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Nonprofiteer
← UNITED WAY OF THE TRI VALLEY AREA

Form 990 for tax year 2024

Filed by UNITED WAY OF THE TRI VALLEY AREA.

Totals

Total revenue
$311,726
Total expenses
$289,504
Contributions and grants received
$275,667
Grants paid
$29,204
Program service revenue
$0
Investment income
$1,080
Other revenue
$34,979
Total assets, end of year
$306,278
Total liabilities, end of year
$939
Net assets or fund balances, end of year
$305,339
Program services expenses (Part IX)
$219,638
Management and general expenses
$23,289
Fundraising expenses
$46,577
Program service expenses (Part III)
$219,638

Program services were 75.9% 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.

  • 1f · All other contributions, gifts and grants

    $275,667

  • 3 · Investment income

    total $1,080 · related or exempt $1,080

  • 6a · Gross rents

    real property $11,650

  • 6c · Rental income or loss

    real property $11,650

  • 6d · Net rental income or loss

    total $11,650 · related or exempt $11,650

  • 8a · Fundraising events: gross income

    $63,022

  • 8b · Fundraising events: direct expenses

    $39,693

  • 8c · Net income from fundraising events

    total $23,329 · excluded $23,329

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $29,204 · program services $29,204

  • 5 · Compensation of officers, directors and key employees

    total $72,710 · program services $50,897 · management and general $7,271 · fundraising $14,542

  • 7 · Other salaries and wages

    total $88,651 · program services $62,056 · management and general $8,865 · fundraising $17,730

  • 9 · Other employee benefits

    total $10,840 · program services $7,588 · management and general $1,084 · fundraising $2,168

  • 10 · Payroll taxes

    total $12,180 · program services $8,526 · management and general $1,218 · fundraising $2,436

  • 11c · Fees: accounting

    total $3,587 · program services $2,511 · management and general $359 · fundraising $717

  • 13 · Office expenses

    total $9,217 · program services $6,452 · management and general $922 · fundraising $1,843

  • 16 · Occupancy

    total $22,531 · program services $15,772 · management and general $2,253 · fundraising $4,506

  • 17 · Travel

    total $119 · program services $83 · management and general $12 · fundraising $24

  • 19 · Conferences, conventions and meetings

    total $493 · program services $345 · management and general $49 · fundraising $99

  • 23 · Insurance

    total $2,129 · program services $1,490 · management and general $213 · fundraising $426

  • 24a · Other expenses: DESIGNATED GRANT EXPENSES

    total $27,061 · program services $27,061

  • 24b · Other expenses: POSTAGE

    total $317 · program services $222 · management and general $32 · fundraising $63

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,614 · program services $3,930 · management and general $561 · fundraising $1,123

  • 24d · Other expenses: TELEPHONE

    total $4,502 · program services $3,152 · management and general $450 · fundraising $900

  • 24e · All other expenses

    total $349 · program services $349

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $268,490 · end of year $286,021

  • 3 · Pledges and grants receivable

    beginning of year $29,208 · end of year $20,257

  • 10a · Land, buildings and equipment: cost or other basis

    $26,172

  • 10b · Land, buildings and equipment: accumulated depreciation

    $26,172

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,581 · end of year $939

  • 27 · Net assets without donor restrictions

    beginning of year $235,824 · end of year $215,267

  • 28 · Net assets with donor restrictions

    beginning of year $47,293 · end of year $90,072

Mission and programs · 2024

Mission

THE MISSION IS TO IMPROVE PEOPLES LIVES BY FOCUSING THE CARING CAPACITY OF OUR COMMUNITIES. THE ORGANIZATION MEETS ITS MISSION IN TWO WAYS: FUNDRAISING AND BY BRINGING PEOPLE TOGETHER TO IDENTIFY AND ADDRESS COMMUNITY NEEDS.

  • TO PROVIDE FINANCIAL SUPPORT TO AREA NON PROFIT ORGANIZATIONS AND CREATE LASTING CHANGE IN THE COMMUNITY. SUPPORT RANGES FROM FUNDING LITERACY PROGRAMS TO WORKING WITH AREA FOOD PANTRIES.

    Expenses $219,638

As filed on the 2024 return.

Listed in Part VII

  • Kendra Baker

    EXECUTIVE DIRECTOR

    Total calculated
    $72,710
    From this org
    $72,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Galen Dalrymple

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ben West

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jodi Cordes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Heather Piawlock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shane Cote

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Henderson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MacKenzie Houghton

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Erika Schumacher

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Gerdin

    TREASURER

    Total calculated
    $0
    Hours/week
    2

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202533169349300013

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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