fundraising $0
13 · Office expenses

total $31,733 · program services $31,733 · management and general $0 · fundraising $0
14 · Information technology

total $0 · program services $0 · management and general $0 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $59,500 · program services $59,500 · management and general $0 · fundraising $0
17 · Travel

total $1,538 · program services $1,538 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $6,412 · program services $6,412 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $27,787 · end of year $44,591
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10c · Land, buildings and equipment, net

beginning of year $0
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0
27 · Net assets without donor restrictions

beginning of year $27,787 · end of year $44,591
28 · Net assets with donor restrictions

beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

The mission of United And Guided is to develop economic security and emotional wellness in traditionally marginalized communities through education, service learning, and local ownership.

In the 2024 tax year, United and Guided (UAG) leveraged Providing Access and Transforming Health (PATH) and California Initiatives to Diversify and Expand the Workforce in Enhanced Care Management and Community Supports (CITED) funding to significantly expand and strengthen our capacity to serve Medi-Cal members and uninsured individuals through the development of Enhanced Care Management (ECM) and Community Supports programs. These programs address critical health and social needs for vulnerable populations, including those at risk of homelessness, individuals with complex health conditions, pregnant and postpartum persons, and those with significant behavioral health challenges. UAG received $212,575 in PATH/CITED funding during the 2024 tax year, generating $16,804 in related program revenue. Total expenses for developing ECM and Community Supports programs during this period were $195,771. This investment enabled us to build the infrastructure, staffing, and operational systems necessary to launch and scale these high-impact services in alignment with the California Department of Health Care Services (DHCS) goals for whole-person care. Key accomplishments supported by PATH/CITED funds in 2024 included: Program Development and Infrastructure - Designed ECM workflows, care pathways, and service protocols to ensure compliance with DHCS requirements and Managed Care Plan contracts. Established secure data systems, HIPAA-compliant telehealth platforms, and client tracking tools to support case management, referrals, and outcome reporting. Workforce Expansion - Recruited and began onboarding a multidisciplinary team, including Lead Care Managers, Community Health Workers, and culturally responsive doulas, to deliver person-centered services addressing both medical and social determinants of health. Community Partnership Building - Formalized referral relationships with local hospitals, clinics, behavioral health agencies, housing providers, and food assistance organizations to strengthen care coordination and reduce service gaps. Birth Equity and Maternal Health Integration - Incorporated culturally congruent doula care and perinatal support into ECM services, targeting disparities in maternal and infant health outcomes among Black and other underserved communities. Operational Readiness for Service Delivery - Established physical office space in Sacramento County to serve as a central hub for client engagement, telehealth services, and team collaboration, ensuring accessibility for community members. Capacity Building for Long-Term Sustainability - Invested in staff training, quality assurance systems, and program evaluation methods to ensure effectiveness, compliance, and measurable impact for funders and regulatory partners. Through PATH/CITED funding, UAG advanced its mission to improve health outcomes, prevent homelessness, and reduce health inequities by bridging gaps between healthcare providers, community resources, and the individuals who need them most. By the close of the 2024 tax year, UAG had established the foundational elements of its ECM and Community Supports programs, positioning the organization for full-scale service delivery and sustainable growth in subsequent years.

Expenses $195,771 · Grants $212,575 · Revenue $16,804
In the 2024 tax year, United And Guided continued its commitment to advancing birth equity and addressing racial disparities in maternal and infant health outcomes through the Perinatal Equity Initiative (PEI). This work was made possible through a subcontract between United And Guided and the California Department of Public Health (CDPH). While this subcontract was not supported by direct grant funding, it provided the contractual framework necessary to implement and sustain the Black Fathers Inc. program-an innovative, culturally centered initiative designed to address the unique needs of African American/Black fathers, their partners, and families during the perinatal period. United And Guided incurred $225,000 in program expenses to operate the Black Fathers Inc. program in 2024. These funds supported staffing, program development, outreach, and direct services that advance PEI's statewide goals of reducing health inequities, improving perinatal care experiences, and preventing adverse childhood experiences (ACEs). Through this initiative, Black Fathers Inc. provided direct father-focused prenatal, birthing, and postpartum support, operating on the premise that active, informed, and supported fathers play a critical role in improving maternal and infant outcomes. Services included father-inclusive birth coaching, education on newborn care, co-parenting support, and connection to healthcare and community resources. The program utilized a **co-ed doula team model**, pairing a certified male doula with a certified female doula to ensure both parents received culturally competent, gender-responsive care throughout the perinatal journey. In alignment with PEI's focus areas, Black Fathers Inc. implemented outreach and engagement strategies tailored to address systemic barriers faced by African American/Black families, including healthcare mistrust, lack of culturally relevant services, and limited father-inclusive programming. The program facilitated peer support groups, community events, and educational workshops, all designed to promote positive paternal involvement and strengthen family bonds. Operationally, the subcontract with CDPH allowed United And Guided to integrate PEI priorities into existing Enhanced Care Management (ECM) and Community Support service structures, thereby increasing service coordination and continuity of care. While the subcontract itself did not provide funding, its role in enabling the program's operation was critical to securing other resources, maintaining partnerships, and leveraging United And Guided's infrastructure to deliver high-quality, equity-driven services. The Black Fathers Inc. program, under the umbrella of the Perinatal Equity Initiative, contributed to measurable improvements in family engagement, care plan adherence, and birth experiences for participating families. In 2024, the program expanded its reach within Sacramento County and surrounding areas, strengthening collaborations with hospitals, community clinics, and local agencies to ensure that African American/Black fathers are recognized as essential partners in perinatal health. By integrating father-inclusive practices into maternal and child health work, United And Guided advanced PEI's mission to address disparities at their root causes-empowering families, fostering community connection, and creating sustainable pathways toward healthier birth outcomes. The investment of \$225,000 into this work in 2024 underscores United And Guided's commitment to equitable, culturally responsive care that uplifts the entire family unit.

Expenses $225,000 · Revenue $225,000

As filed on the 2024 return.

Listed in Part VII

Imani Lucas

Executive Director

Total calculated

$90,240

From this org

$90,240

From related orgs

$0

Other

$0

Hours/week

80
LaShanya Breazell

Director of Birth Equity

Total calculated

$56,056

From this org

$56,056

From related orgs

$0

Other

$0

Hours/week

80

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2024
Filed: 15 August 2025
IRS schema version: 2024v5.0
Source object: 202522319349302007

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